All articles in 'Excel Howtos' Category
Let’s keep this simple & short.
Whenever you are editing cells or formulas, the usual sequence is like this:
- Double click on the cell you want to edit
- For existing cells: Go to the left most / right most part and start typing
- For blank cells: start typing right away
Here is a faster sequence:
Read on…Continue »
If you deal with customers or colleagues in Europe, often you may see numbers like this:
When these numbers are pasted in Excel, they become text, because Excel can’t understand them.
Here is a simple way to convert the European numbers to regular ones.
Use NUMBERVALUE() Function.Continue »
Imagine you are looking customer data like below and want to sort them by performance. If you sort the data by any one column, you will not get full picture of performance. To understand which customers rank low on performance, you need to defined a weighed sort, the kind of sort where you assign weights to each attribute (customer age, recent purchases and rate of returns) and come up with single score to sort them all.
Sounds interesting? Watch below video to understand how to do weighted sorting in Excel.Continue »
We all know that VLOOKUP (and its cousins MATCH, HLOOKUP and LOOKUP) are great for finding information you want. But they are helpless when you want to do a case-sensitive lookup.
So how do we write case sensitive VLOOKUP formulas?
Simple. We can use EXACT formula.Continue »
Cascading drop downs enhance usability of your dashboards & interactive workbooks. A cascading drop-down is a 2 or more level selection mechanism. When you have 100s of selection choices, instead of creating one massive drop down or combo-box, you can set up multiple levels of drop downs, so that users can narrow down their selection. For example, users can select Country, State and then City using cascading drop downs.
There are many ways to setup cascading drop downs. You can use formulas coupled with either data validation or form controls. You can also use Slicers. In this video we will review these techniques.Continue »
Yesterday, you learned about Print Areas – a time & paper saving feature of Excel. While print areas are great, you can only set up one print area per sheet. What if you want to print either report or data based on user selection?
In such cases, you can set up dynamic print areas.
That is right. See above demo to understand how it looks. Read on to learn how to set up dynamic print areas.Continue »
Here is a very simple but effective tip: use print areas. Oh.. but what is a print area? Imagine looking at a report or dashboard worksheet. Now, that sheet also has few calculations, some extra stuff to the right of the report. When you print, you don’t need those extra elements. Just the report will do. This […]Continue »
Here is a tricky problem often faced by accountants and finance professionals: Let’s say you have 5 customers. Each of them need to pay you some money. Instead of paying the total amount in one go, they paid you in 30 small transactions. The total amount of these transactions matches how much they need to pay you. But you don’t know which customer paid which amounts. How would you reconcile the books?
If you match the transactions manually, it can take an eternity – after all there are more than 931 zillion combinations (5^30).
This is where solver can be handy. Solver can find optimal solution for problems like this before you finish your first cup of coffee.Continue »
The idea of mail merge is simple & powerful. Imagine you handle recruitment at a large company. You just hired 300 analysts for the big data division. The next job – generate employment offer letters for each of them. Of course, you don’t want to type these letters one at a time. You have the details of all the 300 offers (name, email, address, offer code, role, benefit package details and date of joining etc.) in a spreadsheet. You also have a template of the offer letter.
Enter mail merge. This powerful feature of MS Word combines (Excel) data with Word document contents to generate all the 300 letters in just few minutes.Continue »
Whenever we talk about product ratings & customer satisfaction, 5 star ratings come to our mind. Today, let’s learn how to create a simple & elegant 5 star in-cell chart in Excel. Something like above.
Read on to learn how to create the above chart.Continue »
Working with multiple charts (or drawing shapes / images) can be a very slow process. But here is a secret to boost your productivity.
Use selection pane & select object tools
Selection Pane & Select Objects?
If you have never heard of these, don’t worry. These are 2 very powerful features hidden in Excel. Once you know how to unlock them, you will never look back.
How to use selection pane & select object tools to work with charts faster – Video
In this video, understand how to use these powerful features to work with charts faster.Continue »
It looks up the first occurrence and returns corresponding data.
What if you want to find the last value?
Say, for example, you are looking at a task assignment list and want to know what is the last task assigned to employee Emp13?
We want to extract the task “Make amazing workbook”. Of course our good old VLOOKUP stops once it finds Emp13 and returns the answer as “Create intuitive workbook”.Continue »
Conditional formatting is one of the most powerful & awesome features of Excel. It is very easy to setup. Naturally, people use it extensively. But the default conditional formatting rules can clutter your reports. Here is one tip that can declutter your reports.
Just show the formatting, not values.
See the above report.Continue »
By now, we know how to remove duplicates from data. You can use the Remove Duplicates button to do that.
But do you know that we can use remove duplicates button to get rid off duplicate combinations too?
Remove duplicate combinations – Tutorial
To remove duplicate combinations in your data, just follow below 4 steps:
- Select your data
- Click on Data > Remove Duplicates button
- Make sure all columns are checked
- Click ok and done!
See this demo:Continue »
A significant portion of our time in Excel is spent navigating between various ribbon tabs and clicking buttons. Wouldn’t it be better if you can combine all the frequently used features in to one ribbon? Something like above:
Read on to learn how to create, edit and share custom ribbons in Excel.Continue »