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Excel cheat sheet for guest lists

When processing guest lists in guest management, event managers are often confronted with a mountain of data that needs to be processed. Editing guest lists in Excel is often time-consuming, nerve-wracking and prone to errors. In this article, we explain the best cheats for your guest lists and guest management in Excel that will help to reduce the effort to a minimum.

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December 2, 2022
5 min
Last edited:  
December 2, 2024
Portrait of Anna Fredholm

Anna brings over 6 years of experience in digital event management, including 2 years as Marketing Manager at START Global for the START Summit, and is an expert in product development and customer success at Oniva. She holds a Master's degree in Business Innovation from HSG.

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#Event marketing #Innovation #Event technology
Co-Founder
Oniva
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Photo of a screen using Excel

Format data as a table

To format an Excel file as a table, all data must be selected and then transformed into a table via 'Insert > Table'. Tables allow filtering and analysing data in columns.

Screenshot from Excel showing the various options in the ‘Insert’ menu, including the available functions such as charts, tables and other insert options.
Excel tables

Split data into multiple columns

In some cases, multiple data are displayed in one column. An example of this is .CSV (Comma-Separated Values) files. A .CSV file can be converted into an Excel format, where the data is split into multiple columns via 'Data > Data Tools > Text to Columns'. In the subsequent Text-to-Columns Wizard, the file type 'Delimited' must be chosen, and then the delimiter, for example, 'Comma' for .CSV files. After completion, the data will be split into multiple columns.

Screenshot from Excel showing the ‘Text to Columns’ function. The function is active and the wizard guides you through the steps to split text from a cell into multiple columns based on separators such as commas or spaces.

Identify or clean duplicates

Duplicates in an Excel file can either be highlighted with colour or automatically removed.

To highlight duplicates, the desired column can be selected and then, via 'Home > Styles > Conditional Formatting > Highlight Cells Rules > Duplicate Values', a colour can be chosen to mark duplicate values.

Screenshot from Excel showing conditional formatting. The cells are highlighted in colour or style based on certain conditions or rules to visually highlight certain data or values.
Excel duplicate values

To remove duplicates, the desired column can be selected and then, via 'Data > Data Tools > Remove Duplicates', all duplicates can be removed.

Excel remove duplicates

Find and replace data

Sometimes, data need to be adjusted throughout an entire file. For example, all guests of an account manager may need to be reassigned to another manager, or the language of contacts may need to be formatted in a certain way for further processing in another tool. Excel's 'Find and Replace' function can be used for this purpose.

Via 'Home > Editing > Find & Select > Replace' or the shortcut 'Control + F', the dialog box can be opened. In it, either all can be replaced at once 'Replace All', or the data can be adjusted individually 'Replace' or 'Find Next'.

Screenshot from Excel showing the ‘Find and replace’ function. A text field is opened in which a specific term is searched for and replaced with a new term in order to quickly update the data.
Excel find and replace

Display count

To quickly determine the count of selected data fields, the 'Count' can be used at the bottom right. This way, all guests who, for example, have registered for a certain programme item can be selected, and then the number can be read at the bottom.

Screenshot from Excel showing a table with selected fields. The number view is visible at the bottom, showing the values in the selected cells.
Excel display count

Merge data through VLOOKUP

VLOOKUP is a function in Excel used to map datasets together. Through VLOOKUP, for example, two tables with information about the same guest can be merged.

Example: If these two tables exist and the account ID should be taken over for the guests in the first table where available, the VLOOKUP can be searched and selected via 'Insert Function'.

Screenshot from Excel showing the use of the ‘VLOOKUP’ function. A value is searched for in the table, which is compared with a reference value in another table or a range in order to find a suitable result.
Excel VLOOKUP
Screenshot from Excel showing the function arguments of the ‘SVERWEIS’ function. The arguments include the search value, the search range, the column index number and the optional truth value (exact or approximate match) to retrieve a value from a table.
Excel VLOOKUP

Helpful shortcuts

Close a workbook: Windows: CTRL+W / Mac: ⌘W

Open a workbook: Windows: CTRL+O / Mac: ⌘O

Open a new workbook: Windows: CTRL+N / Mac: ⌘N

Save a workbook: Windows: CTRL+S / Mac: ⌘S

Select all: Windows: CTRL+A / Mac: ⌘A

Copy selection: Windows: CTRL+C / Mac: ⌘C

Paste selection: Windows: CTRL+V / Mac: ⌘V

Undo last action: Windows: CTRL+Z / Mac: ⌘Z

Cut selection: Windows: CTRL+X / Mac: ⌘X

Find and Replace: Windows: CTRL+F / Mac: ⌘F

We hope these tips will help you as an event manager to implement your guest management. If you would still like to use a digital solution, arrange a free demo with us.

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Digitise your guest management with Oniva

Learn more about digitising your guest management with Oniva.

A collage of various guest management features, including profile pictures, a comment notification, a quota bar from the event dashboard, and a booking notification.
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