Discussions, Useful Tips, Resources, Macros, More

*** This is a public announcement *** PLEASE stop hiding rows and columns and start grouping them instead — yours, the person who is trying to understand your work

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Does anyone have a smart way of automatically creating a filtered version of a table on another sheet from the source data? I could do a pivot but would need to refresh to update, so just wondering if… more

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I wonder if there is a quick guide for excel ??

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Horrible mess of P&Ls and balance sheets scanned PDFs going into excel. What is the best and quickest solution? It’s around 100 pages, 2 years with 12 periods.

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If I have a large spreadsheet that needs an update from many stakeholders, is there a way to: 1) give access to people to update their rows only 2) track the changes.

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Any ideas on turning string data into numerical data in excel that’s faster/easier to automate/better than using text to columns? Wish I could use alteryx, but not an option for this use case.

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I performed a LEFT function to extract just the account number, but when I tried to apply down the column to get the same result for every account number, I end up getting the same account number for the first selection (700909) and in order for the cell to flip to the actual account number I have to manually click in each cell and hit enter. How do I get around this?

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Happy Friday Jr

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Index match gang

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Is there a way to connect SharePoint and Power BI so that there’s a live data connect for real time updates?

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I’ve toggled the “Show Formula” setting and it changes nothing. File format is xlsx, so that shouldn’t be the issue. Any ideas why these are showing the formula instead of the output?

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I have a list of stores (rows) and daily operating hours (columns - one for each day). I need each day & store combination to be a row instead. So seven rows per store. Any tips on how to do this… more

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If I’m creating a comp set and a row of numbers will not adjust the number of decimals no matter how many times I adjust it in the “format cells” window, what could be the reason for this and how can … more

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What are best practices for a final excel deliverable? Do you usually auto fit rows and columns or use specific sizes?

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Looking to up my excel game, would you recommend VBA or python to start automation?

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I want to get the unique values in a column of cities (say column B:B) but only for cities that, in the region column (A:A), are Europe or Asia What’s the best way to combine UNIQUE and FILTER to do … more

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How can I automate: I receive an email for a request. I verify the request. I send it to team members to see who can take the request. I then bookkeep the information like who requested, who is workin… more

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Good Evening! Need some help... I have two arrays with both having three columns: Employee ID/Name/City. I need to be able to count duplicates by city. Any thoughts?

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Time to convert to xlookup

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Anyone use python to automate Excel task?

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Hi Gang, I have voluminous pdf bank statements that I want to convert to excel with the formatting. What’s the easiest way out?

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I have a ledger downloaded from accounting system. In the description there is client name and then project number EX ajajj 18-18900-1 and then on occasion there will be a date afterward. The list is … more

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Conditional formatting help: I need formula to highlight cell if it is “x” amt % away from next whole number. For example...cell value is 96.8% and I want to highlight cell if it is 2 bps away from n… more

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Is there an easy way to see a +/- 10% on all of my variables in a model? Is the easiest way just using a formula and creating separate columns to visualize it

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Advice needed: I have a manager that I do PM work for, including metrics, and often get asked to “re-run the numbers” but this is an incredibly complex process that takes a lot of time to make accurat… more

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Story time: I was on a trip about 15 years back, doing some Excel work on a ferry ride - your basic pseudo-database work that is so common. I started talking with the guy sitting next to me and after … more

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Sometimes I wish people really understood and recognized what level of Excel mastery it took to solve their problem. I’ll often feel so proud to come up with an elegant solution for a challenge but to… more

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Is there an easy way to create flow chats and diagrams in Excel without the Visio add-in?

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Why does my excel always freeze when I copy a cell?

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Change my mind

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Idk where to post this but my work Shared Drive is full. I can’t save anything and no one is saying anything about this. What do I do?

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I’m copying a report into workbook but the columns don’t line up to the report is there something I can do like to make it if this column name copy here. Not sure if this makes sense. I just fell like… more

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Hi there, I am looking to create a macro that creates an email template encompassing the following: 1. Attaches a PDF from a specific folder path to an outlook draft … more

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Hi All, Looking to automate a manual process for the client and thinking of creating macros for with VBA. Has anyone done anything similar? In the process of learning but wanted to reach out for an… more

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need to do a timeline with lots of information over a long period of time. I wanted to that in Tableau, but partner will not pay license and data is sensitive so I cannot use Tableau public. Do you ha… more

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Any one good with Tableau I have a question

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Hi Gang, I'm about to start working in an FP&A role, but I really want to improve my excel skills within this year as the only functions I use are vlookup, pivots and index/matches. I've… more

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How can I extract just the year into a new cell from a “yyyymmdd” cell (labeled PD here) that isn’t recognized as a date? I basically need to sort this data by year. Thanks in advance!

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Does anybody know the custom format required to display fractions without reducing it to its least common multiple? For example, 200/400 automatically reduces to 1/2 - need it to stay at 200/400. In t… more

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How can I add names/a legend to this chart? After I add names, I will want to distinguish between two types of companies via color (eg, old companies vs new). Any ideas? On a Mac if that matters

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