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.

Advanced data grouping

In one of the previous “recipes” we talked about how to use the Excel GROUPBY function. On that occasion, you could find out how to use it in one of the standard scenarios of its application, and now you will learn how to use it in a slightly more advanced way. To begin with, how you can group by two or more dimensions, and then how to display percentages, determine the depth of the calculation, and so on.

Function PERCENTOF

Sometimes, when creating report, you need to display the values as a percentage. You can calculate percentages manually, and recently Excel also offers a PERCENTOF function to make this process easier. If you use functions such as GROUPBY or PIVOTBY, you can also use this function to calculate percentages when grouping values. Let’s see how we can use it!

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.

Regular expressions

Regular expressions are a programming term that refers to a sequence of characters used to define a search criterion within a given text. Recently, Excel has gained several functions for working with regular expressions, and we can also use them as an argument to the XMATCH function and the XLOOKUP function as an additional search criterion.