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.
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.
Inquire is a new add-in in some versions of Excel 2013 and later versions It is an auditing Add-in that can analyse and report on your Excel files.
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.
I use Alt key shortcuts a lot when I am working and I have found a couple more useful ones.
Let’s say you have a table of codes and every month there are a few you want to check out. You could use a VLOOKUP to extract all the details for each code, but let’s say you want to view the codes in the table.
I wanted to offer a solution to a common problem I see in Excel. It relates to creating totals in data that isn’t structured that well.
It is common to work with lists in Excel. Lists of departments, names and other categories you frequently use. This blog post covers a few techniques that work really well together to create robust reporting systems.
I saw a technique demonstrated recently with VLOOKUP that I hadn’t seen used before and thought at the time, that’s handy. Upon reflection however, I thought that’s a bit dangerous.
Well after getting the data and creating a report and then a chart, let’s get the report onto the web.
Yes, you can sort by colour in Excel! This feature makes it easy for you to colour code cells and then place them together at the top of your data set.
Dashboard Charts are the ultimate goal of most Power BI reports, so let’s dive in.
The Excel team has a great site that encourages people to post new ideas for Excel. It also encourages people to vote for the new suggested features.
I have just posted an idea for a UNIQUE function that extracts unique entries from a list.
Currently you have to manually maintain a separate list of entries for a drop down lists. You can’t use a list that contains duplicates for a drop down list.
What if that list was updated automatically via a formula from the original data source? So as new items are added at the data source they automatically appear in the drop down list?
Currently a dynamic solution requires a complex array formula or a UDF (User Defined Function – macro).
This would also make creating formula-based reports so much easier.
Please take the time to vote for my suggestion. Feel free to post your own suggestions as well.
In the previous post we extracted the data from a CSV file. Now let’s create a report. It won’t be the greatest report as the data is pretty basic, but at least its a start.
It is common to use Q1 for quarter one. Excel will even cycle through Q1,Q2,Q3 and Q4 when you drag a cell contain Q1. What if you want to use the sequence M1 to M12 for months? Custom Lists to the rescue!
OK I have bitten the bullet and decided to get stuck in to Power BI. I am going to start playing around with Power BI Desktop – it is free after all. I thought I would blog about the experience and share my journey. I have created a Power BI category. I now have a button on my website that will list Power BI posts.
Microsoft has released Power BI desktop edition for FREE.
Power BI allows you to create reports and dashboards from lots of different sources.
It is not an add-in to Excel, it is a standalone application.
You can download it at the link below.
It is a straight forward process to install.
Sometimes data that comes into Excel with code numbers formatted as text. This can stop VLOOKUP functions from working and return the dreaded #N/A error. With a couple of tweaks you can lookup both real numbers and text numbers in the one formula.
If you inherit a file or you haven’t used a file for while, it can be useful to do an inventory of all the PivotTables. A macro can do all the work for you.
I have blogged before about using the Advanced Filter technique to extract unique entries from a list. Well a PivotTable can do it it too.