September 2014 Excel Yourself article

Check out my September 2014 Excel Yourself article, video and companion file are now online at the magazine site. The article covers converting a badly laid out report into a structured data layout using a formula.
The video can be viewed from the media section at the bottom of the page.

Click here to view the article.

Techniques to Paste Values in Excel

Lose the formulas and keep the values

Sometimes in Excel you need to paste just the values from copied cells. You don’t want the formulas. You may have created temporary formulas that you need to replace with their values. You may need to capture the current values, make some changes and then compare the new values with their old values to see the difference.

Filtering Tables in Excel 2013 with Slicers

Sometimes when you apply a filter to a table it isn’t obvious what filter has been applied. This is the case when you are filtering by multiple entries in a field.

Slicers were introduced in Excel 2010 to filter Pivot Tables. Filtering a Pivot Table has the same issue when filtering by multiple criteria in a single field. Click here to see a post on these Slicers.

Slicers’ abilities were expanded in Excel 2013 to include filtering formatted tables. (A formatted table is one created using the Format as Table icon on the Home Ribbon tab or the Table icon on the Insert Ribbon tab).

The advantage with using a Slicer is that it is visual. It shows the filter being applied. A normal filter is hidden once selected.

The disadvantage with Slicers is the filters are limited to selecting or deselecting entries in the list. There is not the flexibility provided by Excel‘s normal filtering options.

Adding a Slicer

In the Design Tab when a formatted table is selected there is an Insert Slicer icon.

Insert Slicer icon

A dialog displays allowing you to select fields to add Slicers.

Slicer selection dialog

 

Slicer added

To select multiple items hold the Ctrl or Shift keys whilst clicking the entries.

Slicer Filter applied

As you can see the Slicer shows the states being filtered.

To clear the filter click the icon on the top right of the Slicer.

Clear filters

What to look out for in Excel’s VLOOKUP function

An easy fix for a common problem

The VLOOKUP function is a popular method for extracting data from data lists. Its effectiveness depends on the quality of the data in the data list. I have had many questions from CPAs over the years asking why their VLOOKUP functions don’t work, when it all looks ok.