Taming the Wild List in Excel
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- Hilary Paul Greer
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1 in Excel Melissa Esquibel Copyright 2017 Melissa P Esquibel LLC. All rights reserved. Unauthorized duplication prohibited. Microsoft is a trademark of the Microsoft group of companies and associated product names and logos are registered trademarks of Microsoft Corporation in the United States and other countries. i a a p - h q. o r g
2 What is a well-built list? Column Titles One row-one record No completely blank rows No completely blank columns Consistent data types What if my list isn t ideal? Delete blanks, but TEST! Alternatives to blank rows and columns Fixing multiline data problems Fixing combo cells Copy/Paste Transpose Fast format clean-up Ctrl A iaap-hq.org 2
3 Table Style Formatting Ctrl T iaap-hq.org 3
4 Delete blanks, but TEST! iaap-hq.org 4
5 Fast Fix to Blank Lines Click first filtered row number Ctrl+Shift+ Ctrl+- (minus) Ctrl+Shift+L turns off filter Ctrl+Home to the top left. Alternatives to Blank Rows/Columns Alternative to blank columns Increase Indent Alternative to blank rows Select all and size one iaap-hq.org 5
6 Fixing Multiline Data Problems iaap-hq.org 6
7 Fixing Multiline Data Problems Copy/paste values in formula cells Filter out any other column that will show blanks on now extra, unneeded rows. Then, same as Fast Fix to Blank Lines iaap-hq.org 7
8 Fixing Combo Cells Text to Columns Fixing Combo Cells Text Functions TRIM LEFT RIGHT MID iaap-hq.org 8
9 Flash Fill Type the first entry Type the first letter of the next entry Press tab iaap-hq.org 9
10 Copy/Paste Transpose iaap-hq.org 10
11 Fast Format Clean-up Cornerstone Clear Clear Formatting iaap-hq.org 11
12 Remove Duplicates Easy to do Easy to do it wrong How to double check with VLookUp Remove Duplicates Duplicate worksheet On both worksheets insert an index column Remove duplicates from one worksheet Don t forget to uncheck the Index column! Input VLookUp formulas on the other iaap-hq.org 12
13 VLookUp iaap-hq.org 13
14 Using VLookUp to Combine Like Lists =VLOOKUP(B2,'Client Location'!$A$2:$B$79,2,0) iaap-hq.org 14
15 Using Data Model to Create Intersected Lists Pro/Pro Plus/O365 selected (E licenses) PowerPivot Addin Installed Institution ABA Number Institution Database Demographics Regulatory Body State Another Approach using & Create a unique data item by concatenating others. Highlight or Remove Duplicates =B25&C25&D25&E25&F25&G25&H25 A25 contains non-duplicate data iaap-hq.org 15
16 Using the TEXT Function A1 contains 03456, which shows 3456 =TEXT(A1, ) shows Works with Mail Merge! Still sorts! Also good for Months! A1 contains 02/16/2017 =TEXT(A1, mmm ) shows FEB iaap-hq.org 16
17 iaap-hq.org 17
18 Pivot Tables A pivot table is a program tool that allows you to reorganize and summarize selected columns and rows of data in a spreadsheet or database table to obtain a desired report. A pivot table doesn't actually change the spreadsheet or database itself. In database lingo, to pivot is to turn the data (slice and dice) to view it from different perspectives. How to you start one? Select 1 cell in data Insert Tab Tables Group Pivot Table Button OK iaap-hq.org 18
19 Selecting Data Worksheet column headers become fields Select fields Arrange report Select Arrange Refresh is intentional not automatic! iaap-hq.org 19
20 Interactivity Sort Filter Expand/Collapse Report Filter Slicers iaap-hq.org 20
21 Slicers Only Act like Report Filters Can be moved elsewhere Start inside your Pivot Table Insert tab>filters>slicer iaap-hq.org 21
22 Formatting Pivot Table Styles Rows or Columns? Number Formatting Validating Drill Down to the Detail Using Status Bar iaap-hq.org 22
23 Pages Distributing Information Creating Report Pages iaap-hq.org 23
24 Report Filter Pages Pivot Table Tools>Options (2010) Pivot Table Tools>Analyze (2013-6) Pivot Table group Options button drop-down arrow Show Report Filter Pages iaap-hq.org 24
25 Pivot Charts F11 Filter Be careful! iaap-hq.org 25
26 Thank you! MelissaEMCT.com iaap-hq.org 26
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