Tag: Productivity

0002 Excel Shortcuts: How to Insert and Delete Tabs (Worksheets)

If your spreadsheet is a 3 ring binder, then each worksheet is a page.

In this video, I will teach you how to insert a blank sheet, and how to delete an existing sheet, using Excel shortcuts for both PC and Mac.

Download FREE Hands-On Exercises

Full Video Transcript:

I don’t know about you, but fumbling around for that little plus button at the bottom of your screen just to insert a new worksheet is kind of like fumbling for your checkbook at the supermarket. There’s a better way, guys. In this video, I’m going to teach you how to insert and delete tabs, which are actually just called worksheets.

Inserting and deleting tabs or worksheets is one of those foundational skills that, if you don’t have to touch the mouse to accomplish this, you’re actually going to save yourself time every time you do it.

So, the way to insert a blank worksheet is to hit SHIFT+F11. When you hit SHIFT+F11, what you’ll notice is, based on where you are, it will actually insert a blank sheet to the left of your current highlighted worksheet. That’s really important if you want to actually save yourself a step of repositioning. You just choose the worksheet you want, then you insert the blank worksheet.

On the flip side, if you want to delete the active worksheet, be very careful. Choose the one you want first. On the PC, you’re going to hit ALT+H for home, D for the delete, and S for sheet. It’s going to ask you, “Are you sure you want to do this?” If there’s anything in it. If there’s not anything in it, it will actually just delete for you immediately.

That is the trick to it, and the memory trick to actually remember this is think of a shrieking Frankenstein saying, “I want a fresh start,” all right? Those metal bars on his neck kind of look like an 11, so shrieking stands for shift, Frankenstein is for the F, and the 11 are those metal bars. Shrieking Frankenstein, “I want a fresh start.” That’s your mental image to help you remember that shortcut.

To delete the sheet, it’s just, “I’m happy to delete a sheet,” and you’ve got to hit that ALT key first.

On the Mac, same thing. SHIFT+F11 to insert the blank worksheet. You have to actually customize your keyboard shortcut to get the delete active worksheet. There’s a separate video on how to do that. But again, the idea is the same.

Couple of things to keep in mind. You want to make sure that you are careful with this, and when you delete a sheet, there’s no undo. You cannot undo the deletion of a sheet, therefore save a copy of your work before you do it to be on the safe side.

Don’t forget to visit excelshir.com, where you can download these exercises, along with other free resources, such as keyboard shortcut cheat sheets for both PC and Mac.

Thanks for watching, see you next time, and you know that Excel love I keep talking about? Keep sharing it.

Ref 0001 Excel Shortcuts: How to Customize Mac Keyboard Shortcuts for Microsoft Excel

Download FREE, Printable Step-by-Step Guides

Step-by-Step Guide: Customize Mac Keyboard Shortcuts

  1. Go to System Preferences.
    • Shir Tip: Use Spotlight Search to open System Preferences.
      • Press COMMAND + SPACE to open “Spotlight Search.”
      • Type “sys” and it will most likely autofill “System Preferences”.
      • Press RETURN.
  2. Click on the “Keyboard” icon.
  3. Click on the “Shortcuts” tab on the top of the window.
  4. Click on “App Shortcuts” on the left panel.
  5. Click on the “+” (plus) button to add a new shortcut.
    • Choose “Microsoft Excel” from the “Application” dropdown list. NOTE: If Microsoft Excel does NOT appear in the list, you might need to select “Other” at the bottom and find it in your Applications folder.
    • Type in the exact name of the menu command you want to add. For example, if you want to create a shortcut to zoom, you must type in “Zoom…” with the 3 dots, since that is how it appears under the “View” menu in Excel.
    • Click in the “Keyboard Shortcut” text box, and then actually type the shortcut (it will fill in the correct symbols for the keys you are using. For example: ⌃⇧Q for CTRL + SHIFT + Q).
    • Click the “Add” button.
  6. Test the shortcut you just created to make sure it is working the way you want it to.
  7. Eat a plum, cause you are done! 🙂

 

Full Video Transcript:

Here are step-by-step instructions how to customize keyboard shortcuts on the Mac from Microsoft Excel.

Step 1 is go to your System Preferences. Once you’re here, go ahead and go to the Keyboard section.

Then you’re going to go on to the Shortcuts tab on top. Once you’re there, you’ll get a whole bunch of choices here on the left. Choose App Shortcuts, and then find Microsoft Excel Mac 2016.

If it’s not there, you’ll have to go ahead and hit a + and find the application in a list, and then actually make sure, this is where it gets tricky, type in the exact name of the menu command you want to add. Under File, under Edit, under essentially any of those top menu items, type it out exactly as it appears, even if there’s a “…”, that’s how you have to have it.

Once you do, you’ll actually use the shortcut, and it will generate the symbols for you. So that is how you can actually create the shortcut and have it save for you this way.

One last word of advice. Test out the shortcut you just made to make sure that it actually works before moving on. One cool tip to get to the System Preferences faster is to hit COMMAND + SPACE to get the Spotlight search where you can type in System Preferences, or even just “Sys”. Hit Enter, and it brings you to this Home section of the System Preferences.

That’s how you create custom shortcuts for Excel on your Mac.

0001 Excel Shortcuts: How to Open and Close Spreadsheets

If you’re like most people, you are starting your day off with this inefficient step. It doesn’t have to be this way! In this video, I will show you how to open and close spreadsheets using Excel shortcuts for both PC and Mac. Save time every single day, so you can get back to your life!

Download FREE Hands-On Exercises

Full Video Transcript:

If you’re watching this video, then odds are that you’re doing this one thing at least once every single day inefficiently. Today I’m going to show you how to open and close spreadsheets quickly.

The beauty of these shortcuts is that they’re all very simple and very straightforward. So when you want to actually create a new Excel file, all you really need to do is hit CTRL+N with the keyboard. N stands for new, doesn’t get easier than that. Same concept with CTRL+O for open, CTRL+S for save. Gets a little different with CTRL+W, think of it as closing the workbook or closing the window, which is actually different than quitting the whole application. I’ll show you in a second. So that is what you use ALT+F4 to quit the application, right. So if I hit CTRL+W, it closes that workbook or that window, but if I hit Alt+F4 on the PC, it quits the entire program. That’s the difference.

So what I want you to do is pay attention to that little nuance. And for the Mac, it’s actually going to be COMMAND+Q to quit, which is even more straightforward.

The memory trick here for the PC is think of it as at the altar, the Fantastic Four, those superheroes that we all love, are getting married and the priest is really fed up and says, “I quit.” So at the altar, the Fantastic Four getting married and priest says, “I quit,” that means ALT+F4 is to quit the application. And that’s it.

So for this exercise I want you to actually go ahead and create 5 new workbooks, save them all with silly names like 1 through 5, close them all, open them back up. And again, use only the keyboard shortcuts.

Don’t forget to visit excelshir.com where you can download these exercises along with other free resources such as keyboard shortcut cheat sheets for both PC and Mac. Thanks for watching and I’ll see you next time. And in the meantime, don’t forget to share the Excel love.

The Ultimate Time Management Hack that Took Me 5 Years to Create – Part 2

Here’s what happened last time on ExcelShir in case you missed it:
The Ultimate Time Management Hack that Took Me 5 Years to Create – Part 1

And now, the conclusion…

4. Medium Focus Time (4MFT)

What is 4MFT?

I realize the word “medium” can be very subjective, so for me it means time in which I’m not quite as focused as I am in the morning, but I’ve still got some pep left in my step. The trick to keeping productivity and focus up during this time is to shift gears and work on something different than I did in the morning. What can I say? I crave variety.

Where does 4MFT usually take place?

This almost always takes place at home. Occasionally I’ll be out and about and have the ability to stay somewhat focused in a cafe or bookstore. This is the exception though, not the rule.

When does 4MFT typically occur?

After lunch and meditation (here’s why I meditate every day by the way), which is usually between 3-5 pm, give or take an hour. 4MFT usually doesn’t last for longer than 2 hours.

Which activities are good examples for 4MFT?

  • Anything that I didn’t finish during my 1NET Time but the deadline is fast approaching… like blog editing for example. Ahem.
  • Prospect list research. Not the rote work of finding company names, contact names and email addresses. I’m talking about crafting a customized email pitch for each of them specifically. More on that in a future post.
  • Preparing for lessons with 1-on-1 Excel training clients.
  • A more enjoyable work project (something that I’m excited about, like dashboards).
  • If I have nothing pressing, than sometimes I’ll work on my own personal Excel projects during this time. Yes, I spend some of my free time with Excel. I’m hardcore like that.

5. High Focus Time (5HFT)

What is 5HFT?

Ah the moment you’ve all been waiting for. The Creme de la creme of productivity. To me, High Focus Time feels like the scene where Neo sees the matrix, or John Nash cracks the codes during “A Beautiful Mind.”

This may sound silly, but sometimes I actually feel superhuman. After all, I am experiencing “flow.” You know, the enchanted garden of productivity and full immersion where time seems to vanish. I learned about it through Mihaly Csikszentmihalyi’s work.

The sad thing is that most people only stumble upon this sweet nectar of productivity by accident. I on the other hand, engineer this “flow” 3-5 times per week. Usually for 90 minutes. I know this because I log my time using the OfficeTime App, and use the free online tool e.ggtimer (props to Tim Ferris for suggesting it). Anything worked past the initial 90 minutes is a pure bonus. If I’m on a roll, I’ll keep going. If not, I’ll stop there and won’t feel guilty. Sounds like a win-win scenario if there ever was one.

Where does 5HFT usually take place?

At home. Period. I have yet to experience this anywhere else. I’ve got my comfy chair, Pandora One, my bottle of water (gotta stay hydrated!), and natural light pouring into my room. There are no distractions, no need to chit chat with co-workers to be polite, and no emails to check. The only way to reach me is through a phone call or text. Even then I only check to see if it’s an emergency, and answer only if it is. In case you couldn’t tell, I am extremely vigilant about keeping this time undisturbed!

When does 5HFT typically occur?

After breakfast. Usually from about 12-2 pm. Some days I can go for longer than others. I have noticed that it is extremely rare for me to be able to focus as well at any other time of day.

Which activities are good examples for 5HFT?

All the super important, creative work gets done here. For example:

  • Paid client work like dashboards, or one of my current projects such as Beyond Tells
  • Client communications that involve sales concepts or strategic thinking on my part
  • Curriculum development, filming, or pretty much any kind of work on my online Excel classes
  • Important brainstorming of any kind

Basically I’ll go down my list of WIGs and work on those first during this time. This is another reason why it’s helpful to recite my WIGs out loud every day, right before starting High Focus Time.

Whew! You made it through all 5 time contexts. Congrats! 🙂

So what does classifying time into these 5 contexts actually DO for me?

Well, for starters I become very familiar with which type of work requires which type of time context. This enables me to make startlingly accurate predictions of how much I can accomplish per week. More importantly however, I’m able to optimize my productivity system and see where the weak points are. It helps me use the right tool for the right job, or in this case, work on tasks that are ideal for the time context that I am currently in.

How do I do that exactly?

It involves 2 completely separate processes:

  1. Assigning new tasks to the appropriate time context
  2. Choosing which task to work on, given a specific time context

The key to assigning new tasks is to always go for the lowest possible mentally challenging time. Here’s the algorithm I follow:

  • Can this task be done in 1NET Time? If yes, assign it to 1NET.
  • If not, can it be done in 2MCT? If yes, assign it to 2MCT.
  • If not, can it be done in 3LFT? If yes, assign it to 3MCT.
  • If not, can it be done in 4MFT? If yes, assign it to 4MFT.
  • If not, can it be done in 5HFT? If yes, assign it to 5HFT.
  • If not, re-evaluate your time classification system, and consider creating a new classification altogether.

In Excel, it would look like a Nested If formula:

=IF("Task"="1NET","1NET",IF("Task"="2MCT","2MCT",IF("Task"="3LFT","3LFT",
IF("Task"="4MFT","4MFT",IF("Task"="5HFT","5HFT","Re-evaluate System")))))

In English, all I’m doing is striving for the minimum level of focus required for each task. Only the tasks that absolutely must have super creative focus should be attempted during 5HFT. Otherwise I am sub-optimizing my most valuable asset.

Think of it another way. When you are cooking a stew you don’t chop all the vegetables first and only then turn on the stove to boil the water.

Such a rookie mistake!

Instead, you heat up the water first, and THEN start chopping vegetables. That way, by the time you are done chopping, the water is already boiling.

Easy peasy, lemon squeezy.

As for deciding which task to work on, given a specific time context, here’s the algorithm that I use:

  • 5HFT – Begin 5HFT tasks first. Only if all 5HFT tasks are complete move on to 4MFT.*
  • 4MFT – Begin 4MFT tasks first. Only if all 4MFT tasks are complete move on to 3LFT.
  • 3LFT – Begin 3LFT tasks first. If all 3LFT tasks are complete consider attempting 2MCT or 1NET, but most likely just take a break or stop doing work because you probably won’t be able to focus anyway.
  • 2MCT – Begin 2MCT tasks first. Only if all 2MCT tasks are complete consider moving on to 4MFT or even 5HFT (depending on how focused you feel).
  • 1NET – Begin 1NET first. Only if all 1NET tasks are complete consider moving on to 3LFT or possibly 4MFT if at a cafe or somewhere quiet.

*Note: When the thought of a particular 5HFT task makes me cringe and I don’t think I can do a good job of it, I move on to the next task immediately. It would be a fool’s errand to try and force it. Instead, I choose the next highest priority item that I DO feel like working on.

Pro Tip: Go easy on yourself

A prime example of this is to notice if and when you are slipping from High Focus Time (5HFT) into Medium Focus Time (4MFT), or even to Low Focus Time (3LFT).

In fact, several times while writing this blog post I stopped in the middle because I realized I was losing focus.

In the past, I used to get really angry and disappointed in myself. But now, thanks to my personal daily affirmations, I smile and move on to another task, or take a break altogether. I can’t even begin to tell you how beneficial this has been to my productivity, sanity, and overall happiness.

Remember that it’s not just you. Everyone experiences these fluctuations in mood and productivity. In fact, according to Pauline Kehm the brain can only stay focused for 90 minutes at a time. I learned that during her fantastic mind mapping class. More on Mind Mapping in a future post though.

Have I tickled your curiosity?

Do you want to create your own time classification system? Here are some questions to get you started:

  • When are you most productive?
  • Where are you most productive?
  • How long can you stay focused on 1 task before getting distracted?
  • What tasks can you get done during NET Time (No Extra Time)?
  • Define your most productive time, medium productive time, and low productive time.
  • Create a list of common tasks that would be best suited for each of those time slots. Think about your physical location/environment too.

Final words of wisdom

No system is perfect. I don’t always stick to the schedule, and you know what?

That’s okay!

The point is to become more aware of your own habits and stop dilly dallying. Put another way: get more done, in less time, with less effort. Go with the flow of your own body and mind. Don’t swim upstream.

In other words…

“be like the tuna, not the salmon”

Thanks Jerry Seinfeld!

P.S. In the meantime, please enjoy a
Free 1-Page Cheat Sheet of All 5 Time Contexts

The Ultimate Time Management Hack that Took Me 5 Years to Create – Part 1

You’ve heard it before, and you’ll hear it again:

Time is our most valuable resource.

No matter who you are, how many resources you have, or what you are doing with your life, we all share the same 24 hours in the day. There is no escape from this fundamental truth. At least, not in the foreseeable future.

Given that sobering realization, there are 2 ways we can deal with this:

  1. Complain about it and continue using it as an excuse to not get things done. (*Ahem* I used to do this all the time)
  2. Acknowledge it and make a conscious choice to measure, analyze, and optimize our lives to get more done in the limited amount of time that we have left.

Since there are quite a few things I want to get done in this life (like this for example), I choose the 2nd option.

If you chose option 1, I strongly encourage you to STOP reading this post immediately. It might shake your belief system to the core, and it doesn’t sound like you’re quite ready for that. Instead, check out the latest viral video on buzzfeed.com.

On the other hand, if you chose option 2, grab yourself a healthy snack (carrots anyone?), because the next few blog posts will bring you one step closer to time management nirvana.

But before we Peter Pan our way off the cliff, let’s make sure we’re all on the same page.

Not All Time is Created Equal

This is important, so I’ll say it again.

Not all time is created equal.

Things like mood, time of day, environment, and other external factors have the power to impact the quality of our experiences, in a very big way.

To help illustrate this point, I am going to share with you the 5 classifications I have created to describe the different time contexts that I experience.

Ready?

Let’s do this!

1. No Extra Time (1NET)

What is 1NET?

I first learned about this concept from Tony Robbins. As far as I understand it (and please correct me if I’m wrong Tony), it essentially involves optimizing an activity you are already engaged in to include an additional activity (or activities) to get more done in the same amount of time.

For example, here you can see Tony walking on a treadmill while answering emails. The point is, he’s already going to be answering emails, why not also walk and get some exercise in the process?

Another example is listening to audiobooks while on your daily commute. I do this all the time by the way, and am undoubtedly a happier, smarter man as a result. Thanks for the suggestion Tony!

Where does 1NET usually take place?

  • Subways
  • Waiting in long lines
  • Doctors appointments
  • Cafes downtown (if a meeting got cancelled and I already left my apartment)

Note: short waits in lines are not ideal for getting much work done, because by the time I get in “the zone” the wait is over and I have to stop what I’m doing. However, those short waits are perfect for my daily tracking activities (like my Diet Log and Life Balance Log), since they are very modular and don’t require a lot of thinking.

When does 1NET typically occur?

This is by far the most flexible aspect of NET time, which is what makes it so powerful. It can literally happen at ANY MOMENT. For example, on some days 1NET will occur in the afternoon while on the way to a client meeting. On other days, I’ll find myself in 1NET later in the evening. Which begs the question…

How can you tell when you’ve slipped into NET time?

It’s quite simple really. You’ll probably start to feel bored, or find yourself checking your phone for the 3rd time in a row, only to find that “no new emails” have arrived. In other words, you aren’t doing anything useful, but you could be. Make sense?

Which activities are good examples for 1NET?

2. Morning Coffee Time (2MCT)

What is 2MCT?

Alright, so the cat’s out of the bag. I’m a coffee person. That means every morning, like so many others in the developed world, I fill a Cup O’ Joe, and start the day with a little extra dose of caffeine. It should come as no surprise then, that 2MCT refers to that sacred time after waking up and before “officially” starting my day. Yes, for me the ritual itself is sacred. Don’t believe me? Look at Mariel Hemingway’s tweet in response to my post.

What’s important to note here is that I do this every morning anyway. This makes it very similar to 1NET, except for 2 key differences: 1) I am usually even more focused than during 1NET, and 2) I am always on my computer while having coffee. After all, with 1NET I am usually out and about, working from my smart phone. Nostalgia moment: Remember when the only thing you could do with your phone was make a call? *Sigh*

Where does 2MCT usually take place?

Fortunately for me, 99% of the time I am not rushing out of my apartment in the morning. This is just one of the many perks of being self-employed and not being a slave to the 9-5 culture! Because of this, 2MCT takes place in my kitchen, and I rarely ever skip it.

When does 2MCT typically occur?

About 10:00 am – 11:30 am. Why so long? Because I’m also having breakfast! And as you’ll soon discover, I’m also getting a lot of work done.

So 😛

Which activities are good examples for 2MCT?

  • Checking personal finances
  • Recording earnings in my freelancer earning log from the previous day (my longest-running and most useful Excel tool I’ve ever created)
  • Re-categorizing transactions in Mint.com (the best free way to manage your personal finances. And they didn’t even pay me to say that!)
  • Answering emails that I’ve marked as “Requires Action” (more on that in my post How I Reach Inbox Zero in Under 5 Minutes Every Day)

3. Low Focus Time (3LFT)

What is 3LFT?

This should be pretty self explanatory. During Low Focus Time I cannot engage in complex, creative, or cognitively-driven activities. In other words, I can’t focus very well. Thank you captain obvious.

Where does 3LFT usually take place?

95% of the time this takes place at home, but every once in a while I’ll be out at a cafe at night with my computer, and it happens there. Thanks for making that possible NYC!

When does 3LFT typically occur?

No matter how much I’ve tried to fight it over the years, after the sun goes down, my productivity takes an absolute nose dive. Interestingly enough, even if the sun is still up (as it is in the summer months) I still lose my ability to focus after 5 or 6 pm. There have even been times when I’m unable to focus during the day because I’m pre-occupied or excited about something else. In other words, Low Focus Time can creep up on you when you least expect it.

Which activities are good examples for 3LFT?

  • If I have any sort of manual repetitive task (of which there are very few in my life to begin with), this is the perfect time for it
  • Video editing for my online classes
  • Creating prospect lists for my Excel Dashboard Services (the world of information dashboards will never be the same!)

Tune in next time when we review the last 2 time contexts.

And yes, I am saving the best for last.

In the meantime, I’ll leave you with this parting thought, inspired by Bassam Tarazi’s blog post The Lie Behind Carpe Diem:

“Don’t live everyday like it was your last. Instead, seize at least one moment, daily.”

What moment will you seize today?