Over the last month we have seen some 52, Excel Tips, Tricks, Cheats & Hacks presented by some of the best Excel practitioners on the net:
Excel Tips, Tricks, Cheats & Hacks – Microsoft MVP Edition
Excel Tips, Tricks, Cheats & Hacks – Chandoo.org Excel Ninja Edition
Excel Tips, Tricks, Cheats & Hacks – Notable Excel Sites Edition
Excel Tips, Tricks, Cheats & Hacks – Readers Prequil
In this final post I am presenting a compilation of Readers Contributions.
These have been compiled from comments on the above 4 posts and submissions sent directly to me.
I hope you enjoy the following Excel Tips, Tricks, Cheats & Hacks – Readers Edition
001. Toggle the Absolute/Relative $ Sign in Formulas using F4 – Desk Lamp
Instead of typing $AA$12 simply type AA12 then press F4.
Press F4 to Toggles through the sequence: AA12 -> $AA$12 -> AA$12 -> $AA12 -> AA12
You can read about Absolute vs Relative Cell References here
002. Current Region – Peter Carr
My favorite tip is the CurrentRegion of a range.
CurrentRegion is the contiguous range of cells starting from a cell, and moving out in all directions until an entire blank row or column is reached.
The current Region of the Yellow Cell above is the Red Outlined Area
Keyboard
From the keyboard you can do this by pressing Ctrl+* or Ctrl+A, which is a shortcut for GoTo, Special, Current Region.
VBA
In VBA you can use the Range.CurrentRegion property
If there is a block of data in B4:F10 with blank rows & columns around it
Dim myRange as Range
myRange = Range(“C8”).CurrentRegion
will set myRange to $B$4:$F$10
To identify the number of rows in a contiguous region.
e.g. intNumberOfRows = Range(“FirstCell”).CurrentRegion.Rows.Count
003. Select the Current Region using the QAT – Christine
In addition to the techniques described by Peter above, you can select the Current Region by adding an Icon to the Quick Access Toolbar.
Click on any cell and then click on the icon or use Alt+4
004. Find the Alt-Shortcut Key Number for the QAT – Hui
In the “Select the Current Region using the QAT” post above, Christine showed us how to use the Current Region Icon to quickly select the current Region. But how do we know it is the 4th Icon?
The Alt Number is Position dependent, in the example above the Current Region Icon is the 4th Icon from the Left in the QAT and so it is accessed by Alt+4
But by simply pressing the Alt key, Excel will show you the shortcut numbers for the QAT and all other Tabs
So we can see that the Select the Current Region icons is yes, No 4 and so Alt+4 is required to activate it
We can also see that the Record a Macro icon is number 08. To use that You use Alt+08 (Using the Number keys, not the numeric keypad)
Using Alt also shows you all the Tab shortcuts as well
005. Stay on the Current Cell after you press Enter – MF
Typically when entering data as you press the Enter key, Excel advances the current cell to the next cell as defined in the File, Options, Advanced, Editing Options menu
To stay on the current cell Simply press Ctrl+Enter instead of Enter
You can set your default move direction or disable Move Selection permanently by changing the option in the File, Options, Advanced, Editing Options menu:
006. Close a File Shortcut – Johnathan Cooper
Simply pressing Ctrl+W closes the current file
If the file has changed since the last save you are given the option to Save the file before it closes
007. Keyboard Shortcuts – Chirayu
Hide columns – CTRL + 0
Apply Filter (alternative) – SHIFT + CTRL + L
Clear Filter – ALT + D + F + S
Drag Down – CTRL + D
Drag Right – CTRL + R
Drag Up – ALT + E + I + U
Drag Left – ALT + E + I + L
Value Paste – ALT + E + S + V
Format Paste – ALT + E + S + T
You can find a comprehensive list of Keyboard Shortcuts at: Chandoo.org Keyboard Shortcuts
008. Use AutoCorrect to write formula – Wynn Hopkins
My favorite trick is using AutoCorrect to help write INDEX MATCH formulas..
Copy the following line into AutoCorrect and then use iii as the text to replace
=INDEX( DblClk_to_Select_Column_to_return, MATCH( DblClk_Single_Lookup_Cell, DblClk_Lookup_Column, 0),0)
This way whenever you need INDEX MATCH you just type iii and AutoCorrect kicks in and you are 3 double clicks away from a robust formula.
AutoCorrect is found in the File, Options, Proofing Menu
Contributor: Wyn Hopkins
009. Fill Blanks in a Data Table before use in a Pivot Table – RobD
When building pivot tables, it helps to have a full column of like values, so if you have a set up such as:
Where the data area has blank cell
Use this handy VBA
‘Change the MyCol value to match your value
Becomes…
Note: The code copies the text above the blank cell, and so the user must be careful that this is a valid assumption
010. Fill Blanks in a Data Table before use in a Pivot Table II – Jomili
Extending the technique shown above, Jomili supplied some VBA code that does the same as 007 above, except that it handles Multiple Columns at once as well as allowing Formulas to be converted to Values in the final result
So
becomes
by using this code:
011. QAT Copy/Paste Shortcut – Ian Watkins
By assigning the Copy, Paste Values and Paste Formulas Icons to positions 1, 2 & 3 of the Quick Access Toolbar
Instead of doing a big move of my hand from Ctrl+C to Alt+2, I can just move a finger from Alt+1 t copy
Click on the new cell and press Alt+2 or Alt+3 without moving my hand
Speeds things up quite a bit!
012. Customize Markers in a Chart – Chandeep
Customizing markers in a chart – http://www.goodly.co.in/customize-markers-in-a-chart/
013. Charting Hacks to work faster – Chandeep
Charting Hacks to work faster – http://www.goodly.co.in/5-charting-hacks-to-help-you-work-faster/
014. Seven Date formulas to make life easy – Chandeep
7 Date formulas to make life easy – http://www.goodly.co.in/date-formulas-in-excel/
015. Customised scrollbar using VBA – Chandeep
Customised scrollbar using VBA – http://www.goodly.co.in/customized-scroll-bar-in-excel/
016. Adding Direct Legends – Chandeep
Adding Direct Legends – http://www.goodly.co.in/how-to-add-direct-legends-to-the-chart/
017. Excel Ninja Menu – Krishna Khemraj
Select a cell or range then move till the 4-way cross appears.
Then Right-Click and drag the selection to another place in the worksheet then, like a ninja, a menu full of skills and throwing stars pops up allowing me to do all kinds of awesomeness.
When you click the fill box on a Date and Right Click and Drag it down, a lot of amazing Date options pop up.
018. Copy & Paste Filtered Data Only – Patricia
If you try to copy subtotaled data (and in earlier Excel versions filtered data), when you paste it all the data displays instead of just the summarized data.
To get around this, select your summarized data, click on Find and Select tab and then select Go to Special.
Click Visible cells Only and click Ok.
Now paste and you will see that only the summarized data has been copied.
You can also go CTRL+G and then click the Special icon at the bottom of the dialog box.
019. Clear Filters for the Current Column – Graham
With a table that is filtered, ensure the active cell is in the header of a filtered column and hit ALT + Down Arrow + C to clear the filter for the current column
020. Names Formula Tips – Pedro Paulo
You can bring up the Name Manager in Excel by pressing Ctrl+F3.
This lists the names used in your current workbook, and you can also define new names, edit existing ones or delete names from the Name Manager.
You can define several named ranges using data that’s arranged in neat tables. Excel creates named ranges from your selection and uses your data headings as the new names.
Make sure your data has headings (top row, left column, bottom row or right column) as these will turn into the names of your named ranges
Select the data including headings, press Ctrl+Shift+F3, in the dialog box select where your headings are (top row, left column, bottom row or right column) and click Ok.
Field Names which include spaces will be replaced with underscores
eg: Account Code will become the Account_Code named formula
021. Avoid Division by Zero – Ian Wilson
If a formula returns a number value, the Iferror() function can be used to isolate a returned value of zero.
You just need to utilize reciprocals:
1/(1/x) = x, however, if x = 0, then the function is an error.
My most common use of this feature is to return a blank instead of a 0.
=iferror(1/(1/sum(range)),””)
This could also be used to avoid division by 0 or replace 0s with a string.
022. Text to Columns Shortcut – Vishal Onkar
When working with lots of Text or CSV Files you invariably end up using the Text to Columns function repeatedly
This can be accessed by the ALT+D+E keyboard shortcut
023. Convert a Month in Words to a Month Number – Denys calvin
To convert a month in words (i.e., “August”) to its number (i.e., “8”), use, at least, the first three letters of the word in the following formula: =MONTH(“mmm”&1)
=Month(“March”&1) returns 3
=Month(“Mar”&1) returns 3
024. Trace Precedent/Dependents – Prashant99
Trace precedent cells Ctrl+[
Trace dependent cells F5+Enter or Ctrl+]
025. Resize Columns – Target
I routinely get sheets with data all smashed up which I hate and I’ve never been able to find a shortcut to do this.
To get around this I use the following VBA and assign a shortcut key (CTRL+Q)
It can be a nuisance if I’ve intentionally hidden columns, but the convenience far outweighs the inconvenience
026. Format Table Header Row – Ronnie
I use Tables many times a day and have a simple macro to give me a consistent Table format
The VBA Code:
027. Quickly Jump to Range – Efand
Type the range address directly in the Name Box and then press Enter to select it.
e.g: type A3:A6 will select its ranges without using any clicking and dragging
If you select a Range say B3:B6, then type a Name in the Name Box “From_Date“, Excel sets up a Named Formula referring to that range
If the Named Formula already exists, eg: From_Date, Typing From_Date into the box will take you to it.
You can also use the Drop Down next to the Name Box to select existing Named Ranges
028. Easily delete all Non-Formula cells – Martin
To easily delete all none-formula entries in a worksheet in one go:
Goto Home, Find & Select, Constants
This selects all cells that do not contain a formula.
Then just hit the delete button and you are done!
029. Reset all Cell Comments to the Same Style – Hui
To Reset all Cell Comments to the Same Style simply copy this code into a code module in your workbook
Edit the style parameters to suit your need
Run the code with F5
Closing
Many many thanks to the Microsoft Excel MVPs, Chandoo.org Ninja’s & My Favorite Excel Websites Authors for the 52 and You for the 29 Excel Tips, Tricks, Cheats & Hacks that have been showcased over these past 5 posts.
I hope you get to to revue all the tips and pass comments and appreciation back to the authors as appropriate.
I will re-run this series in May 2017 so keep a list of your new Excel Tips, Tricks or Hacks handy.
If you have any Excel Tips, Tricks or Hacks, Don’t be afraid to share them below in the comments:
29 Responses to “Customer Service Dashboard using Excel [Dashword Week]”
Looks good, Mara. Keep up the good work!
Thx Mara, your work is great, congratulations...
wow ! Great stuff Mara !!
I am amazed on the work you did !
What I like about your dashboard
1. The first impression is the colors used. Very smart use of colors that matches each other, easy on the eye - make people wants to find out more !
2. Clear message shown for the tweetboard for Quick overview on the state of situation.
3. Use of creative titles for your charts "Information Desk".
4. Clear and uncluttered charts. Gives reader a clear perspective with good use of charts colors too.
5. Good use of Legend to describe what color meant "Highest Sales out of the three months"
6. Of course, good use of Check boxes and Slider bar to offer interactiveness on your charts.
Suggestions
1. You may want to consider formatting your Y and X axis labels to show thousands, in $500K format instead of $500,000, so you can even made your chart look much neater.
2. Budget Variant Chart - This one is special...I took a second look and try to understand it. I am not sure if this is the best chart to visualize Sales VS Budget and Variances. And the Variance of 16.19% is positive, so u may want to use conditional formatting to make it green color, red if negative.
Overall is Great Work and Great Effort !!! Keep it up and I am so proud of you !
Francis Chin
http://www.francischin.com
Great Work Maya, just wondering if "5" Scrollable list of various gift shop items, can compare the previous 2 and current month selected in the above picklist, just one more suggestion if we can use top 5 gift category by using donut and bar mix chart to show sales mix for different months
Chandoo I would like to thank you for posting such helpful tricks for creating dashboards, I have learned a lot from your KPI Dashboard demo, I have created one dashboard to compare performce of Sales Associates, thaks a lot again
Thanks for the idea! Great job! You are giving me a lot of inspiratons!
Thanks everyone for the nice comments. I'm such a novice at this so I was so grateful for Chandoo's class and for everyone who submits ideas on his blog.
Francis: Thanks so much for your comments. You're an inspiration. For the budget variance chart, I actually got that idea from one of Chandoo's post on budget vs actual. There was one that was simple and easy to read so I learned how to do that and made it dynamic. I'm open to any other ideas you have for budget vs actual. I'm always looking for ways to improve.
Sabrina: Thank you for you for your suggestion on the top 5.
Dear Mara,
Great work.
But i one suggestion regarding the INFORMATION DESK graph is consist of month but which year it belong is not there if it would be there it would be great.
Warm Regards
Bhushan Sabbani
+91 98208 26012
Thanks for this idea... Great Stuff !!
Excellent dashboard Mara.
The best I like about the dashboard is the choice of colors. They are cool and not distracting. Thanks for sharing the file.
@Chandoo
Thanks for the dashboard week Chandoo. I am learnt a lot in the last 2 days. I am excited over the next 3 days! 🙂
Regards,
Ravi.
Great work Mara ! Thanks for sharing .
Mara, I liked the line, "Need to be more helpful." Our government needs to print this line, laminate it and post it in all government offices for the staff to see.
Hi there, i have been recently visiting this blog it is really great, the best one for Excel, wish Chandoo great success ahead.
I have one query, if you protect the data sheet the chart with the checkbox gives and error saying the data is protected and cannot be modified, is there a way around. This is cause if we want to publish this to someone who should only see it and do no changes to the data, is it possible please guide.
This could be a silly but bear me i am novice to excel 🙂
Thanks.
nice work.
inspired me a lot, working on few dashboard projects...
[...] Customer Service Dashboard in Excel 14,326 [...]
[...] Customer Service Dashboard Example [...]
dear mara
looks great .any reason why you have not used the bullet chart for the actual vs target chart.on the whole it is simple and elegant .jay.
Dear Chandoo,
The word Dashboard in the heading is misspelt.
Wow. Very Nice work Mara. Next week I am going to take the Course, I will try to post my work here.
Thank you so much for your helpful blog. Always appreciated your tips and tricks.
I am proud that you belongs to our Vizag City.
The above comment, I forgot mentioned about Chandoo, those two paras is about Chandoo. 😀
Thank you Mara!
Thx Mara, your work is great, congratulations…
Great Work Mara!!!!!!!!!!!!!!!!!!!!!!!!!!
Hi Chandoo,
I had been following your blogs for tips and tricks on excel. I am working with Media agency and we collect the data. Now this data has several parameters based on several legends. For eg Class A - legend color red, classB - legend color green and so on. Class A has several characteristics and parameters and heading etc. Now everytime we gather data and make pivot then based on the data in the pilot tables - top 10 we need to insert those in charts manually and also need to change the colors of legends and also. We create nearly 300 slides every month sector wise and it takes nearly our 4-5 days in doing that. Do you have any sample dashboard which will be helpfull to us and we can create it in a day.
Thanks really amazing one,
it helped me in desgining OTACE report
Regards
Gowravan M
9980651792
Awesome Job done here .............
very good master piece but wont to know if you can design KPI's for a financial institution. Thank you
I need help to make performance for our company
we have about 10 products from 5 years old