Excel Budget Report with Value Selector

Instead of showing a budget’s forecast, actual and variance data all at once, click a button to view the values one at a time. That makes the report easier to read, and takes less space on the worksheet. See how this technique works in my Budget Reporter with value selector workbook.

Continue reading “Excel Budget Report with Value Selector”

Show Warning in Excel Drop Down

With Excel’s data validation, you can show a drop down list of items in a cell. You can even create “dependent” drop downs. For example, select a region, and see only the customers in that region. See how to show a warning in Excel drop down list, if the source data is not set up correctly.

Continue reading “Show Warning in Excel Drop Down”

Create and Copy AutoCorrect List Items

To save time, create AutoCorrect entries for words, phrases, and even symbols that you type frequently. Then, type a short code, and Excel automatically changes it to the full text. See how to create an entry, then print a list of all your entries, and copy them to a different computer, using the AutoCorrect macros below.

Continue reading “Create and Copy AutoCorrect List Items”

Problem Grouping Pivot Table Items

If you try to group pivot table items in Excel, you might get an error message that says, “Cannot group that selection.” For older versions of Excel, if you had a problem grouping pivot table items, it was usually caused by blank cells, or text in number/date fields. For Excel 2013 and later, there’s another thing that can prevent you from grouping — the Excel Data Model.

Continue reading “Problem Grouping Pivot Table Items”

Count Items in a Cell with SUBSTITUTE

Do you use the Microsoft Excel SUBSTITUTE function very often? It’s a handy way to count items in a cell, when they’re separated by commas or spaces. The examples below show different ways to use this function – have you tried the variation in the last example?

Continue reading “Count Items in a Cell with SUBSTITUTE”

Scroll Through Filter Items in Excel Table

To see specific data in an Excel Table, you can select an item from the drop down filter in a column heading. Someone asked me if there was a way to scroll through the items, instead of opening the filter list each time. This technique uses a pivot table, which could be hidden on a different sheet, and a spin button, to go up or down in the list of items.

Continue reading “Scroll Through Filter Items in Excel Table”