Having Actuals, Budget and Variances for each month going across the page is a very common reporting construct. Here is an easy way to sum the correct YTD values as the year progresses.
Tag Archives: formulas
Custom Calendar Function in Excel
A few years back I posted a series of three posts about developing a formula to create a month calendar in Excel. I thought I would revisit that and convert that long formula into a custom function using LAMBDA.
One Minute to Excel #30 – Extract Data Based on Sheet Name
Shortcut to speed up name creation
Here’s a technique I use a lot to speed up report development.
Sheet names have to be unique, so they can’t be duplicated. This makes them great for department names or states.
This short video combines a few techniques to extract from a data set based on the sheet name.
All in less than a minute.
The New LET Function in Excel
LET there be rock!
If you have the subscription version of Excel you may have the new LET function. This function lets you capture variables within a formula. Let’s see an example.
Easier Structures in Excel
Some are easier to use than others
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.
Some Observations on Structure in Excel
Tables rule
My consulting work recently highlighted a stark contrast in different Excel models and the effort it takes to create or change them. I make some recommendations to make things easier for yourself at the end of this post.