Monday, July 10, 2023

Filtering and Slicers - Google Sheets

Filtering column data in sheets in another way to help you narrow done on the important stuff of your data. Also something a bit newer called Slicers, and I’ll cover that closer to the end of the video. But did you know you could filter for value, conditions or colors in sheets? There’s all sorts of ways you can tease out the important stuff in your data with filters and you can even hide your filtering when you are collaborating with others in google sheets.

Monday, July 3, 2023

Extract First, Last & Middle Name Excel Power Query

You’ve got names in a column cell and you want to separate first, middle and last names. Easy to do if ALL the values were the simple first…middle… and last name. But what if some didn’t have middle names? What if some had two or three middle names? Easy if it was like 5 to 10 names. 20 names…not that easy...2000 names? Much harder to do. But if you’ve got power query, it’ll only take under 5 minutes to do. Plus once you set it up, you can do it over and over again.

Monday, June 26, 2023

Sort by Column - Google Sheets

There are some quirks with Google Sheets. Usually sorting from A to Z or Z to A is a simple process , and when you have a data range to analyze in Sheets there are various additional options you have. BUT watch out for sorting by sheet or sorting by range in google sheets. In addition, one other sort capability you have is you can also sort by color! But it's not intuitive, since it doesn’t readily show up in the sort menu, but I'll covered how to “enable” it.

Monday, June 19, 2023

Convert One Column Address List Same & Different Row Amounts

When you get a list of addresses, sometimes it’s in a good format to do a mail merge. That’s when you’ve got the name is one column, address in another column, etcetera. If you get an address list with all that information in ONE column, it’s not that hard to copy and paste transpose to another set of cell ranges IF there aren’t too many records (less than five). When you get a list of records that are higher, say more than 10 records, then it becomes more time consuming. Get to 20+ records, and you might as well forget about taking the afternoon off. BUT if the records follow a consistent and static structure, then you can use some formula tricks to take care of it quite easily. AND if the records don’t follow a structure, but have some sort of pattern, there’s also a way to take care of that and unstack this data.

Monday, June 12, 2023

Dynamic Chart Label Million to Billion with Conditional Formatting

You want dynamic labels for your charts or graphs? For example, when showing sales, if it’s over a million bucks you don’t want the chart label to show 7+ digits. You just want it to show something like 1 M. But if it’s less than 1 million, like 500,000 you want it to show 500K. AND you want it to be dynamic cause your data changes so often.
Think you must do this manually? NO!! There’s a way to do it with a custom format hack. I’ve even through in a bonus tip near the end.

Monday, June 5, 2023

Key Word Search to Bring Back Multiple Results

Do you create dashboards or templates and want to have a mini search bar or search cell...Something like a mini google in your Excel sheet? Imagine having a cell where you can type some keyword or part of a word and expect it to bring back records that match the keyword. It’s not a full fledge search engine, but it is a neat thing you can do with just a few combinations of the newish dynamic array functions in the latest versions of Excel. Having a keyword search capability and using it for lookups is just another cool way you can use Excel to help you make spreadsheet data useful. Whether you’re doing it for yourself or have a template to send your users, think of this as a neat little tool that hopefully make your job easier.

Monday, May 29, 2023

Lookup to Find Multiple Matches

If you’ve done lookups with VLOOKUP, INDEX/MATCH or even the new XLOOKUP, it usually just brings back one record or one match per cell. But what if you wanted a lookup to find multiple matches? Think you’d have to write crazy long formulas or VBA code? Well with a neat dynamic array function in M365, it’s just a simple combination with other functions that will take you less than a couple minutes to put together...maybe even less that one minute, once you understand how it’s done.