Join us for the next Cause Mapping Root Cause Analysis Public Workshop in HOUSTON on June 18-20.

The best Root Cause Analysis software you didn’t know you had!
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Most people think of Excel as only an application for creating spreadsheets, but it’s an excellent tool for capturing each element of a complete root cause analysis. By changing the way details are documented, a facilitator can improve the entire investigation process. Learn to take advantage of Excel as a root cause analysis software to change the way you investigate and prevent problems within your company.

 

 

 

Quick Access Toolbar
Excel Settings
Text Boxes
Selecting Objects
Drawing Tools
Using Connectors
Align & Distribute
Date and Time
Photographs
Worksheets
Working in Cells
Charts & Graphs
Hyperlinks
Editing
Troubleshooting

Adding a Command to the Quick Access Toolbar From the Menu Ribbon

Selecting Commands for the Quick Access Toolbar

Changing the Order of Commands on the Quick Access Toolbar

Removing Commands from the Quick Access Toolbar

Move the Quick Access toolbar

ALT Key Shortcuts for the Quick Access Toolbar

Create a Quick Access Toolbar specific to a file

Return to the default Quick Access Toolbar

Remove a Menu Ribbon From Microsoft Excel

Undo Last Command(s)

Redo

Repeat the last action

Hide the ribbon

Save as Compatible File

Set a default save location

Save as template

Open a saved template

Password protect an Excel workbook

Add properties to a workbook

Print A Large Cause Map Using Tiling in Microsoft Excel

Two ways to work with text boxes

Move a Text Box

Move in a Straight Line

Copy a Text Box

Copy in a Straight Line

Change the font within a text box

Aligning Text Within a Text Box

Changing the Size of a Text Box

Changing the Internal Margins of a Text Box

Changing the Border of a Text Box

Changing the Default Text Box

Changing the Color of a Text Box

Changing the Font Color Within a Text Box

Changing the Orientation of Text in a Text Box

Prevent Drawing Objects from Resizing with Cells in Excel

Using the Select Objects Arrow Cursor

Select Multiple Objects Using the Shift Key

Group Multiple Objects

Paste a Linked Picture

Paste Cells into Word or PowerPoint

Paste Drawing Objects into Word or PowerPoint

Paste Text Only (No Formatting) in Excel

Accessing the Drawing Tools

Creating a Free-form Line (Scribble) Within Microsoft Excel

Resize an Object While Maintaining the Aspect Ratio

Send an Object in a Microsoft Excel Worksheet Behind Another Object

Inserting an Elbow Arrow Connector

Inserting Multiple Connectors

Changing the Color of a Connector

Changing the Arrow Type of a Connector

Setting the Default Connector Color

Straightening a Connector - Option 1

Straightening a Connector - Option 2

Create separate connector arrows from a text box

Align a vertical column of text boxes

Align a horizontal row of text boxes

Distribute (evenly space) text boxes

Bring to Front

Enter today's date

Enter the current time

Format a cell for the date

Format a cell for time

Skip weekends in a list of dates

Calculate the difference between two dates

Insert a Photo in Microsoft Excel

Compress photos within Excel

Label photos

Add an Arrow to a Photo in Microsoft Excel

Circle Parts of Photos

Insert a worksheet

Rename a worksheet in Excel

Change the tab color of a worksheet in Excel

Zoom in and out in Microsoft Excel

Zoom on Roll with intelliMouse

Move between worksheets in Microsoft Excel workbooks

Move a worksheet in Microsoft Excel

Copy a worksheet in Excel

Remove gridlines

Add a Comment

Freeze the Top Row of a Microsoft Excel Worksheet

Freeze the Left Column

Freeze Panes in a Microsoft Excel Worksheet

View Worksheets in a Microsoft Excel Workbook

Print Preview

View the Page Layout of an Excel Worksheet

Change the Orientation of an Excel Worksheet

View Excel Worksheets Side by Side

Set Worksheet Margins

Create a Header or Footer

Scale An Excel Worksheet to Fit on One Page

Find Text Within the Cells of a Worksheet

View and Adjust Page Breaks in Excel

Add a Page Break to a Worksheet in Microsoft Excel

Delete a Worksheet in Excel

Hide a Worksheet Within Microsoft Excel

Unhide a Worksheet Within Microsoft Excel

Arrange Workbooks in Microsoft Excel

Center a Printed Page in Microsoft Excel

Insert a Row of Cells Within a Worksheet

Insert a Column of Cells Within a Worksheet

Format a Cell in Excel for Currency

Add a New Line Within a Cell in Microsoft Excel

Move a Row of Cells Within Excel

Remove Zeroes from Showing in Cells Within Excel

Create a Numerical Sequence in Cells Within Excel

Create a Numerical Sequence in Cells Within Excel (Alternate Method)

Merge Cells Within Excel

Change Row Height or Column Width Within Excel

Hide a Column or Row Within Excel

Unhide a Column or Row Within Excel

Sum a Series of Numbers In Excel

Add Custom Text to a Numerical Cell in Microsoft Excel

Insert a Bar or Column Chart in Excel

Insert a Pie Chart in Excel

Insert a Line or Area Chart in Excel

Hyperlink a Cell in Excel to an Internet Page

Link Cell Contents to a Text Box in Excel

Link a Cell to a Worksheet in Excel

Remove A Hyperlink in a Cell in Excel

Insert a PDF Within Excel

Check Spelling Within Cells and Drawing Objects In a Worksheet

Track Changes in Microsoft Excel

Accept or Reject Changes from Track Changes in Microsoft Excel

Excel Troubleshooting: The Gridlines are Missing

Troubleshooting: My Text Boxes in Excel are Resizing

Troubleshooting: My text Doesn't Fit Within a Cause Box!

Troubleshooting: I Entered a Date in a Cell in Excel but Got a Number

Troubleshooting: I Can't Select a Drawing Object By Clicking On It in Microsoft Excel

Looking for Cause Mapping videos?
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Visit our Cause Mapping video library to learn more about using root cause analysis to dissect problems and identify specific solutions.

Cause Mapping Workshops

View our selection of workshops specializing in Cause Mapping methodology and other topics related to risk and reliability — available as public workshops, on-site training, or online.