Adjustable display units in report

When we create a sales report, sometimes we want to show the values in their original form, and sometimes they can be recalculated values, such as thousands or millions. Such a report is created in a very simple way using the Data Validation option, which allows you to select the desired unit size, and recalculate values with help of the Excel LAMBDA function. Let’s create a report like this with a chart to visualize the data.

Sales overview in selected currency

When creating business reports, there is often a requirement that they should be displayed in multiple currencies, that is, the user can choose the currency in which a report is displayed. This can be achieved in several ways and one of them, very elegant, is with the help of the LAMBDA function. In this “recipe” you will find out how you can use it to display sales reports in different currencies.

Dynamic lists, the easy way

There are several ways to use the Data Validation option  to generate lists to select values when filling out tables. One of the earlier “recipes” was about how to create dynamic lists. With the advent of the TRIMRANGE function, this can now be done in an even simpler way, without having to use a Name Manager and write complicated formulas.

Custom data validation

So far, you could find a lot of texts on the web site “Excel Kitchenette” about data validation. Most of them were about lists, since this functionality is often used, and further the choice of data type, setting the text length, number range or date were mentioned … When activating the Data Validation option, there are also custom rules, where it is possible to enter a formula based on which the validation is being performed.

Simpler analysis

In the “recipe” Simple sales analysis, you could learn how to get to the value that is in the intersection of the row and column of the sales report. On that occasion, we used the INDEX and MATCH functions. The new XLOOKUP function allows this analysis to be performed in a much simpler way, by combining two instances of this function. Let’s see how it’s done!