One of the earlier “recipes” mentioned categories and subcategories. If you remember, we wanted to make it possible to automatically create a list with a selection of subcategories by selecting a category from the list generated with Data Validation. We could have done this by applying a few tricks, but the list, in addition to the necessary values, contained “empty slots”. This can be easily avoided today with the help of dynamic arrays.
By combining INDEX and MATCH, we can easily calculate sales results if the data we analyse is given in a table that is a matrix. By using Data Validation for certain cells you’ll get a very simple sales analysis tool that is easily scalable and can be used in more complex scenarios. Pivot tables are an irreplaceable tool but there are situations where we get similar results by a different procedure, this is one of them!
Excel can be a good tool for filling questionnaires and for this purpose are often used structured tables where we keep the results. When the result is one of a few, in advance known, values the input is done by selecting it from the list. Sometimes there is a need to, after choosing value in the first list, affect the items that appear in the second. For example, choosing a category affects the display of related subcategories. How can we achieve this?
Slicers are great feature, but unfortunately they can not be used to filter traditional Excel reports. If we use the conditional aggregation functions, in order to calculate the desired values, as well as the data validation technique, we can make simple but effective filters by selecting the values from the list. By selecting the criteria from the list, the automatic update of the values in the report is performed. Let’s see how this works!
CRM (Customer Relationship Management) represents the concept of managing relationships with potential and existing clients, customers or consumers (depending on what and to whom we sell). Its task is to obtain new and retain existing clients. Although there are plenty of software that very well support the CRM concept, when you are a beginner in business you do not need anything more than Excel.