All articles with 'excel tables' Tag

Employee training tracker & calendar – tutorial & download

Published on Nov 4, 2015 in Charts and Graphs, Learn Excel
Employee training tracker & calendar – tutorial & download

Imagine you are the head of training department at ACME Inc. You arrange training programs round the year to empower your team. It is hard work, coordinating between employees, trainers, department heads, venues and coffee machines. What if there is something to help you keep track of all this? I am not talking about getting you a shiny new iPad, you silly. I am talking about a tracker & calendar built in Excel that ties everything together (well, almost everything, you still have to fill the coffee machine.)

We are going to build a training program tracker & calendar using Excel.

Continue »

CP047: Best Excel tools for Entrepreneurs

CP047: Best Excel tools for Entrepreneurs

In the 47th session of podcast, let’s see how Excel can make you an awesome entrepreneur.

What is in this session?

In this podcast,

  • Why Excel for entrepreneurs
  • Key areas of a business owner’s work
    • Projects & to dos
    • Finances
    • Customers & marketing
    • Planning & strategy
    • Processes & workflows
  • 5 features of Excel that help
  • Conclusions
Continue »

CP043: My favorite time saving features of Excel, Revealed.

Published on Aug 27, 2015 in Podcast Sessions
CP043: My favorite time saving features of Excel, Revealed.

In the 43rd session of podcast, let’s talk about top time saving features of Excel.

What is in this session?

In this podcast,

  • Quick announcement about Awesome August
  • My 9 favorite time saving features of Excel
  • Remove Duplicates
  • Tables
  • Pivot Tables
  • Auto fill
  • Format Painter
  • Find & Replace
  • VBA / Macro Recorder
  • Auto save
  • Auto complete / Intellisence
  • Recap & Conclusions
Continue »

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]

Continue »

Shading an area chart with different colors for up & down movements [case study]

Published on Jul 29, 2015 in Charts and Graphs
Shading an area chart with different colors for up & down movements [case study]

We all know that area charts are great for understanding how a list of values have changed over time. Today, let’s learn how to create an area chart that shows different colors for upward & downward movements.

The inspiration for this came from a recent chart published in Wall Street Journal about Chinese stock markets.

We will try to create a similar chart using Excel. We are going to create the above chart in Excel.

Looks interesting? Read on…

Continue »

Quickly filter a table by combination of selected cell values using VBA

Published on Jul 15, 2015 in VBA Macros
Quickly filter a table by combination of selected cell values using VBA

Filtering is one of the most used feature in Excel. It is a quick way to take lots of data and narrow down to the subset we want.

But here is one common filtering scenario that is slow as snail.

Imagine you are looking at some sort of sales data (if you can’t imagine, look at the above demo).

Now, you want to filter this list for gender=male, profession=self-employed, product category = chocolates and  quantity = 1.

If you use the right click, filter > filter by selected value approach, this will take several clicks.

Wouldn’t it be cool if you can select the entire combination and say filter?

Unfortunately, no such feature exists in Excel.

But you are not aiming to be ordinary in Excel.  You are aiming to be awesome in Excel. That means, you don’t take no for answer.

Fortunately, we can quickly write a VBA macro that filters a list by selection. So let’s do that.

Continue »

Thank you, Houston meetup & Bonus tip

Published on Sep 12, 2014 in Excel Howtos, personal
Thank you, Houston meetup & Bonus tip

My mom will be very unhappy with this post. She always told me to focus on one thing at a time. But in this post we are talking about 3 things, not one. Sorry mom.

1. Thank you

I want to thank you for visiting & supporting us.

As I am about to leave to USA for attending Excelapalooza conference, I couldn’t help but be amazed at how much you have given me & my family. Almost 4.5 years ago, when I left my plush corporate job to work full time on, I had no clue how the future will unfold. Today my heart is full of happiness, my family is secure, my site has grown by heaps and our community (especially you) is awesome.

Without your enthusiasm to learn and keen desire to become awesome, I would not have a job (of running this website). You inspire me to learn new things everyday so that I can share them with you.

Thank you for all the visits, clicks, comments, emails, tweets, likes, signups, purchases & love.

Thank you.

Continue »

Top 10 things we struggle to do in Excel & awesome remedies for them

Top 10 things we struggle to do in Excel & awesome remedies for them

Recently we asked you, what do you struggle doing in Excel? 170 people responded to this survey and shared their struggles. In this post, lets examine the top 10 struggles according to you and awesome remedies for them.

Continue »

Matching transactions using formulas [Accounting]

Published on Jun 6, 2014 in Excel Howtos, Learn Excel
Matching transactions using formulas [Accounting]

Imagine you are the head of Accounts Receivable department at a large company. Drab, I know, But humor me and imagine.

Now, every month you get a transaction report.

And you want to know which numbers are matching up.

i.e, if your company gave Vendor-0002 $872.34 on 1st of April, 2014 and your received below payments from them subsequently,

  • $427.77 on 1st April
  • $152.88 on 2nd April
  • $291.69 on 2nd April

Then you consider the account matched since the total received is same as total payable.(427.77 + 152.88 + 291.69 = 872.34).

Continue »

Free Invoice Template using Excel – Download

Published on Mar 19, 2014 in excel apps, Learn Excel
Free Invoice Template using Excel – Download

Anyone running a small business knows the oozing bits of joy when you hear a customer saying, “Can you send me an invoice?”

While creating an invoice is an easy task, if you want something that is professional looking, easy to manage and works well, then you are stuck.

That is where Excel really shines. By using an invoice template, you can quickly create and send invoices.

Today I want to share one such template with you all. Why? Because we are awesome like that.

Continue »

Robust Dynamic (Cascading) Dropdowns Without VBA

Published on Feb 25, 2014 in Learn Excel, Posts by Jeff

Recently I posted about how you could construct dynamic (cascading) dropdowns that could easily handle multiple levels, like this: …and we saw that users could subsequently change upstream dropdowns in a way that would make downstream choices invalid, like this: In my previous post I used some VBA to clear out any ‘downstream’ choices if […]

Continue »

Dynamic (Cascading) Dropdowns that reset on change

Published on Feb 13, 2014 in Excel Howtos, Posts by Jeff, VBA Macros

Dynamic dropdowns are a handy way to get your users to make choices based on what they’ve previously chosen, while steering them away from making invalid choices. Today we’re going to look at one that easily handles multiple levels, and we’ll take a look at what could go wrong. Let’s see one in action, shall […]

Continue »

What do you use Tables for? [poll]

Published on Jul 3, 2013 in Learn Excel

What do you use Excel Tables for?

I will go first, I use them for,

1) Maintaining all my raw data, so that I can use structural references
2) Maintaining various trackers, for example I am tracking all our expenses in USA in a table.
3) For quick formatting of data (zebra lining, filters, sorting etc.)

What about you? What kinds of data are you holding in tables and how are you using them. Please share using comments

Continue »

Introduction to Structural References

Published on Jun 26, 2013 in Learn Excel

Ever seen a formula like =SUMIFS(Sheet1!B2:B3923, Sheet1!C2:C3923, A1, Sheet1!D2:D3923, A2) and wondered what it is really doing?!?

If so, you are not alone.

Formulas written with cell references tend to look complicated and clunky. What if we could write formulas in plain English?

That is what Structural References do. When using structural references in formulas, your focus will be on your data, not on which cell ranges the data takes up.

For example, you can write formulas like these:
1) SUM(mySales[no. of customers]) to find how many customers we had.
2) SUMIFS(mySales[no. of customers], mySales[product], “FastCar”) to find how many customers bought “FastCar”

Continue »

Learn Top 10 Excel Features

Published on Apr 16, 2013 in Charts and Graphs, Learn Excel, Power Pivot, VBA Macros
Learn Top 10 Excel Features

Last week, we had a lovely poll on what are your favorite features of Excel? More than 120 people responded to it with various answers. So I did what any data analyst worth his salt would do,

I analyzed the data and here are the top 10 features in Excel according to you.

Read on to learn more.

Continue »