If you have the latest Excel version or the subscription version, you may have noticed some refreshing improvements to PivotTables.
Formatted Tables allow you to create formulas that automatically copy down as the table expands. To create a running total in a column you have a couple of options.
Advanced Filter Keyboard Shortcut
To open the Advanced Filter dialog use Alt A Q pressed in sequence, not held down.
My free Excel webinar for September 2018 covered What If Techniques. Download the materials using the button below and watch the video.
Content applies to Excel 2010 and later versions. You will need to install the Solver Add-in – instructions in the manual and video.
- Goal Seek – simple what-if changes
- Solver – advanced what-if analysis
- Scenario Manager – handling different sets of inputs
- Data Tables – single and double variable sensitivity analysis
- NEW – Forecast sheet
When you are building a PivotTable based on two related tables you may see unusual layouts that don’t make sense. Don’t worry, when you add values to the table all will be fixed.
Its always great to receive e-mails like this. Power Query is a game changer.
Import PDF Update
The Power Query engine keeps getting better.
Hopefully soon it will handle PDF documents.
If you want to watch the presentation mentioned above here is the link.
There is an easy technique to copy a single formula and paste it without affecting relative references but what if you wanted to paste lots of formulas?
Here’s another way to create a Step Chart. This one is quicker. I wrote previously about using a scatter plot and error bars but it required a lot of chart changes. This one hacks a line chart and requires no chart changes.
Let’s say you have a filtered list and in each of the filtered cells you want to enter a sequential number, but in the hidden rows you don’t want to enter anything. There is a way, but it takes a few steps.
Gauge charts are not a standard chart in Excel and are quite complex to create. Gauge charts should be avoided for dashboards.
Over the years I have had many requests to help people insert blank rows between entries is a list. Apparently it is for an input routine that requires blanks. My normal solution is a macro because it automates the process, but there is a manual technique that is quick and easy.
Let’s assume you have a large table that you are filtering. Based on the current filter you want to work out the earliest date and the latest date. You may be surprised to learn the SUBTOTAL function can help you.
Let’s say you are creating a new table in a new sheet using a macro and you need to create the headings in row 1. There is a reasonably easy way to do it.
Easy Financial Year Formula
To get the Australian financial year from a date you usually use an IF function based on the month number.
I recently learned a new hack from Matt Allington of Exceleratorbi.
You can add 184 to the date and then use the YEAR function. See table and formulas below.
The formula in cell B2 is
The formula in cell C2 is
Both formulas have been copied down.
A simple solution to a frustrating issue. Thanks Matt.
Malcolm Gladwell’s book Outliers is a great read – I reviewed it here. Its premise is that some outliers (events that are far outside “normal” expectations) have causes and hence are worthy of investigation. Excel have some functions that can help identify outliers in your data.
Grouping is a powerful feature in PivotTable reports but sometimes Excel won’t let you apply grouping. There are a few reasons for this.
Recently a client wanted help in summarising a large data list of employees. They wanted to identify the years of service in terms of 5, 10, 15 years and other milestone years based on a start date.
Selecting a column
To quickly select a column of data in a formatted table you have a couple of options.
Select a cell in the column and press Ctrl + Space Bar.
This will select the column of data. If you want the heading too, press it again.
You can also select multiple columns before using the shortcut.
This technique can take practice if your headings are in row 1.
If the heading starts in row 2 or below it is easier. See image below.
If you point to just above the heading row you will see a downward facing, black arrow. Click this once to select just the data. Click it again to include the heading.
When the heading row is in row 1 you need to do the same but make sure the column letter doesn’t highlight.
The image below is the correct arrow – this will select the column in the table only.
In the image below the arrow shown (because the column letter is highlighted) will select the whole column, not just the data in the table.