- •Table of Contents
- •About the Author
- •Dedication
- •Foreword
- •Acknowledgments
- •Why Does Office 365 Have Better Features?
- •Which Version of Office 365 Has Power Pivot?
- •Why Do I Have to Sign in to Excel?
- •How Can I Use Excel on Dual Monitors?
- •How Can I Open The Same Workbook Twice?
- •Find Icons on the Ribbon
- •Where is File, Exit?
- •Where Are My Macros?
- •Customizing the Ribbon
- •Go Wide
- •Minimize the Ribbon to Free Up a Few More Rows
- •Use a Wheel Mouse to Scroll Through The Ribbon Tabs
- •Why Do The Charting Ribbon Tabs Keep Disappearing?
- •Use Dialog Launchers For More Choices
- •Icon, Dropdowns, and Hybrids
- •Zoom is at the Bottom
- •Make Your Most-Used Icons Always Visible
- •The Excel 2003 Alt Keystrokes Still Work (If You Type Them Slowly Enough)
- •Use Keyboard Shortcuts to Access the Ribbon
- •Why Do I Have Only 65,536 Rows?
- •Which File Format Should I Use?
- •Why Does The File Menu Cover The Entire Screen?
- •How Do I Close The File Menu?
- •Increase the Number of Workbooks in the Recent Files List
- •Change All Print Settings in Excel
- •I Just Want The Old Print Preview Back
- •Get Quick Access to Formatting Options Using the Mini Toolbar
- •What Is Protected Mode?
- •Use a Trusted Location to Prevent Excel’s Constant Warnings
- •My Manager Wants Me to Create a New Expense Report from Scratch
- •Open a Copy of a Workbook
- •Open Excel with Ctrl+Alt+X
- •Have Excel Always Open Certain Workbook(s)
- •Set up Excel Icons to Open a Specific File on Startup
- •Use a Macro to Customize Startup
- •Control Settings for Every New Workbook and Worksheet
- •Excel Says I Have Links, But I Can Not Find Them
- •Automatically Move the Cell Pointer After Enter
- •Return to the First Column After Typing the Last Column
- •Enter Data in a Circle (Or Any Pattern)
- •How to See Headings as You Scroll Around a Report
- •How to See Headings and Row Labels as You Scroll Around a Report
- •Why is the Scrollbar Slider Suddenly Tiny?
- •Why Won’t My Scrollbar Scroll to My Charts?
- •Jump to the Edge of the Data
- •Jump to Next Corner of Selection
- •Ctrl+Backspace brings the Active Cell into View
- •Zoom with the Wheel Mouse
- •Copy a Formula to All Data Rows
- •A Faster Way To Paste Values
- •Quickly Turn a Range on Its Side
- •Quickly Rearrange Rows Or Columns
- •Quickly Copy Worksheets
- •Use Group Mode to Change All Worksheets
- •Find Text Numbers
- •Why Can’t Excel Find a Number?
- •Mix Formatting In A Single Cell
- •Enter a Series of Months, Days, or More by Using the Fill Handle
- •Have the Fill Handle Fill Your List of Part Numbers
- •Teach Excel to Fill A, B, C
- •Add Total to the End of Jan, Feb, ... Dec
- •Put Date & Time in a Cell
- •Use Excel as a Word Processor
- •Add Excel to Word
- •Use Hyperlinks to Create an Opening Menu for a Workbook
- •Spell check a Region
- •Stop Excel from AutoCorrecting Certain Words
- •Use AutoCorrect to Enable a Shortcut
- •Why Won’t the Track Changes Feature Work in Excel?
- •Simultaneously Collaborate on a Workbook with Excel Web App
- •How to Print Titles at the Top of Each Page
- •Print a Letter at the Top of Page 1 and Repeat Headings at the Top of Each Subsequent Page
- •How to Print Page Numbers at the Bottom of Each Page
- •How to Make a Wide Report Fit to One Page Wide by Many Pages Tall
- •Add a Printable Watermark
- •Print Multiple Ranges
- •Add a Page Break at Each Change in Customer
- •Save My Worksheet as a PDF File
- •Send an Excel File as an Attachment
- •Save Excel Data as a Text File
- •Close All Open Workbooks
- •I Just Closed an Unsaved Workbook
- •Roll Back to an AutoSaved Version
- •Have Excel Talk to You
- •Enter Special Symbols
- •What Do All the Triangles Mean?
- •Why does Excel Insert Cell Addresses When I Edit In a RefEdit Box?
- •F4 Repeats Last Command
- •Print all Excel Keyboard Shortcuts
- •Create a Personal Macro Workbook
- •Macro to Toggle Positive to Negative
- •Assign a Macro to a Shortcut Key
- •Assign a Macro to a Toolbar Icon
- •Use a Macro to Change Case to Upper, Lower, or Proper
- •Get Free Excel Help
- •Start a Formula with = or +
- •Three Methods of Entering Formulas
- •Why Does Excel 2013 Look Like A Slot Machine?
- •Use Parentheses to Control the Order of Calculations
- •Long Formulas in the Formula Bar
- •Copy a Formula That Contains Relative References
- •Copy a Formula While Keeping One Reference Fixed
- •Create a Multiplication Table
- •Calculate a Sales Commission
- •Simplify the Entry of Dollar Signs in Formulas
- •Learn R1C1 Referencing to Understand Formula Copying
- •Create Easier-to-Understand Formulas with Named Ranges
- •See All Named Ranges at 39% Zoom
- •Use Named Constants to Store Numbers
- •Total Without Using a Formula
- •Add or Multiply Two Columns Without Using Formulas
- •Type 123 to Enter 1.23
- •Join Two Text Columns
- •Concatenate Several Cells
- •Join Text with a Date or Currency
- •Break Data Apart Using Flash Fill
- •Parse Data using Text to Columns
- •Excel Is Randomly Parsing Pasted Data
- •I Lose Leading Zeroes From CSV Files
- •Open CSV File With Dates in D/M/Y Format
- •Handle Dates in YYYYMMDD format
- •My G/L Software Uses a Trailing Minus for Negative Numbers
- •Parse Data With Leader Lines
- •Parse Multi-Line Cells
- •Change Smith, Jane to Jane Smith
- •Convert Numbers to Text
- •Fill a Cell with Repeating Characters
- •CLEAN Hasn’t Kept Up With The Times
- •Add the Worksheet Name as a Title
- •Use AutoSum to Quickly Enter a Total Formula
- •AutoSum Doesn’t Always Predict My Data Correctly
- •Use the AutoSum Button to Enter Averages, Min, Max, and Count
- •Ditto The Formula Above
- •The Count Option of the AutoSum Dropdown Doesn’t Appear to Work
- •Total the Red Cells
- •Automatically Number a List of Employees
- •Automatically Number the Visible Rows
- •Discover New Functions Using the fx Button
- •Get Help on Any Function While Entering a Formula
- •Use F9 in the Formula Bar to Test a Formula
- •Quick Calculator
- •When Entering a Formula, You Get the Formula Instead of the Result
- •Highlight All Formula Cells Using Conditional Formatting
- •You Change a Cell in Excel but the Formulas Do Not Calculate
- •Calculate One Range
- •Why Use the Intersection Operator?
- •Understand Implicit Intersection
- •Find the Longest Win Streak
- •Add B5 On All Worksheets
- •Consider Formula Speed
- •Exact Formula Copy
- •Calculate a Loan Payment
- •Calculate Many Scenarios for Loan Payments
- •Back into an Answer Using Goal Seek
- •Create an Amortization Table
- •Do 40 What-if Analyses Quickly
- •Random Walk Down Wall Street
- •What-If For 3 Or More Variables
- •Rank Scores
- •Round Numbers
- •Round to the Nearest $0.05 with MROUND
- •Round Prices to the Next Highest $5
- •Round 0.5 towards Even Per ASTM-E29
- •Separate the Integer From the Decimals
- •Why Is This Price Showing $27.85000001 Cents?
- •Calculate a Percentage of Total
- •Calculate a Running Percentage of Total
- •Use the ^ Sign for Exponents
- •Raise a Number to a Fraction to Find the Square or Third Root
- •Calculate a Growth Rate
- •Find the Area of a Circle
- •Figure Out Lottery Probability
- •Help Your Kids with Their Math
- •Convert Units
- •XOR Only Works Correctly for Two Values
- •Find the Second Largest Value
- •Format Every Other Row in Green
- •\Use IF to Calculate a Bonus
- •IF with Two Conditions
- •Tiered Commission Plan with IF
- •Display Up/Down Arrows
- •Stop Showing Zeroes in Cell Links
- •Count Records That Match a Criterion
- •Build a Table That Will Count by Criteria
- •Sum Records That Match a Criterion
- •Can the Results of a Formula Be Used in SUMIF?
- •Calculate Based on Multiple Conditions
- •Avoid Errors Using IFERROR
- •Use VLOOKUP to Join Two Tables
- •Every VLOOKUP Ends in False
- •Lookup Table Does Not Have to Be Sorted
- •Beware of #N/A from VLOOKUP
- •Add New Items to the Middle Of Your Lookup Table
- •Consider Naming the Lookup Table
- •Remove Leading and Trailing Spaces
- •Your Lookup Table Can Go Across
- •Copy a VLOOKUP Across Many Columns
- •INDEX Sounds Like an Inane Function
- •You Already Know MATCH, Really!
- •INDEX Sounds Like an Inane Function - II
- •VLOOKUP Left
- •Fast Multi-Column VLOOKUP
- •Speed Up Your VLOOKUP
- •Return the Next Larger Value in a Lookup
- •Two-Way Lookup
- •Combine Formulas into a Mega-Formula
- •Combine Two Lists Using VLOOKUP
- •Watch for Duplicates When Using VLOOKUP
- •Return the Last Entry
- •Return the Last Matching Value
- •Sum All of the Lookups
- •Embed a Small Lookup Table In Formula
- •I Don’t Want to Use a Lookup Table to Choose One of Five Choices
- •Is there Something More Flexible than CHOOSE?
- •Lookup Two Values
- •Add Comments to a Formula
- •Create Random Numbers
- •Randomly Sequence a List
- •Play Dice Games with Excel
- •Generate Random Without Repeats
- •Calculate a Trendline Forecast
- •Forecast Data with Seasonality
- •Build a Model to Predict Sales Based on Multiple Regression
- •Switching Columns into Rows Using a Formula
- •SUM a Range that is C5 Rows Tall Using OFFSET
- •Replace Volatile OFFSET with INDEX
- •How Can You Test for Volatility?
- •Whatever Happened to the @@ Function?
- •Tables Are Like a Database in Excel
- •Dealing with Table Formulas
- •Rename Your Tables
- •Charts , VLOOKUP & Pivots Expand With The Table
- •Before Deleting a Cell, Find out if Other Cells Rely on It
- •Calculate a Formula in Slow Motion
- •Which Cells Flow into This Cell?
- •Color all Precedents or Dependents
- •Monitor Distant Cells
- •Auditing Worksheets with Inquire
- •Use Real Dates
- •How Can I Tell If Have Real Dates?
- •Convert Text Dates to Real Dates
- •Format Dates
- •Format Dates As Quarters or Weeks
- •Display Monthly Dates
- •Add a Column to Show Month or Weekday
- •Calculate First of Month
- •Calculate the Last Day of the Month
- •Calculate Invoice Due Dates
- •Calculate Receivable Aging
- •NOW, or TODAY?
- •Find the Last Sunday Of the Month
- •Calculate Work Days
- •Calculate Work Days for a Farmers Market
- •Calculate Age in Years, Months, Days
- •Coerce an Array of Dates from 2 Dates
- •Use Real Times
- •Strangeness of Time Formatting
- •Convert Time to Decimal Hours
- •Calculate with Time
- •Enter Minutes and Seconds
- •Convert Text to Time
- •Can Excel Track Negative Time?
- •Fill Blanks With Value Above
- •See Formulas in Excel 2013
- •Create a Bell Curve in Excel
- •Change from Lower to Upper Case in Excel
- •Spell Out Numbers in Excel
- •Copy Macro Code from the Internet Into an Add-In
- •Return Data from a Webservice in Excel 2013
- •Add New Functions to Excel with Fast Excel SpeedTools Extras
- •=SUM(B1:B5) is Better Than =B1+B2+B3+B4+B5
- •How to Set up Your Data for Easy Sorting and Subtotals
- •How to Fit a Multiline Heading into One Cell
- •No Tiny Blank Columns Between Columns
- •How to Sort Data
- •Sort Days of the Week
- •Sort a Report into a Custom Sequence
- •Sort All Red Cells to the Top of a Report
- •Sort Pictures With Data
- •Quickly Filter a List to Certain Records
- •Use Search While Filtering
- •Filter by Selection
- •Use AutoSum After Filtering
- •Filter Only Some Columns
- •Find the Unique Values in a Column
- •Use Advanced Filter
- •Replace Multiple Filter Criteria with a Single Row of Formulas
- •Add Subtotals to a Data set
- •Use Group & Outline Buttons to Collapse Subtotaled Data
- •Manually Apply Groups
- •Group Report Sections
- •Copy Just Totals from Subtotaled Data
- •Sort Largest Customers to the Top
- •Select 100 Columns in Subtotals
- •Enter a Grand Total of Data Manually Subtotaled
- •Add Other Text to the Subtotal Lines
- •Subtotals by Product Within Region
- •Format the Subtotal Rows
- •My Manager Wants a Blank Line After Each Subtotal
- •Subtotal One Column and Count Another Column
- •Can You Get Medians?
- •Horizontal Subtotals
- •Be Wary
- •Send Error Reports
- •Help Make Excel Better
- •Remove Blank Rows from a Range
- •Remove Blanks from a Range While Keeping the Original Sequence
- •Double Space Your Data Set
- •Use Find to Find an Asterisk
- •Use an Ampersand in a Header
- •Hide Zeros & Other Custom Number Formatting Tricks
- •Use Consolidation to Combine Two Lists
- •Combine Four Quarterly Reports
- •Find Total Sales by Customer by Combining Duplicates
- •Remove Duplicates
- •Preview Remove Duplicates Without Removing Them
- •Protect Cells That Contain Formulas
- •Find Differences In Two Lists
- •Number Each Record, Starting at 1 for a New Customer
- •Deal with Data in Which Each Record Takes Five Physical Rows
- •Add a Customer Number to Each Detail Record
- •Use a Built-in Data Entry Form
- •Cell AutoComplete Stopped Working
- •Data Cleansing with Flash Fill in Excel 2013
- •Flash Fill was there and is now Gone
- •Flash Fill Was Not Perfect
- •Flash Fill Won’t Fill Numbers
- •Flash Fill and Dates
- •Flash Fill and Ambiguous Data
- •Use a Pivot Table to Summarize Detailed Data
- •Your Manager Wants Your Report Changed
- •Add or Remove Fields from an Existing Pivot Table
- •Summarize Pivot Table Data by Three Measures
- •Why Does the Pivot Table Field List Keep Disappearing?
- •Move or Change Part of a Pivot Table
- •See Detail Behind One Number in a Pivot Table
- •Use Multiple Value Fields as a Column or Row Field
- •Update Data Behind a Pivot Table
- •Why do I Get a Count Instead of a Sum?
- •Convert Your Data to a Table Before Adding Records
- •Create a Flattened Pivot Table for Reuse
- •Replace Blanks in a Pivot Table with Zeros
- •Collapse and Expand Pivot Fields
- •Specify a Number Format for a Pivot Table Field
- •Preserve Column Widths
- •Show Yes/No in a Pivot Table
- •Pivot Table Format Defaults
- •Format Pivot Tables with the Gallery
- •None of the 46,273 Built-In Styles Do What My Manager Asks For
- •Select Pivot Table Parts For Formatting
- •Apply Conditional Formatting to a Pivot Table
- •Can I Save Formatting in a Template?
- •Manually Re-sequence the Order of Data in a Pivot Table
- •Present a Pivot Table in High-to-Low Order by Revenue
- •Excel 2016 Sometimes Auto-Groups Daily Dates to Month
- •Group Daily Dates by Month in a Pivot Table
- •Create a Year-Over-Year Report
- •Group by Week in a Pivot Table
- •Limit a Pivot Report to Show Just the Top 5 Customers
- •Build a Better Top Five Using Groups
- •Build a Better Top Five with A Filter Hack
- •Build a Better Top 5 Using the Data Model
- •Limit a Report to Just One Region
- •Create an Ad-Hoc Reporting Tool
- •Create a Report for Every Customer
- •Create Pivot Charts
- •Add Visual Filters to a Pivot Table or Regular Table
- •Run Many Pivot Tables From one Slicer
- •Filter Dates Using a Timeline in Excel 2013 & Newer
- •Group Employees Into Age Bands
- •Create a Frequency Distribution
- •Grouping 1 Pivot Table Groups Them All
- •Reduce Size 50% Before Sending
- •Drag Fields to the Pivot Table
- •Create a Report That Shows Count, Min, Max, Average, Etc.
- •Better Calculations with Show Values As
- •Pivot Ranks Don’t Match RANK()
- •Calculated Fields in a Pivot Table
- •Add a Calculated Item to Group Items in a Pivot Table
- •Group Text Fields to Build Territories
- •Calculations Outside of Pivot Tables
- •Show Customer Account & Name
- •Show Months with Zero Sales
- •Create a Unique List of Customers with a Pivot Table
- •Use a Pivot Table to Compare Two Lists
- •Use a Pivot Table When There Is No Numeric Data
- •Fix Misspelled Customer Names
- •Create a Pivot Table from Access Data
- •What Happened to Multiple Consolidation Ranges in Pivot Tables?
- •What are the Products in Power BI And How Can I Get Them?
- •Know if You Have 32-Bit or 64-Bit Excel
- •Load and Clean Data with Power Query
- •Power Query is Easier to Learn than VBA Macros
- •I Have More than 1,048,576 Rows of Data
- •Load a List of File Names into Excel
- •Load a Folder of CSV Files into a Single Excel Worksheet
- •My Headings Repeat Every 60 Rows
- •Fill in Blanks with Values from Above
- •Use Power Query to Clean Data Already in Excel
- •Pivot from Multiple Tables in Excel 2013 Data Model
- •Reporting from the Smaller Side of the Relationship
- •Use Joiner Tables Between Tables
- •Five Reasons to Use Power Pivot
- •Why Isn’t Power Pivot Tab in the Ribbon?
- •Get Excel Data Into Power Pivot
- •Open the Power Pivot Window
- •Define Relationships Between Tables
- •Sort Month Name by Month Number
- •Create a Calendar Table
- •The Formulas are called DAX
- •Adding Calculations In the Power Pivot Grid
- •Refer to a Related Table in a Formula
- •Creating the Power Pivot Table
- •Building the Pivot Table
- •Feature X Won’t Work in Power Pivot
- •Replace Calculated Fields with DAX
- •Calculate() is Like SUMIFS()
- •Unapply a Filter Using DAX
- •Unfilter Using Time Intelligence
- •Convert Power Pivot to Formulas
- •January Actuals and February Plan
- •Power View Is Replaced with Power BI
- •Power BI Transforms Excel Data into Interactive Dashboards
- •First POwer BI Step: Get a Free Account for Power BI
- •Optional Step 1: Take the Sample Dashboards for a Spin
- •Use Q&A to Investigate Your Data
- •Click a Dashboard Element to Open the Underlying Report
- •Click in one Chart to Filter Other Charts
- •Enable Drill-Down Mode
- •Sorting is Hidden Behind More Options
- •Optional Step 2: Connect to an Existing Service
- •Download Power BI Desktop to Your Computer
- •Prepare Your Excel Data for Power BI
- •Add a Calendar Table
- •Three Icons in Power BI Desktop
- •In Power BI Desktop, the Power Query Tools Are Called Get Data
- •Load Your Excel Data to Power BI Desktop
- •In Power BI Desktop, the Power Pivot tools are called Modeling
- •Define Relationships in Power BI Desktop
- •Classify Your Geography Fields in Power BI Desktop
- •Prevent Power BI from Adding Up Year Fields
- •Sort This by That
- •Define Synonyms in Power BI Desktop
- •Hide Columns So They Can't Be Chosen
- •Three Ways to BUild Visualizations in a Report
- •FOrmatting a Chart
- •Add Lines using Analytics
- •Adding More Visualizations to a Page
- •It is Insanely Easy to Build a Hierarchy
- •Open Source Visualizations
- •Every Chart is a Slicer For Other Charts
- •A Report Can Have Multiple Pages
- •Using Maps in Power BI Desktop
- •Three Types of Filters
- •Where is the Top 10 Filter?
- •Add Titles, Logos, & Embelishments
- •Don't Forget to Save Your File!
- •Share Your Dashboard to Power BI in the Cloud
- •Use Quick Insights
- •View Your Report in a Browser
- •Q&A Works on Dashboards, Not Reports
- •Share a Dashboard With Your Manager
- •Wait a Second - a Sharing Link? Isn't this Dangerous?
- •Consume Your Dashboard Using Power BI Mobile
- •What Does All Of This Cost?
- •How Do I Update My Dashboard Every Day?
- •That's All For Power BI In This Book
- •Put a Pivot Table on a Map In Excel 2013 Power Map
- •Tricks for Navigating the Map in Power Map
- •Fine-Tuning Power Map
- •Creating a Video from Power Map
- •Use an Alternate Map for Power Map
- •Filtering in Power Map
- •Excel Data to Mailing Labels in Word
- •Excel 2013 Allows Slicers on Regular Tables
- •Use Power Query to Load Many Web Pages
- •Create a Chart with One Click
- •Teach Excel Your Favorite Chart
- •Move a Chart
- •Copy a Chart Detached from the Data
- •Add New Data to a Chart
- •Excel 2013 Offers Easy Chart Formatting
- •Begin Excel 2010 Formatting on Design
- •The Chart Layout Tab Is Missing in Excel 2013
- •Formatting Charts in Excel 2010 with Layout
- •Legend At the Top
- •The 2010 Format Dialog Box is a Task Pane in 2013
- •Display an Axis in Millions
- •Select Anything on a Chart to Format
- •The Format Dialog Box Offers a New Trick
- •Use Meaningful Chart Titles
- •Avoid 3-D Chart Types
- •Prevent the Drop to Zero
- •Explode One Slice of the Pie
- •Move Small Pie Slices To Second Chart
- •Add a Trendline to a Chart
- •See Detail on Large & Small Data Points
- •Chart Two Series with Differing Orders of Magnitude
- •Hide Subtotals From Chart in Excel 2013
- •Create Pivot Charts from Detail Data in Excel 2013
- •Use Formulas for Chart Labels in Excel 2013
- •Interactive Chart to Show One Customer
- •Tie the Chart Title to a Cell
- •Excel 2016 Adds a Waterfall Chart
- •Use an Invisible Series to Float Columns
- •Use Rogue Series for Shading
- •Two Stacked, One Clustered Column
- •Conditional Format a Chart
- •Scatter Charts are Versatile But Require a Different Workflow
- •When do I Use Which Chart Type?
- •Track Sales Leads with a Funnel Chart
- •Create Tiny Charts with Sparklines
- •Sparklines Are Not Scaled Together
- •What is the Win Loss Sparkline For?
- •Labeling Sparklines
- •Shade the Normal Range in a Sparkline
- •Convert a Table of Numbers to a Visualization
- •Control Values for Each Icon
- •Add Icons to Only the Good Cells
- •Use the SIGN Function for Up/Flat/Down Icon Set
- •Data Bars Options
- •Comparative Histogram
- •Select Every Kid in Lake Wobegon
- •There is a Font Optimized for Excel
- •Show Checkmarks in Excel
- •Add Bullets to Excel
- •Use the Border Tab in Format Cells
- •Remove Borders from Filled Cells
- •Double Underline a Grand Total
- •Why Did the Colors Change in Excel 2013?
- •Where Are My Excel 2003 Colors?
- •Transform Black-and-White Spreadsheets to Color by Using a Table
- •Fit a Slightly Too-Large Value in a Cell
- •Turn Off Wrap Text in Pasted Data
- •Delete All Pictures in Pasted Data
- •Prevent Long Text from Spilling
- •Show Two Values in a Split Cell
- •For Each Cell in Column A, Have Three Rows in Column B
- •Show Results as Fractions
- •Better Scientific Notation
- •Fill a Cell with Asterisks
- •I type 152 and get 1.52
- •Use Cell Styles to Change Formats
- •Move Columns by Sorting Left to Right
- •Move Columns Using Insert Cut Cells
- •Move Rows or Columns with Shift Drag
- •Select All Cells Using the Keyboard
- •Change the Width of All Columns with One Command
- •Copy Column Widths to a New Range
- •Copy Row Heights
- •Use White Text to Hide Data
- •Hide Values Using a Number Format
- •Hide and Unhide Data
- •Group Columns Instead of Hiding Them
- •Hide Error Cells When Printing
- •Unhide All Sheets
- •Very Hide a Worksheet
- •Organize Your Worksheet Tabs with Color
- •Copy Formatting to a New Range
- •Copy Without Changing Borders
- •Power Up Format Painter
- •Fill Formatting
- •Change All Red Font Cells to Blue Font
- •Replace Partially Bold Cells
- •Change the Look of Your Workbook with Document Themes
- •Create Your Own Theme
- •Bring Back the Office 2010 Colors And Shiny Objects
- •Change the Background of a Worksheet
- •Add a Printable Background to a Worksheet
- •Remove Hyperlinks Automatically Inserted by Excel
- •Select a Hyperlink Cell Without Following the Hyperlink
- •Pasted URLs Don’t Become Hyperlinks
- •Debug Using a Printed Spreadsheet
- •Change the Appearance of Cell Comments
- •Control How Your Name Appears in Comments
- •Force Some Comments to ALWAYS Be Visible to Provide a Help System
- •Change the Comment Shape to a Star
- •Add a Pop-up Picture of an Item in a Cell
- •Add a Pop-up Picture to Multiple Cells
- •Build Reports Where Columns in Each Section 1 Don’t Line Up
- •Paste a Live Picture of a Cell
- •Add Formatting to Pictures in Excel
- •Remove Picture Background
- •Inserting a Screen Clipping
- •Draw an Arrow to Visually Illustrate That Two Cells Are Connected
- •Add Connectors to Join Shapes
- •Circle a Cell on Your Worksheet
- •Draw Perfect Circles
- •Add Text to Any Closed Shape
- •Place Cell Contents in a Shape
- •Rotate a Shape
- •Create Dozens of Lightning Bolts
- •Make a Logo into a Shape
- •Draw Business Diagrams with Excel
- •Choose the Right Type of SmartArt
- •Use the Text Pane to Build SmartArt
- •Change a SmartArt Layout
- •Format SmartArt
- •Switch to the Format Tab to Format Individual Shapes
- •Use Cell Values as the Source for SmartArt Content
- •Add WordArt to a Worksheet
- •Chart and SmartArt Text Is Automatically WordArt
- •Excel 2013 Offers an Excel App Store
- •Add a Dropdown to a Cell
- •Configure Validation to “Ease up”
- •Use Validation to Prevent Duplicate Data Entry
- •Use Validation to Create Dependent Lists
- •Add a ToolTip to a Cell to Guide the Person Using the Workbook
- •Combine Validation with AutoComplete
- •Afterword
- •Index
PART 3: WRANGLING DATA |
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Right-click on the heading, choose Rename, and type a meaningful field name such as Year.
Seems easy, right? The function is the same as in Excel. Now - there are 81 functions you can use here, and
79 of them are identical to Excel. One that is different: The TEXT function in Excel is FORMAT in DAX.
So, in the image below, the month name uses FORMAT.
Figure 969 DAX uses FORMAT instead of TEXT
It turns out that FORMAT offers choices for Quarter and Week, thus is more robust than TEXT.
Gotcha: each column can have only one formula. Every row in the column has to have an identical for- mula. You cannot refer to cells in other rows. Therefore, the concept of cell addresses like A2 is not relevant in Power Pivot.
Gotcha: As you are building your formula, you can click a field with the mouse to refer to that field. You cannot use the arrow keys to select a field.
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REFER TO A RELATED TABLE IN A FORMULA |
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Problem: I am entering a formula in the Fact table. I need to lookup a value from Product table. I’ve al- |
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ready defined a relationship between the tables. |
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Strategy: The promise of Power Pivot is that you won’t have to do VLOOKUPs anymore. When you are |
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building a calculated field, you will have to use a simpler lookup function called RELATED. In the Fact |
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table, you can enter the following: |
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3 |
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=[Quantity]*Related(Products[ListPrice]) |
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That is a simple one-argument lookup function. This function tells Power Pivot to follow the defined rela- |
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tionship and retrieve the value from the other table. |
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Here is the easy way to build the formula: Type the equals sign, click Quantity, and then type the asterisk. |
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Type the first few letters of the Product table. You can then choose a field from the list. Highlight the field. |
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Press Tab to insert the field. Type the closing parentheses. Press Enter. Right-click the header to rename. |
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Figure 970 Formula AutoComplete helps so you don’t have to remember the syntax.
Gotcha: When you define a calculated column in the Power Pivot window, that value is calculated for every row in the table. This can be a lot of overhead for a 100 million row dataset. In contrast, the DAX measures are calculated only once for each cell in the pivot table.
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POWER EXCEL WITH MR EXCEL |
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CREATING THE POWER PIVOT TABLE |
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The Pivot Table dropdown offers 8 choices and most of them |
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are fairly silly. PivotTable and Pivot Charts are obviously |
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needed. Pivot table pros will love the Flattened PivotTable. |
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But all of those choices in the middle are redundant. They |
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are trying to tell you that you can combine a pivot table and |
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a chart on the same worksheet. You already know this. |
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Plus, this menu might make someone think that these are |
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the only options. It is fine to have three charts in a horizon- |
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tal row and a pivot table vertically below those. |
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In real life, build your pivot tables and charts one at a time. |
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The first can go on a new worksheet. The others can go on |
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the existing worksheet. |
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The eighth choice is cool; a flattened pivot table is one |
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where the row labels automatically repeat, and the outer |
Figure 971 One, two, or four tables and |
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row fields don’t have subtotals. This is great for creating a |
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summary table that will be used for future analysis |
charts. |
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BUILDING THE PIVOT TABLE
Choose fields from any table and drag them to the four drop zones at the bottom of the field list. Since you’ve created relationships, you are free to use fields from any table.
The pivot table below has region from the Geography table, Excel version from the Product table, Revenue from the Fact table, and a Year slicer from the Date table.
Figure 972 Reporting from four worksheets without doing a VLOOKUP.
FEATURE X WON’T WORK IN POWER PIVOT
This is not a regular pivot cache pivot table that you’ve been using for the last 10 years. That data in your
Excel worksheets is now in the Data Model. Even though the Data Model is stored inside of your Excel file, it gets treated like external data.
A lot of features that you might love in regular pivot table are not available when the data is stored externally. This was particularly bad in version 1 of Power Pivot. The later versions of Power Pivot now in Excel
2013 and Excel 2016 have mitigated some of the problems. But, you will still run into problems:
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●● You can not group data. Excel 2016 adds the ability to group Dates. But if you want to create a strati- fication of invoice amounts, you can not group like a regular pivot table.
●● Double-clicking to drill-down will only return 1000 rows
●● Pivot tables and Slicers are not automatically sorted by custom list. If you have access to the Power
Pivot tab in the ribbon, you can use the Manage icon, then Design, and specify that a column such as Month Name should be sorted by another column such as Month Number.
●● You can’t use the Show Report Filter Pages command to replicate the pivot table for every customer. ●● The GETPIVOTDATA formula is wacky, which makes it significantly harder to parameterize your GETPIVOTDATA formulas. Where a regular pivot table would generate an argument pair of ““, the OLAP version of GETPIVOTDATA uses “[Sales].[Customer]”,”[Sales].[Customer].&[Astonishing Shoe Inc.]”. This means that you have to concatenate “““[Sales].[Customer]””,””[Sales].[Custom-
er].&[“ before the customer name and then “]” after the customer name.
REPLACE CALCULATED FIELDS WITH DAX
The DAX formula language really shines when you use it to create a new measure for your pivot table.
DAX measures are in the same genre as calculated fields, but are infinitely more powerful.
To create a new measure, select New Measure from the Power Pivot tab in Excel.
Figure 973 Define a new measure. |
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Build the measure in the Measure Settings dialog. Use the Check Formula button to check the syntax. |
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Figure 974 Define a new measure.
Excel will calculate the measure once for every value cell in the pivot table. In the figure below, this means that the calculation will happen 39 times. This is faster than adding the calculation to a million rows of source data.
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POWER EXCEL WITH MR EXCEL |
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Figure 975 Excel calculates the formula 39 times in this pivot table.
A complete DAX reference can be found online, and I won’t attempt to replicate that guide here. However, the following topics are the a-ha moments in my power pivot learning curve.
CALCULATE() IS LIKE SUMIFS()
As you get started with DAX, you are going to find yourself using the CALCULATE function. This func- tion will perform a calculation while applying any number of filters. =CALCULATE(Sum(Field),Filter1, Filter2, Filter3).
PerhapsyouwanttocalculatesalesonSaturdaysinJanuary.Youmightthinkthatyouwouldhavetodo:=CA LCULATE(SUM(Sales[Revenue]),Sales[Weekday]=”Saturday”,Sales[Month]=”Jan”,Sales[Year]=2016).
However, in the pivot table below, cell F4 already has filters applied to it. Cell F4 is limited to January by the month label in D4. Cell F4 is limited to 2016 by the slicer.
Figure 976 Cell F4 is already filtered to Month=Jan, Year-2016.
This simplifies your formula. You don’t have to specify a filter for Month or for Year, because those are already being handled by the pivot table. The formula for the measure in column F is =CALCULATE( SUM(Sales[Revenue]),Sales[Weekday]=”Saturday”).
Rule #1: Calculate() respects the filters already applied to each cell in a pivot table. Those filters can come from slicers, report filters, row labels, or column labels.
UNAPPLY A FILTER USING DAX
Contrast SUMIFS and Calculate.
●● With SUMIFS, you go through a data set, finding rows that match all of the criteria.
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●● With Calculate, you go through a data set, calculating values that match the filters in Calculate. BUT...you also have an external outside force that is forcing other filters to be applied. Those filters might be coming from the slicers or even from the row and column labels. When Power Pivot goes about calculating cell F4 in the figure above, it has to respect the weekday=Saturday in the Calcu- late function, but it also has to respect Month=Jan caused by the row label in D4 and Year=2016 caused by the slicer.
Ready for something amazing? The filters in Calculate have the power to tell the external outside force to not apply a certain filter. If that formula up in F4 used a filter of Month=”Feb”, the filter in the Calculate formula would override the filter from the row label in D4. Let me show you an example.
Consider this figure.
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Figure 977 These DAX Measures unapply a filter. |
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Column E, Sum of Revenue is a regular old field where I took the Revenue field from the field list |
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and put it in the values drop zone. Column E respects the filters in the slicer and the filters of the |
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row labels in column D. |
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Column F is a DAX Measure where I used Calculate to override the filter on sector. No matter what |
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label is over in column D, the DAX measure in column F will filter sector to Apparel. Column F still |
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continues to respect the month slicer, though. The formula for the measure in F is =CALCULATE( |
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SUM(Sales[Revenue]),Sector[Sector]=”Apparel”) |
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Column G is a DAX Measure where I wiped out the Sector filter by using ALL. Every row in column |
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G is going to show the total for all sectors, even though the row label in D5 says that this row is for |
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Appliance. The formula for the measure in G is =CALCULATE(SUM(Sales[Revenue]),All(Sector)). |
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Note that this formula still respects the filter applied in the month slicer. |
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Column H is the actual useful field. It takes the revenue for this sector and divides it by the rev- |
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enue for the Apparel sector. The formula here re-uses the existing DAX measure from column F: |
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=sum(Sales[Revenue])/Sales[ApparelSector]. Of course, this formula still respects the month filter |
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applied from the slicer. |
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As you change the filters other than sector, all of the formulas update. Here is the same pivot table filtered to June, July, and August.
Figure 978 Change any filters other than Sector to recalculate.