Excel table is a series of rows and columns with related data that is managed independently. Excel tables, (known as lists in Excel 2003) is a very powerful and super-cool feature that you must learn if your work involves handling tables of data.
What is an Excel table?
Table is your way of telling excel, “look, all this data from A1 to E25 is related. The row 1 has table headers. Right now we just have 24 rows of data. But I can add more later!”
When you make a table (more on this in a sec) you can easily add more rows to it without worrying about updating formula references, formatting options, filter settings etc. Excel will take care of everything thus making you a data guru.
How to create table from a bunch of data?
To create an excel table, all you have to do is select a range of cells and press the table button from Insert ribbon in Excel (or use the shortcut CTRL+T).
See this simple tutorial:
Today we will learn 10 excel data table tricks that will make you a data guru, no let’s make that DATA GURU.
The most important thing after you create a table – Give it a name
Once you have a table, go to design ribbon and give your table a name. If you don’t name it, Excel will call it Table2 or whatever. But once you name it, you can write meaningful formulas thru sweet sweet structural references feature. So name your tables.
1. Change table formatting without lifting a finger
Excel has some great predefined table formatting options. Just select any cell in your table and change the table formatting by going to “format as table” button in the home ribbon.
If you are bored with the predefined formats, you can easily define your own table formatting color schemes and apply them.
2. Add Zebra Lines to Tables without doing Donkey Work
When you create a table, zebra lines come as a bonus. And when you add new rows to the table, excel takes care of zebra lining or banding automatically. You can turn on / off the banded rows feature from “design ribbon tab” as well.
That means you don’t need to use conditional formatting or manually format alternative rows in different color.
3. Tables come with Data Filters and Sort Options by default
Each data table comes with filters and sorting options so that you can filter and sort the data in that table independently. That also means, if a worksheet has 2 tables, they each get their own data filters (usually excel wont allow you to add more than one set of filters per sheet, but when it comes to tables, all exceptions are made, just for you)
4. You can also Slice your tables with slicers
That is right. When you have a table of data, you can insert a slicer (either from design ribbon or insert ribbon) and use that to filter your table data intuitively.
Learn all about Excel Slicers.
5. Bye, bye cell references, welcome structured references
The most important advantage of tables is that, you can write meaningful looking formulas instead of using cell references. When you create and name the table (you can name the table from design tab), you can write formulas that look like this:
The beauty of structured references is that, when you add or remove rows, you don’t need to worry about updating the references.
Learn all about structural references in Excel.
6. Make Calculated Columns with ease
Any tabular data will have its share of calculated columns. Excel tables make having calculated columns very easy. With structured references, all you need to know is English to make a calculated column. The beauty of calculated columns in table is that, when you write formula in one cell, excel automatically fills the formula in the rest of cells in that column. That would make you an instant data guru.
7. Total your Tables without writing one formula
The ability to summarize data with pivot tables is extended to excel tables as well. You can add total row to your table with just a click.
What more, you can easily change the summary type from “sum” to say “average”.
8. Convert table back to a range, if you ever need to
If you ever wanted to go back to a normal range of data, you can easily convert the tables back to named ranges.
Excel will take care of the formulas and change the references to cell references.
9. Export Tables to Pivot Tables, Woohoo
What good is a bunch of data when you can’t analyze it? That is where Pivot tables come in to picture [pivot table tutorial]. Thankfully, you don’t need to do much. Just click a button and your table goes to pivot table.
10. Push the table data to Sharepoint Intranet Site
If you have a corporate intranet Sharepoint portal, you can easily publish the excel tables as share-point lists. This can be handy if you want to publish, say the top 10 sales persons of the quarter on the intranet.
11. Print Tables Alone, with out all the other stuff around
Select the table, hit CTRL+P and in settings area, select “Print Selected Table” option to print your beautifully formatted Excel table.
12. Change, reshape or clean your table data with Power Query
When you have data in a table, you can easily load it to Power Query (Get & Transform Data) using the “From Table” button.
Here is an an example of what Power Query can do for you.
13. Got multiple tables? Connect them to make a multi-table pivot
When you have more than one table, you can also connect them using Excel’s relationship feature. This way, you can build multi-table pivots to create powerful analysis of your data.
Learn all about Excel Table Relationships.
So, What do you think about Excel tables?
I say, give them a try. They have been around for more than a decade, but I still see people not using them. Setting up your data as a table is the easiest and most awesome thing you can do it. You can find some cool uses for tables in your day to day work. They are intuitive, easy to use and provide great power without added complexity.
Related Material
- Beginner:
- Advanced:
- More sources about tables:
33 Responses to “Show Months & Years in Charts without Cluttering”
Very CooOOOoool 🙂
Would it work if I merely change the display format for the dates, or do they actually need to be retyped in that format (Nov, Dec, etc)?
ps- it's only about 34 donuts per month, or slightly more than 1 per day. Yum!
To make it work automatically when you create a chart, delete the labels above the Year and Month columns, but keep the label above the Y data (Donuts). The blank cells tell Excel that the first row and first two columns (indicated by the blanks) are special, so it uses the first row for series names an the first two columns for X axis labels.
This is better than the other kind of donut chart, but you'll soon be carrying a big donut around your midsection.
First off, thank you Chandoo for being respectful and taking out the "Jesus" comment. Not that I'd threaten to kill you, or start world-wide riots, or make you go into hiding if you didn't (as OTHERS would; wink, wink, nudge, nudge)... I just really appreciate your respectulness and consideration; so thank you. I was meaning to write you about it, but when I came to your site you'd already made the edit... so again, thank you!
Secondly, I wanna say I think there's an easier way to do what you are demonstrating. I've got a pivot chart with months of data and all I had to do was right-click the x axis and then select "format axis", under "Axis Options" there's a check-box that says "Multi-level Category Labels". The chart I was able to do this on was a pivotchart however so maybe it wouldn't be that easy for a non-pivotchart.
Anyway, love the site. Keep up the good work. Thanks also for being so open about your success, it's very encouraging and motivating.
God (aka Jesus) Bless. 🙂
Hi Chandoo - great site! Another option to save space is to simply rotate the orientation of the text by 90 degrees, so the dates read vertical rather than horizontal. However, I like the elegance of your solution also.
Hey Chandoo -- Great tip. Only yesterday I was working through some strange behaviour with formatting dates in PivotCharts. Seems the axes never want to cooperate. This is a neat and elegant solution I hadn't thought of using. May need to abandon pivotcharts to use formulas like that, but if we use dynamic named ranges, no big sacrifice.
BTW, whatever did you do to get your site blocked in China? Never heard of regime change by a grass-root spreadsheet movement. Maybe your ISP is hosting some problem sites. Chandoo.org is certainly worth it for me to fire up the VPN, but I'm sure you would lose a lot of other visitors from the middle kingdom.
Chandoo ... pls help.. the link is blocked over here... pls can you put the regular link... 🙂
@JP... Excel Axis formatting is linked to cell formatting by default. So you can just have the dates which are formatted to look like months (mmm).
@Erin: It was not my intention to mock anyone's faith or religion. I just used the word as it is quite common. I decided to remove it as I got 2 emails from readers requesting for the same.
Also, the pivot charts take pivot table groupings by default, so you need not do any of the above while making charts from pivot tables.
@Kein: I am not sure why Chinese authorities decided to block my site. I wish they would actually look at the content instead of blocking sites based on simple text matching rules.
@Kapil: The file is mirrored here: http://chandoo.org/img/d/date-axis-months-years-trick.xls
Cool, really cool...
Nice one Chandoo,
Also would like to mention abt useful method while creating dynamic charts.
In any chart where in the months keep on adding - instead of changing the range for the chart every time we add a month, we can actually format the months as dates (probably 1st of every month) still keep the format as "mmm" AND while selecting the data, we can select a huge rows (date column) once and for all, and the chart adjusts automatically with the data that we entered. So next month when I enter Dec's data, I need not change the source data of the chart, however it automatically adjusts.
Hope I made sense.!
Regards,
SS
Thanks, Chandoo! This is a great tip - one that I will definitely put to use. I typically have an axis with mmm yy format, aligned vertically, but this will definitely look a bit cleaner (except in cases where the chart is too small for the axis labels to be displayed horizontally, even without the mmm yy on one line). Thanks again!
Tom
Chandoo,
Thank you for the posts you are very diligent not to mention very helpful. I would like to know how to get the separation lines on the axis? For example your candy sales chart has longer lines separating east and west how do you format that?
Thanks for being very awesome!
-Josh
Hi Chandoo, we can look the formulas because there is a message:"Unsupported features".
Could you send a diferent Link ?
Thanks.
@SS But what if you've got formulas in the data block (i.e where you would enter static data for the month of december)? My chart now shows #N/A #N/A in the axis with no data for all future dates.
Chandoo, I've got a dynamic range set up showing #N/A errors for future dates. The MMM-DD date format format in row works fine, but when I use YYYY and MMM in two rows, the axis shows #N/A #N/A for all future dates with no data. How would you go about keeping those future months hidden?
Matt -
In order for the axis to automatically extend to the dates within the range and ignore #N/A at the end, you need a date-scale axis, and for this you need to use one column with the complete date, not two columns with year and month.
If you want to use two columns, you need to generate Names in the worksheet which define ranges only as long as the number of months. I have a review of dynamic chart approaches in http://peltiertech.com/WordPress/dynamic-chart-review/ and a whole category on my blog at http://peltiertech.com/WordPress/category/dynamic-charts/. Chandoo also has examples of his own on this site.
How do you make a dynamic chart out of this?
I can't get the axis labels range right.
I tried something like this:
=OFFSET(REPORT!$H$10:$I$10;0;0;COUNTA(REPORT!$H$10:$I$100);1)
Any idea?
Ethan -
Your offset formula defines a range 1 row in size, but the technique here requires 2 rows. Your definition should end with
;2)
instead of
;1)
Thanks Jon,
Got it working now
Great! Now, is there any way to do this directly in Powerpoint? I don't like having linked excel files, so I create the graphs right inside Powerpoint, any way to do this there? I tried and was unsuccessful.
Thanks.
Cool tip Chandoo......thanks
[...] extract year and month from dates to avoid a mess in our stock chart. Chandoo has a great post: Show Months & Years in Charts without ClutteringIn cell B2:=YEAR(D2)In cell B3:=IF(YEAR(D3)=YEAR(D2), "", YEAR(D3))Cell C2:=IF(TEXT(D2, [...]
Hi there,
I have got a data ranging for 3 years. I want to show a chart which shows Jan of 2011, 2012 and 2013 together side by side; then Feb11, Feb12 and Feb13 side by side, then Mar11, Mar12 and Mar13, and so on until December.
Please help. Thanks.
@Bilal
Do you want a number of charts next to each other as separate charts or the data next to each other in a single chart?
What type of chart were you thinking about?
Can you post your data for us to review?
Refer upload instructions at: http://chandoo.org/forum/threads/posting-a-sample-workbook.451/
Hi there
Very good solution this. I have another question on it, though. How do you format the X-axis with monthly gaps (ie, with labels "Jan 2012", "Apr", "Jul", "Oct", "Jan 2013", "Mar", etc), when you're dealing with a data series with weekly or daily data points? The Axis Options dialogue box doesn't appear to offer "Date axis" as an option under the "Axis Type" section.
I've managed to do it in one case with weekly data by setting the interval between tick marks at 13 -- the approximate number of weeks in a quarter -- to get 3-month intervals. But this wouldn't work if I wanted to show 1-month intervals, or had a more detailed daily data series to work with.
Any luck getting the dates to work on a scatter graph? I'm only getting numbers. Works fine on line graphs though.
How can we do the vice versa? i.e. on the x-axis showing year on the level 1, and months on level 2.
I wanted to build these kind of axis labels for 5 years, with year on top and months at the bottom, but it should form in such a way that the seperating lines should seperate the entire data set only at December of each year, and no lines in between any month.
@Apoorve
Just re-arrange the columns
You need to put a space in all cells where you don't want a year
See the attached file
http://chandoo.org/wp/wp-content/uploads/2010/11/Chart-for-Apoorve.xlsx
Unfortunately you don't get any control over lines its all or nothing.
Hello - the link seems to be broken:
http://cid-b663e096d6c08c74.office.live.com/view.aspx/Public/date-axis-months-years-trick.xls
Regards.
Like!!
Three times already today I have used this website and saved a ton of work time in researching excel tricks.
Suggestion: Why not have a "like" or "this article was useful to me" button. That way you can see what is most useful by your users and maybe generate more content based on those "likes".
Just saying. Thanks again and you're doing a great job!
Thanks for the tip. However, I couldn't download your file. The link is broken.
Thank You for taking the time to post this tip. I hope that you have a blessed day.
The link does not work properly and I'm not sure how to actually get the graph to display like this, its frustrating me a tonne. I cant work out what to google either to find an answer elsewhere! 🙁
Is this possible with waterfall chart. Data hereunder -
Years Abbrevation Amt
2020 BEG 2,006
REV 1,950
EMP 1,058
DM (3,244)
OOE 1,078
OPMT 182
AB (638)
END 2,392
2021 REV 8,534
EMP 67
DM (2,142)
OOE (3,120)
OPMT 510
AB 1,008
END 7,249