Excel University Blog

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Posts

Histogram with a PivotChart

By Jeff Lenning | March 26, 2015 |

A histogram graphically displays the number of items that fall within equal intervals, or, bins. For example, the number of days with a high temperature between 71-80 degrees, 81-90, and 91-100, the number of students with test scores between 60-69, 70-79, 80-89, or the number of invoices that are due in 31-60, 61-90, or 91-120…

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Moving, Rolling, and Trailing Averages

By Jeff Lenning | March 19, 2015 |

The terms Moving, Rolling, and Trailing are commonly used to describe the same calculation idea…that we want to operate on the previous say 3, 6, or 12 data rows. In this post, we’ll allow the user to define the number of rows to include and use the OFFSET function to dynamically define the desired range. Objective…

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Sum Last N Columns

By Jeff Lenning | March 12, 2015 |

If you have a data table that is updated frequently, for example, a new column is added each month, you may want to find the sum of the last three columns. But, you don’t want to rewrite your formula each time you add a new column. Fortunately, you can accomplish this task with two lookup functions,…

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Custom Date Formats

By Jeff Lenning | February 26, 2015 |

In this post, we’ll examine custom format codes that allow you to get your date values formatted exactly as desired. This post is inspired by Sidney, who asked how to change date formats in Excel. Format Cells To change the format of a date value, select the cell and then open the Format Cells dialog…

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Announcing Guest Lectures

By Jeff Lenning | February 19, 2015 |

I’m pleased to announce the introduction of Excel University guest lectures! Until now, all of the Excel University courses were written by a single instructor (me). Moving forward, Excel University will also offer guest lectures by my Excel friends and recognized Excel experts. They will be talking about their areas of interest and expertise. Guest…

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Slicers by Jeff Lenning

Slicers as an Alternative to Conditional Drop Downs

By Jeff Lenning | February 9, 2015 |

Beginning with Excel 2013 for Windows, we can use Slicers to filter table data. In this post, we’ll explore how to use Slicers as a relatively easy alternative to conditional drop-downs. Objective When we want to allow a user to select a choice from a list of items, we often consider using the Data Validation feature to…

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Customize Conditional Formatting Icon Sets

By Jeff Lenning | February 5, 2015 |

The conditional formatting feature of Excel is one of my favorites. In this post, we’ll customize a default rule to create alert icons for our journal entry log that indicate which entries are out of balance. Objective Our objective is to create an alert when a journal entry is out of balance. Since this is Excel, there…

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Center Across Selection QAT

By Jeff Lenning | January 22, 2015 |

Excel’s Merge and Center command has an icon, but, it is often better to Center Across Selection instead of merging cells. Unfortunately, the current version of Excel doesn’t have a Center Across Selection Ribbon icon. In this post, we’ll create a simple macro that we can activate with a Quick Access Toolbar (QAT) icon. Objective Let’s…

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PivotTable Report Group Formatting

By Jeff Lenning | January 14, 2015 |

In this post, we’ll check out a few PivotTable formatting techniques that help get our report looking just right. Objective Our objective is to create the following PivotTable report. There are a few formatting points to note about the report. First, the region groups, such as Midwest and Northeast, are in the same column as the…

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Income Tax Formula

By Jeff Lenning | December 31, 2014 |

In this post, we’ll examine a couple of ideas for computing income tax in Excel using tax tables. Specifically, we’ll use VLOOKUP with a helper column, we’ll remove the helper column with SUMPRODUCT, and then we’ll use data validation and the INDIRECT function to make it easy to pick the desired tax table, such as single or married…

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