Excel Training | The Company Rocks

Danny December 29, 2010 Leave a Comment

How to Use Database Functions for Excel Tables and Lists

Database Functions include DSUM, DAVERAGE, DCOUNT. They are easy to use. You can use them with your Excel Tables and Lists. You use Database Functions to return the results (Sum, Average, Count, etc.) that you get from a Filter – or in this case, The Criteria.

Database Functions

Database Function Arguments

Each Database Function uses the same three required arguments:

1. Database. The Range that begins with your Data Set Labels and includes each column and each row in the database range. I prefer to use a “Named Range” for this argument.
Field. The reference to the Field Label for the field that you wish to calculate (Sum, Count, Average, etc.) There are three ways to refer to this label: (Click on the cell with the label, use a column reference number (1,2,3, etc.) counting from Left to Right, type the “Label Name” inside ” ” quotation marks.
Criteria. The Criteria Range that includes the Column Label for the criteria and the cells that contain the values or formulas you are using as your criteria.

It takes only a few minutes to set up your “Excel Dashboard” for the Criteria Range and your Results (e.g., the sum of the values in the field that match your criteria.) Change a value in your criteria and your results update automatically.

Filtering Data in Excel

If you use a structured data set in Excel, you probably use AutoFilters or Advanced Filters. Use Database Functions to “capture” the totals, averages, and counts of those queries.

If you need to review or learn how to apply Filters to data in Excel, watch these two lessons:

Click here to watch this video in High Definition at DannyRocksExcels on YouTube.

I invite you to shop for my DVD-ROM, “The 50 Best Tips for Excel 2007.” Click here to open a secure shopping cart.

Learn how to “Master Excel in Minutes – Not Months!”

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Filed Under: Data Filters and Queries, Excel Functions, Excel Training, Podcast Tips & Timesavers Tagged: Criteria Range in Excel, Database Functions in Excel, DSUM Function, Excel Dashboards, Excel Video Training, Named Cells and Ranges, Video lessons for Excel

Danny December 27, 2010 2 Comments

How to Apply Criteria for Advanced Filters in Excel

You want to use Excel to do more than just store data. You want to use Excel Filters in order to get information from your data set. In order to Filter the data, you need to create and apply criteria.

Options for Filtering Data:

Advanced Filtering

Use the built-in AutoFilters – And, starting with Excel 2007 these include “Natural Language Filters!”
Use the Advanced Filter Dialog Box and your own Criteria Range – that is what I demonstrate in this lesson.

Now – since Excel 2007 – that the built-in filters include Date Filters, Text Filters and Number Filters, I do not use the Advanced Filter as much as in the past. However, there are at least two “must have” reasons to use Advanced Filters:

To use “Calculated Field” criteria for your filters – e.g. to create a filter from a field that is not in your data set.
To extract “Unique Records” that meet your criteria – and to copy them to another location.

I demonstrate both of these “must haves” in this video lesson.

How to Create an Advanced Filter

Begin by inserting several blank rows above your Excel Data Set. These new rows will be used for your Criteria Range.
Copy the Data Labels to the top row of your new Criteria Range. I like to link these with a formula – e.g. =A8 to maintain consistency with the Data Labels.
Type or copy the values, comparison operators or formulas for your criteria in the row(s) below your criteria labels.
Go to the Data Tab on the Ribbon and choose the Advanced Filter Command and use the Dialog Box Options.

Distinguish “OR” criteria from “AND” criteria

“OR” criteria use separate rows in your criteria range. You are selecting the records that match one OR more criteria.
“AND” criteria are written on the SAME ROW. You are filtering for records that match ALL the criteria on that row of your criteria range.

Computed Criteria in Filters

With Advanced Filters, you can use Computed Criteria for your filters. The formula must return a value that is either TRUE or FALSE. And the Label for your computed criteria CANNOT be the same as the labels in your data set.

In this lesson I show you how to filter for Invoices that have been paid – but paid “late” – after the “due date.”

Extract Unique Records with Advanced Filter

I show you how to copy the unique records – your list of customers – to a new worksheet. This is a great tip that I picked up by reading John Walkenbach’s books! Watch the video to see how this is done.

Watch My Video in High Definition

Click here to watch this video lesson in High Definition, Full Screen Mode on the DannyRocksExcels YouTube Channel.

Master Excel in Minutes Resources

I have created extended length video tutorials for Excel. I invite you to visit my online shopping website to: Learn how to “Master Excel in Minutes – Not Months!”

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Filed Under: Data Filters and Queries, Excel Training, Podcast Tips & Timesavers, YouTube Videos by Danny Rocks Tagged: Advanced Filter for Excel data, AND / OR Criteria for Filters, Calculated Criteria in Excel, Crieria Range in Excel, Criteria for Advanced Filter in Excel, Excel Video Training, Extract Unique Records in Excel, IF() Function, Named Cells and Ranges

Danny December 24, 2010 1 Comment

How to Outline an Excel Worksheet

Many Excel worksheets – e.g. Budgets and Sales Reports – can be improved by applying an Outline. With an Outline, you can switch your focus between looking at the “big picture” and examining the details. An outline is especially useful when you are presenting numbers “interactively.” For example, when you are using a Projector and Screen to present Quarterly Sales Results during a meeting.

: Outline Commands

If you have set up your Excel worksheet in a “hierarchical” structure – SUMs at the bottom and to the right of each category, creating an outline is simple:

Create the Outline

Select a single cell in the worksheet.
On the Data Tab of the Ribbon (Excel 2007) go to Group – Auto Outline.
You now see the Outline Symbols “+ and -” above each column and to the left of each row. Depending on your data, you will also see numbers that represent the “level” of Outlining available.

Examine the Formulas

When a client sends me an Excel worksheet, one of the first steps that I take is to find all of the cells that contain formulas. A quick way to do this is with the F5 Keyboard Shortcut. This opens the “Go To” Dialog Box. Choose “Special” and then select “Formulas.” Now, all of the cells that contain Formulas are highlighted. If everything is correctly organized, then I apply the “Auto Outline” command to the worksheet.

Keyboard Shortcuts

Use the Ctrl + 8 keyboard shortcut to “toggle” between Hiding and Displaying the Outline Symbols. This is a great tip to learn – you still have the Outline, but your screen looks cleaner. And … I guarantee that several people in your audience will ask you “How did you do that?”

Custom Views

During the video lesson, I also show you how and why to apply Custom Views to your Outlines. A Custom View allows you to quickly display a different perspectives of your data. Set them up in advance – it is almost like having a PowerPoint slide presentation inside your Excel worksheet outline!

You can watch this Excel video lesson in High Definition, Full Screen mode on my DannyRocksExcels YouTube channel.

Learn how to “Master Excel in Minutes – Not Months!”

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Filed Under: Excel Training, Podcast Tips & Timesavers, Subtotals and Outlines in Excel Tagged: Custom Views in Excel, Excel Keyboard Shortcuts, Excel Video Training, Excel's GoTo Command, Group Data in Excel, Outline Excel Worksheets, Video lessons for Excel

Danny December 22, 2010 Leave a Comment

I Picked Up a New Tip Today – Filtering Your Excel Data

Yesterday, I posted an Excel Video Lesson on how to Filter your data. I focused on taking advantage of the Date Filters, Text Filters, and Number Filters introduced in Excel 2007. Today, in my email inbox, I received a great tip from Chandoo – whose tag line is “Become Awesome in Excel.”

Chandoo’s Tip – which I did not know – is to Right Mouse Click on any cell in your Excel Data Set and choose Filter – Filter by Selected Cell’s Value. As Chandoo points out, this only works in Excel 2007 and higher versions. I already use this tip in Microsoft Acces. In fact it is one of the Video Tips that I share on my DVD-ROM, “The 50 Best Tips for Access 2007.” So why didn’t I know that this would work the same way in Excel 2007? Because, I needed someone to point this out to me. Thank you Chandoo!

For me, the take-away point is to continue to explore other resources to learn from other expert users. Each – e.g. Mr. Excel – Bill Jelen; Mr. Spreadsheet – John Walkenbach, etc.) – has their own perspective on Excel. Each presents a topic in a slightly different manner. Each day is an opportunity to expand my knowledge base.

I also picked up another tip from Chandoo’s post – use the Ctrl + Shift + L Keyboard Shortcut to automatically add the Filter Drop Down Buttons to your Field Header Labels. I will use this tip on a regular basis. Now, I do not have to pick up the mouse to go to the Data Tab on the Ribbon and select Filter.

If you are using Excel 2007 and higher, note that you can also use this tip (rightmouse click in a cell) to filter by the selected cell’s Icon, Font Color and Cell Background Color. Data Visualization is one of the really great improvements introduced in Excel 2007. Click here to go to my video lesson on Data Visualization.

: Chandoo’s Tip

I recommend that you check out Chandoo’s Excel Blog by clicking on this link. You can click on the RSS Button – or go to http://feeds2.feedburner.com/PointyHairedDilbert directly to start receiving Chandoo’s Excel tips delivered automatically to your e-mail Inbox.

And, by the way, you can receive my new posts automatically by going to http://feeds.feedburner.com/DannyRocks which is my RSS feed on Feedburner.

I have now added Chandoo’s site to my Blogroll – so just click on the link whenever you visit The Company Rocks website.

Let me know if you have a special tip or a favorite website or blog that you want to share with our readers. Add your comment below.

Learn how to “Master Excel in Minutes – Not Months!”

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Filed Under: Data Filters and Queries, Excel Data Tables and Lists, Excel Training Tagged: Blogging, Data Visualization, Excel Video Training, Filter a List, FIlter a List in Excel, Keyboard Shortcuts in Excel, Right Mouse Click Menu, Tips and Time Savers

Danny December 21, 2010 4 Comments

How to Filter Excel Data and Save Custom Views

With an Excel data set, you rarely want to view all of the records – hundreds or thousands of records. Rather, you want to view a subset of the data – e.g. Sales of Laptop Computers in June sold by Bob. To do this, you create and apply filters. A filter is similar to a query – you are asking a question and getting the answer – information – from your data. If this is a question that you ask frequently, you can save the filter as a Custom View.

Filter Types

In Excel 2007, filtering has been greatly improved with the introduction of Date Filters, Text Filters and Number Filters. Now it is easy to find the sales for “last week,” or the invoices that will be due “next month,” etc. These new filter types – also available in Access 2007 – allow you get better information quicker from your data set.

Top 10 and Above Average Filters

In this lesson, I also demonstrate how to use the “Top 10” filter. You can also use the new “Above Average” and “Below Average” number filters to quickly find your best performers.

Create Custom Views

There is one “frustration” with Custom Views: If you use Tables in Excel 2007, you cannot use a Custom View. In fact, all Custom Views are disabled if you have a Table on any worksheet in your Excel Workbook.

You can learn more about filtering in Excel – click here to watch my video on Using Advanced Filters in Excel.

Want to watch this video in High Definition, Full-screen Mode? Click here to go to my DannyRocksExcels Channel on YouTube.

View my Video Podcast on iTunes. Click here to go to my iTunes Video Podcast, “Danny Rocks Tips and Timesavers.”

Learn how to “Master Excel in Minutes – Not Months!”

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Filed Under: Data Filters and Queries, Excel Training, Podcast Tips & Timesavers Tagged: Custom Views in Excel, Data Filters in Excel, Date Filters in Excel, Excel Video Training, Number Filters in Excel, Text Filters in Excel, Top 10 Filter

Danny December 20, 2010 1 Comment

Learn How to Quickly Create Excel Pivot Table Reports

Data Set in Excel

Many people are curious about Excel Pivot Tables. They would like to learn how to create a Pivot Table, but they fear that that will take too long and be difficult to learn.

Here’s the good news! Pivot Tables are one of the most powerful tool in Excel AND Pivot Tables are also one of the easiest Excel Techniques to learn! It sounds like a contradiction, doesn’t it?

How would you like to turn this data set – with over 500 rows of data …

into this Pivot Table Summary Report with @ six clicks of the mouse?

Pivot Table Summary

That’s all it takes. With a Pivot Table you turn long lists of data into summarized information that highlights the trends and patterns in your business.

Special: Save 20% on any purchase! Use Coupon SAVE-20-PCT during Checkout!

I can teach you how to get started on the road to mastering Excel Pivot Tables. On my DVD-ROM, “The 50 Best Tips for Excel 2007,” I have the following Pivot Table video lessons:

Introducing Pivot Tables – Run time: 8:23
- Why Use Pivot Tables?
- How to Create a Pivot Table
- How to Modify a Pivot Table
- How to Update a Pivot Table
Grouping and Charting in Pivot Tables – Run time: 5:50
- Grouping Pivot Table Fields by Month, Quarter and Year
- Grouping Pivot Table Fields by Week
- Collapsing and Expanding Pivot Table Fields
- Creating Pivot Charts
Using New Pivot Table Features in Excel 2007 – Run time: 7:46
- Base Your Pivot Table on an Excel Table
- Adjust Pivot Table Report Layouts
- Apply Conditional Formatting to Pivot Tables
- Insert Blank Rows in Your Pivot Table Report

The 50 Best Tips Series

As you can see from the “Run times,” each lesson is focused on one Excel technique. If you don’t have a lot of time and you want to quickly learn how to create Pivot Tables, my DVD-ROM is the best place to begin.

Here is a PDF that you can download to see the content and Run times for each of my tips: The 50 Best Tips for Excel 2007 Detailed Content Listing

And, here is a link to my Archive of Free Pivot Table Videos on The Company Rocks website.

Learn how to “Quickly Create Excel Pivot Table Reports and Charts”

Thank you!

Danny Rocks

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Filed Under: Excel Training, MS Excel 2007 DVD, New in Excel 2007, Online Store for The Company Rocks, Pivot Tables Tagged: Excel Pivot Tables, Excel Video Training, Group Dates in Pivot Tables, New in Excel 2007, The 50 Best Tips for Excel 2007, Video lessons for Excel

Danny December 18, 2010 5 Comments

The 50 Best Tips for Excel 2007 – Download Detailed Content Listing

By request, I have created a detailed content listing of each of “The 50 Best Tips for Excel 2007” available for you to download. Not only do you get a List of the 50 Best Tips, you also get details of the learning points in each tip and the Run time for each video lesson.

Excel DVD Tips

You can download:

A PDF File that you can print out or forward on to a friend or colleague.
- The 50 Best Tips for Excel 2007 Detailed Content Listing

If you would like to receive this detailed content listing as an Excel File, please click on this link to contact me directly. I will email you the file as an attachment.

There are over 5 1/2 hours of focused video instruction on my DVD-ROM.The files are Shockwave Flash Files and they play in any Internet Browser (Internet Explorer, FireFox,Safari, etc.)

As a bonus, the DVD-ROM contains the 50 Excel Workbooks that I use in the video lessons. Use these workbooks to recreate the lessons that you learn on the video.

I invite you to visit my online store ( http://shop.thecompanyrocks.com) to purchase the DVD-ROM for “The 50 Best Tips for Excel 2007.” Click here to start shopping using my secure shopping cart. I guarantee your complete satisfaction with my products. If you are not satisfied, I will refund your purchase price with no questions asked.

You will learn how to “Master Excel in Minutes – Not Months!”

Sincerely,

Danny Rocks

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Filed Under: Excel Training, Online Store for The Company Rocks Tagged: Excel Video Training, Tips and Time Savers, Video lessons for Excel

Danny December 17, 2010 2 Comments

Using the Built-in Excel Data Form to Edit, Enter and View Records

Data Form

Excel has a built-in Data Form which is very useful for viewing all of the fields (up to 32 of them) associated with a single record. When you have lots of “Fields” in your “Data Set” and you do not want to do a lot of horizontal scrolling to view or edit the values in the cells, use this Data Form.

There is a limit of 32 fields when using Excel’s built-in Data Form.

Customize the Quick Access Toolbar

However, it does not appear as a Ribbon Command in Excel 2007. To use the Data Form add the Form Command to your Quick Access Toolbar (QAT) – I show you how to do this in the video.

Personally, I do not recommend the Excel Data Form for entering new records in your data set. I like to add Data Validation drop-down lists to ensure data integrity and this feature is not available in the Data Form. However, you can use Criteria to quickly find records for viewing and editing in the form.

Filtering Data with the Data Form

I give you a brief introduction to some of the new filtering options available in Excel 2007. I will cover this in greater detail in another lesson.

Subscribe to My Video Podcast on iTunes

I invite you to subscribe to my free video podcast, “Danny Rocks Tips and Timesavers” on iTunes. Click here to go directly to my iTunes podcast. I have had over 25,000 downloads since I began my podcast in June of 2010.

Watch this video in High Definition

Click here to go to my DannyRocksExcels YouTube Channel.

Watch Video Now

Master Excel in Minutes Video Training Resources

I have created a series of extended length Excel Video Training Resources. I invite you to visit my secure online shopping site to: Learn how to “Master Excel in Minutes – Not Months!”

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Filed Under: Excel Forms, Excel Training, New in Excel 2007, Podcast Tips & Timesavers, YouTube Videos by Danny Rocks Tagged: AutoFilter data, Customize Quick Access Toolbar, Data Validation, Excel Data Form, Excel Video Training, Video lessons for Excel

Danny December 14, 2010 1 Comment

Working with Multiple Worksheets in Excel

The 50 Best

In this video lesson, I share my tips for maintaining a consistent look when working with multiple worksheets in Excel. I will demonstrate how to:

Group multiple worksheets for editing
Make a copy of an Excel worksheet
Use the Fill Across Worksheet tool – to update Contents or Formats or Both – for a Group of worksheets

In a professional setting, it is important to make a consistent presentation of your Excel worksheets. You want each worksheet in the group to use the same formatting styles, headers and formulas. The tips that I demonstrate will definitely save you time and help you to maintain a consistent look.

Click here to watch this video in High Definition, Full Screen mode on my DannyRocksExcels YouTube Channel.

Learn how to “Master Excel in Minutes – Not Months!”

Invitation to Visit My New Secure Online Shopping Site

I have just opened my new, secure online shopping website. I invite you to visit http://shop.thecompanyrocks.com to see the new products that I have introduced in the year 2011.

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Filed Under: Excel Functions, Excel Training, Podcast Tips & Timesavers, Work with Multiple Worksheets Tagged: Copy Excel Worksheets, Fill Across Worksheets, Group edit in Excel, MAX Function in Excel, MIN Function in Excel

Danny December 10, 2010 Leave a Comment

Learn How to Use Date Functions in Excel

Excel has a group of functions that help you to calculate dates. For example, the number of days between two dates or the date on which an invoice will be payable.

This is the second in my series of lessons where I demonstrate how to enter and calculate dates and times in Excel. Here is the link to part one.

Excel DVD Tips

The date functions that I demonstrate on this video are:

TODAY()
NOW()
DATE()
DATEVALUE()
WORKDAY()
NETWORKDAYS()
EOMONTH()

The last three date functions require you to activate the Analysis ToolPak Add-in. You will also learn some valuable and time saving keyboard shortcuts.

You can watch this video in High Definition, Full Screen Mode on my YouTube Channel – DannyRocksExcels

Learn how to “Master Excel in Minutes – Not Months!”

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Filed Under: Excel Date and Time Functions, Excel Functions, Excel Training, Podcast Tips & Timesavers Tagged: DATE() Function, EOMONTH Function, Excel Date Functions, Excel Keyboard Shortcuts, Excel Video Training, NETWORKDAYS Function, TODAY() Function in Excel, WORKDAY Function

Danny Rocks “Training You to Excel”

How to Use Database Functions for Excel Tables and Lists

Database Function Arguments

Filtering Data in Excel

How to Apply Criteria for Advanced Filters in Excel

Options for Filtering Data:

How to Create an Advanced Filter

Distinguish “OR” criteria from “AND” criteria

Computed Criteria in Filters

Extract Unique Records with Advanced Filter

Watch My Video in High Definition

Master Excel in Minutes Resources

I Picked Up a New Tip Today – Filtering Your Excel Data

How to Filter Excel Data and Save Custom Views

Top 10 and Above Average Filters

Create Custom Views

The 50 Best Tips for Excel 2007 – Download Detailed Content Listing

Learn How to Use Date Functions in Excel

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Danny Rocks “Training You to Excel”

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Database Function Arguments

Filtering Data in Excel

Options for Filtering Data:

How to Create an Advanced Filter

Distinguish “OR” criteria from “AND” criteria

Computed Criteria in Filters

Extract Unique Records with Advanced Filter

Watch My Video in High Definition

Master Excel in Minutes Resources

Create the Outline

Examine the Formulas

Keyboard Shortcuts

Custom Views

Top 10 and Above Average Filters

Create Custom Views

Customize the Quick Access Toolbar

Filtering Data with the Data Form

Subscribe to My Video Podcast on iTunes

Watch this video in High Definition

Watch Video Now

Master Excel in Minutes Video Training Resources

Invitation to Visit My New Secure Online Shopping Site

Locate My Video Tutorials by Category

Seach My Website with Keywords

Podcast Feeds

Blogroll

Blogs for Business Writing

Blogs for Excel

Blogs for Presentations

Register or Log In

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