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EXCELTACTICS.COM
FASTER MULTIPLE CRITERIA VLOOKUP WITH CONCATENATE To do this, we need to insert a helper column that is there just for us to look up against. Right-click Column A and click Insert to add a column at the beginning of the sheet. We are going to use CONCATENATE to combine the Model and Displacement information for each row in one column. The formula for the first row (in A2) is as follows: You HOW TO DO A REVERSE STRING SEARCH IN EXCEL USING FIND Excel has some great functions available for working with long phrases (strings). It has RIGHT, LEFT, and TRIM to manage sub-strings. It also has FIND and SEARCH to look for specific characters or sub-strings inside a phrase. The only problem is that FIND and SEARCH look from left to right in a string. If you need to look for something starting at the end of a string, there isn’t a good tool AUTOMATICALLY HIGHLIGHT ROWS WITH THE MAX VALUE IN ANSEE MORE ONEXCELTACTICS.COM
HOW TO ADD A VERTICAL LINE TO A HORIZONTAL BAR CHART First off, let’s examine the data set. We have a clean list of sales data for a set of employees. Let’s build a horizontal bar chart for the data. Select the Last Name and Sales columns. On the Insert menu tab under Charts, choose the Bar icon and select the Clustered Bar chart type. Without any more effort, here is what Excel produces HOW TO FILL OUT FORMS USING DATA VALIDATION AND VLOOKUP INSEE MORE ONEXCELTACTICS.COM
HOW TO ADD TOTALS TO STACKED CHARTS FOR The secret to adding totals to your bar charts is simple – include a total line in your original data series! Select the rows and columns you want for your chart and select one of the stacked chart options from the Insert menu: If the X and Y axis seem wrong, don’t forget HOW TO AUTOMATICALLY DELETE BLANK CELLS TO ORGANIZE DATA Select the data range where there are blanks to remove. Press F5 and click Special in the Go To dialog that appears. In the Go To Special dialog box, choose Blanks and click OK. The spreadsheet should now look like this, with only the blank cells selected. Right-click within one of the selected cells, and choose Delete in the drop-down menu HOW TO ADD AN AVERAGE VALUE LINE TO A BAR CHART How To Add an Average Value Line to a Bar Chart. Quick Navigation. 1 Updating the Data Set. 2 Creating the Chart. When you are comparing values in a bar chart, it is useful to have some idea of what the average value looks like relative to the data set. By default, however, Excel’s graphs show all data using the same type of bar orline.
HOW TO SORT MIXED NUMBERS AND TEXT USING USING SOLVER TO OPTIMIZE SOLUTIONS TO COSTING PROBLEMS INSEE MORE ONEXCELTACTICS.COM
FASTER MULTIPLE CRITERIA VLOOKUP WITH CONCATENATE To do this, we need to insert a helper column that is there just for us to look up against. Right-click Column A and click Insert to add a column at the beginning of the sheet. We are going to use CONCATENATE to combine the Model and Displacement information for each row in one column. The formula for the first row (in A2) is as follows: You HOW TO DO A REVERSE STRING SEARCH IN EXCEL USING FIND Excel has some great functions available for working with long phrases (strings). It has RIGHT, LEFT, and TRIM to manage sub-strings. It also has FIND and SEARCH to look for specific characters or sub-strings inside a phrase. The only problem is that FIND and SEARCH look from left to right in a string. If you need to look for something starting at the end of a string, there isn’t a good tool AUTOMATICALLY HIGHLIGHT ROWS WITH THE MAX VALUE IN ANSEE MORE ONEXCELTACTICS.COM
HOW TO ADD A VERTICAL LINE TO A HORIZONTAL BAR CHART First off, let’s examine the data set. We have a clean list of sales data for a set of employees. Let’s build a horizontal bar chart for the data. Select the Last Name and Sales columns. On the Insert menu tab under Charts, choose the Bar icon and select the Clustered Bar chart type. Without any more effort, here is what Excel produces HOW TO FILL OUT FORMS USING DATA VALIDATION AND VLOOKUP INSEE MORE ONEXCELTACTICS.COM
HOW TO ADD TOTALS TO STACKED CHARTS FOR The secret to adding totals to your bar charts is simple – include a total line in your original data series! Select the rows and columns you want for your chart and select one of the stacked chart options from the Insert menu: If the X and Y axis seem wrong, don’t forget HOW TO AUTOMATICALLY DELETE BLANK CELLS TO ORGANIZE DATA Select the data range where there are blanks to remove. Press F5 and click Special in the Go To dialog that appears. In the Go To Special dialog box, choose Blanks and click OK. The spreadsheet should now look like this, with only the blank cells selected. Right-click within one of the selected cells, and choose Delete in the drop-down menu HOW TO ADD AN AVERAGE VALUE LINE TO A BAR CHART How To Add an Average Value Line to a Bar Chart. Quick Navigation. 1 Updating the Data Set. 2 Creating the Chart. When you are comparing values in a bar chart, it is useful to have some idea of what the average value looks like relative to the data set. By default, however, Excel’s graphs show all data using the same type of bar orline.
EXCEL TACTICS
Data comes to us in many forms, and often our biggest challenge is translating it from the form it came in into the form we need it in. Date-based data is especially challenging – there are days of the week, weekly totals, months with different numbers of days, and holidays that land on different weekdays each year. WEEK-TO-DATE, MONTH-TO-DATE, AND YEAR-TO The formula will look like this: = WEEKDAY ( A2 ,2) In cell F2 create a formula that calculates the week number of the date in A2. Again, the week will start on Monday. That formula will look like this: = WEEKNUM ( A2 ,2) Finally, we’ll calculate the year of the date in cell G2. The formula will look like this: HOW TO ADD A VERTICAL LINE TO A HORIZONTAL BAR CHART First off, let’s examine the data set. We have a clean list of sales data for a set of employees. Let’s build a horizontal bar chart for the data. Select the Last Name and Sales columns. On the Insert menu tab under Charts, choose the Bar icon and select the Clustered Bar chart type. Without any more effort, here is what Excel produces HOW TO FILL OUT FORMS USING DATA VALIDATION AND VLOOKUP IN The business world is full of forms and paperwork built out of Excel spreadsheets. Even though the program isn’t designed for the task, the benefit of being able to calculate sums, totals, etc. in the form makes it the de facto standard for invoices, receipts, shipping HOW TO ADD TOTALS TO STACKED CHARTS FOR The secret to adding totals to your bar charts is simple – include a total line in your original data series! Select the rows and columns you want for your chart and select one of the stacked chart options from the Insert menu: If the X and Y axis seem wrong, don’t forget SPLIT BILLS AND SHARE EXPENSES IN EXCEL WITH ONE SPREADSHEET Once you have created an expense, enter the amount in the “Amount” column and select the name of the person who paid from the drop-down in the “Who Paid?” column. To include people in the split for an expense, just put an “X” in the cell under their name. A person can pay for an expense without participating – just don’t put an HOW TO ADD AN AVERAGE VALUE LINE TO A BAR CHART How To Add an Average Value Line to a Bar Chart. Quick Navigation. 1 Updating the Data Set. 2 Creating the Chart. When you are comparing values in a bar chart, it is useful to have some idea of what the average value looks like relative to the data set. By default, however, Excel’s graphs show all data using the same type of bar orline.
BUILDING CHARTS WITH MULTIPLE SERIES AND CUSTOM X-AXIS Building the Bar Chart. Now we’re ready to build the chart with multiple series. Select columns B through H. Choose the Insert tab and select Column from the Charts section, and click on the first bar chart option: This is what we’re working with: Now we need to make it pretty. Double-click on one of those slim bars to bring up theFormat
HOW TO AUTOMATICALLY DELETE BLANK CELLS TO ORGANIZE DATA Select the data range where there are blanks to remove. Press F5 and click Special in the Go To dialog that appears. In the Go To Special dialog box, choose Blanks and click OK. The spreadsheet should now look like this, with only the blank cells selected. Right-click within one of the selected cells, and choose Delete in the drop-down menu HOW TO CONVERT WEEKLY DATA INTO MONTHLY DATA IN EXCEL Data comes to us in many forms, and often our biggest challenge is translating it from the form it came in into the form we need it in. Date-based data is especially challenging – there are days of the week, weekly totals, months with different numbers of days, and holidays that land on different weekdays each year.EXCEL TACTICS
Data comes to us in many forms, and often our biggest challenge is translating it from the form it came in into the form we need it in. Date-based data is especially challenging – there are days of the week, weekly totals, months with different numbers of days, and holidays that land on different weekdays each year. USING SOLVER TO OPTIMIZE SOLUTIONS TO COSTING PROBLEMS INSEE MORE ONEXCELTACTICS.COM
HOW TO SORT MIXED NUMBERS AND TEXT USING FASTER MULTIPLE CRITERIA VLOOKUP WITH CONCATENATE To do this, we need to insert a helper column that is there just for us to look up against. Right-click Column A and click Insert to add a column at the beginning of the sheet. We are going to use CONCATENATE to combine the Model and Displacement information for each row in one column. The formula for the first row (in A2) is as follows: You HOW TO DO A REVERSE STRING SEARCH IN EXCEL USING FIND Excel has some great functions available for working with long phrases (strings). It has RIGHT, LEFT, and TRIM to manage sub-strings. It also has FIND and SEARCH to look for specific characters or sub-strings inside a phrase. The only problem is that FIND and SEARCH look from left to right in a string. If you need to look for something starting at the end of a string, there isn’t a good tool AUTOMATICALLY HIGHLIGHT ROWS WITH THE MAX VALUE IN ANSEE MORE ONEXCELTACTICS.COM
HOW TO LOCK CELL FORMULA REFERENCES IN EXCEL WHEN USING Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. SUMPRODUCT FUNDAMENTALS Quick Navigation1SUMPRODUCT Basics2SUMPRODUCT ExampleNot every function has to be complicated in order to save time and clean up cluttered worksheets. SUMPRODUCT is a basic function that combines the uses of PRODUCT and SUM (brush up on the SUM formula here) to save space and improve readability of your models and dashboards. This quick tutorial will Continue reading HOW TO ADD TOTALS TO STACKED CHARTS FOR The secret to adding totals to your bar charts is simple – include a total line in your original data series! Select the rows and columns you want for your chart and select one of the stacked chart options from the Insert menu: If the X and Y axis seem wrong, don’t forget CREATE A BASIC CAR LOAN CALCULATOR IN EXCEL USING THE PMTSEE MORE ONEXCELTACTICS.COM
EXCEL TACTICS
Data comes to us in many forms, and often our biggest challenge is translating it from the form it came in into the form we need it in. Date-based data is especially challenging – there are days of the week, weekly totals, months with different numbers of days, and holidays that land on different weekdays each year. USING SOLVER TO OPTIMIZE SOLUTIONS TO COSTING PROBLEMS INSEE MORE ONEXCELTACTICS.COM
HOW TO SORT MIXED NUMBERS AND TEXT USING FASTER MULTIPLE CRITERIA VLOOKUP WITH CONCATENATE To do this, we need to insert a helper column that is there just for us to look up against. Right-click Column A and click Insert to add a column at the beginning of the sheet. We are going to use CONCATENATE to combine the Model and Displacement information for each row in one column. The formula for the first row (in A2) is as follows: You HOW TO DO A REVERSE STRING SEARCH IN EXCEL USING FIND Excel has some great functions available for working with long phrases (strings). It has RIGHT, LEFT, and TRIM to manage sub-strings. It also has FIND and SEARCH to look for specific characters or sub-strings inside a phrase. The only problem is that FIND and SEARCH look from left to right in a string. If you need to look for something starting at the end of a string, there isn’t a good tool AUTOMATICALLY HIGHLIGHT ROWS WITH THE MAX VALUE IN ANSEE MORE ONEXCELTACTICS.COM
HOW TO LOCK CELL FORMULA REFERENCES IN EXCEL WHEN USING Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. SUMPRODUCT FUNDAMENTALS Quick Navigation1SUMPRODUCT Basics2SUMPRODUCT ExampleNot every function has to be complicated in order to save time and clean up cluttered worksheets. SUMPRODUCT is a basic function that combines the uses of PRODUCT and SUM (brush up on the SUM formula here) to save space and improve readability of your models and dashboards. This quick tutorial will Continue reading HOW TO ADD TOTALS TO STACKED CHARTS FOR The secret to adding totals to your bar charts is simple – include a total line in your original data series! Select the rows and columns you want for your chart and select one of the stacked chart options from the Insert menu: If the X and Y axis seem wrong, don’t forget CREATE A BASIC CAR LOAN CALCULATOR IN EXCEL USING THE PMTSEE MORE ONEXCELTACTICS.COM
EXCEL TACTICS
Data comes to us in many forms, and often our biggest challenge is translating it from the form it came in into the form we need it in. Date-based data is especially challenging – there are days of the week, weekly totals, months with different numbers of days, and holidays that land on different weekdays each year. HOW TO FILL OUT FORMS USING DATA VALIDATION AND VLOOKUP IN The business world is full of forms and paperwork built out of Excel spreadsheets. Even though the program isn’t designed for the task, the benefit of being able to calculate sums, totals, etc. in the form makes it the de facto standard for invoices, receipts, shipping HOW TO LOCK CELL FORMULA REFERENCES IN EXCEL WHEN USING Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. BUILDING CHARTS WITH MULTIPLE SERIES AND CUSTOM X-AXIS Building the Bar Chart. Now we’re ready to build the chart with multiple series. Select columns B through H. Choose the Insert tab and select Column from the Charts section, and click on the first bar chart option: This is what we’re working with: Now we need to make it pretty. Double-click on one of those slim bars to bring up theFormat
HOW TO ADD A VERTICAL LINE TO A HORIZONTAL BAR CHART First off, let’s examine the data set. We have a clean list of sales data for a set of employees. Let’s build a horizontal bar chart for the data. Select the Last Name and Sales columns. On the Insert menu tab under Charts, choose the Bar icon and select the Clustered Bar chart type. Without any more effort, here is what Excel produces CALCULATE PERCENTILE AND CONDITIONAL RANKING IN EXCEL The syntax for RANK is as follows: = RANK ( number, ref, ) In Excel 2010 and newer, RANK has been re-named to RANK.EQ with the same syntax: = RANK.EQ ( number, ref, ) The number is the value you want to find the rank for. The ref is the cell range that SUMPRODUCT FUNDAMENTALS Quick Navigation1SUMPRODUCT Basics2SUMPRODUCT ExampleNot every function has to be complicated in order to save time and clean up cluttered worksheets. SUMPRODUCT is a basic function that combines the uses of PRODUCT and SUM (brush up on the SUM formula here) to save space and improve readability of your models and dashboards. This quick tutorial will Continue reading HOW TO ADD AN AVERAGE VALUE LINE TO A BAR CHART How To Add an Average Value Line to a Bar Chart. Quick Navigation. 1 Updating the Data Set. 2 Creating the Chart. When you are comparing values in a bar chart, it is useful to have some idea of what the average value looks like relative to the data set. By default, however, Excel’s graphs show all data using the same type of bar orline.
HOW TO ADD TOTALS TO STACKED CHARTS FOR The secret to adding totals to your bar charts is simple – include a total line in your original data series! Select the rows and columns you want for your chart and select one of the stacked chart options from the Insert menu: If the X and Y axis seem wrong, don’t forget HOW TO ADD A VERTICAL LINE TO A HORIZONTAL BAR CHART Adding a Data Series. Now we need to add the average value to the chart as a new series. Select the chart. Under the Design menu tab of the Chart Tools section, click on Select Data.. In the dialog that appears, click the Add button under Legend Entries to add the Average Value series.. Excel will provide an Edit Series dialog to specify the name of the series and the location of the values. HOW TO SORT MIXED NUMBERS AND TEXT USING USING SOLVER TO OPTIMIZE SOLUTIONS TO COSTING PROBLEMS INSEE MORE ONEXCELTACTICS.COM
THE DEFINITIVE GUIDE TO USING DATES AND TIMES IN EXCEL Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. HOW TO DO A REVERSE STRING SEARCH IN EXCEL USING FIND Excel has some great functions available for working with long phrases (strings). It has RIGHT, LEFT, and TRIM to manage sub-strings. It also has FIND and SEARCH to look for specific characters or sub-strings inside a phrase. The only problem is that FIND and SEARCH look from left to right in a string. If you need to look for something starting at the end of a string, there isn’t a good tool FASTER MULTIPLE CRITERIA VLOOKUP WITH CONCATENATE With the combination of INDEX and MATCH functions and Excel’s powerful array formulas (entered using CTRL+SHIFT+ENTER), we can already make Excel do the hard work of looking up data with multiple criteria for us.I wrote about it in the article How to VLOOKUP with Multiple Criteria Using INDEX and MATCH, and you should definitely check it out first if you need to use multiple conditions when HOW TO FILL OUT FORMS USING DATA VALIDATION AND VLOOKUP INSEE MORE ONEXCELTACTICS.COM
LEARN EXCEL CUSTOM NUMBER FORMATS WITH THIS DEFINITIVE GUIDESEE MOREON EXCELTACTICS.COM
UNPIVOT COLUMNS INTO ROWS IN EXCEL USING POWER QUERY Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. HOW TO ADD AN AVERAGE VALUE LINE TO A BAR CHART When you are comparing values in a bar chart, it is useful to have some idea of what the average value looks like relative to the data set. By default, however, Excel’s graphs show all data using the same type of bar or line. HOW TO ADD A VERTICAL LINE TO A HORIZONTAL BAR CHART Adding a Data Series. Now we need to add the average value to the chart as a new series. Select the chart. Under the Design menu tab of the Chart Tools section, click on Select Data.. In the dialog that appears, click the Add button under Legend Entries to add the Average Value series.. Excel will provide an Edit Series dialog to specify the name of the series and the location of the values. HOW TO SORT MIXED NUMBERS AND TEXT USING USING SOLVER TO OPTIMIZE SOLUTIONS TO COSTING PROBLEMS INSEE MORE ONEXCELTACTICS.COM
THE DEFINITIVE GUIDE TO USING DATES AND TIMES IN EXCEL Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. HOW TO DO A REVERSE STRING SEARCH IN EXCEL USING FIND Excel has some great functions available for working with long phrases (strings). It has RIGHT, LEFT, and TRIM to manage sub-strings. It also has FIND and SEARCH to look for specific characters or sub-strings inside a phrase. The only problem is that FIND and SEARCH look from left to right in a string. If you need to look for something starting at the end of a string, there isn’t a good tool FASTER MULTIPLE CRITERIA VLOOKUP WITH CONCATENATE With the combination of INDEX and MATCH functions and Excel’s powerful array formulas (entered using CTRL+SHIFT+ENTER), we can already make Excel do the hard work of looking up data with multiple criteria for us.I wrote about it in the article How to VLOOKUP with Multiple Criteria Using INDEX and MATCH, and you should definitely check it out first if you need to use multiple conditions when HOW TO FILL OUT FORMS USING DATA VALIDATION AND VLOOKUP INSEE MORE ONEXCELTACTICS.COM
LEARN EXCEL CUSTOM NUMBER FORMATS WITH THIS DEFINITIVE GUIDESEE MOREON EXCELTACTICS.COM
UNPIVOT COLUMNS INTO ROWS IN EXCEL USING POWER QUERY Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. HOW TO ADD AN AVERAGE VALUE LINE TO A BAR CHART When you are comparing values in a bar chart, it is useful to have some idea of what the average value looks like relative to the data set. By default, however, Excel’s graphs show all data using the same type of bar or line. HOW TO ADD A VERTICAL LINE TO A HORIZONTAL BAR CHART Adding a Data Series. Now we need to add the average value to the chart as a new series. Select the chart. Under the Design menu tab of the Chart Tools section, click on Select Data.. In the dialog that appears, click the Add button under Legend Entries to add the Average Value series.. Excel will provide an Edit Series dialog to specify the name of the series and the location of the values.EXCEL TACTICS
Data comes to us in many forms, and often our biggest challenge is translating it from the form it came in into the form we need it in. Date-based data is especially challenging – there are days of the week, weekly totals, months with different numbers of days, and holidays that land on different weekdays each year. BUILD A BETTER, CLEANER, MORE PROFESSIONAL LINE CHART Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. THE DEFINITIVE GUIDE TO USING DATES AND TIMES IN EXCEL Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. HOW TO ADD A VERTICAL LINE TO A HORIZONTAL BAR CHART Adding a Data Series. Now we need to add the average value to the chart as a new series. Select the chart. Under the Design menu tab of the Chart Tools section, click on Select Data.. In the dialog that appears, click the Add button under Legend Entries to add the Average Value series.. Excel will provide an Edit Series dialog to specify the name of the series and the location of the values. HOW TO ADD TOTALS TO STACKED CHARTS FOR Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. UNPIVOT COLUMNS INTO ROWS IN EXCEL USING POWER QUERY Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. HOW TO AUTOMATICALLY DELETE BLANK CELLS TO ORGANIZE DATA Get the latest Excel tips and tricks by joining the newsletter!. Andrew Roberts has been solving business problems with Microsoft Excel for over a decade. Excel Tactics is dedicated to helping you master it. Join the newsletter to stay on top of the latest articles. CALCULATE PERCENTILE AND CONDITIONAL RANKING IN EXCEL The Excel functions for performing ranking and establishing percentiles are poorly described and confusing to use on the best of days. The PERCENTILE function doesn’t give the percent ranking of the item, but the instead the value at a given percentile (which mightnot even exist!).
SPLIT BILLS AND SHARE EXPENSES IN EXCEL WITH ONE SPREADSHEET I have copied the worksheet within the workbook in order to track multiple categories. However when I do this the formula for the Settlement is the same on every worksheet (the original one) instead of reflecting what the settlement for that specific worksheet shouldbe.
HOW TO SUM ONLY VISIBLE (OR FILTERED) ROWS USING SUBTOTAL Using SUBTOTAL to SUM a Filtered Table. Let’s try replacing SUM with SUBTOTAL in the Total row of the table. First, we should remove the filter on Region so we can work with the entire table at once. Click on the filter icon by the Region header, choose the Select All option in the drop-down menu, and click OK. The SUBTOTAL function in Excel works as a kind of master function for many others.EXCEL TACTICS
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HOW TO CONVERT WEEKLY DATA INTO MONTHLY DATA IN EXCEL Data comes to us in many forms, and often our biggest challenge is translating it from the form it came in into the form we need it in. Date-based data is especially challenging – there are days of the week, weekly totals, months with different numbers of days, and holidays that land on different weekdays each year. This article is part of a series that will help you work with date-based data in Excel to get it into the formats you need. This tutorial will teach you how to convert weekly summary data into monthly total data by allocating the days in each week to the appropriate month of the year. Let’s dive in! Continue reading How to Convert Weekly Data into Monthly Data in Excel→
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HOW TO LOCK CELL FORMULA REFERENCES FOR TABLE COLUMNS IN EXCEL One of the most powerful features of Excel formulas is the ability to create absolute references that don’t move around when you drag to extend cell formulas or copy them to different places in your spreadsheet. Most Excel users figure out how to lock these references by either toggling through the options with the F4 key or using the $ (dollar sign) symbol in front of the column and/or row references. When you start using data tables in Excel, many users are frustrated to discover that the normal methods for freezing the row or column references don’t work! This can make it time consuming to build your spreadsheets when they use tables. Fortunately, there are some workarounds! We’ll walk through a few of them in this quicktutorial…
Continue reading How to Lock Cell Formula References for Table Columnsin Excel →
View all 15 comments HOW TO SPLIT BILLS AND SHARE EXPENSES USING A FREE EXCEL SPREADSHEET You know the problem well: You are sharing a household, going to dinner with a group, or going on a trip with friends… Now, you have to keep track of who paid for what, who owes who, and how to settle all your IOUs with as few payments as possible… Some folks will pay with cash, some use credit cards, and when the bill arrives, it’s a huge hassle to split it up. Fortunately, Excel here to save the day – here, you can download a completely free and easy spreadsheet that will track expenses, who paid, who owes whom, and how much. Tally it all up, and settle up your debts all at once! Continue reading How to Split Bills and Share Expenses Using a Free Excel Spreadsheet → View all 72 comments HOW TO UNPIVOT COLUMNS INTO ROWS IN EXCEL USING POWER QUERY We often use Pivot Tables in Excel to make large data sets easier to read. Pivots let us organize huge flat files by putting dates or categories into their own columns, making them easierto read.
Sometimes, though, we need the exact opposite format for our data. If you receive data that is already pivoted and need it converted from columns back into individual rows, you’ll need to unpivot the table to get your results. Fortunately, Microsoft has a very powerful free plug-in for Excel called Power Query that makes this very easy to do! This is a tutorial to walk through how to unpivot existing data usingPower Query.
Continue reading How to Unpivot Columns into Rows in Excel Using PowerQuery →
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FASTER MULTIPLE CRITERIA LOOKUPS WITH VLOOKUP AND CONCATENATE With the combination of INDEX and MATCH functions and Excel’s powerful array formulas (entered using CTRL+SHIFT+ENTER), we can already make Excel do the hard work of looking up data with multiple criteria for us. I wrote about it in the article How to VLOOKUP with Multiple Criteria Using INDEX and MATCH,
and you should definitely check it out first if you need to use multiple conditions when looking up data in Excel. The only downside of the INDEX/MATCH method is that it takes a lot of crunching to get its results. If you just need to look through a couple hundred, it does a great job! If you’re working with truly big data sets numbering in the thousands or _hundreds_ of thousands of rows, you might need something that can work faster… This tutorial will show you how to combine CONCATENATE and a helper column to make VLOOKUP faster than ever! Continue reading Faster Multiple Criteria Lookups with VLOOKUP andCONCATENATE →
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View all 13 comments HOW TO CALCULATE PERCENTILES AND CONDITIONAL RANKING USING SUMPRODUCT The Excel functions for performing ranking and establishing percentiles are poorly described and confusing to use on the best of days. The PERCENTILE function doesn’t give the percent ranking of the item, but the instead the value at a given percentile (which might not even exist!). This makes it difficult to calculate even simple percent rankings in Excel. But what if you want to rank a sub-set of a list based on some criteria? In this tutorial, we’ll walk through the challenges of calculating percentiles and ranking values based on filtering criteria using a basic example. Continue reading How to Calculate Percentiles and Conditional Ranking Using SUMPRODUCT →View all 9 comments
HOW TO SUM ONLY VISIBLE (OR FILTERED) ROWS USING SUBTOTAL Excel’s basic functions, like SUM, AVERAGE, COUNT, MIN and MAX are indispensable for harnessing the power of spreadsheets, but they don’t always work well with filters and structured reports. By default, these functions tally every cell in their ranges, regardless of whether the cells are filtered or hidden. Many times in reporting, it is useful to limit functions to only consider rows that are visible on the sheet and ignore the hidden or filtered values. SUM, AVERAGE, and the like can’t do this on their own. Fortunately, Excel has a function called SUBTOTAL that will consider only visible or filtered rows in its calculations, and it can perform all the operations mentioned and more! This tutorial will walk though the use of the SUBTOTAL to sum a filtered data table… Continue reading How to SUM Only Visible (or Filtered) Rows UsingSUBTOTAL →
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View all 13 comments HOW TO SHOW PERCENTAGES IN STACKED BAR AND COLUMN CHARTS Excel’s Stacked Bar and Stacked Column chart functions are great tools for showing how different pieces make up a whole. Unfortunately, the are somewhat limited, since they don’t automatically provide totals for the stack, and they don’t let you show the percentage contribution that each piece provides to the whole (like you can with pie charts in Excel). The good news is, there are work-arounds for displaying total volumes or dollars at the top of a stacked chart and percentages for each of the pieces. This tutorial will walk through the steps to get you results like you see in the image. Continue reading How to Show Percentages in Stacked Bar and ColumnCharts →
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View all 16 comments HOW TO ADD A VERTICAL LINE TO A HORIZONTAL BAR CHART Excel’s built-in chart types are great for quickly visualizing your data. The horizontal bar chart is a great example of an easy to use graph type. Sometimes, though, it can be useful to call attention to a particular value or performance level, like an average or a min/max threshhold. In that case, you’ll want to add a vertical line across the horizontal bars at a specific value. This quick tutorial will walk through a quick way to add a vertical line to the horizontal bar chart type in Excel. As an example, we’ll use annual sales performance with an average value line. Continue reading How to Add a Vertical Line to a Horizontal BarChart →
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View all 22 comments BUILD A BETTER, CLEANER, MORE PROFESSIONAL LINE CHART Excel has some great basic charts and graphs build in, which makes it easy to build visualizations of your data. They are functional, but they don’t give a very professional look to your data. To make your presentation, website, or sales pitch really make a good impression, you’ll want to find a way to improve on the default charts. Even a basic line chart can be given a cool makeover with better colors, axes, and shaded background to make it stand out. These touches can give the boring old graphs a fancy new look. Here’s how to make a better line chart in Excel… Continue reading Build a Better, Cleaner, More Professional Line Chart →View all 6 comments
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