Creating pivot tables by the filter

When working with pivot tables, you will sometimes use filters to change how the data is presented in report based on the selected criteria. Using filters or using slicers are completely legitimate methods. But what if you want to create a separate report for each criterion you used in the filter. Excel has a simple option that allows you to do this…

Picking the date

When picking the dates in Excel documents, you may accidentaly make a mistake. The ideal way to avoid this is to use the Date Picker tool. For now, there is no simple solution within the application itself that can be used for this purpose, but there is a simple add-in available that can help with the date selection process.

Analyze Data

A few years ago, Excel, which comes as part of a Microsoft 365 subscription, got the Ideas option. Now this option has been improved and is called Analyze Data. It enables, with the help of artificial intelligence, simple and fast data analysis to generate tables, pivot tables or charts according to user questions, which help user to visualize data in appropriate business reports.

Checkbox

Checkbox is not a new Excel feature. We were able to add checkboxes to Excel reports earlier, by choosing some of the controls offered in the Developer ribbon (Form Controls, ActiveX Controls). Recently, Microsoft has made this option much more accessible, and in the following post you will find out how to add a checkbox to your report and how you can analyze such reports.

Tiny charts

When you want to display data that contains multiple separated series in a chart, it can often look clumsy. It is possible to tolerate presentation of three or four series, but anything more than that is a nightmare for those who watch the reports and need to draw a certain conclusion. The solution is to display several smaller, separate charts instead of one. This type of data presentation is called small multiples, and here’s how to achieve it in Excel reports.