Tag: Excel

Excel – How do I change my Pivot Table back to the classic (version 2003 and earlier) display?

If you were familiar with Pivot tables in Excel versions prior to Excel 2007 you will be very used to working with the blue lines of the Pivot Table and the ability to drag and drop data right on to the Pivot Table.

In Excel 2007, 2010, 2013 and 2016 Pivot Tables are now quite different. The blue lines are gone, along with the wonderful drag-and-drop feature. Read more

How to calculate GST at 15% using Excel formulas

I have been asked twice in one week how to write Excel formulas to calculate GST at the rate of 15%.

You can find information on how to calculate the rate on the NZ Inland Revenue website. I’ve taken this a step further and put together a tutorial on how to put these calculations into Excel formulas. Read more

Excel – Using VLOOKUP to compare two lists

Years ago the Training and Development manager of a large organisation invited me to spend some time in their Accounts department in order to observe how the Accounts team dealt with their day-to-day tasks. My job was to report on any process that could be improved using Microsoft® Excel.

I’ll always remember asking one of the team (a “just-out-of-school” new recruit) what he was working on after I’d observed him sitting with a red biro and a ruler, diligently drawing red lines on 2 separate sheets of paper. It turned out he was trying to reconcile a customer’s account. Read more

Do your documents reflect well on your organisation?

Most of us have used a template in the past to create a presentation or start a document, and many of us are guilty of reusing the last great version of a document as a starting point instead of locating and using a template.  This pragmatic approach helps to avoid wheel reinvention and utilises the efforts of the clever person who created the file in the first place – however, the problem with reusing a last good version versus using a template is that your new file takes on any issues that existed in the original doc, and you could very likely be using out of date branding, terminology and styles.

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Excel – Restricting editing in worksheets and workbooks

SharynAvatarBlog120x120There may be times when you have created a single worksheet, or an entire workbook containing data, where you do not want other users to be able to change.

By protecting a selection of cells, the entire worksheet or workbook you can feel confident you have minimised the risk of this happening. Read more

Excel – How do I sum a range of cells that include #N/A or #DIV/0! errors?

I think most of us will agree that error values can be helpful, and sometimes extremely unhelpful.  For example, the #N/A error (Value Not Available error) is very helpful when cross-referencing two lists using the VLOOKUP function.  If Excel can’t find a lookup value the #N/A error makes it very obvious.

However if you are wanting to total a range that includes #N/A errors all of a sudden they aren’t so special any more.  Read more

Excel – Finding and removing duplicate data

One of the many things I absolutely love about my job is that I get to work with so many different people from all kinds of organisations.

However, it doesn’t matter what industry or region I’m working in the challenges of working with large lists of data are pretty much the same.

Something I see often is the need to be able to quickly locate and remove duplicate rows of data (excellent for VLookups).  Most people just sort the data and then manually skim through the excessive lines of information trying to weed out the annoying duplicates.  This works, but boy-oh-boy it can be a time waster. Wouldn’t it be easier to have Excel quickly display the duplicates for you?  Then all you need to do is deal with them. Read more

Excel – How do I merge cells within a range that is formatted as a Table?

PROBLEM: when I use “Format as Table” to format a range the “Merge and Center” button becomes inactive and I can no longer merge cells.  Why?
SOLUTION: the Table format will stop the merging of cells.  However there is a work-around.

The Format as Table command can be used to quickly apply a professional format to a selected range.  However, in applying the format you are also applying the functionality that Tables offer.  As a result you will no longer be able to merge cells. Read more