Top 20 Microsoft Office Tricks and Tips for Experts

Skills for More Advanced Productivity Gurus

Are you a more advanced user of Microsoft Office? My top 20 list of tools, tricks, and tips for experts may have a few new hacks to add to your repertoire.

01
of 20

Get to a Know One of the Lesser-known Office Programs

Office Home Use Program for Professional Plus 2013
Office Home Use Program for Professional Plus 2013. (c) Courtesy of Microsoft
You may be so advanced that you now need to take on an entirely new program. You will likely find valuable tools in those you have not looked into yet, such as Visio, Project, Lync, or even Access, OneNote, and Publisher. Here is a list of Office 2013 and Office 365 Programs you may or may not have in your suite, most of which come in a free trial.
02
of 20

The Excel Button or Excel Interactive View

Microsoft's Excel Interactive Button Site
Microsoft's Excel Interactive Button Site. (c) Courtesy of Microsoft
Want to feature an interactive Excel spreadsheet on your website or blog? This is a really cool new tool to check out.
Encrypt Office 2013 Documents
Encrypt Office 2013 Documents. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Ensure that your Microsoft Office documents have another layer of security by getting into the habit of password encryption. More »
Spike Tool Keyboard Shortcut in Microsoft Office
Spike Tool Keyboard Shortcut in Microsoft Office. (c) Cindy Grigg
Ready to go beyond the Office Clipboard? Here is an advanced way to collect several items at once, so you can paste them elsewhere. More »
Signatures in Microsoft Word
Signatures in Microsoft Word. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Signature Lines and Digital Signatures are another way to make Office documents more secure. More »
Blog Post Menu Group in Microsoft Office 2013
Blog Post Menu Group in Microsoft Office 2013. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Microsoft Office 2013 and Office 365 have an optional toolbar for posting right to Blogger, WordPress, and others. Here are the steps and advantages some users find in doing this. More »
Font Tools in Microsoft Excel
Font Tools in Microsoft Excel. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
While you should always be careful when downloading fonts from third-party vendors, these can add even more text options than the pre-installed defaults. More »
08
of 20

Incorporate Math Equations and Formulas

Insert an Equation in Microsoft Office 2013
Insert an Equation in Microsoft Office 2013. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Math equations and formulas can be used in more than just Microsoft Excel. Here are a few other options for utilizing or displaying mathematical notation.
AutoCorrect in Microsoft Excel 2013
AutoCorrect in Microsoft Excel 2013. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Users tend to either love or hate AutoCorrect, which includes AutoFormat. Here's how customizing these settings tends to provide a better experience with these settings. More »
10
of 20

Record and Use Macros

Macros in Microsoft Office 2013
Macros in Microsoft Office 2013. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Macros can be recorded then run to execute several commands all at once. This can save you a lot of time if you find yourself repeating the same sequence of formatting commands or other tasks.
11
of 20

Save, Restore, or Share Macros

Microsoft Visual Basic in Microsoft Word
Microsoft Visual Basic in Microsoft Word. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Once you create macros, you can actually save them to their own backup file using Visual Basic, which allows you the option to install, share, or restore them elsewhere.
Adjust Image Tools in Microsoft Word 2013
Adjust Image Tools in Microsoft Word 2013. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Some images are really large files, which in turn makes your Office document file larger. This can create difficulty when sharing or storing a document. Compressing pictures lets you trade off some of the image quality for a smaller file size. More »
Picture Captions in Microsoft Word
Picture Captions in Microsoft Word. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
This can be particularly useful if you have a lot of diagrams in a complex document. More »
Multilevel Lists in Microsoft Word
Multilevel Lists in Microsoft Word. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Multilevel Lists are more complex versions of bulleted and numbered lists. These are great for intricate documents that need more structure. More »
Custom Keyboard Shortcuts in Microsoft Word
Custom Keyboard Shortcuts in Microsoft Word. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
You are not stuck with the pre-assigned keyboard shortcuts in Office, and assign new ones. That said, proceed with caution. Here's why you should be careful, and how to do this. More »
Text Options in Microsoft PowerPoint
Text Options in Microsoft PowerPoint. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Building Blocks are regularly used groups of text or other objects that you can save and insert as needed. These are a Quick Part that can save you time. More »
17
of 20

Apply Advanced Editing Options

Advanced Editing Options in Word 2013
Advanced Editing Options in Word 2013. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Each Office program offers unique Advanced Options you can use to customize editing tasks.
18
of 20

Try Advanced Web Options

Web Options in Microsoft Excel
Web Options in Microsoft Excel. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
Some users create Office documents that will ultimately end up as a web page. These options can help with readiness in different internet browsers and more.
19
of 20

Customize AutoSave or AutoRecover Timing

Customize Saving Defaults in Microsoft Excel 2013
Customize Saving Defaults in Microsoft Excel 2013. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft

When you are creating a document, Microsoft Office periodically goes through an AutoSave process. You can customize how often this happens.

You can also choose AutoRecovery settings, which involve the temporary backup copy of a document you might have not been able to save due to something like a power outage or accidentally closing the program without saving.

20
of 20

Customize the Default File Type or Save Location in Microsoft Office

Save an Office 2013 Document as a PDF
Save an Office 2013 Document as a PDF. (c) Screenshot by Cindy Grigg, Courtesy of Microsoft
You can save a few steps by customizing file saving options to the ones you typically use in a given Office program.