Excel Data Analysis is a powerful tool that is used to visualize and gain insights of records in a spreadsheet.
Tables allow you to analyze your data in Excel quickly and easily. Learn how to insert, sort and filter a table, and how to display a total row at the end of a table. Navigation: Insert Tab → Tables Group – Table Insert a Table To insert a table, execute the following steps. 1. Click any single cell inside …
Excel includes a tool called solver that uses techniques from the operations research to find optimal solutions for all kind of decision problems. Load the Solver Add-in To load the solver add-in, execute the following steps. 1. On the File tab, click Options. 2. Under Add-ins, select Solver Add-in and click on the Go button. 3. Check Solver …
To build a formula with a dynamic reference to an Excel Table name, you can use the INDIRECT function with concatenation as needed. Formula =SUM(INDIRECT(table&”[column]”)) Note: INDIRECT is a volatile function and can cause performance issues in larger, more complex workbooks. Explanation In the example shown, the formula in L5 is: =SUM(INDIRECT(K5&”[Amount]”)) Which returns the SUM of Amounts …
To get the index of a column in an Excel Table, you can use the MATCH function. See example below: Formula =MATCH(name,Table[#Headers],0) Explanation In the example shown, the formula in I4 is: =MATCH(H4,Table1[#Headers],0) When the formula is copied down, it returns an index for each column listed in column H. Getting an index like this …
To get the name of a column in an Excel Table from its numeric index, you can use the INDEX function with a structured reference. See example below: Formula =INDEX(Table[#Headers],index) Explanation In the example shown, the formula in I4 is: =INDEX(Table1[#Headers],H5) When the formula is copied down, it returns an name for each column, based …
To calculate a conditional percentile, you can use an array formula using the IF function inside the PERCENTILE function. See example below: Formula =PERCENTILE(IF(criteria,values),k) Note: This is an array formula and must be entered with control + shift + enter. Explanation In the example shown, the formula in G5 is: =PERCENTILE(IF(Table[Gender]=G$4,Table[Score]),$F5) Where “Table” is an Excel Table with data …
This tutorial shows illustrates a Running total in Excel Table. To create a running total in an Excel Table, you can use the INDEX function set up with a structured reference. Formula =SUM(INDEX([column],1):[@column]) Explanation In the example shown, the formula in F5 is: =SUM(INDEX([Total],1):[@Total]) When copied down the column, this formula will return a running total …
To sum a total in multiple tables, you can use the SUM function and structured references to refer to the columns to sum. See example below: Formula =SUM(Table1[column],Table2[column]) Note: the total row must be enabled. If you disable a total row, the formula will return the #REF error. Explanation In the example shown, the formula in I6 is: …
To conditional sum numeric data in an Excel table, you can use SUMIFS with structured references to for both sum and criteria ranges. Formula =SUMIFS(Table[sum_col],Table[crit_col],criteria) Explanation In the example shown, the formula in I5 is: =SUMIFS(Table1[Total],Table1[Item],H5) Where Table1 is an Excel Table with the data range B105:F89. How this formula works This formula uses structured references to …
To calculate the average for the last N values n an Excel table (i.e. last 3 rows, last 5 rows, etc.) you can use the AVERAGE function together with the INDEX and ROWS functions. See example below: Formula =AVERAGE(INDEX(table[column],ROWS(table)-(N-1)):INDEX(table[column],ROWS(table))) Explanation In the example shown, the formula in F5 is: =AVERAGE(INDEX(Table1[Sales],ROWS(Table1)-(F4-1)):INDEX(Table1[Sales],ROWS(Table1))) How this formula works This …
This tutorial covers basic inventory formula. To calculate current stock, or inventory, you can use Excel Tables with a formula based on the SUMIF function. Formula =SUMIFS(In[Qty],In[Color],A1)-SUMIFS(Out[Qty],Out[Color],A1) Explanation In the example shown, the formula in K7 is: =SUMIFS(In[Qty],In[Color],J7)-SUMIFS(Out[Qty],Out[Color],J7) Where “In” is the Excel Table on the left, “Out” is the table in the middle. How this formula …
This tutorial shows how to count columns in an Excel table. To achieve this, you can use the COLUMNS function. See example below: Formula COLUMNS(table) Explanation In the example shown, the formula in I4 is: =COLUMNS(Table1) How this formula works This formula uses structured referencing, a syntax that allows table parts to be referred to by name. When …
To count rows in an Excel table, you can use the ROWS function. See example: Note: with just the table name, ROWS will count data rows only. Formula ROWS(table) Explanation In the example shown, the formula in I4 is: =ROWS(Table1) How this formula works This formula uses structured referencing, a syntax that allows table parts to be …
To use COUNTIFS with a variable table column, you can use INDEX and MATCH to find and retrieve the column for COUNTIFS. See example below: Formula =COUNTIFS(INDEX(Table,0,MATCH(name,Table[#Headers],0)),criteria)) Explanation In the example shown, the formula in H5 is: =COUNTIFS(INDEX(Table1,0,MATCH(G5,Table1[#Headers],0)),”x”) How this formula works First, for context, it’s important to note that you can use COUNTIFS with …
How to randomize / shuffle a list in Excel. For example, we want to randomize the list in column A below. 1. Select cell B1 and insert the RAND() function. 2. Click on the lower right corner of cell B1 and drag it down to cell B8. 3. Click any number in the list in column B. 4. To …
This chapter teaches you an easy way to reverse a list in Excel. For example, we want to reverse the list in column A below. 1. Enter the value 1 into cell B1 and the value 2 into cell B2. 2. Select the range B1:B2, click the lower right corner of this range, and drag it down to cell B8. 3. …
The data form in Excel allows you to add, edit and delete records (rows) and display only those records that meet certain criteria. Especially when you have wide rows and you want to avoid repeated scrolling to the right and left, the data form can be useful. 1. Open the downloadable Excel file. 2. Add the Form command to the …
If the Highlight Cells Rules, Top/Bottom Rules, Data Bars, Color Scales and Icon Sets are not sufficient, you can create a new rule. For example, highlight the codes below that occur more than once in the range A2:A10 andhave a score greater than 100. 1. Select the range A2:A10. 2. On the Home tab, in the Styles …
Illustrate Project Schedule in Gantt Chart Excel does not offer Gantt as chart type, but it’s easy to create a Gantt chart by customizing the stacked bar chart type. Below you can find our Gantt chart data. To create a Gantt chart, execute the following steps. 1. Select the range A3:C11. 2. On the Insert tab, in the Charts …
Sorting data is an integral part of data analysis. You might want to arrange a list of names in alphabetical order, compile a list of product inventory levels from highest to lowest, or order rows by colors or icons. This example teaches you how to sort data by color in Excel. 1. Click any single cell inside a data set. 2. …
Outlining data makes your data easier to view. In this example we will total rows of related data and collapse a group of columns. 1. First, sort the data on the Company column. 2. On the Data tab, in the Outline group, click Subtotal. 3. Select the Company column, the column we use to outline our worksheet. 4. Use …
The SUBTOTAL function ignores any rows that are not included in the result of a filter, no matter which function_num value you use. The SUBTOTAL function is designed for columns of data, or vertical ranges. Use the SUBTOTAL function in Excel instead of SUM, COUNT, MAX, etc. to ignore rows hidden by a filter or manually hidden rows. Rows …
This example teaches you how to apply a date filter to only display records that meet certain criteria. 1. Click any single cell inside a data set. 2. On the Data tab, in the Sort & Filter group, click Filter. Arrows in the column headers appear. 3. Click the arrow next to Date. 4. Click on Select …
How to apply a number filter and a text filter to only display records that meet certain criteria. Follow the steps below: 1. Click any single cell inside a data set. 2. On the Data tab, in the Sort & Filter group, click Filter. Arrows in the column headers appear. Number Filter To apply a number filter, execute the …