Home » Our Blog » Excel Data Cleaning and Reporting

Category: Excel Data Cleaning and Reporting

The Excel Data Cleaning and Reporting category groups together posts that introduce the more advanced features that assist you in formatting, referencing and reporting on large data lists. The aim is to ensure you gain a good grounding in preparing data and then creating reports and charts using these fabulous tools.

Excel Tables

sharyn bainesManaging, analysing and referencing lists of data becomes easier when you know how to use Excel Tables.

There are so many advantages to using Tables which I will cover within this post. Once you see how helpful they are I’m pretty sure you will be using Tables a lot.

When you insert a Table over a list of data Excel automatically takes over and applies many features for you. You will also have many tools for working in lists made available to you on a contextual tab, making working with lists so much easier. Read more

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

sharyn bainesLearn how to change a Pivot Table back to the classic display of version 2003 and earlier.

If you were familiar with Pivot tables in Excel versions prior to Excel 2007 you will be very used to the classic display of 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

Excel – Using VLOOKUP to compare two lists

sharyn bainesIf you want to save yourself a huge amount of time when reconciling data, learn how to use VLOOKUP to compare two lists or columns of data.

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. Read more

Excel – Group dates by month in a Pivot Table

sharyn-bainesTo group dates by month in a Pivot Table is easy when you know how. Unfortunately, displaying date values in a Pivot Table can produce unexpected results.

For example, in the Pivot Table below I have added a Date field to the Column area of my Pivot Table.  Every date in the underlying data table is different, therefore resulting in a column for every day and a very large Pivot Table. Read more

Finding and removing duplicate data in Excel

Finding and removing duplicate data in Excel can be a quick process. However, for many people who haven’t learnt how to do this the quick way in Excel, it can be an absolute chore.

One of the many things I 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.

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