Video Lesson: Error Checking & Data Monitoring

Error Checking and Data Monitoring in Excel

In the following video tutorial, I go over the following items in detail:

- Explanation and example of major error types in Excel:

#DIV/0 — #VALUE! — #REF! — #NAME? — #NUM! — #N/A — #NULL!

- Overview of Excel’s built-in error checking options and functionality.

- How to use “Go To Special…” to find errors easily.

- Copy / paste large data areas for data monitoring.

- Using direct comparison, and SUM/COUNT functions to compare data changes.

- Use of Conditional Formatting for emphasis when comparing ranges.’

Download the Error and Data Checking file to follow along with the video lesson!

Excel 2013 In-Depth Preview

What’s new in Excel 2013!

Microsoft has made it possible for anyone who’d like to check out Excel 2013 (included with the full Office 2013) through their Excel 2013 pre-release trial here.

UPDATE 2/20: Now they have the Office 365 full version for a one month trial!

I’d recommend downloading the Excel 2013 example file I go over in the video, but the majority of the information is included in these two links (if you are unable to download the Excel trial):

Excel 2013 New Function Examples // Excel 2013 All New Functions Listing

The video lesson shows some of the great new features in Excel 2013 including:

- Quick overview of appearance, template, and file menu changes [00:13]

- The new Flash Fill functionality [02:01]

- Quick-Analysis features including charts, tables, totals, formatting and sparklines [03:06]

- New charting features like Recommended Charts, and chart editing options  [05:02]

- In-depth examples of the following new functions [08:10]:

DAYS – ENCODEURL – FORMULATEXT – IFNA – ISFORMULA

ISOWEEKNUM – NUMBERVALUE – SHEET – SHEETS

- Example workbook includes Pivot data and tables already created and setup for trying out the new Excel Data Model that allows for multi-table Pivot Tables.

Video Lesson: Advanced Pivot Tables – Round 2

Advanced Pivot Tables Round 2

This lesson picks up right where the last Pivot Table lesson left off.

In this tutorial, you will learn:

  • How to use multiple levels of data within row or column labels.
  • Expand / collapse all functionality through right-click (Expand / collapse entire field)
  • Advanced filtering options including: right-click, row label, column label, and report filters. Includes multiple simultaneous filters, and using search/filter functionality within each data level.
  • ‘Defer Layout Update’ option which allows for changing fields without pivot table automatically updating.
  • Fields Section / Areas Section Stacked vs. Other Pivot Field List Formats.

Make sure to download the Advanced Pivot Tables – Round 2 workbook to follow along with the lesson!

If you’re following along with the Lesson Guide, next up is Auto-Filter and Advanced Data Filtering

Excel Video Lesson: Advanced VLOOKUP Examples

Advanced Vlookup Examples

The VLOOKUP function is one of the most frequently used functions in all of Excel.  In this video lesson I go over some advanced usages of the VLOOKUP function including:

- In-depth overview of the VLOOKUP syntax:

= VLOOKUP ( lookup_value, table_array, col_index_num, range_lookup ).

- Examples of how to set up intelligent formulas which pull information based on other cells rather than typed in (aka hard-coded) values.

- How to set up an intelligent order query which pulls a full row of information about different orders using one formula that gets copied and pasted.

Download the Advanced VLOOKUP Examples workbook to follow along with the video.

Video Lesson: Creating and Designing Charts

Excel has very powerful charting capabilities, which many users do not take full advantage of. This lesson goes over a few of the types of charts using some example data.  Here is a quick summary of what is in the lesson:

- How to use the Insert Chart feature for Line, Pie, and Column charts.

- Formatting/editing chart axes, data labels, legends, data series, and chart titles.

- Detailed introduction to Sparklines (which allows for charts within individual cells).

Make sure to download the Chart Lesson workbook to follow along with the video!!

Video Lesson: Beginner’s Introduction to Excel

One video that I have been meaning to do is a lesson focused on those of you who have never (or rarely) used Excel, and needed an introduction to the program and how it works.  I’ve created this lesson in an attempt to introduce the most basic information about what Excel is and go over some examples of what it could be used for.

Disclaimer: If you’re pretty familiar with Excel, this video may be extremely boring.  You have been warned!

Throughout the lesson, I explain the following information and questions in great detail:

- What am I looking at when I open Excel for the first time?

- Explanation of Column / Rows and how referencing works.

- Navigating Excel, knowing where you are in the spreadsheet, and the ‘name box’.

- Overview of sheets including adding, deleting, and renaming.

- Explanation of hard-coded values vs. formulas/functions, and Excel default cell formats.

- Formatting options including bold/underline, alignment (e.g. centering), and creating borders.

- Information about the formula bar, and how to use the ‘Insert Function’ feature.

- Example of creating a simple personal finance tracker and how to input information into Excel.

- Introduction to the Master Workbook, including the function listing and previews of examples from other lessons.

Feel free to show this lesson to anyone who wants to learn Excel but doesn’t know the first thing about getting started!

Now if you’re following the Lesson Guide, you should move on to Learning Basic Formatting Techniques.

Video Lesson: Five Powerful Excel Tips

Make sure to download the most recent Master Workbook to follow along!

I’ve noted the time that each section starts in the video, but you may want to let it load completely first as I’ve had errors skipping around early.

1) Dynamic Named Ranges [0:13]

As a follow-up to the Named Ranges video, I go through some examples which have been partially modified from the Dynamic Named Ranges post on OzGrid.  Definitely check out that link for additional information about how to use the functionality!

Keyboard Shortcuts: New Named Range is ALT + MMD, and the Name Manager is ALT + MN.

To check what your named range is currently referencing, hit F5 (for Go To) and type in the dynamic named range into the reference field, and it will highlight that range.  This is useful since dynamic named ranges do not appear in the Name Box.

2) Find and Select -> Go To Special… [5:28]

An excellent feature in Excel is the Find and Select functionality, which includes the ability to select a certain subset of a range.  For example, you can easily select all cells within a range that contain: Blanks / Formulas / Visible Cells / Constants / Conditional Formats and a whole lot more…

Keyboard Shortcuts: For ‘Go To Special’, hit F5 and then ALT + S.

3) 3D Formulas & Editing – Formulas Across Multiple Sheets [7:32]

Do you have information that is spread across multiple sheets in the same format? For example, you may have the same sheet template with different monthly/weekly/daily information.  Using ’3D formulas’ you could sum a certain cell or range across multiple sheets by indicating the starting and ending sheets (and that formula will grab everything in between as well).

Keyboard Shortcuts: Selecting multiple tabs is CTRL + SHIFT + Pg Up or Pg Dn.

4) Text to Columns [11:24]

Have a lot of data that’s jammed into a single cell?  You can use Text to Columns to separate that cell’s contents into multiple columns based on the location of spaces, commas, periods or other character(s) that you specify.  An example would be splitting a cell with full names into a first name and last name column based on the space.

Keyboard Shortcuts: ALT + DE brings up the Text to Columns option.

5) Customizing Ribbon Menu Tabs & Menu Groups [13:08]

There is a lot of customization that you can build into Excel so that you have custom menu tabs & groupings to help you get to the Excel features and functionality that you use most.

You may have noticed my ‘Ben’ grouping in previous videos on my ‘Home’ tab which has PivotTable, Name Manager, Freeze Panes, Data Validation, Conditional Formatting and other features that I use very frequently.  In this video I will show you how you can do the same!

VBA PO Generator: Homework Solution Part 1

The following is a guest video lesson provided by Chris H. (reddit: Kristofmic).

In this video series we’ll follow along with solutions to the advanced homework for the VBA Purchase Order Generator Walkthrough.

In Part 1 of the homework solution, we develop enhancements to the purchase order worksheet enabling users to input as many entries into the purchase order as they would like, as well as dynamically selecting and removing items that have been added to the purchase order.

You will learn how to do the following with Visual Basic (VBA) in Excel:
  • Inserting and deleting rows & columns using the .EntireRow / .EntireColumn and .insert / .delete functions
  • Expanding a selection of cells using the .resize() function
  • Moving to various cells in the worksheet using the .offset() function
  • Copying and pasting values and formatting using the .copy and .pastespecial functions
  • Additional Usage of For…Next loops

Here is the updated Purchase Order Generator file to follow along with the lesson.

Video Lesson: Information Functions in Excel

In the following lesson I go through the Experience Level 1 Information Functions.  These functions are used to obtain information about formatting & referencing about specific cell or range references.  In this lesson I review the following functions:

ISBLANK – ISERROR – ISTEXT – ISNONTEXT – ISNUMBER

as well as the following info_types of the CELL() function:

“address” – “row” – “col” – “contents” – “width” – “filename”

“color” – “prefix” – “protect” - ”type” - ”format”

The CELL(“format”) info_type has many code results, so I’ve summarized them here:

Make sure to download the latest Master Workbook to follow along with the video lesson.

Video Lesson: Basic Excel Formatting Techniques

Today’s video lesson goes through some of the basic formatting techniques in Excel 2010:

- How to Use the Auto-Fill Drag Handle / Fill Series Options

- How to Use the Format Painter

- Freeze / Unfreeze Panes

- Sheet Formatting (Coloring Tabs / Renaming)

- Print Area Setup / Print Options

Download the latest Master Workbook to follow along with the video!  The sheet titled “8 – Autofill” in the Master Workbook is what is used in the lesson example:

Now that you’ve got the basic formatting techniques down, why not learn about proper Cell Referencing.

Video Lesson: Advanced Pivot Tables – Round 1

Pivot Tables are extremely useful in Excel.  This Advanced Excel video lesson is a follow-up to the Introduction to Pivot Tables and covers the first round of advanced topics.

The lesson goes over some additional Pivot Table options and features including:

- Drill-down functionality which creates a summary sheet of any Pivot Table amount selected.

- Pivot Table Options including show/hide totals, error/empty cell display options, and refresh when opening workbook (and more).

- Value calculation options including sum/count/average, % of grand total, and % of parent row / parent column total.

- Formatting / display options including row/column label layout, sorting labels, and other formatting.

As always, download the latest version of the Master Workbook to follow along at home.

Feel like you’re starting to master the Pivot Table?  Move on to Advanced Pivot Tables – Round 2 to continue learning more!

Alternative to Merged Cells (Quick Tip)

Typically, many users are drawn to the Merged Cells feature in Excel, despite it having some significant disadvantages (especially related to copy/paste of ranges).

Frequently, Merged Cells are used in areas to group cells together visually, which can be done differently without causing the issues that merging does.

You can use an option within formatting called ‘Center Across Selection’ which takes the text from the leftmost cell of a range and centers it across the selected range.

Here is a screenshot of how to find it / use it by right clicking on a range and going to ‘Format Cells’.  Then click the Alignment tab as shown below (the Center Across Selection option):

Voila! The text is centered across multiple cells without the need for merging them.

You can also remove the gridlines in Excel to make it look a bit cleaner.

That option can be found here under the ‘View’ tab:

Guest Excel Lesson: Introduction to Tables

User VertexVortex has been helping users out on r/Excel for quite a while.  After reaching out to him on Reddit, he agreed to help out by creating a lesson of his own specifically for this site.  Here’s his guest lesson on Structured Tables.  Hope you find it useful!!

The following is original content provided to Excel Exposure by VertexVortex:

This is a basic introduction to the benefits of Excel’s Structured Tables (added in version 2007). The basic premise of Structured Tables (referred to as Tables for the rest of this post) is that the most common format of organized data in Excel should be easier to use. Here are just a few of the benefits to these Tables.

Let’s say I have a collection of data, with similar pieces of information being placed in the same columns, and each row giving information about other pieces of data in that row. If you’re into database lingo, the column is a field, the rows are records, and the pieces of data are tuples. If you’ve worked much with Excel at all, you’ve probably run into data organized in this fashion.

I want a sum of the movement, but I don’t know how many rows I’m going to have. I could edit the formula every time, or I could insert rows (which would extend my formula), I could write the formula to extend beyond my current data and hope it doesn’t ever extend beyond…

But none of these are good options. This is where the Tables come in.*  It’s very quick to implement. Click on the Insert ribbon, and select Table.

*(There is another option, called dynamic named ranges. Dynamic named ranges take a bit more setup and are more trouble to work with, but are still a viable option, especially for earlier versions of Excel.)

The dialog will guess your data range, and ask if your data has headers. If your data doesn’t have headers, you should add them if you can.

The references in Tables can work a bit differently. *

To reference all the data rows of the whole table: TableName
To reference the whole table (including headers): TableName[#All]
To reference a column: TableName[ColumnName]
To reference a column header: TableName[[#Headers],[ColumnName]]
To reference a column with the header: TableName[[#All],[ColumnName]]
To reference an entire table row from outside the table: TableName[@]
To reference a data point from the same row (from outside the table): TableName[@ColumnName]
To reference a data point from the same row (from inside the table): [@ColumnName]

*(These reference syntax are true in 2010. In 2007, replace [@] with [#ThisRow]).

Here’s how we solve our expanding data problem:

Notice that the formula doesn’t change despite the number of items in the table increasing.

Fortunately, this is not the only benefit of using Tables. Tables are very dynamic, and that translates very well into other common Excel tasks. Let’s take a look at charting for a second. Normally if we have something charted, and we add more data, we have to go in and fiddle with the data ranges so that they match our data.

In the same way that formulas do not need to change when referencing certain sets of data in a Table, the data references of charts also do not need to be edited when new rows are added. If I take the data from earlier, and create a quick chart (deleting the annoying “Date” series, as I didn’t want to chart that), I can see my categories and their Movement. Adding another category into my Table automatically adds the points to my chart. You can see the effect here, before I’ve had a chance to key fake data in (which will also automatically update).

Another common tool in Excel, Pivot Tables, is made easier by using Tables. If you click anywhere inside your Table, then click “Insert->Pivot Table”, the reference will automatically fill in with the reference for your Table (defaults to Table1).

Question: Since it’s not a cell reference, does that mean the data will update dynamically if the size of the Table changes?

Answer: Of course it does!

All we need to do is refresh the Pivot Table when our source data changes, this will update both the content and size of our data.

Now, in my opinion, one of the neatest things about Tables is the calculated column. Calculated columns kick in when you enter a formula into a blank column cell in a Table, or in a column that’s already a calculated column. When the formula is entered, Excel automatically copies the formula to every cell in the extent of the Table. As rows are added or deleted, formulae are created and removed. The references react just as if you had copied and pasted the formula by hand, so it’s easy to plan for your absolute/relative reference concerns.

And while we’re on the subject, don’t forget the special Table referencing discussed earlier. In this example, I’m calculating the month of the date in the Date field:

This is the result immediately after hitting Tab:

Here’s more special Table referencing in action:

Isn’t that easier to read?  And the results immediately after hitting Enter:

So remember when I mentioned that Pivot Tables would update with both the content and size of our Table? If you go back to the Pivot Table that I’m going to pretend that you’ve made, and click Refresh, the new columns will pop up.

Before:

   

After:

This doesn’t make the Pivot Table better, but it sure does make it easier to use.

So that’s just a few of the many benefits of Excel’s Tables.

Some notes for advanced users:

Excel creates a Table by default when certain data is imported through the Data ribbon. This removes some of the pains of data that changed size as it imported. Of course, this only works in versions later than 2003.

For VBA programmers interested in using Tables, the collection of Tables in a worksheet are accessed by

                Workbook.Worksheet.ListObjects

And if the Table is the result of a data import, the query table can be accessed by

                Workbook.Worksheet.ListObjects(index).QueryTable

Thanks to VertexVortex for spending time creating this lesson for Excel Exposure!

Video Lesson: Math and Statistical Functions

This Excel video lesson is about the Experience Level 1 Math and Statistical Functions in Excel.  Here is the level 1 function list extract from the Master Workbook that goes along with the video lesson.

The formulas discussed in the video are as follows:

MIN – MAX – AVERAGE – MEDIAN – SUM – PRODUCT – SUMPRODUCT

COUNT – COUNTA – COUNTBLANK – ABS – COUNTIF – COUNTIFS

SUMIF – SUMIFS – AVERAGEIF – RAND – RANDBETWEEN

ROUND – ROUNDDOWN – ROUNDUP – SUBTOTAL

As always, make sure to download the latest Master Workbook to follow along.

EDIT: The Gross Profit formula should not be including the ‘Retail Price’ in it’s SUM function.  I’ve left this mistake in there so that the numbers remain the same in the video & file, but I just wanted to point out that the calculation is incorrect.

Next up if you’re following the Lesson Guide is learning about Date & Time Functions (e.g. TODAY, MONTH)

PDF to Excel – Free Online File Conversion

Most of us have encountered situations where we have PDFs that need to be converted to Excel.  This free online resource has worked very well for the PDFs I have used.  Some specific points worth mentioning:

- Documents up to 30mb can be uploaded for conversion.

- Web-based so there is no installation of computer software (requires email address).

- According to their Privacy Policy, emails and documents are kept confidential.

FYI: This is an external website which I do not control or operate and should be used at your own risk.  Please let me know if you have any issues.

PDF  to Excel Conversion

Software: KeyRocket

KeyRocket is an interesting piece of software that works outside of Excel (aka not an add-in), and suggests Excel keyboard shortcuts based on what Excel options/features you use the most.

This program can help if you are constantly forgetting shortcuts as it allows for pop-up notifications reminding you that there’s a shortcut you could have used.

It is free for non-commercial use and also works with Word, PowerPoint, Outlook, and Windows Explorer.  Update: Per the comments, the software is no longer free for non-commercial use.

Download here if interested: KeyRocket – Excel Keyboard Shortcuts

Especially useful for beginners to help get familiar with keyboard shortcuts early!

Excel Keyboard Shortcuts

VBA Walkthrough #2: Message Encoder & Decoder

This VBA macro is hopefully a bit more interesting than the last, and shows how I created a message encryptor/decryptor in Excel using VBA/macros.

The lesson covers these specific areas of VBA usage:

- For…Next loop (including nested loops)

- If…ElseIf…Then Statement

- Excel functions: CHAR() / LEN() / VLOOKUP()

- VBA functions: Mod / Mid / Asc / Chr

Download the Message Encryptor & Decryptor here to follow along with the video lesson.

VBA Walkthrough #1: Purchase Order Generator

VBA Macro Walkthrough

One of the best ways of learning VBA is to take a look at completely functioning macros & code to see how others approach a problem.  In this video lesson, I walk you through a Purchase Order Generator that I created using Excel and VBA.  Throughout the video, the following topics are discussed:

- How to create unique userforms which allow users to input information in a separate window.

- Usage of VBA userform toolbox items such as Label, ListBox, TextBox, and Buttons.

- Coding related to specific events (when an item in a list is chosen, or a button is clicked).

- Declaring variables, and using worksheet functions in VBA.

- Populating Purchase Order sheet with relevant product information based on user’s selections.

Download the Purchase Order Generator workbook to follow along.

Also, this is the first video lesson with HOMEWORK!!  Please feel free to complete the assignments in the worksheet and send to ben@excelexposure.com for feedback.

 

See the Guest Video Lesson of the Homework Solution here!

Video Lesson: Formula Auditing & Evaluation

Formula Auditing and Formula Evaluation are powerful components in Excel, and today’s video lesson goes over the following uses of the Formula Auditing features:

Show Formulas:  How to change view to show formulas instead of cell results.

Formula Evaluation:  See how Excel views the formula as you walk your way through the calculations.

Trace Precedents / Trace Dependents:  Helps finding out where your data is coming from and/or going to.

Watch Window:  Allows for user to set certain cells into a window that can be viewed as you switched sheets.

Make sure to download the most recent Master Workbook to follow along.

Video Lesson: Advanced Lookup – Index & Match

The versatility and usefulness of the Index and Match functions are cherished by Excel veterans, but many less experienced users have either not encountered them, or are a bit confused by the usage of the two.

This Excel Video Lesson shows you how you can use the Index & Match functions to do advanced lookups which can be more reliable and versatile than just VLOOKUP or HLOOKUP alone.  In the video I go over the following uses of Index & Match:

- Two-Way Lookup (using both a row header and column header to find the intersecting value).  This can be very helpful when columns and rows may be added or deleted to your ranges.

- Averaging entire row/column information based on a lookup value.

- Summing entire row/column information based on a lookup value.

Make sure to download the most recent Master Workbook so that you can follow along at home!