Make your headings bold.
This tip applies to tables and to the structures you use for charts.
Excel looks for the bold format when it reviews tables and layouts to figure out if your table has a headings row.
You can use Ctrl + Shift + L to add or remove the filter icons to a data table. There is also an icon on Data ribbon tab.
This will work more reliably if the headings are bold.
I use the following keyboard combination on the top left corner of the table.
Ctrl + Shift + right arrow (this selects all the headings)
Ctrl + b (this applies bold to the headings)
Ctrl + Shift + L (to turn on filters)
This combination can be done very quickly.
You can just use Ctrl + Shift + L within the table, but sometimes this applies the filter to the wrong row.
I have found a keyboard shortcut combination to one on my favourite right click options and its quicker to use.
Are you trying to get your head around Filter context in DAX? I watched a video from the sqlbi.com guys and it explained it well. I thought I could add an Excel flavour to it.
There are a couple of techniques to automate a unique list of items in Excel. I have covered them in previous blog posts (see links below). I thought I would describe how to use Power Query to create a dynamic unique list.
Adam Saxton - Microsoft
What is the best layout when working with months/quarters/half years and full years? There are a few common structures. I prefer the one that lets you create single formulas that can be quickly copied across and down with as few copies as possible.
Ctrl + Alt + F5 Not Working
The keyboard shortcut to Refresh All in Excel is
This refreshes all the data connections in the file in one step.
The problem is that on some systems (like mine) this conflicts with an Intel Graphics hot key.
To turn off the graphics hotkeys right click the Desktop and choose Graphics Options, then Hot Keys then Disable. See below.
Big thanks to StackOverflow for covering this issue – link below.
Here’s the problem, we have four separate tables with the same layout. They hold four different metrics: Actuals, Budget, Forecast and Last Year. A column called Type is used to hold the metric name. We need to populate the Type column.
Disclaimer: I received a free copy of this book to review.
This book is a great introduction to Financial Modeling.
The content is easy to follow and gets you started on the right foot with lots of best practice advice.
The only downside of the book is the screen shots tend to include the whole screen rather than zoom in on the important part of the screen – many images are hard to read.
The book is a great primer for Danielle’s first book
which allows you to learn even more about financial modeling.
Sometimes Excel surprises me. In this case it sorts in a way I didn’t expect, but in a good way. Thanks to Mr Excel for the tip.
David Iseminger - Microsoft
Some Accounting systems (I think SAP is one) downloads negative values with a trailing minus sign. Excel doesn’t recognise this as a number. When you import TXT files, negatives are handled correctly. CSV files don’t.
Making Subtotals Bold
When you use the SUBTOTAL feature in the Data ribbon tab it automatically inserts subtotals in your list – see blog post on it here.
One problem with this is that is only makes the cell with the word Total bold – it doesn’t make the whole row bold.
If you want the whole row to be bold it isn’t hard to fix.
- Select the whole range involved.
- Use the grouping button 2 top left corner. See image below.
- Then hold the Alt key down and press the ; (semicolon key) – this selects just the visible cells.
- Then press Ctrl + b to bold it.
- Click another cell to reset the range and you are done.