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.