Do you know these Excel 2007 Productivity Secrets (Hint: Coffee is not one of them)

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Microsoft Excel 2007 - Productivity Secrets, Tips and TricksOk, Coffee can be one of them, but may be after the 3rd mug of the day, you will ask the question, “so, what are the productivity secrets of Excel 2007?”.

That, my friend, is the reason why you should put aside the mug and read this post carefully. The post is pure filtered decoction of tips you must sip.

if you like this post (or for that matter if you like coffee) please add it to your delicious bookmarks or stumble it or tweet it.

Thanks, You are beautiful.

Turn on the Clipboard pane, Copy paste like there is no tomorrow

clipboard pane office 2007
We all swear by ctrl+c, ctrl+v. A large part of my MBA case studies were submitted intime thanks only to the awesome clipboard. But do you know that you can turn on the clipboard feature in Excel 2007 in a full panel view and use it to speed up the copy paste activity.

Hold Down ALT to see what keyboard shortcuts are available, press key and you will see more

keyboard shortcuts excel 2007
All you have to do is hold the ALT key down. And I can bet that you will learn a fun and simple keyboard shortcut for something that you use everyday. What more, in Excel 2007 you can use most of the Excel 2003 (and earlier) keyboard shortcuts.

Lock a feature to Boost up your performance, for eg. lock format painter and paste formats everywhere

lock format painter excel
When you need to perform certain action several times, like for eg. if you want to paste the same formatting over 40 different cells, you can lock the format painter by double clicking on it. See the screencast to understand how it works.

(When you can inserting shapes etc, you can use “lock drawing mode” option from right click menu)

Make your charts and tables go everywhere, copy them as pictures

copy as picture excel2007
When you copy a chart / table of cells as picture, they take less space and look lot better when pasted.

Add Invisible / Hidden features to your Quick Access Toolbar

customize quick access toolbar excel2007
You can add hidden features of excel 2007 like camera tool etc. to the quick access toolbar (the tools that you usually see next to office button). Just click on the office button > Excel options > Customize and select “commands not in the ribbon”. These are the features that are not usually shown on ribbon (some of them are shown when you lets say select a chart or table or something like that).

Move the Quick Access Toolbar down to save mouse travel time

show quick access toolbar below ribbon excel2007
I think that title says it all. See the image.

Always save the files in Excel 2003-97 compatible mode

save excel 2007 files in excel 2003 version
Very useful if your colleagues / clients are still using old versions. Just go to Office button > Excel Options > Save and change the file type to Excel 2003-97.

Click on the corner of a group of Ribbon Icons to launch its UI

expand dialogs excel 2007 tip
This is not applicable for all groups. But for some groups of icons you see a little squarish icon on the bottom right corner. Just hit it to launch a friendly office 2003ish looking dialog to make changes to the settings etc.

Add chart related options to Quick Access Toolbar to save time

add error bars excel2007
If you make a lot of charts, then it pays to add the chart related options like “adding error bars”, “adding axis” etc. to the quick access toolbar. Then you can press ALT+number to activate this feature and work with it without even moving your mouse.

Create a named range quickly by typing the name in the corner of formula bar

named ranges
You can quickly create a named range by selecting a bunch of cells and typing the name in the formula bar’s left hand corner where usually cell address’ is displayed.

See the screencast.

BONUS: Enable Developer Ribbon Toolbar in Excel 2007

show developer toolbar excel 2007
If you in to mochas and trying to explore macros, then this one is for you. Enable the Developer toolbar from Excel options > Popular and you can play with all those form controls and macros.

More Tips and Tricks on using Microsoft Excel

Did you enjoy the post? Do you want more ? Well, it is not coffee, so you can consume as much as you want. Start with these and see where your mouse takes you.

Excel Productivity – Advanced Tips & Tricks

Excel can be Exciting – 15 hacks you don’t know

100 Excel Tips, Tricks and Resources

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40 Responses to “Looking up when the data won’t co-operate (case study)”

  1. Sumit Bansal says:

    Nice Trick.. Clever use of cell references

    Here is a formula I tried to create:
    =SUMPRODUCT(((NOT(ISERROR(SEARCH(L5,B4:H14))))*1),(B5:H15))

    It takes care of Caveat #1 (can handle text), but Caveat #2 remains.

  2. PeterB says:

    In situations like this, I will often use VBA to restructure the data (2 columns: dates and values) on to a new worksheet. I can then use this 'clean' source for data analysis (formula or pivot table).

    =SUMPRODUCT(((NOT(ISERROR(SEARCH(L5,B4:H14))))*1),(B5:H15)) and complex formulae in general are all very well but when you come back to them in a few weeks / months time, it is not at all easy to see what they do and what the limitations are.

  3. Somendra Misra says:

    Hi Chandoo,

    I had used this type of cell ref. various times while calculating average.
    But for the situation here try below formula . Note this is an array formula and must be confirmed with Ctrl+Shift+Enter.

    =SMALL(IF(MMULT((L5=B4:H14)*IF(ISNUMBER(B5:H15),B5:H15),{1;1;1;1;1;1;1}),MMULT((L5=B4:H14)*IF(ISNUMBER(B5:H15),B5:H15),{1;1;1;1;1;1;1})),1)

    Regards,

  4. Somendra Misra says:

    Hi, I think Using SEARCH in here will create a problem say there is a text like SUN and another text SUNLIGHT both result will be added by SUMPRODUCT.

    Regards,

  5. Elias says:

    Array option.

    =SUM(IF(MOD(ROW(B4:B14),2)=MOD(ROW(B4),2),IF(B4:H14=L5,B5:H15)))

    Regards

    • Michael (Micky) Avidan says:

      @Elias,
      Nice approach.
      Although not requested - the formula I suggested closes all possibilities.
      Criteria: _____ Value to retrieve:
      Date__________ Numeric
      Date__________Textual
      Textual________Numeric
      Textual________Textual
      While your formula copes with only the 3 first combinations.
      Michael (Micky) Avidan
      “Microsoft® Answer” – Wiki author & Forums Moderator
      “Microsoft®” MVP – Excel (2009-2015)
      ISRAEL

      • Elias says:

        @Michael,

        Sorry but I don’t understand your point. I believe the challenge was to return the summary of a given date. What is your really volatile formula doing that mine is not?

        Regards

        • Michael (Micky) Avidan says:

          @Elias,
          I didn't say that the challenge differs from what you just mentioned/aimed to nor that your formula doesn't provide the requested result.
          Please read my previous comment again and focus on the last combination (TEXT / TEXT).
          I, myself, always try to provide a global Formula that is capable to handle all sorts of data.
          Michael (Micky) Avidan
          “Microsoft® Answer” – Wiki author & Forums Moderator
          “Microsoft®” MVP – Excel (2009-2015)
          ISRAEL

          • Elias says:

            @Michael,
            I see your point, but you are missing the below points if you are trying to cover all sorts of data.

            What happened if the lookup value does not exist?

            Do you want the first, second, summary, concatenation of the values if the look value is repeated?

            See they are too many possibilities to be cover with just one formula.

            Regards

  6. Michael (Micky) Avidan says:

    1) The range: B4:H15 was named: RNG.
    2) The following Array Formula was "retrieved from my sleeve" and I hope it can be shorten.
    3) The formula seems to take care of BOTH(!) caveats.
    -------------------------------------------------------------------------------
    =OFFSET(INDIRECT(ADDRESS(SMALL(IF(RNG=L5,ROW(RNG),""),1),MOD(SMALL(IF(RNG=L5,(ROW(RNG))+COLUMN(RNG)/10),1),1)*10)),1,)
    -------------------------------------------------------------------------------
    Michael (Micky) Avidan
    “Microsoft® Answer” – Wiki author & Forums Moderator
    “Microsoft®” MVP – Excel (2009-2015)
    ISRAEL

    • Elias says:

      @Michael,

      Check what happened with your result if you type 41927 in D5.

      Regards

      • Michael (Micky) Avidan says:

        Correct. Didn't predict that.
        Will find time to work something out.
        Michael (Micky) Avidan
        “Microsoft® Answer” – Wiki author & Forums Moderator
        “Microsoft®” MVP – Excel (2009-2015)
        ISRAEL

      • Michael (Micky) Avidan says:

        @Elias,
        Let's hope the following Array Formula "closes all open doors".
        Again - it has nothing to do with your formula which works fine as long as the 3 first mentioned combinations are concerned.
        -------------------------------------------------------------------------------
        =INDEX(RNG,LARGE(IF(RNG=L5,MOD(ROW(RNG)-1,2)*(ROW(RNG)),""),1)-2,(MOD(SMALL(IF(RNG=L5,(ROW(RNG))+COLUMN(RNG)/10),1),1)*10)-1)
        -------------------------------------------------------------------------------
        Michael (Micky) Avidan
        “Microsoft® Answer” – Wiki author & Forums Moderator
        “Microsoft®” MVP – Excel (2009-2015)
        ISRAEL

        • Elias says:

          Ok, if you insist. The following will cover all the scenarios you listed. However, I’ll never recommend/use such of formula.

          Defined names:
          rDat = $B$4:$H$15
          rRow =ROW(rDat)-MIN(ROW(rDat))+1
          rCol =COLUMN(rDat)-MIN(COLUMN(rDat))+1
          rInc =MOD(rRow,2)=MOD(MIN(rRow),2)

          L6=INDEX(rDat,MAX(IF(rInc,IF(rDat=L5,rRow)))+1,MAX(IF(rInc,IF(rDat=L5,rCol))))
          Array Enter

          Regards

        • Frank says:

          @Michael,

          unfortunately, your array formula still seems to return wrong results (eg 3-Nov).

  7. Magda says:

    If data are organized like in the example, ie. looks like a calendar, the INDEX formula seems quite simple:
    =INDEX($B$4:$H$15,ROUNDDOWN((L5-B4)/7,0)*2+2,MOD((L5-B4),7)+1)

    • Marc says:

      Yours is effectively the same as what I just came up with, and I believe this is the optimal answer to this particular problem.

      My solution, before I saw yours:
      =OFFSET(B5,QUOTIENT(L5-B4,7)*2,MOD(L5-B4,7))

      OFFSET will work for an arbitrary list size, but INDEX might be easier to read.
      QUOTIENT does the round and division in a single step.

  8. XOR LX says:

    If there's an improvement over Elias's solution then I for one can't see it.

    Perhaps a non-CSE version which would also mean that only two references (B4:H14 and B5:H15), as opposed to three (B4, B4:B14 and and B5:H15), would require manually amending should the data range change, i.e.:

    =SUMPRODUCT((ISEVEN(ROW(B4:H14)-MIN(ROW(B4:H14)))*(B4:H14=L5)*B5:H15))

    I suppose we could make it a single, uniform range reference:

    =SUMPRODUCT((ISEVEN(ROW(B4:H14)-MIN(ROW(B4:H14)))*(B4:H14=L5)*OFFSET(B4:H14,1,,,)))

    which might be more appropriate should we e.g. wish to use a Defined Name for our range, i.e.:

    =SUMPRODUCT((ISEVEN(ROW(Rng)-MIN(ROW(Rng)))*(Rng=L5)*OFFSET(Rng,1,,,)))

    though whether that compensates for the extra, volatile function call is something to be debated.

    Regards

  9. Mahir says:

    I have tried something and then my Excel workbooks got shut down. Maybe that was too much?

    Anyway here is what I've tried:

    =SUMPRODUCT(INDEX(B5:H15;IF(ISEVEN(ROW(B5:H15));ROW(B5:B15)-ROW(B5)+1);{1\2\3\4\5\6\7}))

    Guess that was wrong? Would this approach work anyway?

    Looking forward to learn something from you Excel Experts.

  10. XOR LX says:

    @Michael Avidan

    As it stands that is not a very rigorous construction.

    You say "I, myself, always try to provide a global Formula that is capable to handle all sorts of data", which is a wonderful philosophy, but isn't it at least as important that we ensure that our formulas are independent of the row and column references of the data range in question, so that, should that range change, we do not have to re-work our solution?

    What happens with your formula, for example, if RNG is instead re-located one row down, from B4:H15 to B5:H16?

    When a formula is reliant upon the addition/subtraction of certain constants within the formula, which themselves are necessarily dependent upon the specific rows/columns in which the data lies at any given time (e.g. the -1 in MOD(ROW(RNG)-1,2)), then that formula is not a very flexible one.

    Hence the reason for my choice of a slightly longer construction:

    ROW(B4:H14)-MIN(ROW(B4:H14))

    which ensures that this part of the calculation is not dependent upon the precise location of the data range within the worksheet, and so will give correct answers even if that range is re-located.

    Regards

  11. Haz says:

    {=OFFSET(B4,MAX((B4:H15=L5)*ISODD(ROW(1:12))*ROW(1:12)),MAX((B4:H15=L5)*ISODD(ROW(1:12))*COLUMN(A:G))-1)}

    • Haz says:

      Non-array formula:
      =INDEX(B4:H15,SUMPRODUCT((B4:H15=L5)*(ROW(B4:H15)-ROW(B4)+1)*ISODD(ROW(B4:H15)-ROW(B4)+1))+1,SUMPRODUCT((B4:H15=L5)*(COLUMN(B4:H15)-COLUMN(B4)+1)*ISODD(ROW(B4:H15)-ROW(B4)+1)))

      Using one range (B4:H15), one reference (B4), one lookup value (L5) and no INDIRECT or OFFSET.

  12. MF says:

    My trial with defined names:

    DateRange
    =$B$4:$H$4,$B$6:$H$6,$B$8:$H$8,$B$10:$H$10,$B$12:$H$12,$B$14:$H$14

    Position
    =RANK('lookup problem'!$L$5,DateRange,1)

    L6
    =OFFSET(B4,ROUNDUP(Position/7,0)*2- 1,IF(MOD(Position,7)=0,6,MOD(Position,7)-1))

  13. Jeff Weir says:

    I'd probably just run with something like:
    =SUMPRODUCT((B4:H14=L5)*(MOD(ROW(B4:H14),2)=MOD(ROW(B4),2))*B5:H15)
    ...which is basically the same as Elias' but without the IFs

  14. Bermir says:

    The opposite of elegant but it works...

    =INDEX(B4:H15,IFERROR(MATCH(L5,B4:B14,0),0)+IFERROR(MATCH(L5,C4:C14,0),0)+IFERROR(MATCH(L5,D4:D14,0),0)+IFERROR(MATCH(L5,E4:E14,0),0)+IFERROR(MATCH(L5,F4:F14,0),0)+IFERROR(MATCH(L5,G4:G14,0),0)+IFERROR(MATCH(L5,H4:H14,0),0)+1,IFERROR(MATCH(L5,B4:H4,0),0)+IFERROR(MATCH(L5,B6:H6,0),0)+IFERROR(MATCH(L5,B8:H8,0),0)+IFERROR(MATCH(L5,B10:H10,0),0)+IFERROR(MATCH(L5,B12:H12,0),0)+IFERROR(MATCH(L5,B14:H14,0),0))

    • Bermir says:

      =INDEX(B4:H15,
      IFERROR(MATCH(L5,B4:B14,0),0)+
      IFERROR(MATCH(L5,C4:C14,0),0)+
      IFERROR(MATCH(L5,D4:D14,0),0)+
      IFERROR(MATCH(L5,E4:E14,0),0)+
      IFERROR(MATCH(L5,F4:F14,0),0)+
      IFERROR(MATCH(L5,G4:G14,0),0)+
      IFERROR(MATCH(L5,H4:H14,0),0)+1,
      IFERROR(MATCH(L5,B4:H4,0),0)+
      IFERROR(MATCH(L5,B6:H6,0),0)+
      IFERROR(MATCH(L5,B8:H8,0),0)+
      IFERROR(MATCH(L5,B10:H10,0),0)+
      IFERROR(MATCH(L5,B12:H12,0),0)+
      IFERROR(MATCH(L5,B14:H14,0),0))

  15. HF says:

    Named Range
    rownum = SUMPRODUCT(('lookup problem'!$B$4:$H$14='lookup problem'!$L$5)*ROW('lookup problem'!$B$4:$H$14)*ISEVEN(ROW('lookup problem'!$B$4:$H$14)))

    Formula
    =OFFSET($A$1,rownum,MATCH(L5,INDIRECT("$B"&rownum&":$H"&rownum),0))

  16. Venky says:

    How about SUM(IF(B4:H14=L5,B5:H15)) with array..it should work

  17. xen says:

    Sorry, Chandoo, you can't find stuff this way in every possible scenario.
    What if 2014-10-01 sales would equal 41.927 ? Which is serial number for 2014-10-15 ? SUMIF would fail to retrive correct answer. And your example data suggest that such number is possible in your table.

    It's better not to search through dates and numbers at the same time.

    If I'd solve a problem like this, it'd reformat table first so I get one column with dates and the other with numbers.

    In this case, formula to form date column would be:
    =INDIRECT(ADDRESS((INT((ROW()-4)/COUNT($B$4:$H$4))+1)*2+2;MOD(ROW()-4;COUNT($B$4:$H$4))+2;4;1))
    and numbers would be the same formula with sight adjustment (+3 instead of +2 at the end of first argument):
    =INDIRECT(ADDRESS((INT((ROW()-4)/COUNT($B$4:$H$4))+1)*2+3;MOD(ROW()-4;COUNT($B$4:$H$4))+2;4;1))

    And now you got two columns that you can safely use for searching!

  18. xen says:

    Oops, sorry, you actually mentioned that it doesn't work if number=date! I missed that part 🙁

  19. Vad says:

    ={OFFSET(A1,SUM((B4:H14=L5)*ROW((B4:H14))),SUM((B4:H14=L5)*COLUMN((B4:H14)))-1)}

    Works for all data... the solution I got for indirect looks little lengthy

  20. Rajesh says:

    I want to count last 20 records of a person, whose marks is greater than 2 and grade "manager". ....

    Assume A1 has got names (James, John...etc...)
    A2 "Manager"

    A3 "2"

    Someone please reply

  21. Rajesh says:

    I want to count last 20 records of a person, whose marks is greater than "2" and grade "Manager"

    Assume A1 "geroge" A2 "Michael" A3 "George" etc...name can found anywhere in the rows

    B1 "Manager" B2" clerk"

    C1 "2" C2, "4"

    please reply

  22. Marc says:

    Simplest I can come up with. No limitations for either 1 or 2. This does assume dates are an ordered list with 7 per row, and 2 rows per set. Assuming this is always true this will work for an arbitrary long list of dates.

    =OFFSET(B5,QUOTIENT($L$5-$B$4,7)*2,MOD($L$5-$B$4,7))

    • Michael (Micky) Avidan says:

      @Marc,
      Nice approach - however, as there are no "Negative Dates" - try:
      =OFFSET(B5,INT(L5-B4)/7)*2,MOD(L5-B4,7))
      ——————————————————————————-
      Michael (Micky) Avidan
      “Microsoft® Answer” – Wiki author & Forums Moderator
      “Microsoft®” MVP – Excel (2009-2015)
      ISRAEL

  23. Vijaykumar Shetye says:

    =OFFSET(B4,ROUNDUP((L5-41911+1)/7,0)*2-1,MOD(L5-41911,7))

    B4 has been used as reference cell for OFFSET().

    FOR ROWS:
    ROUNDUP(....,0) gives the integer value of a division. In case of presence of a remainder, ROUNDUP will add 1 to the Quotient.
    As opposed to ROUNDUP(), the INT() or QUOTIENT() functions eliminate the remainder.

    41911 = 01-Sept-2014, the first date in the data.

    *2 has been used because there are 2 columns per set of data.

    /7 has been used because there are 7 columns per set of data.

    For columns
    MOD(L5-41911,7))

    Vijaykumar Shetye,
    Panaji, Goa, India

  24. Awais says:

    This is how i did it

    {=INDEX(B4:H15, MAX((L5=B4:H15)*ROW(B4:H15))-2, MAX((L5=B4:H15)*COLUMN(B4:H15))-1 )}

  25. Paul says:

    Here's my solution:

    =INDEX(B4:H15,MATCH(1,MMULT(--(B4:H15=L5),TRANSPOSE(COLUMN(B4:H15)^0)),0)+1,MATCH(1,MMULT(TRANSPOSE(--(B4:H15=L5)),ROW(B4:H15)^0),0))

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