Confirming Names are Unique in Excel

COUNTIFS to the rescue

If you have a list of first names and last names and you want to make sure the list has no duplicates you can use a formula to confirm the names are unique.

Make Sure All Input Cells Have an Entry in Excel

COUNTIF to the rescue

When creating an input range you may need to validate input cells. That may mean ensuring all input cells have an entry. Here’s how.

Australian Financial Year Quarter Formula

Another CHOOSE solution

The Australian Financial Year has its challenges. Working out the Quarter number based on a date has a few solutions. Here’s another one.

Financial Model Allocation Technique

Helper cells to the rescue

In a financial model you often have different types of allocations that start at different times. Creating a short formula to handle this flexibility can be a challenge. Here is one solution.

Handling Formula-Based Blanks

The N function to the rescue

It is common to display a blank cell using the IF function and “”. A problem can arise when you want to use that IF formula in a calculation. Here is an easy way to cope.

Single formula for a Column

It can done

In Excel your goal should be to have a single formula in a table column that can be copied down the whole column.

Treating text as zero in Excel

Let’s say you are getting inputs you can’t control and in some cases you get text and others you get numbers. You want the numbers, but you need to treat text as zero. Here’s the easy way to do that.

Text for a week in Excel

Time to TEXT

When working with weeks in Excel you may need to show the start and end date of the week in the same cell. Here’s how you can do that.

Using SEQUENCE with Dates in Excel Part 1

Date listing

The SEQUENCE function returns sequential numbers. Let’s see how we can use it with a list of dates.

Time to Play with Dynamic Arrays

Let play time begin

Many things that were hard or complex are now much simpler. Creating dynamic drop down lists based on previous selections used to be tricky in Excel. Dynamic arrays make it straightforward.

Switching Rows and Columns is Now Easier

TRANSPOSE rules

With the introduction of Dynamic Arrays in all versions of Microsoft 365 (formerly Office 365) it is now a lot easier to use the TRANSPOSE function.

The End of SUMPRODUCT

Dynamic arrays will carry it off in to the sunset

The SUMPRODUCT function has been my favourite function for about 20 years. It is so flexible. Soon it will be redundant thanks to dynamic arrays.

Adding a message to grouping icons

A SUBTOTAL trick

It is best practice to use grouping to hide and unhide rows in Excel. I recently saw a technique that also displays a message.

Extracting End of Quarter Dates in Excel

Another MOD solution

A few years ago I wrote an article on extracting the end of quarter date from a date. I recently had a query that was related and I tweaked the previous solution to solve it.

Indian Financial Year Month Number in Excel

The Indian Financial Year start on 1 April. Like Australia its Financial Year month numbers can be painful. Here is a formula to sort them out.

Sometimes you need a conditional AVERAGE

AVERAGEIF to the rescue

There are times when estimating numbers that an average is a good message to use.

Issue with extracting a sheet name in Excel

Single sheet file issue

I wrote about a formula to extract the sheet name many years ago, but I just found an issue with it. Click here to see older blog post.

Free Webinar Recording – Excel Format as Table Feature

Feedback score 95% based on 58 responses

In March 2020 I presented a session on Excel’s Format as Table Feature. I covered it’s advantages and how to use it to improve your Excel files.

The detailed pdf manual and example file can be downloaded using the button below. Content is listed below the video.

CPD note – if you are claiming CPD for watching this recording you need to keep your own records. People who attend the live sessions receive an annual listing of attendances.

In this session you will learn all about Excel’s formatted tables.

Many of Excel’s features and functions work seamlessly with formatted tables. They can help you improve the structure and reliability of your spreadsheet files.

Formatted tables can allow you to create powerful reports like those in a relational databases.

Topics covered

• advantages and limitations of formatted tables
• keyboard shortcuts
• using formatted tables with formulas
• solutions to some of the limitations of formatted tables
• using range names with formatted tables
• using formatted tables with data validations
• creating a running total
• using PivotTables
• Relationships (Data tab)

As always I will share a few other tips.

Weeks and days calculation in Excel

In Excel we tend to work in years, months or days. There may be times when you want to work in weeks.

Free Webinar Recording – Excel Budget Challenge Solution

Feedback score 92% based on 83 responses

In February 2020 I reviewed my solution to an Excel Budget Challenge from late 2018. This included some advanced Excel budget techniques.

The detailed pdf manual and example file can be downloaded using the button below. Content listed below the video.

CPD note – if you are claiming CPD for watching this recording you need to keep your own records. People who attend the live sessions receive an annual listing of attendances.

This session includes a lot of useful content and it brings together a number of different techniques. The content is worthy of a paid session but since it was a public challenge I am presenting the session for free.

The materials includes the challenge documentation, the pdf manual and the solution file. I assume you have read the documentation. You also receive the blank Excel file if you want to create your own solution.

Techniques/topics covered include

• using INDEX-MATCH (better alternative to VLOOKUP)
• 3-D formulas to summarise all report sheets and techniques to make using them easy
• using a reporting template to speed up creation
• validations
• extracting sheet names
• automating reports

Another plural technique for Excel

Out of LEFT field

Recently I found an interesting way to handle plurals in Jordan Goldmeier’s book on dashboards.

Free Webinar Recording – Date and Time Calculations

Feedback score 95% based on 61 responses

In January 2020 I looked at solving some of the frustrations date and time calculations can cause in Excel.

The detailed pdf manual and example file can be downloaded using the button below. Content listed below the video.

CPD note – if you are claiming CPD for watching this recording you need to keep your own records. People who attend the live sessions receive an annual listing of attendances.

Discover the functions that handle different types of calculations.

See how to avoid some of the frustrations that dates and times can cause. Topics covered include:

• adding months to a date
• formulas for the first and last day of the month
• using today’s date in a formula
• handling days of the week calculations
• how to avoid the traps in time calculations
• remove times from dates
• generating random dates (for testing)

As always there will be a few other tips and tricks shared during the session.

Data Validation and Conditional Formats in Excel

Part Two - a good combination

In my previous post I showed how to have a flexible data validation and how to validate it. This post will look at adding conditional formats to inputs and validations.

Validating Data Validation in Excel

Part One

The most common type of Data Validation in Excel is a drop down list. In the example below I allow the user to select a year, then a month (using a drop down) and then enter a valid day in the month.

Free Webinar Recording – Excel Yourself 2019

Feedback score 93% based on 41 responses

In December 2019 I reviewed four of my articles from 2019 plus some new content.

The detailed pdf manual and example file can be downloaded using the button below. Content listed below the video.

CPD note – if you are claiming CPD for watching this recording you need to keep your own records. People who attend the live sessions receive an annual listing of attendances.

This year’s webinar includes
• a new logic function IFS
• how to do budget allocations across months using the MOD function
• how to do complex monthly budget allocations
• using helper cells to achieve advanced conditional formats

As always there will be other tips and tricks shared along the way.

Counting Duplicates in an Excel Range

Another SUMPRODUCT solution

The Duplicates option under conditional formatting is useful to identify when there are duplicate entries within a range. This requires you to review the range to see if there are any duplicates. You can use a formula to identify ranges that contain duplicates.

Free Webinar Recording – Excel Chart Tips and Tricks

Feedback score 94.5% based on 59 responses

In November 2019 I re-ran my Excel Chart Tip sand Tricks session.

The detailed pdf manual and example file can be downloaded using the button below. Content listed below the video.

CPD note – if you are claiming CPD for watching this recording you need to keep your own records. People who attend the live sessions receive an annual listing of attendances.

This webinar is focused on showing you how to create and modify charts in Excel 2016 with a minimum of fuss.

The Chart interface changed in Excel 2013 and I take you through some of the changes.

You will see best practice design and formatting techniques demonstrated and explained.

See how to create dynamic charts that automatically change based on selections made or data added.

I also include some useful date-based functions.

Extracting initials in Excel

Handling a space or a comma separator

If you have a system that uses initials to identify people then being able to extract initials from a first name and last name combination can be handy. A formula can automate the process and there is also a quick, manual way to do it.

Conditionally Selecting a Column in Excel

The IF function can return a range

When creating a formula sometimes you need to conditionally choose the column to perform a calculation on. The IF function can be used, but there is a trick to shorten the formula.

Free Webinar Recording – Excel Formula and Function Tips

Feedback score 95.8% based on 66 responses

In October 2019 I re-ran my Excel Formula and Function Tips session.

The detailed pdf manual and example file can be downloaded by using the button below. Content listed below the video.

CPD note – if you are claiming CPD for watching this recording you need to keep your own records. People who attend the live sessions receive an annual listing of attendances.

This session covers lots of tips, tricks and techniques to speed up the formula creation process. You will learn:

• how to quickly start a formula
• the benefits of the numeric keypad
• to use AutoComplete to save typing
• how to easily insert \$ signs to fix references