Excel University Blog
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Jeff Lenning
This is the first post in the Slow to Fast series, where we will incrementally improve the task of comparing two lists (commonly called a reconciliation). The illustration I’ll use is a bank reconciliation. We want to compare the list of checks in our accounting system with the list of checks from our bank download.…
I was recently asked how to set up conditional formatting to format a row based on the value in a column. In this post, I’ll demonstrate how to create a conditional formatting rule that automatically formats a row based on a single column value for all rows in the worksheet. Thanks Karla for your question!…
My friend John has put together his annual podcast featuring tips from 31 Excel experts. It is an astounding collection and I hope you get a chance to check it out! https://www.myexcelonline.com/podcast/028-the-best-microsoft-excel-tips-tricks-in-2020/
The family of IFS functions, such as SUMIFS and COUNTIFS, use AND logic when evaluating multiple conditions. In other words, all conditions must be true to be included. And generally, this logic works well. However, there are situations when we’d like to use OR logic instead. That is, any of the conditions can be true…
John asked if there was a way to create a list of all table names in the workbook, along with the underlying table reference. In this post, I’ll demonstrate how this can be accomplished with Power Query and an Excel formula. Objective Before we get into the mechanics, let’s confirm our goal here. We have…
These days, it is common to use online services from many providers. I’m sure that I use services from a dozen different providers every day. One of the services I use is Google Drive, and I have a variety of documents stored there. One day, I was in Excel and thinking to myself, “I wonder…
When you need to summarize values by date groups, a calendar table can be helpful. While Power Pivot has a button that will automatically create a new date table (shown in this post), Excel doesn’t have a similar command. So, in a recent Q&A session, Michael asked how to get that Power Pivot calendar table…
This post shows how to create multiple dependent drop downs using the FILTER function. These are also known as cascading or conditional drop downs, where the choices in a drop down depend on the selection made in a previous drop down. The technique presented enables you to create as many drop downs as you need,…
Question: What is the best Excel function? Typical responses are VLOOKUP, INDEX, MATCH, XLOOKUP and SUMIFS, which are among Excel’s highlights. Follow-up question: If there was a function that could do the work of these, would it be the Greatest of All Time (GOAT)? Well, the FILTER function is too new to declare it the…
This is the third post in the Treasure Maps series where we are talking about various ways to implement mapping tables. In this series, we are using mapping tables to help translate labels between the data and the report. In the first post, we used SUMIFS to pull the values into the mapping table. In…