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This is 1 way to extract a part of a table and put it somewhere else: the
idea of "creating a smaller table or list form a bigger table".
2)
How to extract records from table and put 1 record on each sheet with
records in rows.
3)
4)
You can see more about the VLOOKUP and COLUMN functions in the first
two videos of the Lookup video series:
5)
6)
To copy a worksheet, hold the Ctrl key, with the mouse click and hold the
worksheet sheet tab, then drag the mouse (notice the "+" symbol on the
icon of a page next to the cursor), look for the small downward pointing
arrow as you move your mouse (it should appear in between other sheet
tabs), then let go of mouse before letting go of the Ctrl key. If a sheet
name has a name with parenthesis and a number inside the parenthesis,
the sheet tab name will automatically be craeted.
insert new worksheets (sheets, sheet tabs) with Shift + F11
7)
Notice that the data is in "Database" or "Excel List" or "Excel Table" format
(field names at top of each column, records in rows)
SheetName
Job(1)
Job(2)
Job(3)
Job(4)
Job(5)
Job(6)
Job(7)
Job(8)
Job(9)
Job(10)
StartDate
EndDate
Hours
3/10/2008
4/14/2008 1400
4/19/2008
5/29/2008 1920
3/2/2008
4/4/2008 2640
4/26/2008
5/15/2008
912
4/15/2008
6/19/2008 1040
5/9/2008
6/29/2008 3264
3/29/2008
4/11/2008
624
3/9/2008
4/20/2008
336
4/19/2008
5/13/2008 1344
4/30/2008
6/25/2008 4480
TotalCost
$93,946.00
$138,996.00
$178,985.00
$65,001.00
$71,778.00
$224,691.00
$53,289.00
$30,947.00
$96,686.00
$301,413.00
1)
This is 1 way to extract a part of a table and put it somewhere else: the idea of
"creating a smaller table or list form a bigger table".
2)
3)
How to extract records from non-standard table and put a record in a column
Notice that there are records that have blanks
4)
5)
6)
7)
Notice that the data is in "Database" or "Excel List" or "Excel Table" format (field
names at top of each column, records in rows)
For more about Data Validation List, see this video:
For more about the VLOOKUP function, see this video series:
For more about the IF function, see this video series:
8)
Go To Blanks (F5), then special, then blanks let's us highlight all the blanks in the
selected range. Then you can enter a formula and then hit Ctrl + Enter to put
formulas in all cells at once
Butcher
Baker
Handyman
Big Table 1
chicken
beef
bread
cookie
padlock
nails
mutton
hammer
Dynamic List 1
=IF(VLOOKUP(E$18,$B$1
Butcher
Baker
Handyman
Thing1
Thing2
Thing3
Thing4
Thing5
Thing6
Big Table 2
chicken
beef
bread
cookie
padlock
nails
Item1
Item1
Item4
Item4
Item7
Item7
Item10
Item10
Item13
Item13
Item16
Item16
mutton
hammer
Item1
Item7
Item13
Dynamic List 2
=VLOOKUP(E$35,$B$24:$
=IF(VLOOKUP(E$18,$B$13:$E$15,ROWS(E$17:E18),0)=0,"",VLOOKUP(E$18,$B$13:$E$15,ROWS(E$17:E18),0))
=VLOOKUP(E$35,$B$24:$E$32,ROWS(E$34:E35),0)
OWS(E$17:E18),0))
1)
2)
3)
This is 1 way to extract a part of a table and put it somewhere else: the idea
of "creating a smaller table or list form a bigger table".
How to extract records from table and put a record in a column
Notice that there are records that have blanks
4)
5)
Notice that the data is NOT in "Database" or "Excel List" or "Excel Table"
format (field names at top of each column, records in rows)
For more about Data Validation List, see this video:
6)
7)
8)
9)
For more about the INDEX and MATCH functions, see this video series:
For more about the IF function, see this video series:
For more about cell references, see this video:
The ROWS function tells you how many rows there are in a range
10)
02 Excel Series: Lo
Various Excel IF fun
Excel Magic Trick #
The COUNTIF function counts the number of specific items there are in a
range of items.
bread
chicken
cookie
flower
mutton
nail
Screwdriver
sugar
Baker
Names
Butcher
<==Step 2): add formulas in
each of the columns here
Baker
Handyman
=B14&COUNTIF($B$14:B14,B14)
=IF(ROWS(F$14:F14)<=COUNTIF($C$14:$C$22,F$14),VLOOKUP(F$14&ROWS
OOKUP(F$14&ROWS(F$14:F14),$B$14:$D$22,3,0),"")
1)
2)
3)
4)
5)
6)
7)
8)
9)
10)
This Reverse Two Way Lookup allows us to use a value in a table of values to look up either the
column header or the row header.
This method does not account for duplicates.
A method for Two Way Lookup for duplicates can been seen in these videos:
For more about the INDEX function , see this video series (videos 9- 13):
For more about Array formulas, see this video series:
Use Ctrl + Shift + Enter for array formulas
CA
Pro1
Pro2
Pro3
Pro4
WA
172
105
260
747
OR
113
956
860
873
48
409
5
723
Value
409
=INDEX(C12:E12,,MAX(IF(C13:E1
OR
Value
409
List
172
105
260
747
113
956
=INDEX(B13:B16,MAX(IF(C13:E16
860
873
48
409
5
723
=INDEX(C12:E12,,SUM(IF(C13:E16=B20,COLUMN(C12:E12)-COLUMN(C12)+1))
=INDEX(C12:E12,,MIN(IF(C13:E16=B20,COLUMN(C12:E12)-COLUMN(C12)+1)))
=INDEX(C12:E12,,MAX(IF(C13:E16=B20,COLUMN(C12:E12)-COLUMN(C12)+1)))
OR
OR
=INDEX(B13:B16,MAX(IF(C13:E16=B24,ROW(B13:B16)-ROW(B13)+1)))
12:E12)-COLUMN(C12)+1)))
1)
2)
3)
4)
5)
6)
7)
8)
9)
For more about the MATCH and INDEX functions see videos 8 13 in this series:
The ROW function tells you what row you are in
The ROWS function tells you how many rows there are
The COLUMN function tells you what column you are in
10)
The COLUMNS function tells you how many columns there are
11)
12)
13)
8:00
9:00
10:00
11:00
Value
# App
Name1
Name2
Name3
2
0
0
11/19/2008
11/20/2008
Name4
Name5
Name6
Name7
Name8
Name9
Name10
Name11
Name12
2
0
0
0
0
0
0
0
0
11/20/2008
11/21/2008
List
Name1
Name2
Name3
Name4
Both Row and Column
App 1
App 2
11/19/y
8:00 AM
11/20/y
10:00 AM
11/20/y
9:00 AM
11/21/y
8:00 AM
Name5
Name6
Name7
Name8
Name9
Name10
Name11
Name12
=IF(COLUMNS($D23:D23)<=$C23
=IF(COLUMNS($D23:D23)<=$C23
=IF(COLUMNS($D23:D23)<=$C23
NS($D23:D23)<=$C23,INDEX($C$15:$E$15,,SMALL(IF($C$16:$E$19=$B23,COLUMN($C$15:$E$15)-COLUMN($C
NS($D23:D23)<=$C23,INDEX($B$16:$B$19,MATCH($B23,INDEX($C$16:$E$19,0,SMALL(IF($C$16:$E$19=$B23,C
NS($D23:D23)<=$C23,TEXT(INDEX($C$15:$E$15,,SMALL(IF($C$16:$E$19=$B23,COLUMN($C$15:$E$15)-COLUM
:$E$15)-COLUMN($C$15)+1),COLUMNS($D23:D23))),"")
C$16:$E$19=$B23,COLUMN($C$15:$E$15)-COLUMN($C$15)+1),COLUMNS($D13:D23))),0)),"")
$C$15:$E$15)-COLUMN($C$15)+1),COLUMNS($D23:D23))),"m/d/y")&CHAR(10)&TEXT(INDEX($B$16:$B$19,MATC
X($B$16:$B$19,MATCH($B23,INDEX($C$16:$E$19,0,SMALL(IF($C$16:$E$19=$B23,COLUMN($C$15:$E$15)-COL
N($C$15:$E$15)-COLUMN($C$15)+1),COLUMNS($D23:D23))),0)),"h:mm AM/PM"),"")
1)
2)
3)
For the Number tab, Number formatting can be very powerful. See these videos for more a
topic:
4)
For more about date and time formatting and about how formulas do not see formatting, se
videos:
5)
For the Alignment tab, Center Across Selection is a much better option than Merge and
(problems with copy and paste, formula cell references, inserting columns and more). See thi
more about this topic:
6)
7)
For Fill and Font tabs, If you use dark colors for fill, use light colors for font color. It is really
of the color that matters. If you squint your eyes and the colors seem the same value or dark
the colors are too close to use on for fill and one for font color
Related colors like dark blue and light blue usually look good together
8)
Complement colors that sit next to each other "clash" and are vibrant. Complement colors are
on color wheel (like orange and blue or yellow and purple). What makes a Complement is t
primary color (yellow) is sitting next to a color that mixes the other two primary colors (red
make purple). See this link for more on complement colors:
9)
Dark Black Borders make the values stand out and visually emphasize that the values are s
10)
11)
12)
For the Borders tab, applying Borders must be applied in this order: Style, Color, Border (In
the dialog box goes from left to right; in Excel 2003, the dialog box goes from right to left).
about Borders, see this video:
):
ot something looks good
deo:
Date
Sales
###
###
###
###
###
###
438
331
436
266
215
236
g Template
Q2
147
57
52
109
38
Q3
177
28
42
70
107
Q4
187
10
39
49
138
Total
103
66
11
77
26
614
161
144
305
309
1)
In Excel 2007, the DATEIF function is automatically added. In Excel 2003 and before, you have
Analysis Toolpak. See this video for how to add this Analysis Toolpa
2)
3)
4)
The DATEDIF function is an undocumented function left over from Lotus 1-2-3 spreadsheets. The
count completed days, months or years between two dates. The arguments are: DATEDIF
start_date argument is the start date
end_date argument is the end date
ant to do:
the period.
n the period.
period.
ber of days ignoring months and years. The months
ored.
mber of months, ignoring years. The days and years
Start Date
1/1/2007
1/1/2007
1/1/2007
1/1/2007
1/1/2007
1/1/2007
1/1/2007
1/1/2007
1/1/2007
End Date
1/1/2008
1/2/2008
1/3/2008
1/1/2009
1/2/2009
2/2/2009
3/2/2009
1/1/2010
3/2/2010
Count
Complete
d Years
y
Count
Complete
d Months
m
Counts
days
after the
Count
last
Complete complete
d Days
d Month
d
md
Counts
months
past the
last
complete
d year
ym
Counts
days past
the last
complete
d year
Months and Days
yd
months & days
months & days
months & days
months & days
months & days
months & days
months & days
months & days
months & days
&
&
&
&
&
&
&
&
&
days
days
days
days
days
days
days
days
days
1)
2)
Filter button is in the data Ribbon (2007) or the Data Menu, Filter, then
Auto or Advanced (2003)
3)
4)
5)
6)
7)
8)
9)
10)
1
A
B
C
D
E
2
Product1
Product1
Product1
Product2
Product2
Date
12/12/2008
12/12/2008
12/12/2008
12/12/2008
12/12/2008
12/14/2008
12/14/2008
1)
2)
3)
4)
5)
6)
7)
8)
9)
10)
Conditional formatting in Excel 2003 is under the Formatting menu. In Excel 2007 it is in the St
group in the Home Ribbon.
True False formulas can be used to apply formatting
Piecework system
Pay per boomerang made
# Boomerangs made in 1 day
Total
$0.96
50
Called Gross Pay
Commission plans
Commission Rate for each
boomerang made
Base Pay for day
# Boomerangs made in 1 day
Total
Bonus Plan
# of Boomerangs Made Hurdle
Bonus per boomerang if more than
100 are made
Base Pay for day
# Boomerangs made in 1 day
Total
$0.50
$50.00
50
Called Gross Pay
100
$0.75
$100.00
50
Called Gross Pay
videos:
atting
Excel Magic Trick #29: ROUND function (how to not get fired)
Excel Basics #8: When SUM does not add up: ROUND
1)
2)
3)
4)
5)
6)
7)
8)
9)
10)
11)
Freeze panes keyboard shortcut (toggle off and on is: Alt + W + F + F. If rows are columns are no
will be frozen.
Step # 1 in budgeting: look at last years numbers for variable expenses and ge
Step # 2 in budgeting: look at future contacts for salary and fixed expe
Step #3 in Budget, add all the numbers up and subtract expenses from In
$
$
$
$
319.00
129.00
127.00
227.00
$ 93.00
$ 84.00
$ 31.00
$ 75.00
$ 250.00
$ 190.00
$ 50.00
$
$
$
$
395.50
185.75
175.00
215.00
$ 68.45
$ 63.25
$ 418.75
$ 161.92
$ 158.17
$ 173.67
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
Jan
Joe's salary
June's salary
Interest
Total Income
Fixed Expenses
Rent
Health Insurance
Life Insurance
Home Purchase Fund
Renter's Insurance
Auto Insurance
Auto Loan PMT
Student Loan
Joe's retirement plan
June's retirement plan
Health Club
Cable TV
Total Fixed Expense
Variable Expenses
Food
Utilities
Phone
Auto Expense
Feb
$ 4,166.67
$ 5,125.00
$ 25.00
$ 9,316.67
$ 4,166.67
$ 5,125.00
$ 25.00
$ 9,316.67
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$
$
$
$
418.75
161.92
158.17
173.67
$
$
$
$
418.75
161.92
158.17
173.67
Medicine
Clothing
Charity
Public Transportation
Personal Allowances
Entertainment/Meals
Miscellaneous
Savings/Investment
Gifts
Auto License
Vacation X-mas
Vacation Summer
Total Variable Expenses
Total Expenses
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 1,923.08
$ 5,125.53
$ 1,923.08
$ 5,125.53
$ 4,191.13
$ 4,191.13
Feb
Mar
$
$
$
$
$
519.00
147.00
112.00
141.00
131.00
$ 0.00
$ 38.00
$ 75.00
$ 250.00
$ 220.00
$ 230.00
Apr
$
$
$
$
459.00
215.00
226.00
243.00
$ 13.00
$ 27.00
$ 3.00
$ 75.00
$ 250.00
$ 161.00
$ 500.00
May
$
$
$
$
311.00
196.00
180.00
205.00
$ 72.00
$ 63.00
$ 29.00
$ 75.00
$ 250.00
$ 360.00
$ 226.00
Jun
$
$
$
$
$
482.00
219.00
198.00
127.00
134.00
$ 0.00
$ 32.00
$ 75.00
$ 250.00
$ 474.00
$ 296.00
$ 8,000.00
$
$
$
$
391.00
113.00
111.00
121.00
$ 87.00
$ 9.00
$ 20.00
$ 75.00
$ 250.00
$ 85.00
$ 364.00
Mar
Apr
May
Jun
Jul
$ 4,166.67
$ 5,125.00
$ 25.00
$ 9,316.67
$ 4,166.67
$ 5,125.00
$ 26.00
$ 9,317.67
$ 4,166.67
$ 5,125.00
$ 26.00
$ 9,317.67
INCOME
$ 4,166.67
$ 5,125.00
$ 26.00
$ 9,317.67
EXPENSES
$ 4,166.67
$ 5,125.00
$ 27.00
$ 9,318.67
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$
$
$
$
418.75
161.92
158.17
173.67
$
$
$
$
418.75
161.92
158.17
173.67
$
$
$
$
418.75
161.92
158.17
173.67
$
$
$
$
418.75
161.92
158.17
173.67
$
$
$
$
418.75
161.92
158.17
173.67
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 8,000.00
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 1,923.08
$ 5,125.53
$ 1,923.08
$ 5,125.53
$ 9,923.08
$ 13,125.53
$ 1,923.08
$ 5,125.53
TOTALS
$ 4,191.13
$ 4,192.13
$ (3,807.87)
$ 4,192.13
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 3,250.00
$ 5,173.08
$ 8,375.53
$ 943.13
Jul
Aug
$
$
$
$
484.00
120.00
238.00
103.00
$ 87.00
$ 52.00
$ 36.00
$ 75.00
$ 250.00
$ 256.00
$ 544.00
Sep
$
$
$
$
475.00
173.00
131.00
222.00
$ 98.00
$ 13.00
$ 47.00
$ 75.00
$ 250.00
$ 284.00
$ 263.00
$ 65.00
$ 3,250.00
Oct
$
$
$
$
281.00
135.00
149.00
236.00
$ 3.00
$ 73.00
$ 45.00
$ 75.00
$ 250.00
$ 319.00
$ 553.00
Nov
$
$
$
$
527.00
113.00
176.00
120.00
$ 51.00
$ 44.00
$ 13.00
$ 75.00
$ 250.00
$ 110.00
$ 185.00
$ 335.00
$ 219.00
$ 96.00
$ 123.00
$ 33.00
$ 20.00
$ 49.00
$ 75.00
$ 250.00
$ 249.00
$ 390.00
Aug
Sep
Oct
Nov
Dec
$ 4,166.67
$ 5,125.00
$ 27.00
$ 9,318.67
$ 4,166.67
$ 5,125.00
$ 28.00
$ 9,319.67
$ 4,166.67
$ 5,125.00
$ 28.00
$ 9,319.67
$ 4,166.67
$ 5,125.00
$ 29.00
$ 9,320.67
$ 4,166.67
$ 5,125.00
$ 30.00
$ 9,321.67
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$ 1,200.00
$ 250.00
$ 12.00
$ 550.00
$ 25.00
$ 62.50
$ 395.50
$ 185.75
$ 175.00
$ 215.00
$ 68.45
$ 63.25
$ 3,202.45
$
$
$
$
418.75
161.92
158.17
173.67
$
$
$
$
418.75
161.92
158.17
173.67
$
$
$
$
418.75
161.92
158.17
173.67
$
$
$
$
418.75
161.92
158.17
173.67
$
$
$
$
418.75
161.92
158.17
173.67
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 67.92
$ 36.00
$ 32.50
$ 75.00
$ 250.00
$ 231.58
$ 317.58
$ 500.00
$ 65.00
$ 1,900.00
$ 1,988.08
$ 5,190.53
$ 1,923.08
$ 5,125.53
$ 1,923.08
$ 5,125.53
$ 1,923.08
$ 5,125.53
$ 4,323.08
$ 7,525.53
$ 4,128.13
$ 4,194.13
$ 4,194.13
$ 4,195.13
$ 1,796.13
Dec
$
$
$
$
442.00
164.00
154.00
216.00
$ 13.00
$ 47.00
$ 47.00
$ 75.00
$ 250.00
$ 71.00
$ 210.00
$ 500.00
$ 1,900.00
Yearly Totals
$ 50,000.00
$ 61,500.00
$ 322.00
$ 111,822.00
$ 14,400.00
$ 3,000.00
$ 144.00
$ 6,600.00
$ 300.00
$ 750.00
$ 4,746.00
$ 2,229.00
$ 2,100.00
$ 2,580.00
$ 821.40
$ 759.00
$ 38,429.40
$
$
$
$
5,025.00
1,943.00
1,898.00
2,084.00
Monthly
Average
$ 815.00
$ 432.00
$ 390.00
$ 900.00
$ 3,000.00
$ 2,779.00
$ 3,811.00
$ 8,000.00
$ 500.00
$ 65.00
$ 1,900.00
$ 3,250.00
$ 36,792.00
$ 75,221.40
$ 36,600.60
$ 0.00
May
86
84
56
45
85
41
58
52
40
82
Feb
$10.00
$100.00
Mar
$11.00
Apr
$12.00
May
$13.00
$500.00
$14.00
Jun
Jul
57
100
51
65
64
Jun
Aug
30
49
85
45
88
Jul
$15.00
Sep
90
100
39
81
98
Aug
$16.00
Oct
73
62
82
39
88
Sep
$17.00
$60.00
Nov
28
43
46
88
44
Oct
$18.00
Dec
57
70
45
40
95
Nov
$19.00
45
31
99
79
83
Dec
$20.00
$21.00
Totals