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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Our Excel Tips and Tricks will help you improve your business reporting knowledge and skills.Tips & Tricks
How to automatically open a frequently used workbook
If you start each day needing to use a frequently used workbook, e.g. daily sales report, to-do list, calendar, etc, then this tip is for you. You can automatically open these workbooks, by simply adding the workbooks or a shortcut in the XLStart folder. This is a specific folder that Microsoft® Excel® uses in which files […]
How to extract the formula text in Excel
Auditing and troubleshooting formulas in Microsoft® Excel® can be time consuming and difficult. That is why the FORMULATEXT function is helpful because it simplifies formulae error checking and correction. The formula text can easily be extracted without having to copy and paste. The FORMULATEXT function syntax has one required input—a reference to a cell or […]
How to print different headers and footers for odd and even pages
If you’ve created a Microsoft® Excel® report that needs to be printed double-sided (e.g. booklet form), you may want to have your headers or footers printed on different sides of the paper—left hand side for odd pages, and right hand side for even pages. To achieve this effect, follow this tip and use the Page […]
How to enhance your chart data series using a pictograph
Charts are used for displaying data graphically, and they can be enhanced by using a pictograph. Pictographs use any picture you choose to represent as your data series in the charts. Icons can also be used as pictograph to represent data values in order to decrease the size of the graph. You will find the […]
How to prevent slicers from ruining filtered charts in Excel
Charts are used for creating a graphical presentation of the data. A common practice when creating charts is to create them off of a filtered Pivot Table, usually a Top 5 or a Top 10 Pivot Table. Slicers can then be added to interactively filter the data in the chart. When filtering data with the […]
How to quickly rearrange your worksheets in alphabetical order
Are you looking for a shortcut to quickly rearrange your worksheets in alphabetical order? Instead of dragging and manually arranging your worksheets, you can use VB for Microsoft® Excel® to quickly rearrange them into alphabetical order. Excel currently has no built-in function to rearrange your worksheets. Therefore, if you have a workbook with many worksheets, […]
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, […]
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