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Techniques

Pivot Text Values with Power Query

By Jeff Lenning | March 23, 2021 |

In this post, we’ll talk about how to Pivot text values with Power Query. We would like to do this even if there are a variable number of fields per record. This can be REALLY hard to visualize based on a short text description, so I think it is best to show screenshots of the…

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Automatically Format Rows

By Jeff Lenning | January 26, 2021 |

I was recently asked how to set up conditional formatting to format a row based on the value in a column. In this post, I’ll demonstrate how to create a conditional formatting rule that automatically formats a row based on a single column value for all rows in the worksheet. Thanks Karla for your question!…

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Tips from 31 Excel Experts

By Jeff Lenning | December 28, 2020 |

My friend John has put together his annual podcast featuring tips from 31 Excel experts. It is an astounding collection and I hope you get a chance to check it out! https://www.myexcelonline.com/podcast/028-the-best-microsoft-excel-tips-tricks-in-2020/

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Power Query from Google Drive

By Jeff Lenning | December 2, 2020 |

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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Excel Calendar Table

By Jeff Lenning | November 23, 2020 |

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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Dependent Drop Downs with FILTER

By Jeff Lenning | November 17, 2020 |

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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Treasure Maps 1

By Jeff Lenning | October 13, 2020 |

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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Create Calculated Columns without Writing Formulas

By Jeff Lenning | September 14, 2020 |

Historically, we have created calculated columns by writing formulas. In this post, we’ll see that in some cases, clicking a few buttons in Power Query can be a nice alternative. Objective Before we get into the mechanics, let’s confirm our objective. Let’s say we have a table full of transactions, like this: We would like…

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List of Worksheets in a Drop Down

By Jeff Lenning | May 27, 2020 |

In this post, I’ll answer a question I received from Sara about how to create a drop down with each worksheet name and reference it in a formula to retrieve values from the selected sheet. As this is Excel, there are a variety of alternatives to accomplish this. In this post, I’ll demonstrate one such…

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Split Amount into Monthly Columns

By Jeff Lenning | May 12, 2020 |

Let’s say you need to take an amount and split it evenly into monthly columns. For example, perhaps you need to recognize revenue over time. Or, perhaps you have spent some money and you need to allocate the expense over time. There are other illustrations, but the basic idea is that you have a total…

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