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101 Excel Secrets – Recommended E-Book

Francis J Hayes runs probably one of the most popular excel news letters. His email newsletter, called as “The Excel Addict” has an interesting nugget, tip or trick every week. I have been reading his emails for the last few months and I really enjoy them. So naturally I got curious when I heard about Francis’ e-book titled “101 Secrets of a Microsoft Excel Addict“. Yesterday I purchased a copy of the book and there are so many hidden gems in the book that I had to tell you about it.

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March 31, 2010

Making a Dynamic Dashboard in Excel [Part 2 of 4]

In part 2 of Excel Dynamic Dashboard Tutorial, we will learn how to set up various dynamic charts that are part of the dashboard. We start with a simple dynamic pie chart that shows the sales distributions and then move on to sales trend line charts. These charts use various excel formulas to pull in the information based on user selection.

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March 30, 2010

How to Check whether a Table is Filtered or not using Formulas

Let us start the week with a simple formula (well, to be fair, let us start the week with a strong cup of coffee, then this formula).

Often when we have large data sets, we apply data filters to select and display only information we want to see.

Some of you know that whenever we apply filters on a dataset, we can look at status bar area to find out if any filter is applied on the current worksheet.

But, what if you need a way to show “filtering” status thru formulas? Like this…,

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March 29, 2010

What do you use Excel for? [Weekend Poll]

It is Friday again, time for another poll on PHD. This time, we will keep it very simple. I want to know what you use

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March 26, 2010

My First Podcast!!! – Listen to know some cool charting and dashboard stuff

Just weeks before Christmas, Ross McLean, who runs Methods in Excel (a very cool and useful Excel blog) asked me if I can join him for a small podcast interview on things we both love – excel, charts and talking. I couldn’t be more happier to accept his offer. We did the podcast and life kept busy both of us for a while. That is until yesterday, when Ross made the podcast available online for all of us.

Please go here to listen to my first podcast interview.

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March 25, 2010

Quarterly & Half-Yearly Profit Loss Reports [Part 5 of 6]

This is continuation of our earlier post Exploring Pivot Table P&L Reports.

We have learned how to change our P&L report on various data elements. We have seen how the P&L report can be changed with just few clicks.

In this post we will be learning some grouping tricks in PivotTables. We will cover grouping of dates, text fields and numeric fields. You will need to start with Monthly P&L report prepared in previous post. We will also learn some really clever tricks and hacks on how to group data in Pivot Tables. So read on…,

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March 24, 2010

How to Convert Text to Dates [Data Cleanup]

Sometimes when we import data from another source in to excel, the dates are not imported properly. This can be due to any number of reasons. In this post, we will learn some tricks and ideas you can use to quickly convert text to dates.

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March 23, 2010

Introducing PHD Sparkline Maker – Dead Simple way to Create Excel Sparklines

Sparkline or Microchart is a tiny little chart that you can place on dashboards, reports or presentations to provide rich visualization without loosing much space.

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March 22, 2010