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Troubleshoot Reports + more Excel tips

Excel Weekly News from Contextures October 21, 2014

In this week's Excel news, you'll see how to troubleshoot with a report diagnostic display, and much more. Thank you for reading the Excel news, and I hope that you are enjoying the articles. If you have suggestions for future topics, please let me know.

 -  Debra -  ddalgleish@contextures.com

Dashboard Course

Mynda Treacy’s Excel Dashboard course is open for registration, until this Thursday, October 23rd. 

I highly recommend this online course, which has excellent content, and great student support from Mynda.  Her new Power Pivot course is available too, and you can get both courses in a bundle. I'm going through her Power Pivot course right now, and it's a great way to get started with this powerful Excel feature.

BONUS: If you sign up for the course through this link, you can have a copy of any one of my Contextures Products.
When you sign up, type DebraD in the Code box, and email me your receipt number.

Excel Report Diagnostic Display

If you have several pivot table reports in a workbook, you can create a Diagnostics sheet, to make sure all the filters are set correctly, before you print the workbook. AlexJ shares his technique for setting up the monitoring sheet, to save you time and headaches.

Click here to see the details: Excel Report Diagnostic Display

Automatically Refresh a Pivot Table

If you change the source data for a pivot table, the new information doesn't automatically appear in the pivot table -- it has to be refreshed. You can manually refresh it, or change a setting, so some updates are automatic, or use programming to update automatically.

Click here to see the details: Automatically Refresh a Pivot Table

More Excel Tips

Here are a few of the Excel articles that I read recently, that you might find useful:

  • In a very short video, Sara Silverstein, from Business Insider, shows how to run a multiple regression in Excel and actually understand the results. Even if you’re not a statistics pro, it’s worth watching.
  • Finally, for a humorous peek at what other people are saying about spreadsheets, read the latest collection of Excel tweets, on my Excel Theatre blog.

Excel Announcements

Here are some upcoming events, courses, recently published books, and other new items, related to Excel:

  • New Book: Excel University Volume 3 - Excel Training for CPAs and Accounting Professionals, by Jeff Lenning, CPA. This volume covers PivotTable basics and a comparison between formula-based and PivotTable reports…Explores options to replace formula-based reports with PivotTables when appropriate…Efficient ways to get data into workbooks, summarize it graphically with PivotCharts and other Excel features.
  • Tournament: Excel Sumo -- The sporting contest of Microsoft Excel Spreadsheets, Formula and Add-Ins. Enter your best Excel solution in the Excel Sumo tournament by Nov 3, 2014.

Video: Pivot Table From Multiple Sheets

If Excel data is on different sheets, you can create a pivot table using multiple consolidation ranges. This video shows you the steps to create the pivot table and set up page fields. The result is not as flexible as a regular pivot table, but it does create a summary of all your data.

Guess the Mystery Object

I found this old gadget recently, while cleaning out a drawer. I used it occasionally, long ago, and would need to find instructions before using it again. There is a Canadian quarter beside it (that's a caribou), to give you an idea of the size. It's two pieces of plastic, with a hinge. The wooden handled gadget goes with it. You can see the bottom layer in the close-up view.

Do you know what it is? Have you ever used one? I'll give you the answer next week.

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Recommended Excel Tools

In addition to all the free Excel tips and tutorials, there are other Excel tools that you can invest in. To learn more about the products listed below, click on the links to take a look at their features, and decide if they're right for you.

Note: I am an affiliate for some of the products mentioned in this newsletter, and earn a commission on the sales.

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Learn how to create Excel dashboards.

 

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