There are a number of mouse and keyboard shortcuts for copying. But there is one type of copy that can be frustrating. Copying dates can be challenging because, in general, Excel wants to increment them, not copy them. There is a simple technique to instruct Excel to copy a date.
Some systems add DR and CR to the end of numbers when they export into Excel. This renders the values useless for normal calculations. You can use data cleansing techniques to remove the characters using formulas or Power Query. There is one function however that can perform calculations on these types of entries.
Charts have a behaviour that many people don’t realise. That behaviour can also be turned off. If you hide a row or column in the data range used by a chart, the values will also be hidden on the chart.
When creating ranges of formulas that you want to copy down, you sometimes have a trade off in the use of fixed and relative references. If you need to create a relative reference that acts like a fixed reference you can use a trick.
Filter in Power BI Data View
Filtering coming soon to the Data view in Power BI. Fingers crossed this gets done soon – patience everyone.
You can create complex functions with Excel to handle dates. But it makes more sense to get your data structured correctly and then you can use simpler date formulas. Power Query allows you to fix your data so that you can use those simpler formulas.
Privacy settings allow you to control who sees the Power Query data. There seems to be a bug that remembers your response to a dialog and this ignores any changes to the Privacy settings. Find out the VBA line of code that can fix it.
If you want to filter by blanks across multiple columns the standard Filter feature can’t help you. You can use the Advanced Filter but that takes time to set up and most users don’t know how to use Advanced Filter.
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.
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.
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.