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    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

    Data Management Charley Kyd - 0
    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,...
    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

    Data Management Charley Kyd - 0
    Excel Tables are a powerful feature introduced in Excel 2007. Not only can you report from them directly, you can use them as a...
    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

    Data Management Charley Kyd - 0
    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...
    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

    Data Management Charley Kyd - 0
    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....
    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?

    Data Management Charley Kyd - 0
    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

    Data Management Charley Kyd - 0
    “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 one SUMPRODUCT formula, you can summarize any number of specific accounts in a list. This makes it easy to summarize financial data from an accounting trial balance.

    How to Create Summarized Financial Statements with SUMIFS Criteria Lists

    Data Management Charley Kyd - 0
    In How to Use SUMIFS with Criteria Lists, Summarizing Sales, I explained how to use the SUMPRODUCT function with SUMIFS to return the sum of...
    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

    Data Management Charley Kyd - 0
    Excel offers three general ways to arrange data in your spreadsheet so you can use it as a database with your worksheet formulas: Simple...
    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

    Data Management Charley Kyd - 0
    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 set up cascading list boxes so that your second list of items changes depending on which item you selected from the first list. Here's how to do it.

    How to Set Up Cascading List Boxes for Filtered Excel Reports

    Data Management Charley Kyd - 0
    When each item in a primary list is associated with a different collection of items in a group of secondary lists, you can use...
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    Latest Articles

    Excel Flowbook Revolution

    Getting Radical with Excel

    Excel Data Plumbing Revolution Charley Kyd - 0
    It's time to think about Excel in a radical new way—when we use it to work with business or economic data. It's time, in fact,...
    Growing too fast can be dangerous to your company's health. Use the Sustainable Growth Rate ratio to track your company's financial ability to grow.

    How Fast Is Too Fast?

    Accounting & Finance Charley Kyd - 0
    (Originally published in Inc Magazine.) What typically tops the list of worries of the chief executive officers of fast growing companies? Financing that growth, according...

    How to Smooth Data by Using the TREND Function

    Aggregation Functions Charley Kyd - 0
    Years ago, I read that Prof. William S. Cleveland had suggested that data could be smoothed by calculating a centered trendline through adjacent data—a...
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