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May 20, 2010 1 Comment

Changing Pivot Table Summaries in Excel 2007

In this Excel Video Lesson I demonstrate how to show an additional Pivot Table Summary, “Percentage of Total,”  alongside a traditional ( Sum of Amount) subtotal. It is easy to do – if you know where to look. In the Field Settings Dialog Box for your Pivot Table, click on the “Show Values As” tab and then select the option that you want from the drop-down listing. In this lesson I use “% of Column.”

Watch me demonstrate how to do this.

If your want to learn the best tips for Excel, I encourage you to purchase my DVD – “The 50 Best Tips for Excel 2007.” Click here to enter my secure shopping site and make your selection. I guarantee your satisfaction 100%. If you are not satisfied, then I will refund your purchase price.

Additional Resources

Extended Length – 90 Minutes – Video Tutorials for Excel Pivot Tables now available – Download or on DVD-ROM

You can view – and download – this video on YouTube. I welcome you to subscribe to my YouTube Channel, DannyRocksExcels

Learn how you can “Quickly Create Pivot Tables” in Excel

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May 15, 2010 1 Comment

How to Compare Two Excel Lists for Differences

Lists, lists, lists … It sometime seems that I am swimming in a sea of lists. Lists of customers, updated lists of customers, sales by week, sales for the current week, book lists, revised lists of books, etc. Lists seem to beget more lists and both beget problems – How to compare pairs of lists to avoid duplicates and redundancies!

If you can relate to this scenario, I know that you will enjoy this Excel Video Lesson.

Three Techniques Used in My Tutorial

1) Use the =MATCH() Function

2) Use the =VLOOKUP() Function

3) Use a Pivot Table in Excel 2007

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If you enjoyed this Excel Video Lesson, I am confident that you will enjoy the lessons on my DVD-ROM, “The 50 Best Tips for Excel 2007.”  Click on this link to visit my secure online shopping website.

You can watch this Excel Video Lesson on YouTube – Subscribe to my YouTube Channel – DannyRocksExcels

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May 15, 2010 Leave a Comment

I Have Updated My Index of Excel Video Lessons

As part of the process of reorganizing my website, I have updated my “Index of Excel Video Lessons” page. The content of this page will be updated as I add each new Excel Video Training Lesson. So, I suggest that you click here to go to the Video Index and then save the page as one of your “Favorites” if you want to learn how to really get the most out of Excel or to find a quick answer when you are using Excel.

On the Index Page you can see an organized listing of my Excel Videos by Category – e.g. Formulas, Formatting, Pivot Tables “What-if” Analysis, etc. Each lesson is “hyperlinked” so that you can just click on the topic to go directly to the lesson that you are interested in.

I indicate in the title if the lesson is specific to Excel 2007.  All my new Excel video lessons are created using Excel 2007.

If there is a topic that you would like me to cover, send me an e-mail message – danny@thecompanyrocks.com

If you enjoy my video instruction, I encourage you to purchase my DVD, “The 50 Best Tips for Excel 2007.” The DVD contains over 5 1/2 hours of Tips, Tricks & Techniques to help you to master the program – and to save a considerable amount of time while working in Excel! Click here to enter my secure shopping site.

Thank you for your support and encouragement!

Danny Rocks

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Filed Under: COUNTIF and SUMIF Functions, Everyday Calculations in Excel, Excel Basics, Excel Data Tables and Lists, Excel Date and Time Functions, Excel Financial Tools, Excel Formulas, Excel Functions, Excel Training, Import Data into Excel, Lookup Functions in Excel, MS Excel 2007 DVD, MS Excel Tips, MS Excel Training, Online Store for The Company Rocks, Pivot Tables, Text Functions, Tips and Time Savers, Training, Video Training Courses, What-if Analysis Tagged: , , ,
May 14, 2010 2 Comments

How to Combine Changes Made to Multiple Excel Workbooks

Review Changes Command

Review Changes Commands

Frequently, several people work on an Excel 2007 Workbook. Perhaps to create departmental budgets or to analyze regional sales results. When it is time to combine the work of these individuals into the Master Excel Workbook you do not want to resort to “copy & paste!” Fortunately, you do not have to. Use Excel 2007’s Compare and Merge Tool to do this for us.

However, in order to make this work there are several “gotcha steps” to be aware of. Watch this video lesson to see how to combine the individual work of three colleagues into a “merged workbook” for an upcoming event. I guarantee that this lesson will save you time and aggravation at “budget time” each year.

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This video is available to view and download – for free – as a Podcast at the iTunes store. Click here to go to the Danny Rocks Tips and Timesavers Podcast at iTunes.

(Follow this link to watch this Video Podcast from my website.)

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If you enjoyed this Excel video lesson, I invite you to visit my online store to purchase my DVD, “The 50 Best Tips for Excel 2007.” It contains over 5 1/2 hours of focused video instruction in Excel 2007 Tips, Tricks & Techniques. Click here to shop using a secure shopping cart.

 

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Watch this Excel Tutorial in High Definition

Do you want to watch this Excel Video Lesson on YouTube? Follow this link to view it on my YouTube channel, DannyRocksExcels

Note: As of September 2012, this video has been viewed over 79,000 times on YouTube!

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May 13, 2010 2 Comments

View Excel Worksheets Side by Side

This is another Excel 2007 Video Lesson that I created in response to a view’s request for help. Excel 2007 makes it quite easy to view two worksheets “side by side,” but there are a couple of “got’cha steps” to be aware of in order to make this work for you.

First, I want to clarify the difference between three similar words that I use in this lesson – “Windows, Workbooks, Worksheets.” We will be opening up multiple Windows in order to compare multiple Worksheets which can be part of one or more Workbooks. “Windows, Workbooks, Worksheets” – Oh My!

It is easier to show you the difference, so let’s view this lesson.

If you enjoyed this Excel Video Lesson, you will enjoy my DVD, “The 50 Best Tips for Excel 2007.” You can purchase it here on my website at my secure storefront. Click here to start shopping!

You can watch this Excel Video Lesson on YouTube – Visit my channel, DannyRocksExcels

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May 11, 2010 2 Comments

How to Use Excel’s Transpose and Text to Columns Tools to Reorganize Your Data

This video lesson is in response to a viewer’s request. The information that he gets comes from a mainframe computer and the orientation of the data is horizontal (going left-to-right across columns. He wants to be able to reorganize this data to show it vertically (from top-to-bottom in rows. I use Excel’s Transpose tool to show him how to do this.

I also demonstrate an extremely useful Excel Tool – Text to Columns – to break apart an address block (City, State, Postal Code) into discrete fields – to help you to manage a mail merge or to sort and filter by State or by Postal Code.

(Note: Somehow this lesson “got lost” as I was reorganizing my website. So, I apologize in advance if you already viewed this lesson.)

If you enjoyed this lesson, I invite you to visit my online bookstore to shop for my DVD, “The 50 Best Tips for Excel 2007.” It is on sale now!

You can watch this Excel Video Lesson on YouTube – vist my channel – DannyRocksExcels

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May 11, 2010 2 Comments

Get External Data in Excel 2007

I created this Excel Video Lesson in response to a viewer request. He wants to learn how to move files that contain dates, text and numbers from a different program into Excel. Excel 2007 gives you an easy to follow Wizard from the Data Tab of the Ribbon to Get External Data.

As I stress in this lesson – “Resist, resist, resist … the urge to go to the Office Button (File Menu) and choose Open. No, no , no… Use the Get External Data Wizard. Watch this short lesson to see how to bring information in from Word 2007 and from Access 2007. I also show you how to save an Excel 2007 file as a Text File (.txt) to make it easy to open it in almost any program.

If you enjoyed this lesson, I invite you to shop for my DVD, “The 50 Best Tips for Excel 2007.”The Store for The Company Rocks is a secure shopping site. And, I personally guarantee your satisfaction – or I will refund your purchase price! Click here to start shopping.

You can watch this Excel Training video on my YouTube Channel – DannyRocksExcels

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April 29, 2010 1 Comment

How to Create a Fiscal Year Summary Pivot Table Report in Excel 2007

This video lesson is related to my previous lesson – “How to Create a Month, Quarter Year Pivot Table Report.” This time, we are using a Fiscal Year.

I get asked this question frequently. So watch to see how this is done. One hint – your data source must include two fields that contain the Fiscal Year and the FY Quarter.

You can view and download the Excel video lesson – for free – as a Podcast. Click here to go to my Podcast, Danny Rocks Tips and Timesavers, at the iTunes store.

If you enjoyed this video, I invite you to shop at my secure online bookstore – http://shop.thecompanyrocks.com – You can purchase my DVD s in the series, “The 50 Best Tips for …”

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April 29, 2010 1 Comment

How to Create a Month, Quarter, Year Pivot Table Report in Excel 2007

Would you believe that with fewer than 10 mouse clicks you can transform a long list of daily sales transactions into a useful summary report – showing sales by Month, Quarter & Year?

Yes, you can do this with a Pivot Table report in Excel 2007 – using @ 10 mouse clicks.

Watch how I do this.

Now, many people will want to know how to customize this report to show Quarters that follow a Fiscal Year (e.g. April, May, June is FY Quarter 1) I demonstrate how to do this in my next lesson. Click here to view that video lesson.

If you liked this video, I invite you to shop for my DVD, “The 50 Best Tips for Excel 2007.” I have a secure shopping cart here on my website. Shop now!

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April 27, 2010 1 Comment

Create a Calculated Field in an Excel 2007 Pivot Table

Pivot Tables are very flexible. Yes, they are based on the fields in your source data, but you can also created new “virtual fields” – Calculated Fields.

In this lesson I show you how to create a new, Calculated Field, in a Pivot Table. This will be a “Price-per-Case” field that does not reside in the original source data. You will also learn how to hide the Formula Error #DIV/0! that results when we create this new field.

If you enjoyed this tip and my style of training, I invite you to visit my online store to purchase my DVD, “The 50 Best Tips for Excel 2007.”

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