Excel University Blog

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Stock Data Type – Stock Quotes and More

By Jeff Lenning | November 27, 2018 |

Well, I have a great update for you! We have the new system for retrieving stock quotes that we’ve been waiting for. It is the Stocks data type. But, first, a quick background. Historically, we were able to retrieve stock quotes by using the MSN MoneyCentral web query. I wrote about that here. And, that…

Bar Chart Target Markers

By Jeff Lenning | November 14, 2018 |

Using target markers in a bar chart to compare a value (such as actual sales) to a target (such as budget or forecast) provides a clean display. As with anything in Excel, there are several ways to build such a chart. In this post, we’ll walk through a technique that does not require any calculated…

Dynamic Chart Title with Slicers

By Jeff Lenning | November 7, 2018 |

Here’s the situation. We have created a PivotTable and related PivotChart, and, since we are nice, we have also provided a Slicer so that the user can easily make selections. But, we’d like the report titles to dynamically update based on the selections made. As with anything in Excel, there are multiple ways to accomplish…

Excel 2019 and O365 + ebook

By Jeff Lenning | October 9, 2018 |

Historically, when it was time for Microsoft to release the next version of Excel, everyone would be buzzing, excited, and talking about the new features, functions, and improvements. I know that my heart would pitter-patter as the new version was installing on my system. But, things are different now. In fact, in a way, the…

Query Variables

By Jeff Lenning | September 27, 2018 |

Let’s say we are building a query to clean up and prepare some data for use, and we have a specific value we need to use within the query. But, we would like to be able to change the value as desired, before refreshing the query. One option would be to enter and update that…

Sort a PivotTable with a Custom List

By Jeff Lenning | August 22, 2018 |

In this post, we’ll talk about how to use a custom list to automatically sort a PivotTable. By default, a PT is initially displayed in alphabetical order by the row labels. But, what if that isn’t what we want? Well, we can always manually sort each time we create a PT. But, there is a…

Edit PivotTable Values

By Jeff Lenning | August 14, 2018 |

In this post, we’ll talk about how to edit the value in a PivotTable cell. Wait…what!? I’ve been using PTs for a long time, and, I’ve always received an error when I try to edit the value in a PivotTable cell. Yes, we’ve been able to edit the label cells, but, not the value cells.…

Impossible PivotTables 4 – Average of Distinct Count

By Jeff Lenning | July 24, 2018 |

This is the 4th and final post in the Impossible PivotTables series, where we are exploring Power Pivot by looking at some limitations encountered with traditional PivotTables. In this post, we’ll look at how to compute the average when there are multiple rows per item. That is, where a simple sum divided by the count…

Data Model Walkthrough CalCPA Article

By Jeff Lenning | July 17, 2018 |

Have you heard people talking about Power Pivot and the data model, but you aren’t exactly sure what they are or how to use them? Well, in this article, we’ll use them to build a basic PivotTable. Workbooks used to summarize exported data can potentially be improved by using Power Pivot and the Data Model. Check…

Impossible PivotTables 3 – Multiple Data Tables

By Jeff Lenning | July 10, 2018 |

This is the 3rd post in the Impossible PivotTables series. This series is designed to explore Power Pivot. I thought looking at a few limitations of traditional PivotTables would be a fun way to do this. So, in this post, we will look at how traditional PivotTables support a single data table while Power Pivot…