Solutions and training for business users of Microsoft Excel.
Solutions and training for business users of Microsoft Excel.

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Exploring Excel


In this area of ExcelUser, we offer help about specific ways to use Excel more
effectively in a business setting. 


SUMMARY REPORTING

Use COUNTIFS, not FREQUENCY,
To Calculate Frequency Distribution
Tables for Charting Histograms

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.


ADDING POWER TO EXCEL

Use SUMPRODUCT in an Excel Table
To Filter Any Number of Items

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.


AN EXCEL TUTORIAL

Introducing Excel’s Three Types
Of Spreadsheet Databases

Excel offers three general ways to arrange data in your spreadsheet so you can use it as a database with your worksheet formulas:

  1. Simple Tables, which I’ve used since Excel 2.0.
  2. Excel Tables, introduced in Excel 2007.
  3. PivotTables with a Tabular Report Layout, introduced in Excel 2010.

Here's an introduction to this important topic.


AN EXCEL TUTORIAL

How to Set Up a Pivot Table
As a Spreadsheet Database

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.


AN EXCEL TUTORIAL

Five Really Useful
Excel Keyboard Shortcuts

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.


AN EXCEL TUTORIAL

How to Create Normal Curves
With Shaded Areas in New Excel

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.


AN EXCEL TUTORIAL

An Introduction to Excel's
Normal Distribution Functions

Each number in this bell-shaped curve is a z value.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.


AN EXCEL TUTORIAL

Use SUMPRODUCT to Find
The Last Item in an Excel List

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.


AN EXCELUSER SURVEY

Five Reasons Excel BI Is Key
To Your Company's Success


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.


AN EXCELUSER SURVEY

Excel 2007's Ribbon Hurts
Productivity, Survey Shows


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.


AN EXCELUSER POLL

The Excel 2007 Market Share


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.


REDUCING SPREADSHEET HELL

Use Excel's SUMPRODUCT Function
To Summarize Worksheet Data

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


REDUCING SPREADSHEET HELL

Summarize Data With Excel Arrays

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.


EXCEL 2007

Excel 2007's New User Interface

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.


OLD AND NEW EXCEL

Excel's Shortcuts to Dialogs

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.

EXCEL CHARTS

Create Excel Bullet Graphs

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.
 
VISITOR QUESTION

Variable Lists

You can display Excel data in a variable-length list. We show how in response to a visitor's question about purchase orders. 

COLORFUL REPORTING

Use Any Color in Your Reports

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.
 
VISITOR QUESTION

Deleting Rows
With AutoFilter

You don't need to write a macro to delete rows or columns with specific data from a database. Use AutoFilter instead. 

EXCEL CHARTS

Create Shaded Curves

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.
 
VISITOR QUESTION

Weekly Reporting

Preparing weekly dashboards and other Excel reports is easy if your data is properly organized. Here's a simple Excel database.

EXCEL PIZZAZZ

Tables with Class

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.

 
VISITOR QUESTION

Cell Reference$

A visitor is confused about when to use "$" in cell references. Here's what every Excel user should know.


EXCEL LINKS

Top MVP Sites

Here are the top web sites run by current or former Excel MVPs. All offer useful Excel material in English on their web sites. 
 
VISITOR QUESTION

Tab Key Primer

A visitor wants to tab from cell to cell. We explain how.


SPREADSHEET FUNCTIONS

Normal Distributions

Excel provides several spreadsheet functions for working with normal distributions. Here's an introduction for people who are statistically challenged.

 
VISITOR QUESTION

Import Text Files

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. 


EXCEL TOOLS

Fight Spreadsheet Hell

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.

 
VISITOR QUESTION

Combo Criteria

Suppose you've got an Excel database with many fields, and you want to find certain records using multiple criteria. We show how.


REPORTING STRATEGIES

Avoid Errors

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!
 
VISITOR QUESTION

Debug INDEX

We often recommend the INDEX function. Here's how to debug it.

EXCEL TOOLS

Range Name Roundup

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.

 
EXCEL 2007

Excel 2007 Intro

Here's your guide to key Microsoft sources that have information about the next version of Office.

 

EXCEL TOOLS

Range Name Roundup

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.

EXCEL 2007

Excel 2007 Intro

Here's your guide to key Microsoft sources that have information about the next version of Office.

EXCEL DATES

Work With Dates Before 1900

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. 
VISITOR QUESTION

Rounding Times

Here's how to round time into quarter-hour increments.
EXCEL DOCUMENTATION

Excel VBA Standards

Learn four VBA documentation standards that make your VBA code easier for you and others to understand.

DATA ANALYSIS

Import Web Data

Excel's Web Query tool provides a quick and easy way to import web data to Excel.

EXCEL DOCUMENTATION

Include Row & Column Headings

When you document your Excel worksheets, give your readers complete information by including row and column headings in the illustrations of your worksheets.
VISITOR QUESTION

Round Data Up

Here's how to round data up rather than up or down as the ROUND function does.
DATA ANALYSIS

MS Query with Excel

You can maintain spreadsheet databases that work like relational tables, and query them with SQL. This article shows you how.

REPORTING STRATEGIES

SUM Errors

Simple edits to your spreadsheets can cause significant errors. We offer three ways to protect yourself.

REPORTING TOOLS

Dynamic Range Names

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.

VISITOR QUESTION

VBA Properties

These VBA spreadsheet functions can show when a file was saved and who last modified the workbook.

DATA ANALYSIS

Using Array Formulas

Array formulas may be Excel's most powerful feature for summarizing data. Here's how to use this hidden power.

VISITOR QUESTION

Local Names

Excel range names can be global to your workbook or local to a worksheet. We explain.


 


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