Excel University Blog

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Posts

Simulate Structured References in Named Ranges

By Jeff Lenning | October 23, 2014 |

The table feature introduced in Excel 2007 is amazing and has nearly eliminated the need to build dynamic named ranges since tables auto-expand. Beyond auto-expansion, tables offer numerous other benefits, including, structured references which allow us to refer to an area within the table, such as a specific column. In this post, we’ll examine a method…

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Dashboard Course

By Jeff Lenning | October 14, 2014 |

The charting capabilities of Excel are remarkable. During the course of my career, I have developed only a cursory knowledge of Excel charts and graphs. I recently took an online Excel dashboard course, and I wanted to share my experience and provide a link so you can check it out…plus….a 20% discount is now available!…

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Excel University Volume 3 Now Available!

By Jeff Lenning | October 9, 2014 |

I’m pleased to announce the immediate availability of Excel University Volume 3 on Amazon! Amazon link: amazon.com/dp/1500399434 The third installment in the Excel University series picks up right where Volume 2 leaves off. At the end of V2, we used many features and functions (SUMIFS, EOMONTH, data validation, concatenation, named references, DATE, and so on) to…

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Select Drop Down Item and use VLOOKUP to Return Multiple Attributes

By Jeff Lenning | October 2, 2014 |

In this post, we’ll explore a method to allow a user to select an item from a drop-down list and then use formulas with the VLOOKUP function to retrieve multiple values from the related item table. Objective Before digging into the mechanics, let’s review our objective with an example. We would like to allow our…

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Date Data Validation Drop-Down

By Jeff Lenning | September 18, 2014 |

In this post, we’ll create two data validation drop-down cells that provide the ability to select From and To dates based on the transaction dates stored in the source data. This will ensure that the date selections fall within a valid range of dates, that is, those months with data in the table. This technique…

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Unique Data Validation Drop-Down From Duplicate Table Data

By Jeff Lenning | September 10, 2014 |

In this post, we’ll explore a method for generating a drop-down that contains a unique list of choices derived from a table column with duplicate values. Objective Before we get started on the mechanics, let’s take a look at what we are trying to achieve. We have a data table that is exported from our…

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Transpose Values and Formulas in Excel

By Jeff Lenning | September 4, 2014 |

In this post, we’ll explore three methods for transposing data in Excel. The first method can be used when you just want to quickly to transpose the values manually. The second method can be used when you want formulas to perform the transposition automatically based on the labels. The third method can be applied when…

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Invitation to the Excel Modeling World Championships 2014

By Jeff Lenning | August 27, 2014 |

Hi all! We have been formally invited to participate in the upcoming Excel modeling championship. Wow…a world-wide Excel competition…awesome! The invitation from John Persico, one of the lead organizers of the ModelOff event, is below…check it out! Invitation to the Excel Modeling World Championships 2014 We’d like to invite members of the Excel University community…

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SUMIFS with OR

By Jeff Lenning | August 14, 2014 |

Of all the functions introduced in Excel 2007, 2010, and 2013, my personal favorite is SUMIFS. The SUMIFS function performs multiple condition summing. The function is designed with AND logic, but, there are several techniques that allow us to use OR logic instead. This post explores a few of them. Note: if your version of…

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Create an Income Statement with a PivotTable

By Jeff Lenning | July 31, 2014 |

Generally, I prefer to prepare financial statements with formulas and functions such as SUMIFS because there are no layout or structure limitations imposed. This means I can design the report to my exacting specifications. However, it is interesting to note that PivotTables support basic formulas, and using a PivotTable formula to create a calculated item…

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