Have you ever needed to create a forecast report in Microsoft® Excel®? How did you calculate the projections? Whichever methods you used, Microsoft has made this much simpler with a new feature called Forecast Sheet. All you need to do is provide the input, and with a single click of the new Forecast Sheet button, Excel […]
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Home Archives for Excel Tips Page 2
How to enhance your Excel dashboards with Power View reports
Dashboards in Microsoft® Excel® are used for visually presenting important business information. Dashboards can display current status of metrics and key performance indicators. In this tip, we look at how to enhance dashboards with a Power View report by analyzing sales data. Power View reports in Microsoft® Excel® pull your data together in tables, matrices, […]
An easy way to count cells that are not empty in Excel
Let’s say you want to count cells that contain the number of employees in a data range, and would like to ignore any blank cells. The way to go about doing this is to use the COUNTA function. The COUNTA function is a way to count cells containing any type of information, including error values […]
How to easily double-check your Excel formula
When creating an Excel formula, sometimes the result you get is not quite the one you expected, and if a complex formula is being used, it can be time consuming to find where the error is occurring. If you’re ever writing a long formula and it doesn’t give you the result that you are after, […]
How to create a Tree Map chart in Excel 2016
The Tree Map chart is a new chart type available in Microsoft® Excel® 2016. It’s used to proportionally display hierarchical levels of data in the form of different sized rectangle blocks. A sales manager can use the Tree Map chart to monitor the performance of the sales consultants. This chart would be best suited to […]
How to convert dates into the correct format in Excel
When extracting data from a database, dates don’t always show up in the format you want them to. That’s why it’s helpful to know how to use the Text to Columns option to convert dates into a format that can be used to easily analyze or work with data. As an accountant, you may want […]
How to create quarters in Excel
Currently, there’s no function that will convert dates into quarters in Microsoft® Excel®. However, using the CHOOSE function, we can easily convert dates into quarters in Excel. The CHOOSE function returns a value from a list of items based on a position number. For example, if we had a function =CHOOSE(3,”Apples”,”Bananas”,”Peaches”,”Pineapples”) the function would return […]
How to change the default font size for Excel comments
Adding a comment to a cell in Microsoft® Excel® is a quicker way of providing feedback. Instead of typing out an email to provide feedback, you can simply enter important information straight into the spreadsheet. However, you may want to change the default font size for Excel comments because it’s currently too small for you […]
How to quickly rearrange columns in a data table in Excel
As with most commands in Microsoft® Excel®, there’s an easy way and a long way to rearrange columns in a data table. The long way would be to highlight a column, cut it, and then paste it where you want to move it to. In this tip, I’m going to show you the easy and […]
4 Easy steps to auditing complex formulas in Excel
When creating formulas in Microsoft® Excel®, the expected result is not always returned, and if a complex formula is being used, it can be time consuming to find where the error is occurring. Luckily there is an easy way to audit complex formulas in Excel. In this tip we explain how you can quickly and easily […]
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