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Right below you find +100 excel-tutorials. all tutorials are super practical and include free exercises. simply download the included sample file and start practicing your excel skills today.
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Excel Line Spacing: How to Adjust Line Spacing (2024) Sometimes, you may need to input a long text into your Excel spreadsheet. When you do, you need to make sure that it's organized and presentable, not only for your sake but for others as well😊 One of the many ways to do that [...]
How to Calculate MEDIAN IF in Excel ("MEDIANIFS" Formula)Excel is a powerful tool that can help you easily analyze and manipulate data.One of the most useful functions in Excel is the median function, which helps find the middle value in a set of data.However, what if you only want to find the median of [...]
How to SUM by color in Excel: Step-by-Step Guide (2024) Most of you know how to get the Excel SUM. It's one of the most basic Excel functions. What most people don't know is that you can get the Excel SUM by color, too 🤩 There is no built-in function for this but [...]
How to do RANK IF in Excel to Rank With Condition (2024) Ranking values in Excel is something very common. And with the RANK function, that’s not even a problem. However, if you want to perform a conditional (or criteria-based) ranking in Excel, this might be a little problem at first 😣 That’s [...]
Excel Not Responding - Here is How to Fix it (2024) Excel is a powerful tool used by millions of people around the world to handle data 💪🏻 However, it is common for Excel users to get issues with Excel files such as the Excel not responding error. This is such a frustrating [...]
"Reference isn't Valid" Excel Error: How to Fix (2024) When you're working in Excel to organize and analyze your data, you may encounter different types of Excel errors ⚠️ Getting Excel errors is so frustrating because it hinders you from getting work done 😩 The "Reference isn't Valid" error is one of the [...]
Excel Ran Out of Resources - How to Fix it Step-by-Step (2024) Microsoft Excel is an amazing tool that we can use to do our calculations. But, sometimes you get a headache with Excel when there are errors 😞 Most of the time you have to sort out these issues by yourself because [...]
How to use the Excel functions TRUE & FALSE (Boolean) Written by co-founder Kasper Langmann, Microsoft Office Specialist. There are many functions in Microsoft Excel that are conditional by nature. They are based upon logical tests that result in either a TRUE or FALSE outcome. For example, you might manage a sales team. You [...]
How to Switch X and Y Axis in Excel (Flip Chart Axes) Written by co-founder Kasper Langmann, Microsoft Office Specialist. Knowing how to switch the x-axis and y-axis in Excel will save you a lot of trouble. Microsoft Excel is powerful spreadsheet software that will let you store data and make calculations on [...]
How to Print Labels From Excel: Step-by-Step (2024) Mail Merge is one awesome feature that will help you create mass letters and email messages. But you can also use it to create and print mailing labels for your mailing list 😀 All you need to do is to prepare your label data in [...]
The 9 Best Project Management Templates for Excel (Free) Project managers are known for their decisiveness and time management. A project's success depends on how a project manager identifies, plans, and employs the resources available for any given project (especially the timespan). If you, too, have a complicated project ahead of you that [...]
Free Excel Dashboard Templates (My Top-6) Excel dashboards are the difference between good and great data presentation. A well-built dashboard can breathe life into the most boring and mundane subjects. Simple Excel dashboards are easy enough to build if you follow a proper tutorial like ours here. But to truly wow your [...]
How to Create Macros in Excel: Step-by-Step Tutorial (2024) Get ready to have your mind blown! 🤯 Because in this tutorial, you learn how to create your own macros in Excel! That’s right! And you don't need to know VBA (Visual Basic for Applications)! Instead, you will use the Excel macro recording feature [...]
How to Recover an Unsaved Excel File (5 Free Solutions) Losing an unsaved Excel file is a real pain🤕 Whether you lose an entire Excel spreadsheet or just the latest round of edits, it can take a lot of time to fix the problem. But don’t worry! In this guide, I’ve compiled the [...]
How to Insert a Checkbox in Excel (4 Uncomplicated Steps) If you want to collect user input in your spreadsheet there's no better way than the checkbox. User-friendly, slick-looking, and easy for you to work with. Well... After you learn it at least. If you're having a hard time understanding the ins [...]
How to Remove Blank Rows in Excel (3 Easy Methods) Choosing the right method to remove blank rows in Excel is crucial - a wrong move can lead to lost data. Method 1: Remove all rows that contain only blank cells Method 2: Remove all rows that contain one or more blank cells Method [...]
VLOOKUP is one of the most well-known Excel functions – and not without reason. VLOOKUP’s ease of use and simplicity when “looking up” data is unparalleled in Excel. In this tutorial you'll learn how to create and troubleshoot a VLOOKUP.
How to Add Axis Labels in Excel Charts (X and Y Titles) An axis label briefly explains the meaning of the chart axis. It's basically a title for the axis. Like most things in Excel, it's super easy to add axis labels, when you know how. So, let me show you 💡 If [...]
In this tutorial, you'll learn to use the MATCH INDEX functions with multiple criteria by following 5 easy steps. In the end, you'll have built a tool to search through your spreadsheet for information that you define. Don't miss this one!
The drop-down list is a great way to look like a superuser and impress your co-workers and boss. At the same time, it’s a very user-friendly asset in almost all custom-made Excel sheets. In this tutorial, we're going to show you the 5 steps to create a drop-down in 1 minute or less. We call it the “1 Minute Drop-Down”.
How to Count Duplicates in Excel (Words & Values) Counting duplicates in Excel is a common task you may need to do multiple times for a data set. Excel offers a variety of ways you can use to count and remove duplicates values in your data set from conditional formatting to using VBA [...]
How to Cut Off Text in Excel (Keep Text in Cell) When working with large data sets, you might often come across text that exceeds the boundaries of the cell and trespasses into those adjacent to it. Truncating text within a cell while keeping the content intact is often necessary to keep your [...]
How to Make a Frequency Table in Excel (Easy Method) Knowing how to create a frequency table is an essential skill when comparing and analyzing data. As the name suggests, the frequency table lets you see the distribution of values in your data set by showing the number of times each value repeats [...]
How to Delete Hidden Rows in Excel (The Right Way) Hidden rows can be a reason for confusion and mistakes when working with a large data set. Regardless of why and how you hid the rows, they can be a pain to deal with when making data analysis. You need to know how [...]
How to Add Line of Best Fit in Excel (Easy Method) If you want to identify trends and patterns in your data set and make predictions based on them, adding a line of best fit in Excel is your way to go. It plays a pivotal role in data analysis and visualization and [...]
How to Switch Between Sheets in Excel (FAST!) Excel allows users to have 255 sheets in a single workbook. That’s a big number 🤯 Microsoft Excel is undisputedly the king of spreadsheets for storing and managing data. However, besides storing data, switching between these many sheets frequently might get very exhausting [...]
How to Create an Org Chart in Excel (That Looks Great) Creating a visually appealing org chart can take your Excel data to a whole different level. It improves the overall look of your organizational structure. A well-structured org chart can help clarify roles, and reporting lines within the team. It makes understanding [...]
How to Import Data Into Excel (Without Errors) Importing data in Excel is an essential task one needs to be familiar with when working with large data sets whether for academic research, personal projects or business reports 📑 The import process is quite simple but Excel often throws errors while importing. These errors [...]
How to Create a Schedule in Excel (Daily, Weekly & Work) Creating a schedule in Excel is an efficient way to manage your time and ensure you meet your period goals and fulfil work commitments 🧐 Excel’s powerful features let you create outstanding customized schedules tailored specifically to your needs. You can make [...]
Calculate Yield to Maturity (Excel Formula YIELDMAT) The Yield to Maturity is a very valuable financial metric used to assess the returns offered by debt instruments until maturity. It is widely used in the world of finances and trading. The concept is somehow technical but very interesting. In this tutorial, I will walk [...]
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Being a student has its own share of challenges. Aside from keeping a good attendance, participating in class, having extracurricular activities, and getting homework done, you have to juggle everything effectively to ensure that you ace your class.
The Student Assignment Planner Template for Excel is a convenient template that can help you keep an organized schedule in school. This assignment planner template features a set of worksheets that each play a role in keeping your schedule organized on a weekly and monthly basis.
The first of three tabs is the Assignments tab, which allows you to list all of your class assignments and their respective due dates. This worksheet is designed to work with grade school, high school, and college students alike. The items on this list automatically update on the other two worksheet tabs, the Month View and the Week View. These other tabs can then be navigated by clicking on the tabs right above the Assignments table.
Meanwhile, the Month View tab shows a calendar view of each month. You simply need to select a month and enter a year to go to a specific month that you are working on.
Meanwhile, you can zone in on a specific week by clicking on the Week View. This allows you to list the schedules and to-dos for each day so you can easily accomplish your goals.
And because this template is in Excel Online, you can keep track and update your student schedule simply and conveniently through your phone. And if you don’t have your phone, you can use any other mobile device or computer to access your schedule so you won’t miss a beat.
Furthermore, you can use the planner template even with a team, especially when you are working remotely with each other. You can share the link to the template and access it anytime you need it. You can view the changes done to the schedule in real time, as well as easily share your schedule with other people.
This planner template can be used not only for school but also in a personal or work setting.
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Still using spreadsheets to manage your projects? Revolutionize your project management with ProjectManager. Plan projects, manage resources and track progress with powerful features the whole team can use.
Excel spreadsheet templates are a great tool to track the costs, time and performance of your team. We’ve collected ProjectManager’s 15 best Excel spreadsheet templates for tracking that you can download and use for free.
A dashboard is how you keep track of your work, including the time spent on tasks, what you’re spending and if you’re making progress as planned. ProjectManager’s free dashboard template for Excel gives you an overview of how you’re doing on your work. This information is vital to know if you’re overspending or running behind on your schedule.
ProjectManager’s free dashboard template has several widgets that monitor metrics in your work. For example, there’s a color-coded task graph that shows if your tasks are complete, in progress, not started or overdue. There’s also a workload chart for managing teams and making sure their workload is balanced.
There’s another task graph that measures the duration of the tasks, which is helpful in seeing what’s getting done on time and what’s taking too long. Finally, there’s a cost bar chart to help you stay on budget.
This Excel dashboard template can manage your work, but it’s a static document that must be updated manually. Project tracking software automates that process. ProjectManager is better than Excel spreadsheet templates as it helps to accumulate real-time data, crunch the numbers and display it. Get started with ProjectManager free today.
Not all project management software offers the same project dashboards. ProjectManager’s project dashboard comes equipped with the right project management features to help you keep track of time, tasks, costs and more.
ProjectManager’s free task tracker for Excel template can organize and keep track of your work. It’s similar to a to-do list, where you just need to add the work and manage it. Having a task list is the first step to controlling your work.
This task tracker spreadsheet captures the details of your work. Add the name of the task and include dependent tasks. You can assign it to yourself or someone on your team.
Next, set the priority and when you expect to finish. Finally, there’s a column to mark its status, which is essential to track your work. It has everything you need to track your tasks at a basic level with an Excel spreadsheet.
Managing costs in your work is as important as meeting deadlines. ProjectManager’s free budget template for Excel helps you keep to your budget by tracking your financial details on one spreadsheet.
Tasks cost money, and the budget defines the costs of the resources you’ll employ to deliver those tasks to completion. First, the spreadsheet template has a numbered list that corresponds to your work breakdown structure (WBS) . Then, there are labor costs including planned vs. actual hours plus the cost per hour. Materials are broken down by units and cost per unit.
There’s also room for other line items on your budget, which include travel, equipment, fixed and miscellaneous costs. Finally, there are columns to collect the budgeted and actual cost for each line item, then a balance showing if the line item is above or under budget.
Related: How to Track Project Expenses
ProjectManager’s free timeline template in Excel is perfect for scheduling your project from start to finish in Excel. It’s a way to view all your tasks and keep on schedule. You can even add milestones!
To get started with this free timeline template, you first need to list your tasks and give them a name. Each task must have a start date and an end date, plus the time you think it’ll take to complete.
You add all that data to the left side of the template, which is a normal tracking spreadsheet. Then, on the right, you’ll see the timeline that lays out your tasks as horizontal bars across a timeline. It’s easy to see how long it’ll take to complete each task.
Excel spreadsheet templates are good for beginners, but if you want to take your planning even further, upgrade to online software that lets you build timelines in minutes. ProjectManager has online project timelines that update instantly as the team collaborates on tasks. Track costs, workload, planned vs actual progress and more. Get started for free.
Managing work means outlining the steps you must complete to achieve your goals. Use ProjectManager’s free action plan spreadsheet for Excel to track tasks and detail the strategy you’ll use to complete your work on time and within budget.
We’ve broken up this action plan template into three sections. The first is the action steps, which note the priority and list tasks, phases and assignments. There’s also space to note the status of your tasks and track their progress.
Section two of this Excel spreadsheet template is a timeline, with start and due dates, including planned hours. Finally, section three focuses on resources; for example, which department is responsible for which task, what materials are needed and what are the resource costs?
Knowing where you are at any particular point in the project life cycle is how you manage time and costs. Our free status report template is a great tool to track your progress and stay on schedule.
This free status report template is made up of five sections: project information, project status summary, project health, risk management overview and a conclusion that includes recommendations for the future.
A status report is a cornerstone of tracking your work. It’s used in project management and work management alike because it gives managers a picture of their planned vs actual progress. It’s also a powerful tool when presenting to stakeholders.
No matter how well-planned your work is, there are unknowns that can impact your progress. Use ProjectManager’s free risk register spreadsheet to help you plan for risks in your work.
This free risk register for Excel has columns to ID the risk to make it easier to track. There’s a column to describe the risk and explain how it’ll impact the work you’re doing if it goes from a risk to an actual issue .
For each risk you identify on the template, you can add a risk response, which is the response you’ll take if the risk actualizes. You can also note the risk level. Then, if you’re working in a team, you can assign the risk so that the team member is responsible for identifying and rectifying it.
Download ProjectManager’s free change tracking spreadsheet for Microsoft Excel to manage change when it impacts your work management. It’ll help you control change so it doesn’t make you spend too much overtime or incur additional costs.
A change log Excel spreadsheet is one of the most important Microsoft Excel templates we offer. It’s a spreadsheet template that captures change when it happens. You can number changes for better tracking and note when the change first came up and who discovered or requested it.
You can then prioritize the change, and you or a team member can take ownership to see it through to completion. The Excel spreadsheet tracks the change from discovery to recovery and ensures that no change order is lost in the cracks.
There’s no better template to track the time you spend on your tasks than with ProjectManager’s free time tracking spreadsheet . This timesheet is great for you or team members to record the amount of time spent on work.
This timesheet Excel spreadsheet template has space for your name or the name of the employee, their department, supervisor and hourly rate. The template collects their hours, such as their start time and end time for their workday. There’s even a place to add overtime and lunch.
Then, the total for the week is added and multiplied by the pay rate to show the total amount the employee is owed. Finally, there’s a line for the employee to sign and the supervisor to look it over and sign it, if accurate.
When you’re managing a portfolio or program, you have to monitor all your projects in one place to make insightful decisions as to how to allocate resources. Using our free multiple-project tracking template for Excel gives you a high-level overview of every project for which you’re responsible.
Once you download the free Excel template, you’ll find it’s formatted with three projects, one stacked on top of the other. You can copy and paste to add as many projects as needed. You can also add columns if you need to track something not already on the template.
Each project spreadsheet allows you to list all the project tasks by name and description, as well as if they’re dependent on another task. There’s space to add who’s assigned to each task. Each task has a start and planned end date, and planned cost, with an actual end date and actual cost to help you track the project.
Issues are problems that arise while executing your project. These issues must be quickly identified and resolved to keep the project on schedule and within its budget. With our free issue-tracking template for Excel , you have the tools to monitor the progress of resolving those issues.
The free template is ideal to capture risks, which become issues if they in fact show up in your project. When they do, you already have them described in the template and what their potential impact is. Next, you can define its priority, from low to critical, which helps you determine which risks need your immediate attention.
There’s also a place to note the date the issue first was discovered and when it was closed, as well as the team member who’s responsible for resolving it. Finally, the free template states the department that’s handling the issue and there’s a column to note its status when tracking the issue.
Everyone has work to do, and getting that work done efficiently requires task management. At its most basic, that means having a list of your tasks. It’s the first step to getting organized. That’s where our free to-do list for Excel comes in handy.
A to-do list is a simple but highly effective tool. Simply list the tasks you’ve been assigned or you can even use it for household chores. Next, you’ll want to give each task a start and due date. This is the duration or timeframe in which you want the work completed.
Now, you’ll want to track your progress. The free to-do list template shows the percentage complete for each task. It’s a satisfying feeling to see the cell move from 25 percent to 100 percent. Then there’s a column to note the progress. Before you know it, your work is done.
If you’re a manufacturer or have a company with which you carry stock that you need to run your business, then you need our free inventory template for Excel . Use it to prevent production delays by keeping track of what you’re warehousing.
Use this free template to record the level of your inventory and track its turnover. First, each line is numbered to make it easier to find the item you want. Then the item is listed and described, with the unit price noted and the quantity you have in stock.
Now you can calculate the inventory price, which is the unit price multiplied by the number in stock. This Excel spreadsheet template does this automatically. There’s a column to note whether you need to reorder, what level to reorder, how long it takes to restock and what that reorder quantity should be.
Project reports are essential for a number of reasons. One, they help you monitor your progress and performance, and two, they’re a great tool for keeping stakeholders updated. Our free progress report template for Word captures an overview of the activities and tasks that occurred over a specific period.
The free progress report is broken up into a number of different sections. There’s a summary, which provides a quick overview of what’s to follow, including pertinent data, such as the project scope, schedule, cost and risk for the time period being reported on.
Then there’s a section in this Excel spreadsheet template that goes over the tasks that have been executed over a period of time covered in the report. There’s space to note the status of tasks that aren’t yet completed and a section to list issues, talk about the budget and more. It’s a great way to capture a snapshot of the project in time.
Need help managing your human resources or operations planning? Check out our free work schedule template for Excel . This free template lists all your employees and their working hours, including responsibilities, over a day, week or month.
Use the work schedule template to keep your employees productive and help with tracking your resource utilization and scheduling. You can also use it to prioritize tasks and balance your team’s workload, which leads to greater productivity and happier employees.
Our free spreadsheet template has a weekly and monthly work schedule. Both list your employees, their tasks, which project they’re working on and then their hours, either day-by-day or over the course of a month. This will help most organizations and even long-term projects.
Templates and Excel spreadsheets for tracking are great, but as noted, they can only do so much. ProjectManager is online work management software that connects everyone, no matter where they work, what time, department or skill level. It does so in real-time to ensure that everyone is collaborating and working on the most recent data.
Take timesheets, for example. Instead of having your employee fill out the timesheet, ProjectManager’s timesheets autofill their tasks and update the time they’ve spent. This streamlines payroll but also offers a window into tracking the time they spend on their tasks. That way, you know if they’re meeting their quota. Once submitted, timesheets are locked and secure.
Multiple project views allow everyone on the team to work how they want. Managers can plan ahead on Gantt charts that show all their tasks on a timeline. The duration bar that connects each task’s start and end dates automatically shows progress based on how much of it is shaded. Teams can use task lists, kanban boards or calendars if they prefer, all of which are updated and show progress. No tool is more flexible for planning and tracking work.
Tracking time, costs and more is easy with ProjectManager’s one-click reports. Get status reports, reports on tasks, timesheets, expenses and more. These reports take complicated data and turn it into insightful and easy-to-read reports to monitor progress and more. Reports can also be filtered to see only the data you want and then shared to keep stakeholders updated.
While Excel is not a project management software, it can still be a very helpful for managing various aspects of your projects. That’s why we’ve created dozens of blogs, templates and guides to help you use Excel for project management.
ProjectManager is award-winning project management software for teams. Our real-time tool tracks time, costs and more to ensure you’re always on schedule and never spending over your budget. Join the 35,000+ people using our software to track tasks, cost and time. Get started with ProjectManager free today.
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What is a multiple selection drop down list.
A multiple selection drop down list in Excel allows users to select more than one item from a predefined list of options. Unlike a standard drop down list in Excel, where users can only select one item, a multiple selection drop down list enables the selection of multiple items, all of which can appear in the same cell, separated by a delimiter such as a comma or line break. This feature is particularly useful in scenarios where multiple data points are needed from a single list, such as selecting multiple categories for a product or tagging multiple people in a project. Implementing this functionality typically requires the use of VBA (Visual Basic for Applications) to enhance Excel’s default data validation options.
Using a multiple selection drop down list in Excel provides significant advantages, especially in data-heavy environments. One of the primary benefits is the ability to streamline data entry by allowing users to select multiple items from a list, thereby reducing the chances of errors and ensuring consistency. This type of list is also more user-friendly compared to manually typing each selection, especially when dealing with long lists of options. Additionally, it improves data organization by consolidating multiple selections into a single cell, which can be particularly useful in reporting and analysis. For example, in a project management spreadsheet, allowing for multiple selections in a drop-down list can help track which team members are assigned to multiple tasks or roles, ensuring all data is captured efficiently.
Preparing your data for the drop down list with multiple selection.
Before creating drop-down list with multiple selection, it is crucial to prepare your data properly. Start by compiling a list of options that will be available in the drop-down menu, ensuring that all entries are unique and relevant. This list can be placed in a separate worksheet or within the same sheet where the drop-down list will be used. The data should be organized in a single column without any blank cells, as these will be used for data validation list. Preparing your data in this manner is essential for ensuring that the drop-down list functions correctly and that all possible selections are available to users.
To create a drop-down list in Excel, begin by selecting the cell where you want the list to appear. Then, go to the Data tab and click on “Data Validation.” In the dialog box that appears, choose “List” from the “Allow” drop-down menu, and then specify the range where your list of options is located. This will create a basic drop-down list in Excel, allowing users to select one item from the predefined list. While this setup only allows for a single selection, it forms the foundation upon which you can build a multiple selection drop down list using VBA. This initial step is critical, as it ensures that the basic functionality is in place before adding more complex features.
Enabling multiple selections in Excel drop-down list requires the use of VBA (Visual Basic for Applications). VBA allows you to create a custom code that modifies the default behavior of Excel’s data validation feature, enabling users to select multiple items in a drop-down list. The VBA code typically involves scripting an event handler for the worksheet that captures each selection and appends it to the cell’s current contents, separated by a delimiter like a comma or a line break. This process transforms the standard drop down list into one that supports multiple selections, making it a powerful tool for data entry and management.
To write the VBA code for enabling multiple selections, open the Visual Basic for Applications editor by pressing Alt + F11 in Excel. Insert a new module and paste the following code:
Private Sub Worksheet_Change(ByVal Target As Range) Dim OldValue As String Dim NewValue As String On Error GoTo ExitHandler If Target.Address = “$B$2” Then Application.EnableEvents = False NewValue = Target.Value Application.Undo OldValue = Target.Value Target.Value = OldValue & “, ” & NewValue End If ExitHandler: Application.EnableEvents = True Exit Sub End Sub
This code allows users to select multiple items in cell B2 . Each new selection is appended to the previous ones, separated by a comma. You can modify the cell reference and delimiter according to your needs. The code is designed to handle multiple selections in a drop-down list effectively, allowing for flexible data entry in Excel.
After writing the VBA code, you need to apply it to the desired worksheet. Close the VBA editor and return to your Excel spreadsheet. The VBA code is now active, and the drop down list will allow multiple selections in the specified cell. To use the code in different cells or across multiple worksheets, simply adjust the cell reference in the code. Remember to save your workbook as a macro-enabled file ( .xlsm ) to ensure that the VBA code is preserved and functions correctly. This step is crucial for enabling the multiple selection functionality in your Excel drop down list.
Once the VBA code is applied, it’s important to test your multiple selection drop down list to ensure it works as expected. Start by clicking on the cell with the drop down list and selecting multiple items. Verify that each selected item appears in the cell, separated by the designated delimiter. Additionally, test the list to make sure that it handles a large number of selections and that the VBA code does not cause any errors or unexpected behavior. Testing is a critical step in the implementation process, as it ensures that the drop down list functions smoothly and meets your data entry needs.
When working with multiple selections in a drop down list, you may encounter some common issues. For example, the VBA code might not function if the worksheet’s settings are not configured correctly, or if there are conflicts with other macros. Additionally, you may notice that the selected items do not appear correctly if the delimiter is not set up properly in the code. To troubleshoot these issues, double-check the VBA code for accuracy, ensure that macros are enabled in your Excel settings, and review the data validation rules applied to the drop down list. Troubleshooting these common problems will help ensure that your multiple selection drop down list works efficiently.
Best practices for using multiple selections in excel.
When using multiple selection drop down lists in Excel, it’s essential to follow best practices to ensure optimal functionality. One key practice to create drop down list, is to keep your list of options concise and relevant, as a lengthy list can become cumbersome for users. Additionally, consider using clear and consistent delimiters, such as commas or line breaks, to separate selected items within the cell of Microsoft Excel. This improves readability and makes data analysis easier. Another best practice is to regularly test your VBA code to ensure it continues to work as expected, especially after making changes to the spreadsheet. By adhering to these best practices, you can create effective and user-friendly multiple selection drop down lists in Excel.
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Pivot tables are powerful tools for summarizing and analyzing large datasets in Excel. However, they don’t update automatically when the source data changes. In this article, we will show you how to refresh pivot tables automatically when data changes, saving you time and ensuring your reports always reflect the most current information.
Keeping your pivot tables up-to-date is crucial for accurate data analysis and reporting. Manual refreshing can be time-consuming and prone to human error. By setting up automatic refresh, you ensure:
There are several ways to set up automatic pivot table refreshing in Excel. We’ll cover the most effective methods, from built-in Excel features to VBA solutions.
This method works well if your pivot table is based on data from an external source.
Now, your pivot table will automatically refresh whenever you open the workbook.
For pivot tables based on data within the same workbook, you can use VBA to trigger a refresh whenever the source data changes.
This code will refresh all pivot tables in the workbook whenever data changes within the specified range.
Power Query offers a robust solution for automatic data refreshing, especially for complex data sources.
Power Query will automatically update the data connection, refreshing your pivot table when you open the file.
To ensure smooth operation of your automatically refreshing pivot tables, consider these best practices:
Even with automatic refresh set up, you may encounter some issues. Here are solutions to common problems:
For more complex scenarios, consider these advanced techniques:
If you need regular updates without opening Excel, consider using Power BI:
For near real-time updates, you can use Power Automate (formerly Microsoft Flow):
Create custom VBA functions to refresh specific pivot tables based on certain conditions:
This function refreshes only the specified pivot tables, allowing for more targeted updates.
To help you choose the best method for your needs, here’s a comparison table of the main automatic refresh techniques:
Method | Ease of Setup | Performance | Flexibility | Best For |
---|---|---|---|---|
Data Connection Properties | Easy | Good | Limited | External data sources |
VBA on Worksheet Change | Moderate | Very Good | High | Internal data, custom triggers |
Power Query | Moderate | Excellent | High | Complex data transformations |
Power BI | Complex | Excellent | Very High | Scheduled refreshes, sharing |
Power Automate | Complex | Good | Very High | Real-time updates, external triggers |
Automatically refreshing pivot tables when data changes is a crucial skill for anyone working with Excel for data analysis and reporting. By implementing the methods discussed in this article, you can ensure your pivot tables always reflect the most current data, saving time and improving the accuracy of your reports.
Remember to choose the method that best fits your specific needs, considering factors like data source, refresh frequency, and performance requirements. With these techniques, you’ll be able to harness the full power of pivot tables for dynamic, up-to-date data analysis.
How do i set up automatic pivot table refresh in excel.
Set up automatic pivot table refresh in Excel using Data Connection Properties for external sources, VBA code for worksheet changes, or Power Query for complex transformations. Choose the method that best fits your data source and refresh needs.
If your pivot table isn’t updating automatically, check that the “Refresh data when opening the file” option is enabled, verify your VBA code implementation, ensure your data source hasn’t changed, and try clearing the pivot table cache. If problems persist, review your data connections and Excel settings.
Yes, you can refresh pivot tables without opening Excel by using Power BI for scheduled refreshes, Power Automate for event-triggered updates, or Windows Task Scheduler with a VBA macro for timed refreshes. These methods enable automated updates without manual intervention.
Improve automatic pivot table refresh performance by optimizing your data source, using Power Pivot for large datasets, limiting refresh frequency, implementing incremental refreshes when possible, and ensuring adequate computer resources. These strategies can significantly reduce refresh times and enhance overall efficiency.
Maintain automatically refreshing pivot tables by keeping data sources well-structured, using named ranges, regularly updating connections, implementing error handling in custom code, documenting your setup, and periodically reviewing and optimizing your refresh methods. These practices ensure long-term reliability and efficiency of your pivot tables.
Yes, you can set different refresh schedules for multiple pivot tables using custom VBA code, separate Power Query connections, Power BI’s scheduled refresh feature, or multiple Power Automate flows. These methods allow you to tailor refresh schedules to each pivot table’s specific needs within your workbook.
Vaishvi Desai is the founder of Excelsamurai and a passionate Excel enthusiast with years of experience in data analysis and spreadsheet management. With a mission to help others harness the power of Excel, Vaishvi shares her expertise through concise, easy-to-follow tutorials on shortcuts, formulas, Pivot Tables, and VBA.
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Let’s delve into one of Excel’s powerful functions — the NOT function. By the end of this tutorial, you’ll understand how the NOT function works, how to use it, and how to combine it with other functions to create complex conditions and formulas in Excel.
Table of Contents
The Excel NOT function is remarkably powerful, as it allows you to reverse a logical statement. This feature can come in handy when you want to create conditions or formulas that specify exceptions or exclusions. Here’s how you can leverage the NOT function to its fullest potential.
The syntax of the NOT function is pretty simple. Just enter the value you want to check, and the function returns TRUE or FALSE based on your selection. The logical test checks the logical value you enter as an argument. And remember the Boolean values of TRUE equate to 1 in Excel. False equates to 0.
Simple example: Here’s how to find negative numbers in a column. Here’s one way to check if cell B2 equals a negative number:
In this case, if cell B2 contains a negative number the value returns as “TRUE”. That’s because we’re asking if the value is NOT above 0. The function works with more complex checks as well. Here are a few more detailed examples, with screenshots.
The best way to understand the =NOT Function in Excel is to practice with examples. Watch my video (above) to see these in action, or access my dataset here and try it yourself with your own Excel application.
Access Dataset
There are many uses for the NOT function in Microsoft Excel. It’s commonly used for filtering student scores, sales figures, and inventory . Let’s try some real world applications with formula examples for each.
First, let’s explore a basic use-case of the NOT function through a data table with product prices. This example shows how to use the NOT function with comparison operators like greater than, less than, or equal to.
Suppose we aim to identify the rows where the product price is not greater than 50. See the video or screenshot to follow along.
Here’s how to do it:
1. Add a New Column : Create a new column in your data table to work with the NOT function. 2. Use the NOT Function : Input the formula `=NOT(` and select the cell containing the price, followed by `> 50)`. 3. Analyze the Result : If the result returns TRUE, it means the price is not greater than 50. For example:
This formula checks the cell’s value. If A2 contains a value less than or equal to 50, the formula will return TRUE.
By dragging the formula down the column, you can instantly see which product prices meet the criteria.
The real power of the Excel =NOT() function comes from the way it interacts with other functions. Here are two examples from my own life.
NOT can be combined with other logical functions to form more complex conditions. Let’s say you want to filter out items that are not greater than 50 and also are not categorized as gadgets:
1. Combine NOT with AND : Use the AND function to combine multiple NOT conditions. 2. Formula : Input the formula:
This formula will return TRUE if both conditions are satisfied: the price is not greater than 50 and the category is not gadgets.
Sometimes, simplifying logical conditions is beneficial for readability and efficiency. For instance, to exclude gadgets alone without any price condition in a given data set:
1. Simplify the Condition : Remove additional logical functions if unnecessary. 2. Example Formula :
This formula returns TRUE if the item is not categorized as gadgets.
You can filter your data based on the results of the NOT function:
1. Apply Filter : Once your conditions are set, apply a filter to your column. 2. Filter TRUE Values : Select TRUE to filter out the rows meeting your NOT conditions.
For example, if you’ve used the formula to identify items not greater than 50 and not gadgets, apply the filter to find all entries that match these criteria.
This also works with conditional formatting to change the row color based on your the return value of your NOT formula. Pair that with an Excel macro to quickly apply your formatting to other sheets in your workbook.
The NOT function is so powerful because it works with many other functions. You can use it an IF or an OR function. To build on an earlier example, here’s how to use IF along with NOT to change the output from True/False to a word.
Note that this single formula checks cell references (A1) for a value under 0. It then uses the IF function to generate an output of “Positive or Zero” instead of FALSE.
The ISBLANK function in Excel also works well with NOT.
This worksheet function can check column B in your Excel spreadsheet to see whether cells contain values (number or text values). Just enter it in one a logical test column at the top and drag down to apply to the rest of your column. Use it with conditional formatting to quickly highlight nonblank cells in your worksheet.
Looking to negate other functions? Try it with COUNTIF in Excel to not count cells based on a certain condition.
The Excel NOT function is a practical tool when dealing with logical statements and can significantly enhance your ability to manage data in Excel. By reversing conditions, combining NOT with other functions like AND, and leveraging these in real-world scenarios, you can streamline your workflow efficiently.
We hope you found this guide helpful. Feel free to leave any questions or feedback in the comments below. How do you use the NOT function in your Excel projects? Let us know your creative uses!
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A PivotTable is a powerful tool to calculate, summarize, and analyze data that lets you see comparisons, patterns, and trends in your data. PivotTables work a little bit differently depending on what platform you are using to run Excel.
If you have the right license requirements , you can ask Copilot to help you create a PivotTable .
Select the cells you want to create a PivotTable from.
Note: Your data should be organized in columns with a single header row. See the Data format tips and tricks section for more details.
Select Insert > PivotTable .
Note: Selecting Add this data to the Data Model adds the table or range being used for this PivotTable into the workbook’s Data Model. Learn more .
Choose where you want the PivotTable report to be placed. Select New Worksheet to place the PivotTable in a new worksheet or Existing Worksheet and select where you want the new PivotTable to appear.
Select OK .
Note: Depending on your organization's IT settings you might see your organization's name included in the list. For example, "From Power BI (Microsoft)."
Get from External Data Source
Get from Data Model
Get from Power BI
Use this option if your organization uses Power BI and you want to discover and connect to endorsed cloud datasets you have access to.
To add a field to your PivotTable, select the field name checkbox in the PivotTables Fields pane.
Note: Selected fields are added to their default areas: non-numeric fields are added to Rows , date and time hierarchies are added to Columns , and numeric fields are added to Values .
To move a field from one area to another, drag the field to the target area.
If you add new data to your PivotTable data source, any PivotTables that were built on that data source need to be refreshed. To refresh just one PivotTable, you can right-click anywhere in the PivotTable range, and then select Refresh . If you have multiple PivotTables, first select any cell in any PivotTable, then on the ribbon go to PivotTable Analyze > select the arrow under the Refresh button, and then select Refresh All .
Summarize Values By
By default, PivotTable fields placed in the Values area are displayed as a SUM . If Excel interprets your data as text, the data is displayed as a COUNT . This is why it's so important to make sure you don't mix data types for value fields. You can change the default calculation by first selecting the arrow to the right of the field name, and then select the Value Field Settings option.
Next, change the calculation in the Summarize Values By section. Note that when you change the calculation method, Excel automatically appends it in the Custom Name section, like "Sum of FieldName", but you can change it. If you select Number Format , you can change the number format for the entire field.
Tip: Since changing the calculation in the Summarize Values By section changes the PivotTable field name, it's best not to rename your PivotTable fields until you're finished setting up your PivotTable. One trick is to use Find & Replace ( Ctrl+H ) > Find what > " Sum of ", and then Replace with > leave blank to replace everything at once instead of manually retyping.
Show Values As
Instead of using a calculation to summarize the data, you can also display it as a percentage of a field. In the following example, we changed our household expense amounts to display as a % of Grand Total instead of the sum of the values.
Once you've opened the Value Field Setting dialog box, you can make your selections from the Show Values As tab.
Display a value as both a calculation and percentage.
Simply drag the item into the Values section twice, and then set the Summarize Values By and Show Values As options for each one.
Select a table or range of data in your sheet and select Insert > PivotTable to open the Insert PivotTable pane.
You can either manually create your own PivotTable or choose a recommended PivotTable to be created for you. Do one of the following:
On the Create your own PivotTable card, select either New sheet or Existing sheet to choose the destination of the PivotTable.
On a recommended PivotTable, select either New sheet or Existing sheet to choose the destination of the PivotTable.
Note: Recommended PivotTables are available only to Microsoft 365 subscribers.
You can change the data sourcefor the PivotTable data as you are creating it.
In the Insert PivotTable pane, select the text box under Source . While changing the Source , cards in the pane won't be available.
Make a selection of data on the grid or enter a range in the text box.
Press Enter on your keyboard or the button to confirm your selection. The pane updates with new recommended PivotTables based on the new source of data.
In the PivotTable Fields pane, select the check box for any field you want to add to your PivotTable.
By default, non-numeric fields are added to the Rows area, date and time fields are added to the Columns area, and numeric fields are added to the Values area.
You can also manually drag-and-drop any available item into any of the PivotTable fields, or if you no longer want an item in your PivotTable, drag it out from the list or uncheck it.
By default, PivotTable fields in the Values area are displayed as a SUM . If Excel interprets your data as text, it is displayed as a COUNT . This is why it's so important to make sure you don't mix data types for value fields. Change the default calculation by right-clicking any value in the row and selecting the Summarize Values By option.
Right-click any value in the column you'd like to show the value for. Select Show Values As in the menu. A list of available values displays.
Make your selection from the list.
To show as a % of Parent Total , hover over that item in the list and select the parent field you want to use as the basis of the calculation.
If you add new data to your PivotTable data source, any PivotTables built on that data source must be refreshed. Right-click anywhere in the PivotTable range, and then select Refresh .
If you created a PivotTable and decide you no longer want it, select the entire PivotTable range and press Delete . This won't have any effect on other data or PivotTables or charts around it. If your PivotTable is on a separate sheet that has no other data you want to keep, deleting the sheet is a fast way to remove the PivotTable.
Your data should be organized in a tabular format, and not have any blank rows or columns. Ideally, you can use an Excel table .
Tables are a great PivotTable data source, because rows added to a table are included automatically in the PivotTable when you refresh the data, and any new columns are included in the PivotTable Fields list. Otherwise, you need to either Change the source data for a PivotTable , or use a dynamic named range formula .
Data types in columns should be the same. For example, you shouldn't mix dates and text in the same column.
PivotTables work on a snapshot of your data, called the cache, so your actual data doesn't get altered in any way.
If you have limited experience with PivotTables, or are not sure how to get started, a Recommended PivotTable is a good choice. When you use this feature, Excel determines a meaningful layout by matching the data with the most suitable areas in the PivotTable. This helps give you a starting point for additional experimentation. After a recommended PivotTable is created, you can explore different orientations and rearrange fields to achieve your desired results. You can also download our interactive Make your first PivotTable tutorial.
Select a cell in the source data or table range.
Select the PivotTable that looks best to you and press OK . Excel creates a PivotTable on a new sheet and displays the PivotTable Fields list.
Excel displays the Create PivotTable dialog box with your range or table name selected. In this case, we're using a table called "tbl_HouseholdExpenses".
In the Choose where you want the PivotTable report to be placed section, select New Worksheet , or Existing Worksheet . For Existing Worksheet , select the cell where you want the PivotTable placed.
Select OK , and Excel creates a blank PivotTable and displays the PivotTable Fields list.
PivotTable Fields list
In the Field Name area at the top, select the check box for any field you want to add to your PivotTable. By default, non-numeric fields are added to the Row area, date and time fields are added to the Column area, and numeric fields are added to the Values area. You can also manually drag-and-drop any available item into any of the PivotTable fields, or if you no longer want an item in your PivotTable, simply drag it out of the Fields list or uncheck it. Being able to rearrange Field items is one of the PivotTable features that makes changing its appearance so easy.
Summarize by
By default, PivotTable fields placed in the Values area are displayed as a SUM . If Excel interprets your data as text, the data is displayed as a COUNT . This is why it's so important to make sure you don't mix data types for value fields. You can change the default calculation by first selecting the arrow to the right of the field name, and then by selecting the Field Settings option.
Next, change the calculation in the Summarize by section. Note that when you change the calculation method, Excel automatically appends it in the Custom Name section, like "Sum of FieldName", but you can change it. If you select Number... , you can change the number format for the entire field.
Tip: Since changing the calculation in the Summarize by section changes the PivotTable field name, it's best not to rename your PivotTable fields until you're finished setting up your PivotTable. One trick is to select Replace ( on the Edit menu ) > Find what > " Sum of ", and then Replace with > leave blank to replace everything at once instead of manually retyping.
Show data as
Once you've opened the Field Settings dialog box, you can make your selections from the Show data as tab.
Simply drag the item into the Values section twice, right-click the value and select Field Settings , and then set the Summarize by and Show data as options for each one.
If you add new data to your PivotTable data source, any PivotTables that were built on that data source must be refreshed. To refresh just one PivotTable you can right-click anywhere in the PivotTable range, and then select Refresh . If you have multiple PivotTables, first select any cell in any PivotTable, and then on the ribbon go to PivotTable Analyze > select the arrow under the Refresh button, and then select Refresh All .
If you created a PivotTable and decide you no longer want it, you can simply select the entire PivotTable range, and then press Delete . This doesn't affect any other data or PivotTables or charts around it. If your PivotTable is on a separate sheet that has no other data you want to keep, deleting that sheet is a fast way to remove the PivotTable.
PivotTable on iPad is available to customers running Excel on iPad version 2.82.205.0 and above. To access this feature, please ensure your app is updated to the latest version through the App Store.
Select a cell in the source data or table range.
Go to Insert > PivotTable .
Choose where you want the PivotTable to be placed. Select Insert on new sheet to place the PivotTable in a new worksheet or select the cell where you want the new PivotTable placed in the Destination field.
Select Insert .
Typically, non-numeric fields are added to the Rows area, date and time fields are added to the Columns area, and numeric fields are added to the Values area. You can also manually drag-and-drop any available item into any of the PivotTable fields, or if you no longer want an item in your PivotTable, simply drag it out of the Fields list or uncheck it. Being able to rearrange Field items is one of the PivotTable features that makes changing its appearance so easy.
Note: If the field list is no longer visible, go to the PivotTable tab, swipe left, and select Field List to display the field list.
If you add new data to your PivotTable data source, any PivotTables that were built on that data source must be refreshed. To refresh just one PivotTable you can select and hold on a cell anywhere in the PivotTable range, and then select Refresh . If you have multiple go to PivotTable tab on the ribbon and select Refresh .
If you created a PivotTable and decide you no longer want it, you can select the rows and columns spanning the entire PivotTable range, and then press Delete .
Use clean , tabular data for best results.
Organize your data in columns, not rows.
Format your data as an Excel table (select anywhere in your data, and then select Insert > Table from the ribbon).
If you have complicated or nested data, use Power Query to transform it (for example, to unpivot your data ) so it's organized in columns with a single header row.
You can always ask an expert in the Excel Tech Community or get support in Communities .
PivotTable Recommendations are a part of the connected experience in Microsoft 365 , and analyzes your data with artificial intelligence services. If you choose to opt out of the connected experience in Microsoft 365, your data will not be sent to the artificial intelligence service, and you will not be able to use PivotTable Recommendations. Read the Microsoft privacy statement for more details.
Create a PivotChart
Use slicers to filter PivotTable data
Create a PivotTable timeline to filter dates
Create a PivotTable with the Data Model to analyze data in multiple tables
Create a PivotTable connected to Power BI Datasets
Use the Field List to arrange fields in a PivotTable
Change the source data for a PivotTable
Calculate values in a PivotTable
Delete a PivotTable
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The planner can be used as a timeline that makes sure the students are on time in terms of the assignments. Assignment Planner Excel Template. Details. File Format. Excel (xls, xlsx) Size: (33 KB) Download. Assignment Planner Template Excel. Details. File Format. Excel (xls, xlsx) Size: (32 KB) Download.
3. Create Columns. Ok, so in the top of the spreadsheet, the columns are labeled by letters. Just click on one and start typing. Make individual columns out of whatever information is most important to you. I made 4 columns out of the following: -Due Date. -Class. -Assignment.
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Open a new Excel workbook. To begin, open a new Excel workbook on your computer. This will provide you with a blank canvas to create your assignment sheet. Rename the sheet to "Assignment Sheet". Once the new workbook is open, it's a good idea to rename the default "Sheet1" to something more descriptive. In this case, rename it to ...
Use case 1: Tracking and managing homework assignments for students in a classroom. Use case 2: Organizing tasks and deadlines for a project team. Use case 3: Planning and scheduling content for social media posts. Use case 4: Monitoring employee tasks and responsibilities in a small business. Use case 5: Creating a personal workout and meal ...
This assignment tracking template has only three fields that you can update. The first field is the (1) Date, which is located under the seven days of the week (with a total of fifteen weeks in the spreadsheet as per the American semester.) The second is the (2) Tags field, which allows you to categorize your tasks according to the subject.
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To open a new Excel workbook, start by opening Microsoft Excel on your computer. Once the program is open, you can either click on "File" in the top left corner and select "New" to create a new workbook or use the keyboard shortcut Ctrl + N. This will open a new blank spreadsheet for you to work with. B. Discuss the options for formatting the ...
2. Create a "total" column header. This column is where you'll calculate a student's total points. Place this in the column directly to the right of the rightmost assignment in your grade book. 3. Type "=SUM (" in the cell directly below the "total" column header.
Click on "File" then "Save As" and choose a location on your computer. Give your spreadsheet a name, and make sure to save it as an Excel Workbook so you can come back to it later. After completing these steps, you will have a basic spreadsheet ready to use. You can continue to add data, functions, and formatting to make it suit your needs.
Homework To Do List. A spreadsheet can be a useful tool for tracking your homework assignments, due dates, and completion status. The homework list template on this page was designed based on my original To Do List Template for Excel. I simplified it a bit for and modified it specifically for tracking homework assignments.
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Enter student names in column A. Enter assignment names in row 4. Enter the points possible for each assignment in row 3. Enter the points earned for each student, on each assignment. Optional- Click the second tab to view assignment percentages. This points-based template also has a second tab that doesn't require any editing, and will ...
The first thing I want to customize in this class schedule template is adding a column onto the "Class list" tab for the location of each class. I'm going to select that column and then right-click and select the Insert option to add a column to the left of it. From here we can label it "Location" and add in that information.
To create a new Excel worksheet, you need to follow the steps mentioned below. By default, when you start Microsoft Excel, there is an option of selecting a variety of worksheets, as shown below. You can select the option based on the requirements. For now, create a blank worksheet. The blank worksheet looks as shown below.
At the same time, it's a very user-friendly asset in almost all custom-made Excel sheets. In this tutorial, we're going to show you the 5 steps to create a drop-down in 1 minute or less. We call it the "1 Minute Drop-Down". How to Create a Drop-down List in Excel ...
ABC List in Excel - Easily create alphabetical lists from A-Z for indexing, sorting, and categorization. List of U.S. States in Excel - Access a comprehensive list of all 50 U.S. states. Days of the Week in Excel - A quick list of the days of the week, essential for scheduling and planning.
CONCAT. The CONCAT () Excel formula joins or merges multiple strings or cells with strings into one. For example, if we want to join the age and sex of the athletes, we will use CONCAT. The formula will automatically convert a numeric value from age to string and combine it. "24"+"M" = "24M". =CONCAT(C2,B2) 8.
The first of three tabs is the Assignments tab, which allows you to list all of your class assignments and their respective due dates. This worksheet is designed to work with grade school, high school, and college students alike. The items on this list automatically update on the other two worksheet tabs, the Month View and the Week View.
We've collected ProjectManager's 15 best Excel spreadsheet templates for tracking that you can download and use for free. 1. Dashboard Template. A dashboard is how you keep track of your work, including the time spent on tasks, what you're spending and if you're making progress as planned. ProjectManager's free dashboard template for ...
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Download our Free VBA Tutorial PDFs - For Excel, Access, Word, PowerPoint, and Outlook. Great for beginners or advanced users looking to refresh knowledge! Start Here; VBA. ... List of 600 How To articles for Excel and google Sheets. Formulas List. Growing list of Excel Formula examples (and detailed descriptions) for common Excel tasks.
Creating a Standard Drop Down List in Excel. To create a drop-down list in Excel, begin by selecting the cell where you want the list to appear. Then, go to the Data tab and click on "Data Validation." In the dialog box that appears, choose "List" from the "Allow" drop-down menu, and then specify the range where your list of options ...
Import your Excel workbook into Power BI; Set up a scheduled refresh in Power BI service; Your pivot tables will update automatically on the set schedule; 2. Real-time Refresh with Power Automate. For near real-time updates, you can use Power Automate (formerly Microsoft Flow): Create a flow that triggers when your data source updates
Here's how to do it: 1. Add a New Column: Create a new column in your data table to work with the NOT function. 2. Use the NOT Function: Input the formula `=NOT(` and select the cell containing the price, followed by `> 50)`. 3. Analyze the Result: If the result returns TRUE, it means the price is not greater than 50.For example: =NOT(A2 > 50) This formula checks the cell's value.
Get from External Data Source. Get from Data Model. Use this option if your workbook contains a Data Model, and you want to create a PivotTable from multiple tables, enhance the PivotTable with custom measures, or are working with very large datasets.. Get from Power BI. Use this option if your organization uses Power BI and you want to discover and connect to endorsed cloud datasets you have ...