Mastering Excel takes some experience and patience, but it's easy to make mistakes even if you've been using it for a long time. Sometimes, choices seem like a brilliant idea—until they're not, and the resulting problems are hard to troubleshoot.
In this article, I share 10 ways to avoid actions that seem good... at the time:
- Rely on multiple links.
- Destroy data.
- Rely on default settings.
- Ignore Table objects.
- Use Excel as a database or Word processor.
- Forget to protect your work.
- Leave blanks.
- Use numbers as column headings.
- Allow error values.
- Sluff off backups.
Full article: 10 things you should never do in Excel
The tutorial shows how to use IFERROR
in Excel to catch errors and replace them with a blank cell, another value or a custom message.
You will learn how to use the IFERROR
function with VLOOKUP
and INDEX MATCH
, and how it compares to IF ISERROR
and IFNA
.
Full article: Excel IFERROR function with formula examples
Nested IF
formulas are extremely useful for complex decision making on a spreadsheet, but they can also be long, messy and convoluted.
This blog post explores 4 alternatives which are easier, faster and cleaner than the classic nested IF
:
- The
IFS
function. - Using
VLOOKUP
for an exact match. - Using
VLOOKUP
for a range lookup. - The fantastic
CHOOSE
function.
Full article: 4 alternatives to nested IF formulas
When it comes to VBA, it's almost too easy to make a mistake. These mistakes can cost you greatly, both in time and in frustration.
In this post, I'd like to help you avoid these typical mistakes and make you a better VBA programmer:
- Using
.Select
/.Activate
. - Using the
Variant
type. - Not using
Application.ScreenUpdating = False
. - Referencing the worksheet name with a string.
- Not fully qualifying your range references.
- Making your
Sub
/Function
TOO LONG. - Going down the nested
For
/If
rabbit hole.
Full article: 7 common VBA mistakes to avoid
Learn why using an Excel Table as the source of a Pivot Table can save time and prevent errors.
The reasons why you should use Tables for the source data range of your Pivot Tables are:
- Adding new data & preventing embarrassment.
- Eliminate maintenance on multiple Pivot Tables.
- Prevent errors when creating Pivot Tables.
- Avoid whole column references.
- Prevent the Filter controls error with connected Slicers.
Full article: 5 reasons to use an Excel Table as the source of a Pivot Table
Q. Is there a list of standard Excel design rules we should be following as we create new Excel worksheets?
A. By following a common set of spreadsheet design rules, companies can produce more consistent workbooks that may be easier to review, edit, and use by others in their organizations:
- Documentation.
- Table of contents.
- Print macro buttons.
- Avoid embedded assumptions.
- Well-organized worksheet assumptions.
- Assumptions in yellow cells.
- Name assumption cells.
- Error-checking formulas.
- Organize your template by worksheets.
- Simplify complex calculations.
- Explanations.
- Consistent look and feel.
- Add File Properties.
- Cross-footing and error-checking formulas.
- Worksheet protection.
Full article: Microsoft Excel: Rules for designing Excel workbooks
The Wells Fargo inadvertent disclosure episode provides a high-profile reminder that attorneys who are responsible for reviewing and producing client documents must thoroughly understand those documents.
As reported by the New York Times, the inadvertently produced material "included copious spreadsheets with customers' names and Social Security numbers, paired with financial details like the size of their investment portfolios and the fees the bank charged them."
Here is a list of skills that I think every reviewer must have to competently review spreadsheets in the eDiscovery context:
- Reviewing the entire workbook, not just the current tab.
- Understanding Filters.
- Identifying hidden rows, columns, and worksheets.
- Identifying & deciphering formulas.
- Understand the Freeze Panes display feature.
- Finding and expanding truncated text.
- Identify the boundaries of a worksheet.
- Finding each worksheet's print formatting.
Full article: Scared straight? Reviewing Excel files in the wake of Wells Fargo
A worksheet in Excel is made up of cells. These cells can be referenced by specifying the row value and the column value.
The power of Excel lies in the fact that you can use these cell reference in other cells when creating formulas.
There are three kinds of cell references in Excel:
- Relative cell references.
- Absolute cell references.
- Mixed cell references.
Understanding these different type of cell references will help you work with formulas and save time (especially when copy pasting formulas).
Full article: Understanding absolute, relative, and mixed cell references in Excel
Microsoft quietly replaced the comfortable Text Import Wizard from Excel and replaced it with the "Get & Transform" tools.
The "Get & Transform" tools offer a lot of options and are very powerful. Unfortunately, they are quite complicated to use. Here is what you should now.
Topics in this article include:
- Restore the "Text Import Wizard".
- How to use the "Text Import Wizard".
- Import text and csv files with the "Get & Transform" tools.
Full article: Text import wizard gone? How to import CSV and text files in Excel