Demo Workbook

Topic
1 Useful Shortcuts for Dashboards (for Windows)
2 INDEX & MATCH - Perfect for Complex Lookups
3 SUMIFS, COUNTIFS
4 LARGE, SMALL
5 ROW, COLUMN
6 CHOOSE
7 TEXT
8 N Function
9 GETIPIVOTDATA
10 INDIRECT
11 CHOOSE & Name Manager

12 FORM CONTROLS

13 Chart Techniques - #1 (Adjusting data and series labels in charts)

14 Chart Techniques - #2 (Error bars)
15 Chart Techniques - #3 Changing Chart Ranges Line Series
16 Chart Techniques - #4 Changing Chart Ranges Column Chart
17 Bonus Chart Techniques - Info Chart: Bar Chart with Icons
TASK KEY COMBINATION
DASHBOARD FORMATTING
Copy Object attributes CTRL + SHIFT + C Ctrl Shift C

Paste Object attributes CTRL + SHIFT + V Ctrl Shift V

Select all Objects (click on an object first) CTRL + A Ctrl A

Format Cells CTRL + 1 Ctrl 1

Repeat last formatting action F4 F4

Mark, F2, CTRL + F2
Copy Formulas without Formatting ENTER
Ctrl Enter

Draw a Straight Line (from shapes) SHIFT + MOUSE Shift

Instant Bullet Points in Text ALT + 7 Alt 7

CTRL + MOUSE +
Move Chart with arrow keys ARROW KEY Ctrl i

Move Chart horizontally or vertically (snap into grid) SHIFT + MOUSE Shift

Insert paragraph for text inside cell ALT + ENTER Alt Enter

NAVIGATION
CTRL + ARROW Ctrl i
Move to top or bottom Cell of a data column KEY
CTRL + SHIFT + Ctrl Shift i
Select all Cells above or below the current cell ARROW KEY
CTRL + PAGE Ctrl Page i
Move to next / previous Sheet DOWN / UP
Edit formula F2 F2

OTHER
Change cell reference between absolute and relative (formula F4
F4
bar)
Undo CTRL + Z Ctrl Z

View intermediate formula results (inside formula bar) F9 F9

CLICK + CLICK
Double Click Format Painter to copy formatting more than once FORMAT PAINTER

Open Clipboard CTRL + C + C Ctrl C C

INDEX & MATCH - Perfect for Complex Lookups

Basic Example

Division Apps Revenue Profit Select App: Misty Wash

Game Fightrr 11,649 802 Division Utility
Game Kryptis 7,718 876 Profit 787
Game Perino 15,033 469
Game Hackrr 18,701 985 Revenue 30,400
Productivity WenCaL 14,432 240
Productivity Blend 17,990 1,166
Productivity Sleops 11,022 550
Utility Accord 17,760 800
Utility Misty Wash 30,400 787
Utility Twenty20 20,400 614

More Complex
ActualRevenue ActualProfit BudgetRevenBudgetProfit
Actual Actual Budget Budget Select KPI:
Division Apps Revenue Profit Revenue Profit
Game Fightrr 11,649 802 10,593 554 Blend
Game Kryptis 7,718 876 6,409 654
Game Perino 15,033 469 12,724 530
Game Hackrr 18,701 985 19,102 1,302 Array Solution with CSE
Productivity WenCaL 14,432 240 15,113 363
Productivity Blend 17,990 1,166 18,181 1,223
Productivity Sleops 11,022 550 13,112 474 Array Solution without CSE
Utility Accord 17,760 800 16,854 572
Utility Misty Wash 30,400 787 30,237 932
Utility Twenty20 20,400 614 18,477 1,120

Variety

List 1 List 2 List 3 Select List 3

WenCaL Fightrr Commuta Commuta
Blend Kryptis Infic Infic
Voltage Perino Accord Accord
Inkly Five Labs Misty Wash Misty Wash
Sleops Twistrr Twenty20 Twenty20
Kind Ape Hackrr Tanox Tanox
Pet Feed Pes Minor Liar Minor Liar
Right App Baden Mosquit Mosquit
Mirrrr Jellyfish Atmos Atmos
Halotot Aviatrr Scrap Scrap
Flowrrr deRamblr Motocyco Motocyco
Silvrr Arcade Amplefio Amplefio
Dasring Strex Strex
Rehire 0
Didactic 0
 Budget
Revenue
18,181

ay Solution with CSE

18,181

ay Solution without CSE

18,181

3
Commuta
SUMIFS, COUNTIFS - SUM & COUNT based on Criteria

Year Division Region Revenue Find total Revenue for the below criteria:
Current Utility North America 44,196 Current Game
Current Utility South America 20,898 Current Game 45000
Current Utility Asia 46,994 Current Game America
Current Utility Europe 43,695
Current Utility Australia 34,196 How many Regions sold Game Apps above 50000 i
Current ProductivitNorth America 34,155
Current ProductivitSouth America 24,396 PY Game >50000
Current ProductivitAsia 29,276
Current ProductivitEurope 45,540 What about OR criteria?
Current ProductivitAustralia 29,277 Find total revenue for the below:
Current Game North America 44,675
Current Game South America 42,569 Current Game Utility
Current Game Asia 43,784
Current Game Europe 46,336
Current Game Australia 49,656
PY Utility North America 24,325
PY Utility South America 33,681
PY Utility Asia 39,295
PY Utility Europe 59,878
PY Utility Australia 29,938
PY ProductivitNorth America 52,311
PY ProductivitSouth America 31,955
PY ProductivitAsia 31,955
PY ProductivitEurope 31,955
PY ProductivitAustralia 11,598
PY Game North America 53,963
PY Game South America 65,965
PY Game Asia 19,989
PY Game Europe 39,979
PY Game Australia 19,998
for the below criteria:
227,020
95,992 Greater than 45000
87,244

sold Game Apps above 50000 in PY?

or the below:

416,999
LARGE & SMALL - Perfect for Organizing

Apps Revenue Top 5 Worst 5

Fightrr 11,649 1 30,400 7,718
Kryptis 7,718 2 20,400 11,022
Perino 15,033 3 18,701 11,649
Hackrr 18,701 4 17,990 14,432
WenCaL 14,432 5 17,760 15,033
Blend 17,990
Sleops 11,022
Accord 17,760
Misty Wash 30,400
Twenty20 20,400
ROWS & ROW Functions - Great for Indexing

Apps Revenue Unique Reference Top 5

Fightrr 11,649 11649.00000000 30,400
Kryptis 7,718 7718.00000000 20,400
Perino 15,033 15033.00000000 20,400
Hackrr 20,400 20400.00000000 17,990
WenCaL 14,432 14432.00000000 17,760
Blend 17,990 17990.00000000
Sleops 11,022 11022.00000000
Accord 17,760 17760.00000000
Misty Wash 30,400 30399.60000000
Twenty20 20,400 20400.00000010

COLUMNS & COLUMN Functions - Great for Indexing

Apps Fightrr Kryptis Perino Hackrr WenCaL Blend Sleops

Revenue 11,649 7,718 15,033 18,701 14,432 17,990 11,022

Top 5 30,400 20,400 18,701 17,990 17,760

With Unique Identifier
Top 5 App Name
30,400 Misty Wash
20,400 Twenty20
20,400 Hackrr
17,990 Blend
17,760 Accord

Accord Misty Wash Twenty20

17,760 30,400 20,400
Choose - Sometimes Better than IF

Choose Between Different Formulas

Apps Revenue 1=Top 5 2 Worst 5

Fightrr 11,649 2=Worst 5 1 7,718
Kryptis 7,718 2 11,022
Perino 15,033 3 11,649
Hackrr 18,701 4 14,432
WenCaL 14,432 5 15,033
Blend 17,990
Sleops 11,022
Accord 17,760
Misty Wash 30,400
Twenty20 20,400

Choose Between Different Ranges

Group 1 Group 2 Total Revenue

Fightrr 11,649 WenCaL 14,432 Group #
Kryptis 7,718 Blend 17,990 2 43,444
Perino 15,033 Sleops 11,022
Hackrr 18,701

Choose Between Different Lists

List 1 List 2 List 3 Select List 1

WenCaL Fightrr Commuta WenCaL
Blend Kryptis Infic Blend
Voltage Perino Accord Voltage
Inkly Five Labs Misty Wash Inkly
Sleops Twistrr Twenty20 Sleops
Kind Ape Hackrr Tanox Kind Ape
Pet Feed Pes Minor Liar Pet Feed
Right App Baden Mosquit Right App
Mirrrr Jellyfish Atmos Mirrrr
Halotot Aviatrr Scrap Halotot
Flowrrr deRamblr Motocyco Flowrrr
Silvrr Arcade Amplefio Silvrr
Dasring Strex Dasring
Rehire Rehire
Didactic Didactic
TEXT Function

Values Revenue
11649.9 2 decimal & thousand separator
-7718 Thousand separator & brackets for negative values
-15033 Currency, thousand separator, & brackets for negative values
Perino 18,700.00 Text mixed with formatted numbers

Date 3/21/2017 Date formatted as day of week, month and 2 digits for year

Percentage 0.12 Value formatted as percentage with one decimal

Sales for Perino = 19,000.00

Different Formats Recognized as Number
11,649.90 Yes
(7,718) #,##0;(#,##0) Yes
EUR (15,033) "EUR "#,##0;"EUR "(#,##0) No
sales = 18,700 No

Tue Mar 17 ddd mmm yy No

12.0% #.0% Yes

N Function

N Returns
Values 11649 11649
-7718 -7718
-15033 -15033
18700.5 18700.5

Date ### 42815

Text Hackrr 0

Boolean 1 1
0 0

Error #N/A #N/A

Formula Commenting 8358.35 8358.35

GetPivotData

Month Division Apps Revenue Month Sum - Revenue

Jan Game Fightrr 11,649 Jan 40,367
Jan Game Kryptis 7,718 Feb 27,033
Feb Game Perino 15,033 Mar 46,322
Mar Game Hackrr 1,800 Apr 59,182
Jan ProductivitWenCaL 10,000 May 20,400
Mar ProductivitWenCaL 14,432 Total Result 193,304
Mar ProductivitBlend 17,990
Apr ProductivitSleops 11,022
Jan Utility Twenty20 11,000
Feb Utility Accord 12,000
Mar Utility Misty Wash 12,100
Apr Utility Accord 17,760
Apr Utility Misty Wash 30,400
May Utility Twenty20 20,400

PivotChart Version
70,000
59,182
59,182
60,000
46,322
50,000 46,322
40,367
40,000
27,033
30,000 27,033
19,367
20,000

10,000

0 Jan Feb Mar Apr

Jan Feb Mar Apr
This shape repres
Excel 2010 or lat

If the shape was

if the workbook w
slicer cannot be u
 Data preparation
Revenue per month
Jan 19,367
Feb 27,033
Mar 46,322
Apr 59,182
May 20,400
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Revenue per month

59,182

46,322

27,033

19,367 20,400

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

This shape represents a slicer. Slicers are supported in

Excel 2010 or later.

If the shape was modified in an earlier version of Excel, or

if the workbook was saved in Excel 2003 or earlier, the
slicer cannot be used.
INDIRECT Function

Basic Example

I6 Hello there! Hello there!

greeting Hello there!

Pick between different data tables in different Tabs

Total Revenue
Vlookup included
Pick year 2016 2016 Year Table
Utility 187,117 187,117 2016 data_py
Productivity 159,774 159,774 2017 data_current
Game 199,894 199,894
Selected Revenue Selected Division
data_py[Revenue] data_py[Division]
Year Division Region Revenue
2016 Utility North Ame 24325
2016 Utility South Ame 33681
2016 Utility Asia 39295
2016 Utility Europe 59878
2016 Utility Australia 29938
2016 Productivity North Ame 52311
2016 Productivity South Ame 31955
2016 Productivity Asia 31955
2016 Productivity Europe 31955
2016 Productivity Australia 11598
2016 Game North Ame 53963
2016 Game South Ame 65965
2016 Game Asia 19989
2016 Game Europe 39979
2016 Game Australia 19998
Year Division Region Revenue
2017 Utility North America 44196
2017 Utility South America 20898
2017 Utility Asia 46994
2017 Utility Europe 43695
2017 Utility Australia 34196
2017 Productivity North America 34155
2017 Productivity South America 24396
2017 Productivity Asia 29276
2017 Productivity Europe 45540
2017 Productivity Australia 29277
2017 Game North America 44675
2017 Game South America 42569
2017 Game Asia 43784
2017 Game Europe 46336
2017 Game Australia 49656
CHOOSE & Name Manager

Basic Example

Pick year 2017 Year Index for Choose Index

Utility 189,979 2016 1 2
Productivity 162,644 2017 2
Game 227,020
Form Controls

Combo Box

Month Input Selection Selected month

January 9 September
February
March
April
May
June
July
August
September
October
November
December

Check Box

Show Budget

Selection Report
0 Actual
200
300
100
400
800

Spin Button

Selected Month
January
Selection
1
List Box

Revenue for October

January
February 1,100
March
April
May
June
July
August
September
Selection
October
November 10
December

Option Button

Report
Budget
Forecast
Actual Forecast
200 200
Selection 300 340
2 100 130
400 410
800 810

Scroll Bar

Report
Selection Actual
1 January 200
February 300
March 100
April 400
May 800
ected month
Month:
September

Raw Data
Actual Budget
200 210
300 340
100 120
400 380
800 780

Months
January
February
March
April
May
June
July
August
September
October
November
December
Months Revenue
January 200
February 300
March 100
April 400
May 800
June 900
July 920
August 930
September 1000
October 1100
November 1200
December 1290

Raw Data
Actual Budget Forecast
200 210 200
300 340 310
100 120 130
400 380 410
800 780 810

Months Revenue
January 200
February 300
March 100
April 400
May 800
June 900
July 920
August 930
September 1000
October 1100
November 1200
December 1290
Add Total Values to Stacked Columns

Personnel at work Series Lables Improved Stacke

2014 2015 2016 2017 x y
Europe 1,600 1,300 1,000 900 4.3 450
150
America 410 300 500 1,000 4.3 1400 210
410
Asia 150 170 200 210 4.3 2005 170
200
Total 2,160 1,770 1,700 2,110 300
1,000
500

1,600
1,300
1,000
900

2015

The "usual" Excel S

2,500

150
2,000
410
170
1,500 300

1,000
1,600
1,300
500

0
2014 2015
Europe Ameri
 Improved Stacked Chart
2,160
2,110

1,770
1,700

The "usual" Excel Stacked Chart

150 210
410
170
200
300 1,000
500

1,600
1,300
1,000 900

2014 2015 2016 2017

Europe Ameri ca As i a
Error Bar Technique - Grouping in Charts
Slales for 2017
Division App Sales Data prep.
Productivity WenCaL 14,432 x y Slales for 2
Blend 17,990 3.5 0 17,990
Voltage 15,117 6.5 0
Game Fightrr 11,649 14,432
15,117
Kryptis 7,718 17,990 Max
Perino 15,033 11,649
Utility Commuta 6,353
Infic 12,373 7,718
Accord 17,760

WenCa L Bl end Vol ta ge Fi ghtrr Kryptis

Productivi ty Game
 Slales for 2017
0 17,760

15,117 15,033

12,373
11,649

7,718
6,353

d Vol ta ge Fi ghtrr Kryptis Peri no Commuta Infic Accord

vi ty Game Util i ty
Date Closing Price Task: Create a line chart depending on date selection below
2/9/2016 74.44
### 75.19 From: ###
### 76.51 To: ###
### 76.23
### 75.74
### 75.6
### 76.71 Closing Price 02/12/16 - 05/19/16
### 79.42
88
### 79.895
### 78.84 86
### 78.45 84
### 79.56
82
### 80.41
### 78.97 80
3/2/2016 79.75 78
3/3/2016 79.6
76
3/4/2016 80.895
3/5/2016 81.21 74
3/6/2016 80.005 72
3/9/2016 79.44
70
### 77.55
### 77.57
### 78.93
### 78.05
### 78.07
### 79.365
### 80.91
### 82.75
### 83.8
### 84.43
### 85.31
### 82.92
### 83.01
### 83.3
### 83.195
### 82.215
4/1/2016 81.665
4/2/2016 81.555
4/6/2016 82.44
4/7/2016 82.32
4/8/2016 82.275
4/9/2016 82.17
### 82.04
### 83.01
### 83.515
### 82.705
### 82.31
### 80.775
### 83.09
### 83.62
 ### 84.63
### 82.41
### 81.53
### 81.91
### 80.68
### 80.465
### 78.77
5/1/2016 78.99
5/4/2016 78.81
5/5/2016 77.56
5/6/2016 78.1
5/7/2016 78.425
5/8/2016 78.51
### 78.01
### 77.46
### 78.44
### 81.37
### 80.42
### 80.88
### 80.63
### 80.55
### 80.48
### 80.54
### 79.335
### 80.55
### 80.145
### 79.19
6/1/2016 80.29
6/2/2016 80.445
6/3/2016 82.44
6/4/2016 82.05
6/5/2016 82.14
6/8/2016 80.67
6/9/2016 80.67
### 82.16
### 81.83
### 81.53
### 80.71
### 81.06
### 81.79
### 82.905
### 82.51
### 84.74
### 87.88
### 88.86
### 87.98
### 88.01
### 85.8
### 85.765
7/1/2016 86.91
7/2/2016 87.285
7/6/2016 87.55
7/7/2016 87.22
7/8/2016 85.65
7/9/2016 85.88
### 87.95
### 90.1
### 89.68
### 89.76
### 90.85
### 94.97
### 97.91
### 98.39
### 97.04
### 95.44
### 96.95
### 94.17
### 95.29
### 96.99
### 95.21
### 94.01
8/3/2016 94.14
8/4/2016 94.06
8/5/2016 96.44
8/6/2016 95.12
8/7/2016 94.3
lection below Chart description: Closing Price 02/12/16 - 05/19/16

02/12/16 - 05/19/16
App Revenue
WenCaL 14,432
Blend 17,990 From: Pes
Voltage 15,117 To: Accord
Inkly 11,154
Sleops 11,022
Kind Ape 8,905
Pet Feed 16,735
Right App 3,635 Revenue based on selection
Mirrrr 15,627 50,000
Halotot 7,270 45,000
Flowrrr 5,955
40,000
Silvrr 7,666
Dasring 35,000
10,857
Rehire 9,873 30,000
Didactic 6,405 25,000
Fightrr 11,649 20,000
Kryptis 7,718 15,000
Perino 15,033
10,000
Five Labs 21,579
Twistrr 27,211 5,000

Hackrr 18,701 0
Pes 45,316
Baden 35,980
Jellyfish 7,657
Aviatrr 8,126
deRamblr 5,272
Arcade 6,375
Commuta 6,353
Infic 12,373
Accord 17,760
Misty Was 30,400
Twenty20 20,400
Tanox 21,088
Minor Liar 23,737
Mosquit 6,302
Atmos 10,675
Scrap 13,307
Motocyco 11,182
Amplefio 8,250
Strex 8,152
selection
Bonus Chart Technique - Bar Chart with Icons

icon position
Female 65% 60%
Full 100% 6
Male 45% 40%
5
Full 100% %
4
5
%