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.
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.
Many people know that you can select the whole sheet with Ctrl + A but there are lots of other selections it can perform.
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.
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 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.
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.
Power Query can easily combine data from multiple Excel files. A problem can arise if one or more of the files is open. Power Query will generate an error and the import will fail. The solution involves an old school Excel feature.
Getting dates into order is usually a job for Power Query, but not everyone has it or uses it so I still get requests for formulas to fix text dates.
Let’s assume you have three state codes and four department codes and you want to create a table of all the possible 12 combinations (3 x 4). How do you do it so that it is flexible? i.e. if you add a new state or department it must be easy to update the combination table.
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.
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.
Over the years I have had many requests to help people insert blank rows between entries is a list. Apparently there is an import routine that requires it. My normal solution is a macro because it automates the whole process but there is a manual technique that is quick and easy.
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.
I have found a keyboard shortcut combination to one on my favourite right click options and its quicker to use.