Sunday, October 17, 2021
Excel offers at least three ways to set up data so your reports and analyses can use it easily as a reliable data source.

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: Simple...
Excel ranges can work like relational tables. You can join them by common fields. Query them with SQL. And use queries in PivotTables. Here's how.

Use MS Query to Treat Excel as a Relational Data Source

Charley's Note: Because MS Query hasn't changed much since Marty Ryerson wrote this article years ago, his instructions are still quite accurate. I have,...
Do you need to update your Excel reports with daily, weekly, or monthly data? Here's a low-maintenance way to do it, using one type of Excel database.

How to Report Periodic Data from Excel Databases

Sometimes, the best way to solve your Excel problem is to redesign your workbook. Ron G. brought this thought to mind with a recent question....
Here's how select a value from a list of values from a worksheet's a Validation List. You can use the list to display interactive data in reports.

How to Select Values from a Validation List in Excel

Excel provides two ways to select a value from a list of values. I often use this feature in interactive Excel reports to select dates,...
Excel databases can be Tables of data, Pivot Tables, or even lists that your reports and analyses can use easily. This introduction will get you started.

What the Heck is an Excel Database?

You can raise your Excel productivity significantly and slash your Excel errors—if you keep your data in an Excel database. Microsoft, Oracle, IBM, and others...
Excel offers two powerful worksheet functions that can return the data you need from any type of worksheet database. One is more powerful, but calculates slowly. The other is nearly as powerful, but much faster.

The Two Functions You MUST Know to Return Values from Excel Tables

“Export to Excel is the 3rd most common button in BI apps…after OK and Cancel.” —Rob Collie, one of the founding engineers behind PowerPivot at...
In this final article of the SUMIFS, SUMPRODUCT series, you'll learn more reasons to use advanced multi-criteria lists in marketing and finance.

Advanced SUMIFS Calculations with Criteria Lists

In Part 1 of this series, you learned how to use criteria lists for marketing data. In Part 2, we looked at financial data. And now, in Part...
You can treat text files as relational tables. You can join them by common fields. Query them using SQL. And use the queries with PivotTables. Here's how.

Use MS Query with Text Files for Dynamic Excel Reporting

(Charley's Note: This article is very out of date. I'll update it as quickly as I can.) In the article, Use MS Query to Treat...
In Excel Tables, you can filter on any two conditions in a column. But by using the SUMPRODUCT function, you can filter on any number of items in a list.

How to Use SUMPRODUCT in an Excel Table to Filter Any Number of Items

Excel 2007 introduced the powerful Table feature, as illustrated below. Tables allow you to sort and filter your data easily. However, the filter capability has...
Here's how to use formulas and conditional formatting to expand or contract your Excel report automatically, without macros, when you change a cell value.

Create Variable-Length, Dynamic Reports Linked to Excel Tables

Excel Tables are a powerful feature introduced in Excel 2007. Not only can you report from them directly, you can use them as a...

Latest Articles

To reduce errors in reports, you should foot and cross-foot them. But Excel's floating-point arithmetic gets in the way. Here's how to fix the problem with a standard deviation calculation.

How to Foot and Cross-Foot Excel Reports in a Floating-Point World

At first glance, the following report is an ordinary one. It merely sums an Excel Table by Product and Region, and then foots and...

Excel’s XLOOKUP Function Explained

Excel's XLOOKUP function searches a range or an array, and returns an item corresponding to the first match it finds. If a match doesn't...

Excel’s VLOOKUP Function Explained

Excel's VLOOKUP function looks in the first column of an array and moves across the row to return the value of a cell. VLOOKUP is...
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