Overview

What’s the longest you’ve ever spend looking for something? 30 minutes? 60 minutes? More? We collectively spend a LOT of time looking for things – especially when it comes to digital files and information. McKinsey found that on average we spend over 400 hours a year looking for information!

Good news: it doesn’t have to be that way. Whether it’s searching for information or a file you want to reference or reuse, keeping an Excel scrapbook is a fabulous idea. It’s also a great approach for other apps too!

In this article, we’ll look at why an Excel scrapbook can be so helpful and what you should consider including in it. Make sure to grab a copy of the free example Excel scrapbook file using the box below!

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Scrapbook Functions Sheet Screenshot

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Scrapbook Formats Sheet Screenshot

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Scrapbook AI Prompts Sheet Screenshot

Why use an Excel scrapbook

First, let’s define what an Excel scrapbook is – it’s a collection of reusable Excel parts – formulas, formats, visuals, etc.  Having those a couple of clicks away has several benefits that we’ll evaluate below.

Instantly reuse those key spreadsheet parts

Whether I’m using Excel or something else, I try to apply what I call the “Efficiency Mindset”: Think once, Apply often, Refine when needed.  An Excel scrapbook allows you to do just that.  Reusing your effort over and over again saves a tremendous amount of time compared to starting from scratch and doing the same steps over and over again.

Spend less time searching for examples

You’ve probably had that thought “Oooh, I’ve done this before…if only I could remember the file it’s in…”, then looked around and given up, just to build it again.  Saving the parts (or a link to the file) makes it quick and easy to find those useful examples.

Build consistency across your work

Consistency helps everyone that touches your files (including your future self!).  By applying techniques and content that are consistent, you can sped less time understanding and reviewing.

Reduce errors by using what you know already works

When you have an approach that works, you can spend less time worrying about errors and more time analyzing the results.

Reinforce new concepts and build new habits

When you write down an approach and reference it again, it reinforces it and makes it easier to build into a habit.

Share best practices with others

Keeping your best practices in one place makes it much easier to share with your colleagues and vice versa.

What should go in an Excel scrapbook

Include anything you want in your Excel scrapbook.  The more effort you put into a file, the more helpful it will be to list it in your scrapbook, or copy and document some of the key components.  The key point is to add why it’s in your scrapbook – capture your thoughts while they are fresh! While you can include whatever you want in your Excel scrapbook, here are some good examples: Formulas Those long formulas that take a lot of brainpower to write are really good candidates.  When you have a really reusable formula, consider turning it into a custom Lambda function – that way not only is it reusable, it’s optimized to enter super-quickly!  Not sure what Lambda is?  Check out this video to get started and grab workbooks with several free examples.  Here’s an example of the Formulas 🖼️ sheet in the example Excel scrapbook. Formats and styles Some people spend more time working on formats than anything else in their Excel files.  Why not speed it up by capturing your favorites in your Excel scrapbook?  Make sure to capture those specific and intricate formats, such as number formats, conditional formatting, and your favorite cell styles. Here’s an example of the Formats 🖼️ sheet in the example Excel scrapbook. Data validation Data validation is a way undervalued and underused feature in Excel.  The better quality your data, the better quality the outputs for which you make key decisions.  Data validation can get extremely specific, so copy your favorite settings into your Excel scrapbook! Lookup lists Lookup lists are another great way to reuse your thinking.  I’m sure there are a few lists you use over and over again that would be nice to have in one place.  People, locations, dates, etc. – make them easy to copy and paste.  Even better – link them to data validation to power your drop-down lists! File structures Some Excel experts are really particular in how they structure their files – the sheet names, field names, table structures, etc.  Put those files in your Excel scrapbook so you can easily copy and paste them, or keep them in a template referenced in your scrapbook. Visualizations If you use a lot of visualizations in your Excel files, you know how much time they can take to build.  Whether you copy the visualizations themselves, screenshots of them, or link to the files that contain your favorite visualizations, keeping them a click or two away will save you time and stress. Macros If you work with macros, you probably have a library of helper subprocedures and functions you can reuse.  List out the highly reusable stuff so you can quickly copy and paste it into other files.  Or better yet – build them into an add-in where they are always available no matter which file you have open. AI Prompts This is the newest addition to my personal Excel scrapbook.  The power with AI is in the prompts you use.  When you come across an effective prompt to build a formula, a macro, or learn a new topic, capture it in your workbook!  Here’s an example of the AI Prompts 🖼️ sheet in the example Excel scrapbook. Key file links When you build files you’re proud of and that you find especially useful – add them to your Excel scrapbook.  Feel free to list out all the recurring files you manage.  Key tip: where it makes sense, build the file paths with formulas and link them to inputs so you don’t have to make too many updates. Key resources There are so many great resources all over the web that provide great examples of new or niche features and use cases.  While it’s helpful to add them to your bookmarks, it’s easy to lose track of them.  Add the best ones to your Excel scrapbook!  If your email inbox and social media feeds include as much Excel content as mine, there are probably a lot of new features and approaches you want to try out.  Add those to your Excel scrapbook with a note to follow up on them when you get a chance.

Bonus approach

If you appreciate the approaches in this article in reusing your Excel efforts and want to take it to the next level, consider building them directly into an Excel add-in. That way, no matter which Excel file you’re working in, you’ll have many of the concepts below a click or two away.  Make sure to check out the video below for some of these in action!

  • Formulas – Whether it’s a bespoke, complex formula or a custom Lambda function, you can search for an inject one directly into your workbook!
  • Formats – Those super-specific formats – colors, numbers, and borders – save those as defaults you can quickly apply all throughout your workbook!
  • Files – Need to navigate to a favorite file or you haven’t touched in a while?  Quickly search for and open them in seconds!
  • Macros – Have some favorite macros you want to run?  Quickly search for and run those as well!

Video

Summary

If you’re not already using any type of Excel scrapbook, hopefully this article has given you some great ideas to get started.  Make sure to grab the free example workbook in the box above for an example Excel scrapbook you can use to get started with some useful structure and content.  As with anything important to your workflows, reuse your effort as much as you can!

Do you keep an Excel scrapbook of some kind?  If so, what’s in it (or what do you wish was in it)?  Let us know in the comments below!

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