What is so special about Go To Special? [15 tips]

Share

Facebook
Twitter
LinkedIn

This article is written by Myles Arnott from Excel Audit

I briefly covered Excel’s Go To Special function in the Managing Spreadsheet Risk series of articles and both Chandoo and I felt that it deserved a post all of its own.

What is Go To Special?

Go To Special is a tool within Microsoft Excel that enables you to quickly select cells of a specified type within your Excel worksheet. Once you get to grips with this function and what it can be used for you will wonder how you ever lived without it.

Where do I find Go To Special?

Shortcut: F5 or CTRL + G and then click on Special…
2003: Edit > Go To
2007 & 2010:Home > Find & Select > Go To Special on the Ribbon

(Note: a cut down selection of the most useful options in Go To Special can be selected directly under Find & Select on the Ribbon in 2007 & 2010.)

Lets look at Go To Special in action

Firstly download this workbook. This is more or less the same workbook that we used in the Managing Spreadsheet Risk series, modified slightly to allow us to cover all elements of the Go To Special function. (Note that it therefore includes a lot of errors)

Here are the options on the Go To Special dialogue box:

Excel Go to Special - What is it and how to use it?

Lets run through each of the Go to special options.

Comments

Action: Selects all cells with comments

Benefit: A quick way of finding all cells with comments, particularly useful if you want to clear all comments from your worksheet

 

Constants

Action: Selects all cells containing constants

Options:

Numbers: Selects all cells with constants that are numbers

Text: Selects all cells with constants that are text

Logicals: Selects all cells with constants that are logicals (TRUE or FALSE)

Benefit: The number constants in your spreadsheet should all be inputs. Highlighting all constants is a great way of checking the structure of your spreadsheet. I normally format inputs with a white background and blue font.

 

A great tool for auditing – select all constants and change the fill colour. This instantly gives you visibility of your model inputs and flags any inconsistencies.

Formulas

Action: Selects all cells containing formulas

Options:

Numbers:Selects all cells with formulas that return numbers

Text: Selects all cells with formulas that return text

Logicals: Selects all cells with formulas that return logicals (TRUE or FALSE)

Benefit: Highlighting all of the formulas within your spreadsheet is a great way of checking the structure and consistency of your spreadsheet.

Blanks

Action: Selects all blank cells

Benefit: A quick way to select all blank cells. This is useful if you want to quickly format all blank cells or as a way of identifying cells that look blank but actually contain a constant or formula (i.e. with white on white formatting).

 

(Related: Fill Blank Cells )

Current region

Action: Selects the current region

Comment: I would recommend using the shortcut CTRL + * instead

Current array

Action: Selects the entire array if the active cell is within an array

Comment: I have never used this option but would be very interested to hear if anyone has.

Objects

Action: Selects all objects (shapes, images, charts etc)

Benefit: A simple way to select all objects. This could be useful if you wanted to quickly delete all objects in the worksheet.

Row differences

Action:

Single row: Selects the cells that are different from the active cell within the selected row

Multiple rows: The comparison is made for each row independently. The cell used for comparison for each row is the cell in the same column as the active cell.

Benefit: This is a very useful auditing tool for highlighting inconsistent formulas in a row.

 

It also offers a quick and easy way to spot differences across multiple rows.

(Note: You can change the active cell within a selected row by pressing enter)

 

Column differences

Action:

Single column: Selects the cells that are different from the active cell within the selected column

Multiple columns: The comparison is made for each column independently. The cell used for comparison for each column is the cell in the same row as the active cell.

Benefit: This is a very useful auditing tool for highlighting inconsistent formulas in a column. It also offers a quick and easy way to spot differences across multiple columns.

Precedents

Action: Selects the cells that feed into the selected cell(s)

Options:

Direct only: First level precedent only

All levels: All levels of cell precedents

Benefit: Provides an alternative to Trace Precedents in the formula auditing bar. Personally I prefer using this tool to select and then colour-fill the precedent cells as it allows you to select the precedents for a range of cells rather than just one. I also find that the arrows in Trace Precedents can get a little messy.

Dependents

Action: Selects the cells that the selected cell(s) feed into

Options:

Direct only: First level dependents only

All levels: All levels of cell dependents

Benefit: As above this provides an alternative to Trace Dependents in the formula auditing bar.

Last cell

Action: Selects the last used cell within your worksheet (containing data or formatting)

Benefit: A quick way to locate your last cell. This is a very effective way of identifying the range of cells used of the worksheet.

 

If your simple spreadsheet suddenly becomes very large in MB terms this can be due to Excel incorrectly thinking that you are using a lot more of the cells than you actually are . A good indicator of this is that the right hand scroll bar slider becomes very small. Using Go To Special Last cell lets you quickly identify the last cell Excel thinks you are using.

Visible cells only

Action: Selects cells that are not hidden (& therefore are visible)

Benefit: Useful if you only want to change the non-hidden cells and leave the hidden cells unchanged

Conditional formats

Action: Selects all of the cells with conditional formatting applied

Options:

All: Selects all cells with conditional formatting applied

Same: Selects all cells that have the same conditional formatting as is applied to the active cell

Benefit: An easy way to quickly identify all of the cells with conditional formatting applied to them. A useful tool for understanding the formatting applied to a spreadsheet.

You need to be aware that, depending on the conditional formatting set, you may not be able to highlight the cells using a fill colour as the conditional formatting may override it.

Comment: The manage rules option within the conditional formatting menu also enables you to identify cells with conditional formatting applied.

Data validation

Action: Selects all of the cells with data validation applied

Options:

All: Selects all cells with data validation applied

Same: Selects all cells that have the same data validation as is applied to the active cell

Benefit: An easy way to quickly identify all of the cells with data validation applied to them. This is particularly useful from an auditing perspective or if you want to clear the validations in these cells.

Some considerations for Go To Special

  • Go To Special only selects cells in the current worksheet rather than the whole workbook.
  • Go To Special searches within the selected range, if you want to select the entire worksheet ensure that only one cell is selected

Putting this in to practice

In order to give you some examples of how to use the Go To Special tools covered above I have put together a list of actions for you to run over the attached spreadsheet. Have a play and see what you discover:

(note that the action “Select cell A1” is simply to clear the current range selected. Failing to do this will restrict the new search to the currently selected range)

1) Look for cells containing data validation and conditional formatting

Select cell A1, Go To Special, Data validation (All)

Select cell A1, Go To Special, Conditional formatting (All)

2) Check the structure of the spreadsheet

Select cell A1, Go To Special, Constants ,text, fill the selection in brown

Select cell A1, Go To Special, Constants ,numbers, fill the selection in blue

Select cell A1, Go To Special, Constants ,errors, fill the selection in purple

Select cell A1, Go To Special, Formulas (leave all options ticked), fill the selection in green

Select cell A1, Go To Special, Formulas, errors, fill the selection in red

(Note: any cells with conditional formatting will not be changed by the fill colours above)

I have recorded the above steps into a macro to give you a useful audit macro that could be adapted for future use. Click on the button on the Info tab to run the macro.

See these pages for information on macros.

3) Check the range C9:S9 for any inconsistent formulas

Select the range C9:S9, Go To Special, Row differences, fill the selection in yellow

4) Review the precedents for the formulas in row 25

Select the range C25:S25, Go To Special, Trace Precedents, Direct only

5) See if there are any charts in the spreadsheet

Select cell A1, Go To Special, Objects

6) Find the last cell

Select cell A1, Go To Special, Last cell

Added by Chandoo:

Do you use Go to Special?

I use go to special (both dialog box and keyboard shortcuts) all the time. It is a really easy way to navigate a complex workbook and quickly select what you want. My favorite uses of Go to special are, selecting blank cells, finding data validations, locking formula cells, formatting input cells (constants). To find conditional formatting I usually go to home > conditional formatting > manage rules and see all the formatting rules in current worksheet. For formula auditing I rely on audit toolbar & manual inspection of the workbook.

What about you? Have you used Go to Special? What are your favorite features? Please share using comments.

Thanks to Myles

Many thanks to Myles for compiling all the tips & sharing this with us. If you have enjoyed this article, please say thanks to Myles. You can also reach him at Excel Audit or his linkedin profile.

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

17 Responses to “Budget vs. Actual Profit Loss Report using Pivot Tables”

  1. Dau says:

    Good Work, Yogesh & Chandoo! Thanks.

  2. Abdul Kader says:

    Hi everybody,
    first sorry I am late to say something about this topic;actually I was waiting last part
    second I am not accountant I am an Engineer
    third """"Very Important""" the idea is not about Loss but I am sure it is profit
    Based on third it shows:
    1- How to use EXCEL
    2- How to use pivot TABLES
    3- How to collect and arrange DATA
    4- How to make reports

    Many Thanks

  3. UB says:

    Hi Yogesh and Chandoo,

    Thank you for sharing your knowledge!
    You guys are great!

  4. Alejandro says:

    thanks chandoo and yogesh, thanks for you lessons, are great!....i have a idea for a budget. I try to do it..... thanks for all

  5. SAUL ESPINOZA says:

    Thanks a lot for sharing the most powerful tool worldwide "knowledge"
    Warm greetings from Peru

  6. juanito says:

    Hi -
    This is a really great article because it's a simple and common thing you'd want to do with a pivot table but not at all obvious how to do it! So - muchas gracias to Chandoo and Yogesh!
    One thing - I couldn't get past the group error in the sample file. I would click on ungroup but it didn't seem to have any effect. I'd appreciate it if anybody has any pointers here.

    -Juanito

  7. Adam says:

    Hi Chandoo

    I am also having the group error. Can't seem to ungroup? Appreciate if you explain further on the steps required in order to get to calculated items.

    Many thanks and keep up the great work.

    Cheers
    Adam

  8. Catherine says:

    Hi Chandoo,

    I'm struggling resolving the problem depicted below:
    I have a set of data, with (among others) a "Region" field (can be APJ, EMEA, or AMS), and a "Country" field.
    Unfortunately, I need to group data by the following 4 Regions: APeJ, Japan, EMEA and AMS.

    I first tried to make a pivot with Region and Country in the rows (or columns), and then group Country data as per the above.
    Alas, as soon as I have a new Country that appear in my data set, my groupings are broken, and I have to redo the job of ungrouping, grouping etc.

    I thought I could try to use calculated item, by adding first a new column to my dataset concatenating Region_Country, and create an "APeJ" calculated item that would sum all the "APJ_*" and substract the "APJ_Japan", but again, no clue, as I can't find a way to use any wild card in those formulas.

    Given that I already found extremely helpful tips and tricks in your site that helped me manage that bunch of data, I'm pretty sure you'll have a bright idea on how I can solve that one!

    Thanks in advance for your lights!

    • Chandoo says:

      Hi Catherine...

      In such cases, I advice using an additional column in the data itself. You can set-up a grouping table else where with country in first column, region in second column. And then in the data, you can add an extra column and use VLOOKUP to fetch the region based on the country.

      Then feed this entire data (with extra column) to pivot table and use the extra column to group the data.

      • Catherine says:

        Hi Chandoo,

        Thank you for your prompt answer.
        I finally came to the same conclusion - after a rest 🙂 . I was probably too tired Friday evening (it was rather late), having spent hours in manipulating all my surveys data so as to pull rolling averages, make nice graphs and so on, and was trying to find a complex solution when there was a simple one.

        Thanks again,
        Catherine

  9. Tzu says:

    Hey,

    Great post!

    I for example have different database structure with the following fields :

    Date, Expense, Income, Sum (Income - Expense), Category (Sales, Cost of Goods and etc).

    Creating a P&L report for the whole year works great. Including gross margin % and etc.

    Though, creating P&L report by QTR/Month is becoming impossible since i get the following error : “This PivotTable report field is grouped. You cannot add calculated item to grouped filed.”

    Is there a solution for this kind of problem?
     

  10. klumsyboy says:

    Like Adam and Juanito, I also cannot ungroup.

    Would appreciate it if you can add a few more lines and a screenshot or two on where to put the mouse cursor to ungroup. 

  11. klumsyboy says:

    Hi,  I have figured out the ungrouping problem. One of the earlier steps was to group by month, if you pull the month back down to the column then right click and then select ungroup, then pull the month back up so you end up with just data source and budget/actual as the headings, then you can continue on.

  12. Kent Lau says:

    To solve the ungroup problem, my method is:
    Copy the "data" sheet to a whole new Excel workbook
    and directly work on Part 6.

    And since it is a fresh copy, Excel don't show me the "can't ungroup" problem. Hope this help.

    Thank you Yogesh for this wonderful tutorial.

    Kent, Malaysia

  13. felipe says:

    Just when i thought pivots were awesome i learn about inserting the calculated fields and that makes them more awesome. chandoo where have you been all my life.

  14. barrierone says:

    Hello - your P&L pivot version has really impressed my boss and would like to use it. I have applied it for a actual vs budget vs forecast model I have created. One problem. In your variance above the operating profit percent % variance shows 33.8% but I want it to show (0.01) point or the true diff from prior budget.

    I know I can add calculation to the side but boss would like to see it in pivot table.

    Please help
    Thanks

  15. barrierone says:

    I have a further query which may solve my above dilemma. Is it possible to add a column that calculates percent increase. So in the example above a new column would be added to show variance %.

    Any help would be appreciated.

    Thanks