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Use Conditional Formatting to identify cells that are of interest

sharyn baines

Learn how to use Conditional Formatting to identify cells that are of interest.

For example, you can apply a Conditional Format that checks to see a cell’s value is greater than $500. If it is the Conditional Format can change the Fill colour of the cell. Therefore making it really easy for you (and others using the file) to quickly identify any cell with a value greater than $500.  Read more

Use the SUMIF function to total only the cells that match your requirement

sharyn baines

Use the SUMIF function to total only the cells that match your requirement.

For example, if you wanted to know the total sales made by one of your sales team members you can use the SUMIF function to only add to the total the sales made by a certain member. Gold! This function saves you a lot of time.

Prior to learning this function most people filter their data based on their requirement, e.g. the team member’s name, and then copy and paste the info into another worksheet. Once in the new worksheet they then use the SUM function to create the total. Read more

Insert subtotal rows into sorted data

sharyn bainesLearn how to insert subtotal rows into sorted data without having to spend time doing it manually.

Recently I ran a training session for an Accounts Manager and her staff. They spent a lot of time pulling data out of their in-house computer system, sorting it by customer and then inserting a new row at every change in the customer name. This was so that they could place a SUM into the row to total what the customer had spent with them.

Using the Subtotals feature I showed them a quick and effective way in which to summarise their data. And yep! They were pretty impressed! Read more

Sort an Excel list into numerical, date or alphabetical order

sharyn baines Sort an Excel list into numerical, date or alphabetical order to organise your data into a more useful arrangement.

Once you know how to use the Sort command you can organise information so that it’s easier to interpret. For example, if you receive a list of purchases made by many different clients on different days of the month it may be easier to see which clients are buying from you at different times of the month. By sorting the data by client and by date you can easily analyse who is buying and when.

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