formulas - bobbypresents.com 2 of automa… · web viewuse of step recorder to recorder mouse and...

1. Takeaways/Learning outcomes:a. Best practicesb. 4Ws 1H and disadvc. Value add/ Collaborated. Terminologiese. Tips and tricks

2. Data Patha. Range of cellsb. Format as tablec. PivotTabled. PowerPivot (2010) aka Data Modele. Power View (2013)f. Power Queryg. Power Maph. Power BI

3. Range Name – unique, no spaces, start with alphabeta. Define

b. Verify by using the name box to jump to range before apply in formula

c. Go to Name Manager – Create/Edit/Delete

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4. Autosum. Alt+=

5. Formula Auditing tools ( troubleshoot formula errors and inconsistencies)

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6. F12 is save as . Go to last opened folder and macros will work properly. Will not get debug end debug error.

Formulas7. Insert function. Shift+F3 is fx

8. Countif

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9. F4 is to toggle between absolute ($) and relative referencing. By default is relative referencing.

10. averageA includes text and true false

11. IF

12. Nested IF. Nesting means formula within a formula.

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13. Data Patha. Range of cellsb. Format as tablec. PivotTable (4 limitations)d. PowerPivot (Data model)e. Power Viewf. PowerQueryg. PowerMaph. PowerBI

14. If and and

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15. Iserror

16. Vlookup

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17. Hlookup

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18. Index (return a value) and match(return relative position)

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19. How to copy a formula without changing referencing and without using $copy from formula bar. Then press escape and paste into index formula.

20. Use of step recorder to recorder mouse and keyboard clicks that will be saved as a single web page file which can then be edited using Word.

21. Resourcesa. Edx.orgb. Udemy.comc. Temasek Poly micro learning course(mlc)

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22. Conditioning formatting

23. How to highlight cells that contain conditioning formatting? F5 or ctrl G. Then select Special.

24. Custom format

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24. PivotTable – Analyse and Summarize lots of data in a small space.

Considerations before you use PT/PC

a. Examine source datai. Every column contains one type of data

ii. Ensure date format is correctiii. No empty rows/colsiv. No totalsv. No blank cells

vi. No blank or text in number cellsb. Ask questions -> talk to usersc. Generate a PT/PC

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d. Drag fields to areas below based on what user wants

e. Need to know: Rearrange fieldsChange summarize dataRefresh data by changing the source and refresh ALL in pivot table

f. Create PivotChart

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Choose e.g. clustered column chart

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25. Macro – To automate your time consuming repetitious tasks- Macro name must be unique, no spaces and start with alphabet. Only access Underscore.-

26. Create macroMacro #1 – create a macro to insert today’s date (a formula =today() )in active cell Macro is recorded in absolute referencing Macro name must be unique, no spaces, start with alphabet, not case sensitive

After click ok, proceed to enter formula =today() in the selected cell (F3 in this case).

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Go to view macro to see macros recorded.

Select macro and run on any active cell.

To delete macro, select macro, press delete.

27 For dashboard steps. Refer to chapter in textbook courseware.

To your success,

Bobby Wan

www.BobbyPresents.com

www.Facebook.com/WanApps

www.lovecareshare.blogspot.com

Can connect in linkedin.com

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