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Excel Methods

    Articles that explain or illustrate Excel’s features, functions, and methods.

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    Here's how to use a formula that returns TRUE or FALSE in Excel's conditional formatting feature to highlight rows that contain specific numbers or text.

    How to Use Conditional-Format Formulas to Change Background Colors

    Conditional Formatting Charley Kyd - 0
    "I have an Excel table with a column that will be filled with 'yes' or 'no. When a user enters 'yes' to a cell,...

    How to Use Advanced Filters to Create Unique List of Items from an Excel...

    Excel Methods Charley Kyd - 0
    (Note: Filters have changed a lot since this page was written. It's scheduled for a complete makeover.) When we work with data in an Excel...
    In Word, we can set up custom forms, and then tab through them to enter our data. Here's how to tab through forms in your cells in your worksheets.

    How to Tab From Cell to Cell in an Excel Worksheet Form

    Worksheet Interaction Charley Kyd - 0
    As a general rule, it's a good idea to find a way to import data from some other source, rather than entering the data...
    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

    Excel Methods 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...
    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....
    Here's how a few Excel formulas can move data between Excel's most widely used table designs to transfer data from source files into a more usable form.

    How to Read and Update Excel Tables Using SUMIFS and INDEX-MATCH

    Excel Tables Charley Kyd - 0
    A growing number of Excel users in business are linking their reports and analyses to Excel tables. By doing so, they can update them...
    Excel includes many outstanding features that you probably don't know even exist. Here's how to find those features and to use the ones you need.

    How to Find and Use Excel’s Best Hidden Features

    Worksheet Interaction Charley Kyd - 0
    Excel has many outstanding hidden features. Here are a few that I use frequently… In Excel 2013 and above, when you close Excel's last...
    When you bring data from another source into an Excel worksheet, the data often includes rows that you’ll want to delete. Here's the first of two methods.

    How to Delete Blank or Unneeded Rows, Method 1

    Worksheet Interaction Charley Kyd - 0
    When you bring data from another source into an Excel worksheet, the data often includes rows that you’ll want to delete. Often, you’ll want...
    Does Excel's INDEX worksheet function work for you only some of the time? Here are ways to learn why your INDEX function isn't working as you expect.

    How to Debug INDEX in Excel

    Excel Methods Charley Kyd - 0
    "I'm not a very experienced Excel user. Why does = INDEX(...) sometimes work and sometimes not.... :-)?" -- Suzan G. Probably the best way to...
    The word "funnels" is a widely used business term, but Funnel Charts aren't. Here's how and why to set up a Funnel Chart in Excel.

    How to Create Funnel Charts in Excel

    Excel Methods Charley Kyd - 0
    Although “funnels” are a common term in selling, the concept also can apply to other business activities. The general idea is that an organization begins...
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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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