How to Take Advantage of Excel 2007 – 2010 Tables and Excel 2003 Lists

Excel Table Styles

Excel Table Styles

In this video tutorial, I cover multiple versions of Excel. I demonstrate how to take advantage of the Table Tools that were introduced in Excel 2007 and I also show you how to create Excel 2003 Lists.

Topics Covered on Video Tutorial

  • Convert a range of data to an Excel 2007, Excel 2010 Table.
  • Convert a range of data to an Excel 2003 List.
  • View and change the Total Row in each version of Excel.
  • Append new records to Tables and Lists.
  • Add a new field to Tables and Lists.
  • Write a formula in one cell of an Excel Table and have it automatically copy down for each record.
  • Change the Table Styles in Excel 2007 and 2010.
  • Use Conditional Formatting to add alternate row shading to an Excel 2003 List

Watch Video in High Definition on YouTube

Follow this link to watch this Excel Video Tutorial in High Definition on my YouTube Channel, DannyRocksExcels

Download This Excel Workbook

Click on this link to download the Excel Workbook that I used in this video tutorial.

Get my best-selling DVD-ROM, “The 50 Best Tips for Excel 2007” for only $39.95!

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

How to Apply Conditional Formatting to a Pivot Table in Excel

A Pivot Table is a great way for you to summarize and present the information contained in your data set. When you apply conditional formatting to your Pivot Table, you can “visually” spot important trends or anomolies in your data.

Improvements to Conditional Formatting

Conditional Formatting in Pivot Table

Condition Formatting for Above Average

Beginning with Excel 2007, Conditional Formatting has been dramatically improved. In addtion to pre-built formula rules, you can also apply Data Visualizations (Icon Sets, Data Bars and Color Scales).

Conditional Formatting for Above Average

In this lesson, I apply the pre-built “Above Average” rule. I want Excel to dynamically format the summary values that answer, “TRUE” to this question: “Is this value “Above the Average” in the range of cells selected?

This is the key to understanding how Conditional Formatting works. Special Formatting is applied only when the answer to your CONDITION (a rule or a formula) is TRUE.

Dynamically Filter Conditional Formatting

In this lesson, I use the Report Filter zone in my Pivot Table to see how conditions change when I change the time period in my report. Values that meet the Condition, “Above the Average,” receive the formatting that I established in my rule. Try this on your Pivot Table. It is a wonderful tool to use in an Excel Dashboard.

View This Video Tutorial in High Definition

Follow this link to watch this lesson in High Definition on my YouTube Channel, DannyRocksExcels.

My Extended Length Pivot Table Video Tutorials

I offer “free of charge,” a 24 minute in-depth video tutorial for creating your first Pivot Table in Excel. Follow this link to learn how to view it online or to download it to your computer.

Vist My New Online Shopping Site

My new, secure online shopping website – http://shop.thecompanyrocks.com/ – is now open. I invite you to visit and learn more about the new products that I have added.

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

How to Find and Change Numbers Stored as Text in Excel

Whenever a client or a colleague sends me an Excel workbook I like to inspect it, to be sure that the “numbers are really numbers.” I will not get accurate results when I SUM them if there are some cells that appear to contain numbers, but really display a “number stored as text.”

Prevent GIGO

Prevent GIGO

This is an example of GIGO – “Garbage in delivers Garbage Out!” I take steps to prevent an outbreak of GIGO in my Excel worksheets.

Looking for Numbers Stored as Text

As a best practice, I use both the COUNT() Function and the COUNTA() function to see if there is a difference between the number of cells with numbers (the COUNT Function) and the number of non-blank cells (the COUNTA Function). In this example, I was expecting to see 31 cells with numbers in the range of sales. There were on 27. So, I need to find those 4 cells that contain “numbers stored as text.” 

If you have a keen eye – and some time to spare – you can look for cells with a little Green triangle in the upper left corner. Click on the message next to these “marked” cells and read the error message. Excel will offer to correct the error – one cell at a time. That is not an efficient way to proceed!

Use the ISTEXT() or ISNUMBER() Functions

An alternative way to find the cells that contain text stored as numbers is to use one of the “logical functions” ISTEXT or ISNUMBER. Each returns either TRUE or FALSE when evaluating a cell. You can then sort the data to group the TRUE results together and then change them – again, one at a time. This is also not the best way to make the changes.

Use Conditional Formatting to Highlight Cells with Number Stored as Text

I like to use the ISTEXT() Function as a “Rule” to apply special formatting to the cells that evaluate as TRUE with Conditional Formatting. Be sure that you select the cells that you want to evaluate before applying the Conditional Formatting.

Use Paste Special – Add

The quickest way to change numbers stored as text into real numbers is to use Paste Special – Add. First, select and copy a blank cell. Next, select your data range – in this case the cells with “Sales.” Then, right click the selection and choose Paste Special. In the dialog box select “Add.” Now – instantly – all of the cells with numbers stored as text have been changed into real numbers. You have stamped out GIGO!

Learn how to “Master Excel in Minutes – Not Months!”

Follow this link to watch this video in High Definition, Full-screen mode on my YouTube Channel – DannyRocksExcels

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

How to Find and Delete Duplicate Records in Excel 2007

It is easy  – much too easy – to allow duplicate records to creep into an Excel database. Fortunately, starting in Excel 2007, it is really easy to first find and then delete duplicate records.

Remove DUplicate Records

Remove Duplicate Records

With the price of postage climbing, you cannot afford to send duplicate copies of a mailing piece. Not to mention that doing so reflects poorly on your company’s organizational skills. Likewise, having duplicate account entries makes for extra work and confusion.

Use Conditional Formatting to Highlight Duplicate Records

Starting in Excel 2007, Conditional Formatting got a lot easier to use. One of the menu selections is “Show Duplicate Records.” Now, with just a few mouse clicks, you can format the records that show duplicate values in your data set. I like to use this technique prior to acutally duplicating records so that I can get a sense of the number of possible duplicate records in my data set.

Selecting Duplicate Records to Delete

As a best practice, I always make a backup copy of my data set before I actually delete records. This way, I can quickly recover from any accidental deletions of non-duplicate records. When you choose the command to “Remove Duplicates,” a dialog box opens to reveal each field in your data set. Generally, you want to select all of the fields to narrow down the list of records to delete. Since I have already previewed the possible duplicate records by using Conditional Formatting, I have a pretty good idea of how many records will be deleted. You do not see a preview of the exact records that will be deleted, so make sure that you have a backup copy of your original list in order to restore any “accidental” deletions.

These new commands and menus introduced in Excel 2007 make deleting duplicate records a very quick process. Use them – wisely – to save yourself time, confusion and money!

Learn how to “Master Excel in Minutes – Not Months”

Watch this video lesson in High Definition, Full Screen mode. Follow this link to view this on my YouTube Channel – DannyRocksExcels

Secure Shopping Cart

Secure Shopping Cart

This is one of the tips that I offer on my DVD, “The 50 Best Tips for Excel 2007.” CLick here to open a secure shopping cart to purchase it.

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

How to Use Conditional Formatting to Compare Two Excel Lists

Clients and viewers frequently ask me to help them to compare two differeny lists in Excel. They want to find – or highlight – the values that are different in each list. For example, which customers appear in the 1st list but NOT in the 2nd list. So, I created this video lesson to demonstrate how to do this with Conditional Formatting.

In an earlier Excel Video Lesson, I demonstrated how to compare two Excel lists using either the MATCH() Function or the VLOOKUP() Function.

Conditional Formatting Rule

Conditional Formatting Rule

Use Conditional Formatting

I demonstrate how to use Conditional Formatting to Highlight the Cell Values that are different when you compare two Excel Lists. I will use a “New Rule with a Formula” that must return the answer TRUE, to trigger the special formatting.

In Conditional Formatting, you first establish a “condition” that can be answered as either TRUE or FALSE. Then, for those cells where the answer to the condition is TRUE. the special “cell formatting” that you chose will apply.

In this lesson we will be using this Formula: =COUNTIF(List 2, 1st cell in List 1) = 0.

Steps to follow:

  1. Select the cells that you want the Conditional Formatting to apply to- in our example List 1.
  2. On the Home Tab of the Ribbon, click the Conditional Formatting arrow and select New Rule.
  3. Select New Rule – “Use a Formula to determine which cells to format.”
  4. Enter the formula – e.g. =COUNTIF(Range, Criteria) = 0 where the “Range” is the list of values in List 2 (Absolute Reference) and the “Criteria” is the 1st cell reference in List 1 (Relative Reference).
  5. Choose the Format for the cells when the condition is met – the result is TRUE. In this example, I choose to “FILL” the cells with a Blue background color.

Want to watch this video in High Definition, Full-Screen Mode? Click here to go to my YouTube Channel, DannyRocksExcels

Learn to “Master Excel in Minutes – Not Months!”

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn

Make Excel Data Come Alive with Visualization Tools

Excel 2007 has added great new Data Visualization Tools. Now, you can place a Bar Chart directly in the cells that contain your values. Wow! There is no need to create a separate chart to “paint the picture” for your audience.

You can add Data Bars, Color Scales and Icon Sets to help your data to come alive from the Conditional Formatting Command on the Home Tab of the Ribbon in Excel 2007. Watch this short video to see how it is done!
(Note: This is a repost so that I can send this video as a Podcast to the iTunes Store.)

You can subscribe to this Podcast at iTunes by clicking this link.

Learn how to “Master Excel in Minutes – Not Months!”

Share and Enjoy:
  • Add to favorites
  • Facebook
  • Twitter
  • Technorati
  • Print
  • email
  • Digg
  • StumbleUpon
  • del.icio.us
  • Yahoo! Buzz
  • Google Bookmarks
  • Orkut
  • SphereIt
  • Sphinn