Essential Excel Skill #3: Creating and Using Named Cell Ranges in Excel

Essential Skill #3 - Using Named Cell Ranges

Essential Excel Skill 33 – Using Named Cell Ranges

I believe that there are two main reasons to create and use Named Cell Ranges in Excel”

  • They make great Navigational Bookmarks – to quickly move to a specific location in your workbook
  • Using Named Cell Ranges in Excel Formulas make the formula:
    • Easier to Write
    • Easier to Explain – to others
    • Easier to Understand – when you need to edit it or copy it.

9 Essential Excel Skills

My latest Excel Video Training Resource: “9 Essential Excel Skills,” contains 4 hours of focused video training. There are a total of 25 individual video tutorials in the resource.

Here, in this lesson, I demonstrate several of the tips and techniques that I present in Essential Skill # 3. I show you how easy it is to create and use Named Cell Ranges in Excel Formulas and Functions.

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How to Use Lookup Functions in Excel – Take a Free Lesson from My Latest Video Training Resource

Video Lesson - Lookup Functions in Excel 2007

Video Lesson – Lookup Functions in Excel 2007

I have just published the Excel 2007 version of my latest video training resource, “Nine Essential Excel Skills.” And, I want to offer you the opportunity to watch a complete episode. This is one of the 25 video tutorials included on my video training resource. The complete package contains almost four-hours of focused Excel 2007 Training.

Lookup Functions in Excel 2007

Watch this complete 11 minutes and 30 second lesson, as I demonstrate how to use both the VLOOKUP() and HLOOKUP() Functions in Excel. I demonstrate how to return an “exact” match as well as how to return an “approximate” match. I use “plain language” to describe how to use Lookup Functions.

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Download My Step-by-Step Instructional Guide – for Free!

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Review for my Latest Publication – “9 Essential Skills for Excel 2010”

Main Menu Essential Skills for Excel

Main Menu for “9 Essential Excel Skills”

I just received a fabulous review, from one of my viewers, for my video tutorial, “9 Essential Skills for Excel 2010.”

Read this Review

Product Reviews

It’s really a master piece!!

Posted by Tamoghna on 8th Sep 2012

“I was a beta tester of “9 Essential Excel Skills- Excel 2010” by Danny Rocks. In one word this is an excellent resource for anyone who wants to master those essential skills which are required to use excel professionally. There are total 9 chapters which consist of a series of dense but brief video lessons.

The lessons have been planned in a careful way so that the viewers are introduced from simple to more complex topics.

Surely you are going to be amazed by the incredible picture and sound quality of the videos. I had a feeling as if I was watching an excel movie while putting my head phone. Danny has several qualities as an instructor. His pace of delivery and voice modulation is just fantastic and if you are not an absolute excel-newbie watching a video just one time is enough. Before starting each lesson he gives a brief introduction so that you can connect what you learned in the previous lesson. He also repeats and stresses some part which you will find really helpful.

Another great take away from this video tutorial is a bunch of great keyboard shortcuts and best excel practices which you can expect only from an excel veteran. Among so many other things I was left with surprise why I didn’t use “page layout view” and “vertical alignment formatting” before! Even if you are an advanced excel user surely you are going to learn a lot of useful tricks including some commonly encountered gotchas and how to avoid them.

I won’t be taken aback If this product goes every corner of the excel user community and becomes best seller in this field.”

Learn More About My Video Tutorial

I have produced the “9 Essential Skills for Excel 2010” in two formats:

Both versions include 4 hours of video instruction. 25 individual video tutorials. The Excel Practice files that I used while filming the video tutorials. A PDF of the Step-by-step Instructional Guide that I created for these video lessons.

Version for Excel 2007 Now Available!

DVD-ROM, "9 Essential Excel 2007 Skills"

DVD-ROM, “9 Essential Excel 2007 Skills”

I have just published “9 Essential Excel 2007 Skills” for DVD-ROM. Click to to get more information about my latest publication.

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How to Combine 2 Excel Workbooks Using VLOOKUP Function

VLOOKUP Function Arguments

VLOOKUP Function Arguments

I created this video tutorial to assist one of my viewers. He had 2 Excel Workbooks that he needed to combine. Because he had a MemberID Field in each workbook, I decided that the VLOOKUP() Function would be the fastest way to complete this task for my viewer.

Tips Covered in this Video

  • Move or Copy a Worksheet to another Excel Workbook
  • Use a Mixed Cell Reference – e.g. $A4 – so that column “A” reference is “frozen” when copying formula
  • Create “Named Range” to use as the “Table_Array” argument in VLOOKUP
  • Use FALSE as 4th (optional) argument in VLOOKUP to produce an “exact match”
  • Use IFERROR to prevent “error messages” from displaying

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How to Use Named Ranges in Existing Excel Formulas

Paste Named Ranges in Formula

Paste Named Ranges in Formula

I am a strong proponent for using Named Cell Ranges when creating Excel Formulas. But what if you have already created formulas – formulas that use cell references. How do you insert or apply a newly created named range into an existing Excel Formula?

Simple answer – watch this short video to see me demonstrate how this is done.

Better answer:

Follow These Steps

  1. Activate in-cell formula editing by either double-clicking the formula cell or using the Keyboard Shortcut F2.
  2. Highlight the cell reference that you wish to replace with a named range.
  3. Choose the Name from the “Use in Formulas” drop-down menu. You can also use the F3 Keyboard Shortcut to open the Paste Names Dialog Box.
  4. Repeat these steps to complete replacing additional cell references with named cell ranges.

Learn to Get the Most from Excel

On my DVD-ROM, “The 50 Best Tips for Excel 2007,” I offer 5 1/2 hours of video instruction. You will be amazed at how much more you can get out of Excel when you invest in this valuable resource. I invite you to visit my secure, online shopping website to learn more about the resources that I offer.

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3 Reasons to Create and Use Named Ranges in Excel Formulas

Use Named Ranges in Formulas

Use Named Ranges in Formulas

In my opinion, there are three reasons to use Named Range references in Excel Formulas:

  1. They are easier to write. Particularly, if you are referencing cells in another worksheet.
  2. They are easier to remember. Using =Sales – Cost of Goods Sold to determine Gross Profit vs. =A1 – B1
  3. They are easier to explain. Especially, if you are sending an Excel Workbook to a client or a colleague.

Creating Named Ranges in Excel

In this tutorial, I demonstrate two methods for creating a named range:

  1. Select the cells in the range and then type the name in the “Name Box” in the Upper Left Corner of the worksheet.
  2. Select both the cell with the “Name” and the adjacent cells for the range. Then use the Keyboard Shortcut Ctrl + Shit + F3 to open the Create Names from Selection Dialog Box

Remember that all Named Ranges MUST begin with a Letter or an Underscore and they CANNOT contain any Spaces!

Paste Named Ranges into Formulas

If you are using Excel 2007 or Excel 2010, you can take advantage of Formula AutoComplete to quickly and accurately include named ranges in your formulas. In ALL versions of Excel you can use the F3 Keyboard Shortcut to open the Paste Names Dialog Box and select the named range that you wish to paste into your formula.

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Use an Excel Template to Customize a Worksheet with 52 Weeks of Employee Time Cards

Template for Time Cards in Excel

Time Card Templates in Excel

This is Part Two in my new series of Excel Tutorials where I share my best practice tips for creating 52 weeks of Employee Time Cards – for hours worked. In this segment, I focus on starting the process with an Excel Template.

Finding Templates for Time Cards

As I demonstrate in the video, there are at least two easy sources for finding a Time Card Template:

  1. Sample Templates Installed on your Computer
  2. Templates that you can preview and download from the Microsoft Office Templates Website

Examining Templates that You Download

Before you even think about duplicating the Excel Template that you just downloaded, it is important for you to take a few minutes to explore:

  • The Formulas used in the Template
  • The Formatting used in the Template – especially the formatting for Dates and Times
  • The Protection Applied (if any) to the cells or the entire worksheet

Creating Drop-down Menus for your Template

Since our premise here is that we will copy the template to 51 additional worksheets, it makes sense to use Data Validation to create a series of “drop-down menus” for Employee names and the Start Date for each week. I demonstrate how to do this in the video tutorial.

Links to Additional Video Tutorials in this Series

Additional Resources for Excel

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How to SUM Values in One Field Based on Criteria from Multiple Fields in Excel

SUMIFS and DSUM Functions

SUMIFS and DSUM Functions

The new SUMIFS() Function was introduced in Excel 2007. With SUMIFS, you can sum the values in one field based up criteria that comes from multiple fields. This is a very valuable Function.

SUMIFS Function

The key to understanding SUMIFS, is that you “pair” a criteria range with the criteria for that range. As you watch my tutorial, the importance of this concept will become clear to you.

DSUM Function

If you are using – or need to create workbooks that are compatible with – older versions of Excel – e.g. Excel 2003, you can use the DSUM Function to achieve the same results. The DSUM belongs to the Database Functions set in Excel.

Use Named Cell Ranges in Formulas

I highly recommend that you learn how to create – and then use – named cell references in your Excel Formulas and Functions. In this tutorial, I show you how to do this. Once you have created a named cell reference, you can use the F3 Keyboard Shortcut to show a dialog box that lists all of the named Ranges that you can post into your formulas. This will save you time and help to ensure accuracy in your formulas – especially when you cop a formula to another location.

Bonus: Create Drop-down Menu with Data Validation

When using Multiple Criteria, I like to be able to select my criteria values from a drop-down list. In this lesson, I demonstrate how to do this using Data Validation in Excel.

Learn More Excel Tips

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YouTube Video

How to Return Either an Approximate or Exact Match for VLOOKUP Function

Matches with VLOOKUP

Matches with VLOOKUP

One of my viewers asked me to explain – with examples – how and when to choose either an Approximate or an Exact Match using the VLOOKUP Function in Excel. .

Approximate Match for VLOOKUP

The Approximate Match is the Default setting for Vlookup. This means that you can either omit the 4th, optional, argument or use the word TRUE. However, as you will see in this video tutorial, there are other considerations to consider in order to get the correct result that you are looking for.

Exact Match for VLOOKUP

In the example that I use on the Video Tutorial, I am setting up an Employee Payroll worksheet. I definitely want to have an Exact Match for each employee to ensure that they are getting the correct amount of compensation for the hours that they worked during this period. Watch the tutorial to see how I set this up.

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Get More Excel Tips

I invite you to visit my online shopping website – http://shop.thecompanyrocks.com – to preview the many resources that I offer. Here is the link to go directly to the information page for my DVD-ROM, “The 50 Best TIps for Excel 2007.”

 

How to Create a Summary Report from an Excel Table

Functions for Executive Summary

Functions for Executive Summary

I created this Excel Video Tutorial in response to a viewer who, in her company, is not permitted to use a Pivot Table to create a report. Unfortunately, this happens more often than you might think. Nevertheless, I promised to share my tips and advice. I think that many of this tips will help Excel users at all levels.

Tips Covered in this Video Tutorial

  • Use Advanced Filter to Extract a list of unique customer names from a range with @ 4,300 records.
  • Later in the lesson, I show you how to extract this list to a different worksheet – a tip that will save you time when preparing your reports!
  • How and why to convert a normal range of data into a TABLE in Excel 2007 / 2010 or into a LIST in Excel 2003.
  • How to create “Named Ranges” for your key data cells and to use them in your Formulas and Functions.
  • How to use the SUMIF, AVERAGEIF and COUNTIF Functions in your summary report.

Keyboard Shortcuts Used in this Tutorial

  • Ctrl + T to convert to a TABLE in Excel 2007 / Excel 2010
  • Ctrl + L to convert to a LIST in EXCEL 2003
  • Ctrl + A to open up the Function Arguments Dialog Box
  • Ctrl + Shift + F3 to open the Create Names Dialog Box
  • F3 to open the Paste Names Dialog Box

I decided that I will only make this video available on YouTube – I think that you will enjoy the clarity that you get from the High-Definition / Full Screen Mode.

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