Spreadsheet Day 2010 — Top 5 Excel Tips

chexRemember, Sunday October 17th is Spreadsheet Day, so you’d better start planning your celebrations. You could start the day with a big bowl of Chex cereal — each bite looks like a little spreadsheet. For dessert at the end of the day, have some pie, or bars, while you dream about charts.

As my contribution to Spreadsheet Day 2010, I’ll list the top 5 Excel tips that I read on Excel blogs over the past year. These were Excel articles that solved problems I’d encountered, or got me thinking about new techniques to try. You can read these articles on Sunday, while you’re celebrating Spreadsheet Day. Maybe your kids would enjoy them as a bedtime story!

There were many other Excel articles too, but I only had room (and energy) to list five. You can help out by listing your favourite in the comments.

Copy PivotTable Style Formatting

When PivotTable Styles were introduced in Excel 2007, it seemed that we couldn’t copy the Style’s formatting, when pasting a pivot table as values. Fortunately, John Walkenbach found a workaround for the problem, and shared the solution with the Excel world. We’re eternally grateful. You can read the steps in his article: Unlinking a Pivot Table From Its Source Data.

pivotunlink1

Vertical Bullet Graphs

Jon Peltier always has some new and awe-inspiring chart trick to show us. In How to Make Vertical Bullet Graphs in Excel, he details the steps for creating these charts that take very little room, but are packed with information. Jon plans to post instructions for a Horizontal version too, so subscribe to his RSS feed, if you haven’t already.

bulletgraphsvertical

Create Your Own Add-Ins

Dick Kusleika tells us how he uses Excel to solve problems on the job. His blog posts inspire lots of discussion, and his post on moving from the Personal.xls workbook to personal add-ins was one of my favourites. Dick’s sample code was great, and there are many suggestions in the comments too, so be sure to read those.

Personalxls

Format Pivot Table Numbers Like Source Data

Along with delicious bacon recipes, Mike Alexander posts tasty Excel and Access tips on his Bacon Bits Blog. I liked his code for copying the number formats from the source data, and applying it to the pivot table data. You can read the details here: Auto Format PivotTables to Match Source Data.

PivotAutoFormatP3

Moving Forward with PowerPivot

If you’ve upgraded to Excel 2010, you’ve probably experimented with Microsoft’s free PowerPivot add-in. None of my clients have upgraded yet, so I enjoyed reading Ken Puls’ article on his experiments with PowerPivot. He describes the good and the bad, and his enthusiasm is contagious. Read Ken’s story here: Quantum shifts with PowerPivot.

Quantumshif1

Your Top Excel Tips

What were your favourite Excel blog articles from the past 12 months? What did you like about them? Did they inspire you to try new things, or help you save time?

Thanks for sharing!

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5 Responses

  1. Bob Ryan says:

    Debra – How am I ever going to eat Chex again without thinking of spreadsheets? Or, perhaps I should question my passion about Excel since I didn’t see them before you mentioned it? ;)
    My top two are both from your site: I’ve used dynamic named ranges (http://www.contextures.com/xlNames01.html#Dynamic) a considerable amount and, until my primary client converts to Excel2010, your article on filling blank cells (http://www.contextures.com/xlDataEntry02.html) will continue to be a godsend. A friend of mine’s jaw dropped as I showed him how to apply it to a Quicken download so he could analyze the exported data using filters and pivottables. Thanks for all your good stuff.

  2. Bob, you should have noticed the Chex grid before, but maybe your eyes are half-closed at that time of day. ;-)
    Thanks for sharing your favourite links, and I’m glad those pages helped you.

  3. Ed Ferrero says:

    Hi Debra,

    Nicest thing I have seen in Excel lately is the ability to embed an Excel 2010 worksheet in a web page. Initially, I thought this was only useful for very basic sheets because you cannot use data validation, VBA, or ActiveX controls on embedded sheets. Then I noticed that you can use slicers to provide the same functionality as a data validation drop-down. .

  4. sam says:

    “What were your favourite Excel blog articles from the past 12 months?”
    Almost every article at http://www.excelhero.com/blog/ from Daniel Ferry

  5. Carmine says:

    Hi,

    I have a problem, when i make a pivot using a SSAS Cube and i change the name of one value i don’t know which is the original name of the value when i’m on the field selection window.

    Thanks

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