All articles with 'spreadsheets' Tag

Have you ever wanted to fetch live stock quotes from excel? In this post we will learn about how to get stock quotes for specified symbols using macros. We use Yahoo! Finance API to fetch the stock quotes and other information related to a company using excel macros. Along the way, we will also learn various interesting things about Excel VBA. Think of this post as a crash course in VBA.

This is a guest post by Daniel Ferry.

When I published the comprehensive list of excel shortcuts few weeks back, I thought I had them all. Boy, I was wrong. I am pleasantly surprised to find a new shortcut, one that takes away my manic mouse scrolling in one feel swoop. Often, when I am working with large tables of data, I scroll […]

In the last installment of our dynamic dashboard tutorial, we will take all that we have learned in first 3 parts and combine that to create a final dashboard. We are going to use concepts like table of contents, macros and data validation to help us get ahead. You can find the entire macro and downloadable workbook inside the post. Read on…

Conditional formatting is one of favorite features in Excel. CF has helped me save the day at work more than a dozen occasions. I almost became project manager just because I knew how to make a gantt chart in excel using conditional formatting. I have written extensively about it.

So, I was naturally curious to explore what is new in Excel 2010’s Conditional Formatting. In this post, I will share some of the coolest improvements in CF.

Denice, an Excel School student emailed me an interesting problem. I have a bunch of data from which I want to find the sum of values that meet a criteria. But I also want to exclude any rows that are hidden. Well, we know how to find sum of values that meet a criteria – […]

If anybody asks me what is the best function in excel I am drawn between Sumproduct and Data Tables, Both make handling large amounts of data a breeze, the only thing missing is the Spandex Pants and Red Cape!

How often have you thought of or been asked “I’d like to know what our profit would be for a number of values of an input variable” or “Can I have a graph of Profit vs Cost”

This post is going to detail the use of the Data Table function within Excel, which can help you answer that question and then so so much more.

Here is a problem we face very frequently. You have a list of values by months. And you want to find out the totals by Quarter. How do you go about it? There are 2 options: You can make a pivot report from the data and then group dates in that to find totals by […]

We all know that SUMIF formula can be used to find the sum of values meeting a criteria. Like this, But I was pleasantly surprised to realize that SUMIF works equally well for 2D ranges too, like this: During a recent consulting work with a client I had a requirement to sum up values that […]

In this post we are going to look at a simple example of the VBA behind the Dynamic Dashboard. Essentially we will learn to write macros for doing this. Read the rest of this post to find code samples and downloadable files to play with.

This is continuation of our earlier post Preparing Quarterly and Half yearly P&L using grouping option. You can also do budget v/s actual comparison using Pivot Tables. For this we will use calculated items feature of Excel PivotTables.

To begin, we have to add one more column to our data. I have added column Data Source to the end of data table. Existing data is marked as Actual and I have added more data rows which are marked as Budget. You can download new file with updated data and basic Pivot P&L.

These days I rarely use Excel 2003. But when I do open the trusty old software, I always look for opportunities to improve my productivity with it. And I am pleasantly surprised to find a shorter and faster way to turn off grid lines on spreadsheets in Excel 2003. (I like my spreadsheets without any […]

In a follow up to last week’s how to visualize survey data in excel, we will explore how you can create an incell dot plot panel chart. Please follow the links in the article to get more commentary and insights from established persona in the visualization world (including Stephen Few, Naomi, Jon etc.)

We all know that legend can be added to a chart to provide useful information, color codes etc.

Today we will learn how to make the chart legends smarter so that they provide more meaning and context to the chart, like this:

This type of legend can be more useful than a plain legend as this provides more useful information without taking up too much space.

Sometimes we think there is very little we can improve in something and then we come across an idea that would change our perceptions. I have been writing excel formulas for such a long time that it was easier to remember when I first shaved than when I first wrote a formula. (may be, because […]

Often when we are making spreadsheets for forecasting or planning we would like to keep the starting month dynamic so that rest of the months in the plan can automatically rolled. Don’t understand? See this example: This type of setup is quite useful as it lets us change the starting month very easily. We can […]