Obviously, everywhere you look this week, you find advice on how to do better this year.
Well, you don’t have to wait for a new year to become awesome at your work, any day is new year for the rest of your life.
So, today I want to share 12 steps to learn Excel and becoming awesome. But first I have a secret to confess…,
I think becoming awesome in Excel useless.
What we really want is, to become awesome in our work. Since we spend a lot of time using Excel (and other office software), knowing how to use these better can have a huge impact on how we do our work.
In that spirit, lets look at 12 steps to learn Excel so you become awesome in your work.
1. Learn everyday
Curiosity, humbleness & open mind can go a long way in making you awesome. So in order to become awesome in our work, we need to learn everyday. There is a wealth of free, useful & well designed information on net on almost any topic. For Excel, I suggest going thru our archives, category pages on Excel, Charting, Quick Tips, or the Learn any area of Excel page.
For more specific focus, check out Excel Beginner or Advanced Excel pages too.
2. Volunteer & Improve something at your work
No matter how good something is, there is always scope for improvement. I am sure you have similar situation at your work. So pick up any single process, report, model or procedure & improve it using readily available tools like Excel. It is one of the easiest ways to learn Excel. For example, you could improve the financial dashboard that gets emailed every month or track your training (L&D) better.
3. Help a colleague
The funny thing with knowledge is that, the more you share it, the more you gain. No wonder, when we think of very knowledgeable persons, we imagine teachers & authors. And in any workplace, your knowledge determines how awesome you can be.
So go ahead and help a colleague in need. Share what you know and see the magic.
4. Join a forum & solve a problem
Forums are a great place to find new problems & challenge yourself. Go ahead and contribute in a forum that focuses on your area of work. For Excel, I suggest checking out our Forums.
You will learn new things & the best part is, you are going to help a total stranger. The sense of satisfaction you get is unmatched.
5. Get a book
Despite the amount of information & variety available online, books continue to have a sense of magic. The moment you open a book, your mind opens a new world. So go ahead and indulge in a book or two this year. Learn something & then apply it to your work. See how far you can go.
For Excel & related books, check out my recommendations.
6. Participate in a Contest
Contests are a great way to learn new things, experiment & win something cool. While finding a contest for your exact work area might be difficult, you can find several contests on Excel & other common office software. I am planning to run a few contests this year and I encourage you to participate in at least one of them.
Check out past contests & Excel challenges.
7. Play with an unknown feature
Many of us continue to use software, tools without questioning our practices. For example, despite using Excel quite a bit, I rarely use Review Ribbon. I don’t know many of the things in there. I am sure you too have such gaps. This year, pick one such thing and play with it. Learn what you can do with that feature, do a bit of research, and if possible share your knowledge with people in your work life. If you are not sure what to pick, may I suggest Power Query? It is an incredible tool packed right inside Excel. Check out this intro and get started.
8. Replicate an idea from other industry to your work
Despite all the negativity in the world, we continue to see shining examples of innovation, hope & prosperity. Often, these are simple ideas implemented with finesse. You too can watch elsewhere for inspiration & copy the ideas to your work. For example, you can watch New York Times for interesting visualizations and copy the ideas for your weekly report. Or you can subscribe to blogs in a different industry so that you can get fresh ideas.
Related: Visualization projects.
9. Join a Newsletter or Subscribe to a Blog
While learning from other industries can give you new ideas, learning about your own industry increases your knowledge. So go ahead and join a newsletter or subscribe to a blog. Consume their content regularly and apply these ideas to your work.
For Excel users, I recommend joining our newsletter, Debra’s blog, Excel Jet or any site featured in our Excel links.
10. Jump to YouTube
YouTube continues to be a great way to learn new things. You can find instructional videos on any topic & learn from bite-sized clips.
For Excel users, check out our YouTube channel, ExcelisFun, MrExcel Podcast, Debra’s channel
11. Join a Training Program
One of the best ways to learn & become awesome is to join a class. So this year, invest in a training program that helps you in your work.
To learn Excel & how to use it for your work, I recommend our Excel School, VBA Class programs.
12. Believe that you are Awesome
One of my favorite quotes is,
Whatever human mind can conceive, it can achieve.
Napoleon Hill (in his book Think & Grow Rich)
So the most important aspect of becoming awesome is to believe you are awesome. No books, videos, blogs or contests can make you awesome if you don’t believe that you can be awesome.
Those are my 12 steps to learn Excel & become awesome, what about yours?
So those are my 12 ways to become awesome. What about yours? How are you planning to be awesome this year? Please share using comments.
More Resources to learn
If you want to learn Excel, Dashboards etc., check out these articles too.
13 Responses to “Using pivot tables to find out non performing customers”
To avoid the helper column and the macro, I would transpose the data into the format shown above (Name, Year, Sales). Now I can show more than one year, I can summarize - I can do many more things with it. ASAP Utilities (http://www.asap-utilities.com) has a new experimental feature that can easily transpose the table into the correct format. Much easier in my opinion.
David
Of course with alternative data structure, we can easily setup a slicer based solution so that everything works like clockwork with even less work.
David, I was just about to post the same!
In Contextures site, I remember there's a post on how to do that. Clearly, the way data is layed out on the very beginning is critical to get the best results, and even you may thinkg the original layout is the best way, it is clearly not. And that kind of mistakes are the ones I love ! because it teaches and trains you to avoid them, and how to think on the data structure the next time.
Eventually, you get to that place when you "see" the structure on the moment the client tells you the request, and then, you realized you had an ephiphany, that glorious moment when data is no longer a mistery to you!!!
Rgds,
Chandoo,
If the goal is to see the list of customers who have not business from yearX, I would change the helper column formula to :
=IF(selYear="all",sum(C4:M4),sum(offset(C4:M4,,selyear-2002,1,columns(C4:M4)-selyear+2002)))This formula will sum the sales from Selected Year to 2012.
JMarc
If you are already using a helper column and the combox box runs a macro after it changes, why not just adjust the macro and filter the source data?
Regards
I gotta say, it seems like you are giving 10 answers to 10 questions when your client REALLY wants to know is: "What is the last year "this" customer row had a non-zero Sales QTY?... You're missing the forest for the trees...
Change the helper column to:
=IFERROR(INDEX(tblSales[[#Headers],[Customer name]:[Sales 2012]],0,MATCH(9.99999999999999E+307,tblSales[[#This Row],[Customer name]:[Sales 2012]],1)),"NO SALES")
And yes, since I'm matching off of them for value, I would change the headers to straight "2002" instead of "Sales 2002" but you sort the table on the helper column and then and there you can answer all of your questions.
Hi thanks for this. Just can't figure out how you get the combo box to control the pivot table. Can you please advise?
Cheers
@Kevin.. You are welcome. To insert a combo box, go to Developer ribbon > Insert > form controls > combo box.
For more on various form controls and how to use them, please read this: http://chandoo.org/wp/2011/03/30/form-controls/
Thanks Chandoo. But I know how to insert a combobox, I was more referring to how does in control the year in the pivot table? Or is this obvious? I note that if I select the Selected Year from the PivotTable Field List it says "the field has no itens" whereas this would normally allow you to change the year??
Thanks again
worked it out thanks...
when =data!Q2 changes it changes the value in column N:N and then when you do a refreshall the pivottable vlaues get updated
Still not sure why PivotTable Field List says “the field has no itens"?? I created my own pivot table and could not repeat that.
Hi, I put the sales data in range(F5:P19) and added a column D with the title 'Last sales in year'. After that, in column D for each customer, the simple formula
=2000+MATCH(1000000,E5:P5)
will provide the last year in which that particular customer had any sales, which can than easily be managed by autofilter.
Somewhat longer but perhaps a bit more solid (with the column titles in row 4):
=RIGHT(INDEX($F$4:$P$19,1,MATCH(1000000,F5:P5)),4)
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