A dynamic drop down list in Microsoft® Excel® is a convenient way of selecting data without making changes to the source. Let’s say you have a list where you are likely to add or remove values, a dynamic drop down would be the best option to select data. With a dynamic drop down list, when […]
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How to create an interactive scroll bar in Excel using the OFFSET function
Ever wondered how to create an interactive Scroll Bar in Microsoft Excel? Instead of manually typing in a particular month or value, you can use the Scroll Bar control to select the months or values from a list, thus saving you time. In this week’s tip, we’ll show you how by using the Offset function […]
Need to look up unit prices in Excel? Why not use the LOOKUP function.
In this week’s tip we’ll show you how to look up unit prices in your workbook using the LOOKUP function in Excel. The LOOKUP function is an alternative method to the more commonly used VLOOKUP function in Microsoft® Excel®. Manually entering data in your workbook can lead to inaccuracies with your information, you can apply […]
How to find similar values in multiple lists using the Exact function in Excel
Microsoft® Excel® provides an easy way to find similar values between multiple lists using the Exact function in Excel. By applying this function you will be able to find out the exact match between two strings of data. When you are working in Excel, text differences within a cell can often be troublesome, that’s why […]
How to quickly create a date format using a custom formula in Excel
By adding a custom formula to a range of cells, you can create a date, without having to manually format each cell (This also known as suffixing numbers with text strings). Let’s say, you have numbers in a spreadsheet and you wish to display them in a particular date format, you can apply a custom […]
Need to display various currencies on your report? Use the CONCATENATION formula
Formatting cells allows you to change the way data is presented, without affecting the contents of the cell. Say for example you need to create a sales report to display the value of sales in various countries in each country’s currency, you can apply the CONCATENATION formula, instead of having to manually change each cell […]
How to see trends over time using line charts
Charts are used in dashboards to provide graphical representations of data which give you at-a-glance views into key performance indicators. It’s important to choose the right charts for what you want to see. If you want to see trends over time, use Line Charts. Using the financial dashboard template, we’re going to display how the […]
How to quickly format cells using keyboard shortcuts
There are a so many keyboard shortcuts available for performing very common tasks, which can save you a lot of time. For example, there are keyboard shortcuts available for formatting cells. In some instances, there is more than one shortcut combination that can be used to perform one function, like these: Ctrl + 2 and […]
How to use Sparklines to view trends in Cash Flow data
In this tip, you’ll discover how to use Sparklines to analyze your cash flow data. First introduced in Microsoft® Excel® 2010, Sparklines are small charts that fit into a single cell in a worksheet. We’ll show you how to use them to get a quick look at trends or changes in your data that may […]
How to replace a concatenation formula
In our previous tip we shared a cash flow statement template with you and showed you how to change the way your data appears to make it easier to read, using Custom Formats. This time around we want to show you how to replace a concatenation formula in the same template, still using Custom Formats. […]
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