All articles with 'downloads' Tag

Monthly Planner Template [downloads]

Published on Aug 28, 2015 in Templates
Monthly Planner Template [downloads]

Here is an awesome planner template to help you manage activities over a month. It is useful for charity drives, activity planning, school schedules, marketing initiatives, project planning etc.

Read on to download a copy of the template & learn how to use it.

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Use GETPIVOTDATA to integrate pivot tables with dashboards

Published on Aug 26, 2015 in Pivot Tables & Charts
Use GETPIVOTDATA to integrate pivot tables with dashboards

Pivot tables are very powerful analysis tools. They can summarize vast amounts of data with just few clicks. But they are lousy when it comes to output. Imagine the horror of putting a pivot table right inside your beautiful dashboard. One refresh could ruin the layout and create half-an-hour extra work for you.

How to combine the power of pivot tables with elegance of your dashboards?

The answer is: GETPIVOTDATA()

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Summarize only filtered values using SUBTOTAL & AGGREGATE formulas

Published on Aug 25, 2015 in Learn Excel
Summarize only filtered values using SUBTOTAL & AGGREGATE formulas

We all know the good old SUM() formula. It can sum up values in a range. But what if you want to sum up only filtered values in a range? SUM() doesn’t care if a value is filtered or not. It just sums up the numbers. But there are other formulas that can pay attention […]

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Dynamic Print Areas

Published on Aug 24, 2015 in Excel Howtos
Dynamic Print Areas

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.

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Filter as you type [Quick VBA tutorial]

Published on Aug 22, 2015 in VBA Macros
Filter as you type [Quick VBA tutorial]

Filtering a list is a powerful & easy way to analyze data. But filtering requires a lot of clicks & typing. Wouldn’t it be cool if Excel can filter as you type, something like above.

Let’s figure out how to do this using some really simple VBA code.

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How to import web data to Excel using Power Query

Published on Aug 21, 2015 in Power Query
How to import web data to Excel using Power Query

Power Query offers many ways to get data to Excel. One of them is to Web Data import feature. Let’s understand how this works by importing world stock exchange closing data from Google Finance website.

[Related: Introduction to Power Query]

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Dashboard best practice: Highlight user selection [video]

Published on Aug 20, 2015 in Charts and Graphs, Learn Excel

Here is a best practice to improve your dashboard usability. If you have an interactive dashboard, highlight user selections thru conditional formatting.

Check out below quick video to understand what this means.

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Use mail merge to create custom letters, invoices, labels and more

Published on Aug 17, 2015 in Excel Howtos
Use mail merge to create custom letters, invoices, labels and more

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.

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A simple trick to make your dashboards user friendly [video]

Whenever you have a dashboard that is quite long or spans across multiple worksheet tabs, it can be hard to use. Here is a simple trick to make your dashboards user friendly. If your dashboard has form controls, create duplicate sets of them and place them in locations where users are looking. For example, If your […]

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In-cell 5 star chart – tutorial & template

Published on Aug 15, 2015 in Charts and Graphs, Excel Howtos
In-cell 5 star chart – tutorial & template

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.

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VLOOKUP the last value

Published on Aug 11, 2015 in Excel Howtos, Learn Excel
VLOOKUP the last value

VLOOKUP is one of the most useful Excel functions. So much so that I even wrote a book about it. But it has one serious limitation.

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”.

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Use shapes to enhance your Excel charts [tip]

Published on Aug 8, 2015 in Charts and Graphs
Use shapes to enhance your Excel charts [tip]

Here is a simple way to enhance your Excel charts – use shapes & pictures in your charts.

We will learn how to create something like above.

Looks interesting? Read on…

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Calculate sum of top 10 values [formulas + homework]

Published on Aug 4, 2015 in Formula Challenges, Learn Excel
Calculate sum of top 10 values [formulas + homework]

Analyzing top n (or bottom m) items is an important part of any data analysis exercise. In this article, we are going to learn Excel formulas to help you with that.

Let’s say you are the lead analyst at a large retail chain in Ohio, USA. You are looking at the latest sales data for all the 300 stores. You want to calculate the total sales of top 10 stores.  Read on to learn the techniques.

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How to highlight overdue items [video]

Published on Aug 3, 2015 in Learn Excel
How to highlight overdue items [video]

We, adults can’t escape three things:

  1. Deadlines
  2. Demanding bosses (replace with customers or nagging spouses or naughty kids)
  3. Taxes

While I can’t help you with demanding bosses or taxes, when it comes to deadlines, I have the right tool for you.

A tracker that highlights all overdue items so that you know where to focus your attention.

Let’s learn how to use awesome powers of Excel to find-out which items are due. You can apply these concepts to nail down over due invoices, pending project tasks or scheduling workforce.

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How to create dynamic sparklines for latest 30 days [video]

Published on Aug 2, 2015 in Charts and Graphs, Pivot Tables & Charts
How to create dynamic sparklines for latest 30 days [video]

Sparklines are fun and very insightful. They are easy to create, easy to maintain and fit into any dashboard.

But there is one tiny problem with them. Usually we have a lot of data, but we don’t to visualize all of it. We just want to visualize latest 30 days trend or last 12 months trend or QTD or something similar. What then?

In this video, learn a powerful and very simple way to create dynamic sparklines using Excel.

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