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SUMMARY REPORTING
Because
the Texas and California governors have been bickering
over the Texan's attempt to poach California employers,
I got curious about the distribution of the unemployment rates in the two states.
So I used my KydWeb add-in
to grab the data from the Federal Reserve Bank of St. Louis.
Then I needed to summarize the data in a frequency
distribution table before I could chart it.
Excel offers at least two ways to do this, and the
"obvious" way to calculate the table isn't the best way.
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ADDING POWER TO EXCEL
Excel
2007 introduced its powerful Tables feature, as
illustrated here. Tables allow you to sort and filter
your data easily.
However, the filter capability has at least two problems. First, you can
use a maximum of only two criteria to filter any column.
Second, it takes about half a dozen steps each time you change a filter. So changing filters isn't a quick process. It would
be so much easier if you could just copy and paste one or more filters
to a range of cells, or even use formulas to change filters.
This figure illustrates a way around these problems.
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AN EXCEL TUTORIAL
Excel offers three general ways to arrange data in
your spreadsheet so you can use it as a database with
your worksheet formulas:
- Simple Tables, which I’ve used since Excel 2.0.
- Excel Tables, introduced in Excel 2007.
- PivotTables with a Tabular Report Layout,
introduced in Excel 2010.
Here's an introduction to this important topic.
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AN EXCEL TUTORIAL
You can use a Pivot Table as a database in the same
way that you can use
Simple Tables or Excel Tables.
However, I’ve never seen a description of how to do
it. That’s too bad, because Excel 2010 gave Excel users
the ability to use one or more Pivot Tables as a massive
and powerful spreadsheet database.
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AN EXCEL TUTORIAL
Several years ago, I created my Complete
Excel Shortcuts Workbook. It contains more that 250
keyboard shortcuts we can use when the workbook is
active.
I created the workbook as a reference, because I
didn’t know of any other source that had them all. I’m
fairly certain that this workbook is complete, because
thousands of people have downloaded it and I’ve added
the few additional shortcuts that Excel users have sent
my way.
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AN EXCEL TUTORIAL
In An Introduction to Excel's Normal Distribution Functions I
presented several figures somewhat like this. In
How to Create Normal Curves with
Shaded Areas in New Excel, I explain how
to create those figures in New Excel.
Even
if you have no particular reason to chart a normal curve, you might
find the techniques interesting. This is because you might need to use
similar techniques when you create other charts.
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AN EXCEL TUTORIAL
Excel provides several statistics functions for working with
normal distributions. Also, New Excel (Excel 2007 and after)
introduced a significant number of functions to replace earlier
versions.
This article introduces Excel's functions that work with
normal distributions, with examples from both versions of Excel.
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AN EXCEL TUTORIAL
Suppose you have a Sequential List of items. And suppose you want to show the date of the first and last entry
in the list. How would you do it?
This question isn't limited to dates, by the way. Your list
could display numbers or text instead. How would you return information
about the last occurrence of each item in the list?
Use SUMPRODUCT, of course.
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AN EXCELUSER SURVEY
These
are challenging times.
The Chairman of the US Federal Reserve System says we're in a
financial storm.
Costs are rising. Credit is limited. Taxes are going up. Layoffs are in
the news. Some businesses and cities are suffering record deficits; some
are going bankrupt.
If companies do avoid the storm, we know that Excel users likely will
show them the way.
We offer five reasons this is so. |
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AN EXCELUSER SURVEY
The 'Ribbon' in Excel 2007 is the most significant change that
Microsoft has ever made to Excel's user interface. We wanted
to find out what Excel users in business think of that change.
The results are in, and the answer is clear.
You can see the results here.
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AN EXCELUSER POLL
Excel 2007 is significantly different from earlier versions of Excel. So we wondered how
widely used it is among its business users. That is, what's the Excel 2007 market share?
We've been asking which version of Excel you use. You can see
the
results of our poll here.
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REDUCING
SPREADSHEET HELL
SUMPRODUCT offers extensive power to summarize lists of data in
Excel worksheets. It works somewhat like array formulas, but without the complications.Unfortunately, Excel's
help topic ignores the real power of this function. We fill
in the gaps. Excel 97-2003
version
Excel 2007
version
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REDUCING
SPREADSHEET HELL
Are you tired of manually summarizing your data for reports and
analyses? Excel formulas can do this quickly and easily.
We explain the most powerful and flexible approaches. The
most powerful method is to use Excel arrays, which can give you
summaries using any number of criteria.
If you've not using this powerful tool, you're working harder
than you should.
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EXCEL 2007
Excel
has changed. A lot.Menu bars are gone. All but one toolbar
are gone. We now have a ribbon, tabs, groups, and dialog
launchers.
We present a pictorial introduction to the key features of
Excel 2007's
new user interface.
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OLD AND NEW EXCEL
With few exceptions, shortcut keys work the same in both old and
new Excel. This fact is important, because you'll probably need
to use both versions of Excel for a long time. We provide tables
that show all shortcuts we know that launch dialogs both in
Excel 2007 and in earlier versions of the product.
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EXCEL CHARTS
Bullet graphs
show the same information that gauges do, but they're smaller and easier to read.
We
show to how to create Excel bullet graphs. |
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VISITOR QUESTION
You
can display Excel data in a variable-length list. We show how in
response to a visitor's question about purchase orders. |
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COLORFUL REPORTING
Excel offers only 56 colors in its standard
palette. Even so, you can replace any of those standard colors with
any custom colors you want. This article shows you how. |
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VISITOR QUESTION
You don't need to write a macro to delete rows or
columns with specific data from a database. Use AutoFilter
instead.
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EXCEL CHARTS
You can create shaded areas in Excel charts to specify areas of
special interest. Here, we show you how to do this using normal
curves. |
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VISITOR QUESTION
Preparing weekly dashboards and other Excel reports is easy if
your data is properly organized. Here's a simple Excel database.
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EXCEL PIZZAZZ
When we saw an ad with a translucent figure like this, we had to see
if we could create it in Excel. Even if you don't
need this classy effect, our tutorial probably will teach you some
new Excel tricks.
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VISITOR QUESTION
A visitor is confused about when to use "$"
in cell references. Here's what every Excel
user should know.
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EXCEL LINKS
Here are the top web sites
run by current or former Excel MVPs. All offer useful Excel material in
English on their web sites. |
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VISITOR QUESTION
A visitor wants to tab from cell to cell. We
explain how.
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SPREADSHEET FUNCTIONS
Excel provides several spreadsheet functions for working with normal distributions. Here's
an introduction for people who are statistically challenged.
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VISITOR QUESTION
Have you ever wanted to read a text file
into a workbook, column by column? This article shows how to
read text files with VBA.
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EXCEL TOOLS
You don't need to spend hours turning raw
data into useful information. You can fight this type of
Spreadsheet Hell with help from three Excel key functions.
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VISITOR QUESTION
Suppose you've got an Excel database with
many fields, and you want to find certain records using multiple
criteria. We show how.
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REPORTING STRATEGIES
We offer seven ways to avoid many Excel errors.
We don't discuss all the ways to avoid Excel errors, but we make a good start! |
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VISITOR QUESTION
We often recommend the INDEX function. Here's how to debug it. |
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EXCEL TOOLS
Excel's range names offer more power than you might think. And
they're not hard to use. Here's an introduction to the power that Excel provides.
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EXCEL 2007
Here's your guide to key Microsoft sources
that have information about the next version of Office.
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EXCEL TOOLS
Excel's range names offer more power than you might think. And
they're not hard to use. Here's an introduction to the power that Excel provides.
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EXCEL 2007
Here's your guide to key Microsoft sources
that have information about the next version of Office.
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EXCEL DATES
Excel's date-handling system
offers little help for dates prior to 1900.
We explain ways to
work with dates back to the year 0100.
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VISITOR QUESTION
Here's how to round time into quarter-hour increments.
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EXCEL DOCUMENTATION
Learn four VBA documentation standards that
make your VBA code easier for you and others to understand.
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DATA ANALYSIS
Excel's Web Query tool provides a quick and
easy way to import web data to Excel.
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EXCEL DOCUMENTATION
When you document your Excel worksheets, give your readers
complete information by including row and column headings
in the illustrations of your worksheets.
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VISITOR QUESTION
Here's how to round data up rather than up or down as the ROUND
function does.
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DATA
ANALYSIS
You can maintain spreadsheet databases that work
like relational tables, and query them with SQL. This article shows you how.
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REPORTING STRATEGIES
Simple edits to your spreadsheets can cause
significant errors. We offer three ways to protect yourself.
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REPORTING TOOLS
Dynamic names can adjust their definitions
in response to values in cells. They let you update a report
merely by changing a value in a cell.
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VISITOR QUESTION
These VBA spreadsheet functions can show
when a file was saved and who last modified the workbook.
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DATA ANALYSIS
Array formulas may be Excel's most powerful feature for
summarizing data. Here's how to use this hidden power.
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VISITOR QUESTION
Excel range names can be global to your
workbook or local to a worksheet. We explain. |
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