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*If a number is preceded by a “0” (e.g. 0012) choosing GENERAL will convert it to a number
by removing the “0”. Maintain the “0” by changing the format of data to TEXT
Save!
In the Sales sheet -> Highlight all data -> Insert Pivot Table
B5 =A5-A4 (result = 1) copy all formulas by using double clicking on the black cross
at the bottom right of B5
*Any missing transactions will now have a >1 value
HOWEVER, if there is already a similar format created in another sheet, we can already use that
format.
Go to Validation_Duplicate sheet
Choose a cell where the format was applied (B100) -> Home(MB) -> Format Painter ->
go to Validation_Gap sheet -> click on column B (the conditional formatting will now be
applied to column B)
In the Sales sheet -> Highlight all data -> Insert Pivot Table
DRAG Product Code -> Rows
DRAG Sales before tax -> Values
DRAG Sales before tax -> Values
On the column of “Count of sales b4 tax” -> Right Click on any cell ->
summarize values as % of Grand total
*You can now compare the % of items (products sold) with the % of Sales contributed by ach
product.
New excel sheet -> Highlight Column where list will be used -> Data(MB) -> Data Validation ->
Allow: “List” -> type Product A, Product B, Product C
*This will create a selection list, BUT efficient only for short lists
1. Create your List first: In another column type Product 1 drag down to Product 10 highlight
Prod 1 to 10 then name the data as “Product” (same as naming a table)
2. Highlight Column where dropdown list will be used ->Data(MB) ->Data Validation -> Allow:
“List” -> Source: press F3 then choose “Product” -ok
CASE 3 – MANIPULATING DATA --- DATES
*How to hide columns? Highlight Column C to J -> Data(MB) -> Group then hide CtoJ
@Column K
K1 “Month”
K2 =TEXT(B2,"mmmm") -> July will appear
K2 =TEXT(B2,"mmm") -> Jul will appear
K2 =TEXT(B2,"mm") -> 07 will appear
@Column L
L1 “Date”
L2 =TEXT(B2,"dddd") -> Monday will appear
L2 =TEXT(B2,"ddd") -> Mon will appear
L2 =TEXT(B2,"dd") -> 21 will appear
@Column M
M1 “Year”
M2 = TEXT(B2,"yyyy") -> 2008 will appear
Weekly Data
@Column N
N1 “Week”
N2 =WEEKNUM(B2) -> 30 will appear
@Column P
P1 “Weekly”
P2 =CONCATENATE("W",O2) -> W30 will appear
QUARTERLY DATA -- Apply rule on associated table XDO NOT use a long IF condition
Think of a reference key/ primary key that will be used for association
Associated Cell must be identical with cell being associated to.
R1 “Cutoff”
R2 “12/31/2008”
R3 =R2 then double click black cross
S1 “Age”
S2 =R2-B2 *B2 is the transaction date
T1 “Aging”
T2 =VLOOKUP(S2,MF_Aging,3)
* no need to include False in the formula, since there are no exact matches
in the Masterfile table (we only created boundaries/ range of dates)
B1 “Country Code”
B2 =LEFT(A2,2) -> 63
C1 “Province”
C2 =MID(A2,3,3) -> 022
D1 “City”
D2 =MID(A2,6,3) -> 249
E1 “Customer Number”
E2 =MID(A2,9,6) -> 766380
F1 “Check Digit”
F2 =RIGHT(A2,1) ->7
Highlight Column G (where the data was pasted) -> Data (MB) -> Text to Column
Choose fixed width -> next -> Click in between numbers where you want to slice data
Highlight Column A -> Home(MB) -> Conditional Formatting -> Manage Rules -> New Rule
Specific text containing Palo press format fill -> Blue color ok ok
Specific text containing Alang press format fill -> Orange color ok ok
Drop down option will appear in A1, you can now filter by color
CASE 5 HOW TO MANIPULATE ALPHA CHARACTERS BY WRITING IT RIGHT
H1 “Contact”
H2 =CONCATENATE(D2,C2) -> EUGENIAMARIU
=CONCATENATE(D2,", ",C2) -> EUGENIA, MARIU
=PROPER(CONCATENATE(D2,", ",C2)) -> Eugenia, Mariu
Case 6
Sales Database
In the sales sheet: Highlight Rows 1 and 2 from Column A to J -> Home (MB) -> Copy
*notice the Sales rep, customer no and prod code are all numbers, we must change it to “normal”
data so users can understand who or what. For easier identification.