Excel University Blog
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Excel
Since many of Excel’s features are designed to work with data stored in a flat, tabular format, we sometimes need to flatten data that is received in other formats. In a previous post, we discussed a manual way to flatten data. In this post, we’ll use a Get & Transform Query as an alternative to…
Excel 2016 includes a set of features called Get & Transform. In previous versions of Excel, these capabilities were included in the Power Query Add-In. In this post, we’ll see how a Get & Transform Query can be used as an alternative to a VBA macro. Overview Here is the scenario. We export data out of…
In this post, we’ll create a drop-down that contains a unique list of choices derived from a column that contains duplicate values. This may sound familiar as we previously accomplished this with a PivotTable. However, the Power Query feature that’s built-in to Excel 2016 makes this process easier. Objective We have a data table that contains RepID,…
If you get stock quotes into Excel by typing or copy/pasting from your web browser, you may be able to get your work done faster if you use a built-in Excel feature. Excel’s external data feature enables you to retrieve data from a variety of sources—one of which happens to provide stock quotes. Check out…
Excel easily summarizes flat, tabular data. When data is stored in a crosstab style format instead, Excel users have to spend a bit of time preparing the data for use. There are many ways to accomplish just about any Excel task, but in this post, I’ll demonstrate how to quickly unpivot the data. Thanks to Patrick who…
In this post, I’ll answer a question submitted by reader Chérie about sorting by color. The basic question is this. “I have created a color coded list, where yes=green, no=red, maybe=orange, and other is any other color. How can I sort the list so that all the yes rows are first, then no, then maybe,…
Excel users often spend a bunch of time applying the same format to number cells. Some numbers are stored values and others are calculated with formulas. The task of manually applying the same format to all of the numbers in the worksheet, especially when the numbers aren’t in a continuous range, can feel quite repetitive.…
Excel users find themselves making the same customizations over and over again. This post demonstrates how to store customizations such as cell formatting, headers, print preferences, the default PivotTable style, and cell styles, in a template workbook. Plus, we’ll see how the name and location of the template determines when it is used, and, if it…
When storing utility macros, Excel users often elect to save them in the Personal Macro Workbook. The advantage is that the macros are available whenever Excel is running. The disadvantage is that if you switch or upgrade computers, you may forget to take a backup of the Personal Macro Workbook and thus lose your macros. In…
PivotTable users frequently spend time assigning the same number format to PivotTable values. To my knowledge, there isn’t a built-in setting that allows us to define a default value field format. But, it is pretty easy to set up a macro that instantly assigns a desired format. This post walks through the steps of creating such a macro. Objective…