Excel University Blog
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Posts
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…
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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…
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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…
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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,…
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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…
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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…
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This is the second post in the Treasure Maps series, where we are discussing various ways to implement mapping tables. In the first post, we covered SUMIFS. In this post, we’ll talk about Power Query. Overview Let’s say we have a list of transactions in a CSV file, like this: We would like to use…
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This is the first post in the Treasure Maps series, where we’ll be discussing the treasure (efficiency) that can be achieved by using mapping tables. Let’s review the big picture before jumping into the mechanics. Let’s say we export some data from a system, and it looks something like this (we’ll call this Point A):…
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In this video, which is part of Microsoft’s Modern Excel webcast series, we’ll cover the basic syntax of FILTER and then see how it compares to VLOOKUP, INDEX/MATCH, XLOOKUP, and SUMIFS. The question is: can FILTER accomplish the tasks we typically associate with these powerful Excel functions? Note: not all versions of Excel contain the…
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This is the third post in this series, where we are doing lookup tasks with the FILTER function instead of VLOOKUP. In the first post, we discovered that the FILTER function supports multiple return columns. In the second post, we discovered that it also supports multiple lookup columns. In this post, we’ll discover that it…
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