Excel table is a series of rows and columns with related data that is managed independently. Excel tables, (known as lists in Excel 2003) is a very powerful and super-cool feature that you must learn if your work involves handling tables of data.
What is an Excel table?
Table is your way of telling excel, “look, all this data from A1 to E25 is related. The row 1 has table headers. Right now we just have 24 rows of data. But I can add more later!”
When you make a table (more on this in a sec) you can easily add more rows to it without worrying about updating formula references, formatting options, filter settings etc. Excel will take care of everything thus making you a data guru.
How to create table from a bunch of data?
To create an excel table, all you have to do is select a range of cells and press the table button from Insert ribbon in Excel (or use the shortcut CTRL+T).
See this simple tutorial:
Today we will learn 10 excel data table tricks that will make you a data guru, no let’s make that DATA GURU.
The most important thing after you create a table – Give it a name
Once you have a table, go to design ribbon and give your table a name. If you don’t name it, Excel will call it Table2 or whatever. But once you name it, you can write meaningful formulas thru sweet sweet structural references feature. So name your tables.
1. Change table formatting without lifting a finger
Excel has some great predefined table formatting options. Just select any cell in your table and change the table formatting by going to “format as table” button in the home ribbon.
If you are bored with the predefined formats, you can easily define your own table formatting color schemes and apply them.
2. Add Zebra Lines to Tables without doing Donkey Work
When you create a table, zebra lines come as a bonus. And when you add new rows to the table, excel takes care of zebra lining or banding automatically. You can turn on / off the banded rows feature from “design ribbon tab” as well.
That means you don’t need to use conditional formatting or manually format alternative rows in different color.
3. Tables come with Data Filters and Sort Options by default
Each data table comes with filters and sorting options so that you can filter and sort the data in that table independently. That also means, if a worksheet has 2 tables, they each get their own data filters (usually excel wont allow you to add more than one set of filters per sheet, but when it comes to tables, all exceptions are made, just for you)
4. You can also Slice your tables with slicers
That is right. When you have a table of data, you can insert a slicer (either from design ribbon or insert ribbon) and use that to filter your table data intuitively.
Learn all about Excel Slicers.
5. Bye, bye cell references, welcome structured references
The most important advantage of tables is that, you can write meaningful looking formulas instead of using cell references. When you create and name the table (you can name the table from design tab), you can write formulas that look like this:
The beauty of structured references is that, when you add or remove rows, you don’t need to worry about updating the references.
Learn all about structural references in Excel.
6. Make Calculated Columns with ease
Any tabular data will have its share of calculated columns. Excel tables make having calculated columns very easy. With structured references, all you need to know is English to make a calculated column. The beauty of calculated columns in table is that, when you write formula in one cell, excel automatically fills the formula in the rest of cells in that column. That would make you an instant data guru.
7. Total your Tables without writing one formula
The ability to summarize data with pivot tables is extended to excel tables as well. You can add total row to your table with just a click.
What more, you can easily change the summary type from “sum” to say “average”.
8. Convert table back to a range, if you ever need to
If you ever wanted to go back to a normal range of data, you can easily convert the tables back to named ranges.
Excel will take care of the formulas and change the references to cell references.
9. Export Tables to Pivot Tables, Woohoo
What good is a bunch of data when you can’t analyze it? That is where Pivot tables come in to picture [pivot table tutorial]. Thankfully, you don’t need to do much. Just click a button and your table goes to pivot table.
10. Push the table data to Sharepoint Intranet Site
If you have a corporate intranet Sharepoint portal, you can easily publish the excel tables as share-point lists. This can be handy if you want to publish, say the top 10 sales persons of the quarter on the intranet.
11. Print Tables Alone, with out all the other stuff around
Select the table, hit CTRL+P and in settings area, select “Print Selected Table” option to print your beautifully formatted Excel table.
12. Change, reshape or clean your table data with Power Query
When you have data in a table, you can easily load it to Power Query (Get & Transform Data) using the “From Table” button.
Here is an an example of what Power Query can do for you.
13. Got multiple tables? Connect them to make a multi-table pivot
When you have more than one table, you can also connect them using Excel’s relationship feature. This way, you can build multi-table pivots to create powerful analysis of your data.
Learn all about Excel Table Relationships.
So, What do you think about Excel tables?
I say, give them a try. They have been around for more than a decade, but I still see people not using them. Setting up your data as a table is the easiest and most awesome thing you can do it. You can find some cool uses for tables in your day to day work. They are intuitive, easy to use and provide great power without added complexity.
Related Material
- Beginner:
- Advanced:
- More sources about tables:
31 Responses to “Beautiful Budget vs. Actual chart to make your boss love you”
Would be considerably easier just to have a table with the variance shown.
On Step 3, how do you "Add budget and actual values to the chart again"?
There are a few ways to do it.
Easy:
1) Copy just the numbers from both columns (Select, CTRL+C)
2) Select the chart and hit CTRL+V to paste. This adds them to chart.
Traditional:
1) Right click on chart and go to "select data..."
2) From the dialog, click on "Add" button and add one series at a time.
One more way to accomplish it is just select the columns into chart. Press Ctrl+C and then press Ctrl+V
Regards
Neeraj Kumar Agarwal
Unfortunately, this doesn't seem to work for me in Excel 2010. The "Var 1" and "Var 2" columns cannot combine two fonts to display the symbol and the figure side-by-side.
Secondly, there is no option to Click on “Value from cells” option when formatting the label options. The only options provided are Series Name, Category Name or Value.
@TheQ47... the emoji font also has normal English letters, so if you use that font, then you should be ok. I am assuming your computer doesn't have that font or hasn't been upgraded for emoji support.
Reg. Excel 2010, you can manually link each label to a cell value. Just select one label at a time (click on labels, wait a second, click on an individual label) and press = and link it to the label var 1 or var 2.
I am using excel 2010, please explain how to apply Step 12
Regards
Neeraj Kumar Agarwal
Hi Neeraj,
"Value from cells" option is only available in Excel 2013 or above. In older versions, you have to manually adjust the label value by linking each label seperately.
Read this please: https://chandoo.org/wp/change-data-labels-in-charts/
Sir, you are just awesome.
Your creativity has no limit.
Regards
Neeraj Kumar Agarwal
Hi Chandoo,
I just found your website, and really love it. It helps me a lot to be an Excel expert 😉
Currently I am facing with a problem at step 11:
Var1 Var2
D30%
A5%
B0%
B4%
B7%
C10%
C13%
D27%
I42%
Though at mapping table, I used windings, here formula uses calibra. How I can change it? I am able to change only the whole cell. In this case numbers will be Windings too.
Thanks for your help!
Hi Mariann... Welcome to Chandoo.org and thanks for your comment.
If you wanted to use symbols from wingdings and combine them with % numbers, then you need to setup two labels. One with symbol, in wingdings font and another with value in normal font. Just add the same series again to the chart, make it invisible, add labels. You may need to adjust the alignment / position of label so everything is visible.
[…] firs article explains how you can enhance your charts with symbols. You can simply insert any supported symbol into your data and charts. To some extend you can […]
You're a good person, thank you to share your knowledge with us, I will try to do in my work
Great visualization of variance. My question is that is this possible in powerbi?
How would you go about it?
HELLO, WHY CANT I FIND VALUES FOR LABELS IN EXCEL 2013
Dear chanddo sir,
What to do if we have dynamic range for Chart. How this will work. can you able to make the same thing works on dynamic range.
Sir Chandoo,
Good Day!
First, I'd like to say that I am very grateful for your work and for sharing all these things with us.
I tried to do this chart but it seems that the symbols don't work with text (abs(var%),"0%") unless we keep the Windings font style.
The problem is, it converts the text into symbol as well and you wont see the 0% anymore. I'm using Windows 7.
WOW - Segoe UI Emoji
This is the greatest discovery for me this month 🙂 Thanks for sharing.
Here's my two-cents:
https://wmfexcel.com/2019/02/17/a-compelling-chart-in-three-minutes/
Sir This is awesome chart, and very easy to made because of your way to explain is very simple , everyone can do. Thank you
one problem i am facing, I hv made this chart , but when i am inserting data table to chart it is showing two times , how can i resolve this
in this chart when i am adding new month data for example first i made this chart jan to mar but when i add data for the apr month graphs updated automatically but labels are missing for that new month
Hi Renuka,
Please make sure the formulas for labels are also calculated for extra months. Just drag down the series and set label range to appropriate address.
So I am playing with the Actual chart here - but amounts are bigger than your - you have 600 as Budget - my budget is 104,000 - is there a way to shorten that I am unaware of
thank you - I LOVE YOUR SITE
Thanks for the tips and tricks on Excel. In the Planned versus Actual chart examples, you use multiple values (ex. multiple Categories in above). How can this be done when we have only 1 set of values? For example if I have only this:
Planned Actual
SOW Budget 417480 367551
How can I create a single bar chart like the one above?
Thank you Chandoo.
This one is just perfect for my Quarterly Review presentation on Operational Budget against Actual Performance for the Hospital I'm currently working with.
Just Subscribed today (10 minutes ago)
Is there a way to make the table of data into a pivot table to be able to add a slicer for the graph due to many different categories and months?
Hi, I tried to modify you template with something appropriate for me, and I found a problem. this template was modified by me started with excel 2010, then 2016 and finally 2019. Same thing - somehow appear an error - or didn't show the emoticons for positive percentage or doubled the emoticons for some rows. I suspect to be from excel. if is need it I can sand you my xlsx for study. Please help if you can.
Hi Chandoo,
Could you please check the Var Formula in Step1. You have mentioned budget-actual and when i did this i got different values but when reversed like actual-budget i got the actual value what you have demonstrated in step1.
Please share your view.
This is a great chart (budget vs. actual). However, in trying recreate it, I cannot color in the UP Down bars individually, and they all become formatted with the same color. I'm using Office 365. Look forward to the feedback.
Thanks.
Dan
pls explain in detail step 7
While in the Excel sheet you have used following formula for Var
Var = Actual - Budget
But
in the note, you have written
Var = Budget - Actual
Good Presentation and Data information.thank you so much chandoo.