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Power Pivot is an add-in first introduced in Excel 2010 and now a staple part of the modern Excel. It has changed the way that we can work with and manipulate large volumes of data in Excel.

In this article, we will not only answer the question of what is Power Pivot? But also why and how to use PowerPivot with real business use cases.

What is Power Pivot & why is it useful?

Although an Excel worksheet can handle 1,048,576 rows of data. In reality, it can struggle as you get to 100,000 or even before that depending on what you have in your workbook.

Power Pivot enables us to work with big data beyond the 1,048,576 limitation and still produce smaller, leaner and faster workbooks than a standard PivotTable.

It does this by loading the data into the internal data model of Excel and not onto a worksheet. Relationships can then be created between the different tables of data. No more VLOOKUPs to pull data together into one big list.

We can then create PivotTables based on this model to analyze multiple tables of data.

You can also use a powerful formula language in Power Pivot called DAX. This stands for Data Analysis Expressions.

The DAX language is vast and enables us to perform more complex calculations than we can do with a standard PivotTable.

So what is Power Pivot? It is really a combination of using PivotTables and DAX calculations with the internal data model of Excel for analysis of big data.

Check out this short video that explains why we need Power Pivot:

A Power Pivot use case

Let’s look at an example business use case to see where Power Pivot will help us and I’ll explain how to use PowerPivot in this case.

Let’s imagine a scenario where we export sales data from our database. This includes a CSV file of all sales transactions for a specified time period.

It also includes a CSV file with all our customers and their details, and one with all our product details.

We would like to import these 3 files into an Excel workbook to analyze them and find the top 5 selling products, as well as which countries we received over £10 million.

Previously we would have imported the files into three different sheets and then used VLOOKUPs to pull the data into one big list for use in a PivotTable.

But with Power Pivot, we will import them directly into the data model for efficient storage. Then create relationships between the tables (instead of thousands of VLOOKUPs). And perform analysis with a PivotTable and DAX.

How to get and install the Power Pivot add-in

In Excel 2013, 2024 and 365 Power Pivot is included as part of the native Excel experience. It will just take a few seconds to install it from the COM add-ins the first time you want to use it.

The Power Pivot tab will then be visible on the Ribbon.

If you are using Excel 2010 you will need to download the Power Pivot Add-In from the Microsoft Site.

How to import CSV files to the Data Model

We will now walk through our use case scenario.

Firstly we need some data. This data could already be in Excel. But often if you are working with large data sets you are getting data from a database, a folder or multiple text/CSV files.

The best way to bring this data into Excel is by using Power Query. Power Query is a tool built into Excel to make importing and transforming external data simple.

Power Query is outside the scope of this article, but here is a quick example of getting our sales data from CSV files. I will start with the chúng tôi file.

The Power Query Editor window will load. There are a lot of tools we can use here to transform the data.

This is just a quick example to get the data into the model for Power Pivot. So we will just close and load the data.

The Import Data window appears. Select Only Create Connection and check the box to Add this data to the Data Model.

The data is then loaded into the model. So you will not see it on the worksheet, but you will see a Queries and Connections pane appear showing the number of rows loaded.

The image below shows the chúng tôi file loaded. It contains 106,693 rows. That is a lot of rows, but you will see that it does not impact the performance of calculations in Power Pivot.

Repeat the process for the other 2 CSV files. When finished the loaded queries will look like below.

Viewing the Data Model in Power Pivot

The Power Pivot for Excel window is displayed.

The initial view you are taken to is called the Data View. The tables of data are shown on different tabs, similar to worksheets. This is, however, just a display and not how they are stored.

Underneath the tabs is the Calculation Area. We will talk more about this shortly when we cover measures.

This provides a better view of the model and is great for viewing the relationships between the tables which we will create.

Create relationships between the tables

With the tables loaded into the model, we will now create relationships between them. This will enable us to create PivotTables using the data from all three tables.

The Diagram View is the easiest way to set this up. Let’s start by arranging the window more efficiently.

Drag the Sales table under the Products and the Customers tables.

The Sales table contains the transactional information and is referred to as “the data”, or “the fact table”.

The Products table and the Customers table contain information on groups of objects that interact with the data and are referred to as “lookup”, or “dimension tables”.

We will create two ‘one to many’ relationships. One between the Customers table and the Sales table, and another between the Products table and the Sales table.

This is because a customer could make one or many sales with us. And the same for the products. A product could be sold once or many times.

Repeat the step to create a relationship between the Product ID field in the Sales table and the ID field in the Products table.

The image below shows the completed relationships. The filter direction of the data is displayed by an arrow, and a 1 and asterisk (*) symbols are also displayed to show the relationship type.

Create a PivotTable from the Data Model

With the Data Model set up, we can create a PivotTable.

The PivotTable appears and in the field list you can see the three tables. We can now access the fields from each table and drag them to the areas of a PivotTable as normal.

So what is Power Pivot? It is a PivotTable that uses data from the internal model.

Now let’s create one of our use case examples. We will find the top 5 selling products.

Drag the Product Name field from the Products table into the Rows area. Then drag the Total Sales field from the Sales table into the Values area.

This will sum the total for each product in our data.

We have the top 5 products in a PivotTable.

Now when we dragged the Total Sales field into the Values area of our PivotTable, it created what is called an Implicit Measure.

We can use a PivotTable from the Data Model in the same way as we may be used to doing. This is great at the beginning or if you’re just performing simple analysis. But it is better and more efficient to create measures and to use them in PivotTables.

Using DAX to create Measures

Let’s begin to have a look at the DAX language to perform calculations in Power Pivot.

There are two types of DAX calculations – Calculated Columns and Measures.

A Calculated Column is used to create additional columns in your data model. And these columns can then be used as labels in the rows, columns and Slicer areas of a PivotTable.

It is encouraged to create these columns in the original data, or in Power Query instead of the model if possible. These columns can be really useful for a further breakdown of our data such as grouping dates into weekday and weekend labels.

In this article, we are going to create the other type of DAX calculation – called a Measure. Measures are calculations that are dragged into the values area of a PivotTable such as Sum and Average.

The DAX language is huge, going far beyond the standard Sum and Average. So creating these in the model provides far more power than within a standard PivotTable and Implicit Measures.

Measures created with DAX can also be used multiple times and in multiple PivotTables (but calculated just once). This improves the processing speed. You can also assign a format to a Measure so you won’t need to format them every time they are used.

We will create a Measure to sum the Total Sales field from the Sales table.

The Measure window appears.

Select the table from the list that you would like the new measure stored within. This measure will be stored in the Sales table.

Enter a name for the measure. This measure is named Sum of Sales.

You can enter a description for a measure. Especially if complex. Here it is omitted since the name serves that role as well.

Enter the following formula into the box provided: =SUM(Sales[Total Sales])

Using a Measure in a PivotTable

With the measure created we can use it in our PivotTables for analysis.

Using the PivotTable we created earlier in the tutorial, we can remove the Sum of Total sales implicit measure.

Our new measure is shown in the list of table fields and can be dragged into the Values area as a replacement.

We will now create our other use case of showing in which countries we received over £10 million and re-use the same measure.

Insert a new PivotTable as before and drag the Country field from the Customers table into Rows, and the Sum of Sales measure from the Sales table into Values.

The countries that meet the criteria are shown as below.

Our measure has been used in both PivotTables to help us achieve both use cases. The DAX language is capable of far more and I encourage you to read further in that area.

In this article, we have answered the question of what is Power Pivot and demonstrated two business use cases on how to use PowerPivot through the entire process.

We imported the data into the model, created relationships and a measure, and then used them in PivotTables.

Power Pivot is one of the best improvements to how we use Excel. It is an extremely powerful tool and this article is an introduction to what it is capable of. I encourage you to learn and develop your Power Pivot skills even further.

Alan Murray

Alan is a Microsoft Excel MVP, Excel trainer and consultant. Most days he can be found in a classroom spreading his love and knowledge of Excel. When not in a classroom he is writing and teaching online through blogs, YouTube and podcasts. Alan lives in the UK, is a father of two and a keen runner.

An Ultimate Guide To Use Excel Pivot Charts

A PIVOT CHART is one of the best ways to present your data in Excel.

Why I’m saying this? Well, data in a visual way not only helps the user to understand it but it also helps you to present a clearer picture of it and you can make your point clear with led efforts.

And when we talk about Excel, there are numbers of charts which you use but there’s one of all those that STANDS OUT and that’s a PIVOT CHART.

If you are serious about taking your data visualization skills to a whole next level you need to learn to create a pivot chart.

And in the guide, I’ll be explaining to you all the details you need to know to understand how the pivot chart works. But before that, here are some words from Wikipedia.

Pivot Chart is the best type of graphs for the analysis of data. The most useful feature is the possibility of quickly changing the portion of data displayed, like a PivotTable report. It makes Pivot Chart ideal for presentation of data in the sales reports.

Difference a Pivot Chart and a Normal Chart

A standard chart use range of cells, on the other hand, a pivot chart is based on data summarized in a pivot table.

A pivot chart is already a dynamic chart, but you have to make changes in data to convert a standard chart into a dynamic chart.

Steps to Create a Pivot Chart in Excel

You can create a pivot chart by using two ways. One is to add a pivot chart in your existing pivot table, and other is to create a pivot chart from scratch.

1. Create a Pivot Chart from Scratch

Creating a pivot chart from scratch is as simple as creating a pivot table. All you need, a data sheet.

Here I am using Excel 2013 but you use steps in all versions from 2007 to 2024.

Select any of the cells in your data sheet and go to Insert Tab → Charts → Pivot Chart.

The pop-up window will automatically select the entire data range and you have the option to choose the place where you want to insert your pivot chart.

Now, you have a blank pivot table and pivot chart in a new worksheet.

In pivot chart fields, we have four components like we have in a pivot table.

Axis: Axis in pivot chart is as same as we have rows in our pivot table.

Legend: Legend in pivot chart is as same as we have columns in our pivot table.

Values: We are using quantity as values.

Report Filter: You can use report filter to filter your pivot chart.

So, here is your fully dynamic pivot chart.

2. Create a Pivot Chart from Existing Pivot Table

If you already have a pivot table in your worksheet then you can insert a pivot chart by using these simple steps.

Select any of the cells from your pivot table.

Go to Insert Tab → Charts → Pivot Chart and select the chart which you want to use.

It will insert a new pivot chart in the same worksheet where you have your pivot table. And, it will use pivot table rows as axis and columns as the legend in pivot chart.

Managing a pivot chart is simple and here is some information which will help you do it smoothly.

1. Change Chart Type

When you enter a new pivot chart, you have to select the type of the chart which you want to use. And, if you want to change the chart type you can use following steps for that.

Select your pivot chart and go to Design Tab → Type → Change Chart Type.

2. Refresh a Pivot Chart

Refreshing a pivot chart is just like refreshing a pivot table. If your pivot table is refreshing automatically, then your pivot chart will also update along with that.

Go to data tab and tick mark “Refresh data when open a file”.

Use below VBA code to refresh all kind of pivot tables and pivot chart in you workbook.

Sub auto_open()Dim PC As PivotCacheFor Each PC In ActiveWorkbook.PivotCachesPC.RefreshNext PCEnd Sub

Apart from above code you can use following VBA code if you want to refresh a particular pivot table.

Sub auto_open()ActiveSheet.ChartObjects("Chart 5").ActivateActiveChart.PivotLayout.PivotTable.PivotCache.RefreshEnd Sub

Just like a pivot table, you can filter your pivot chart to show some specific values. One thing is clear that a pivot table and pivot chart are connected with each other.

So, when you filter a pivot table, your chart will automatically filter.

In your pivot chart field list, drag fields in the filter area.

4. Show Running Total in a Pivot Chart

In below pivot chart, I have used a running total to show the growth throughout the period.

To enter a running total in a pivot chart is just like entering a running total in a pivot table. But we need to make some simple changes in chart formatting.

From your pivot chart field list, drag your value field twice in value area.

Now, in second field value open “Value Field Settings”.

Go to “show value as” tab and select running total from the drop down.

So here is your pivot chart with running total but one more thing which we have to do to make it perfect.

5. Move a Pivot Chart to New Sheet

Like a standard chart, you can move your Excel pivot chart to a chart sheet or any other worksheet.

Now, you have two different options to move your chart.

New Chart Sheet.

Another Worksheet.

You can also move your chart back to the original sheet using same steps.

Extra Tips on Pivot Charts

Some of extra tips to make a better control over it.

1. Using a Slicer with a Pivot Chart to Filter

As I have already mentioned, you can use a slicer with your pivot chart.

Select your pivot chart and go to Analyze Tab → Filter → Insert Slicer.

Select the field which you want to use as a filter.

And, the best part is that you can filter multiple pivot tables and pivot charts with a single slicer. Follow these steps.

Using a slicer is always a better option is than a standard filter.

2. Insert a Timeline to Filter Dates in a Pivot Charts

If you want to filter your pivot chart using a date field then you can use a timeline instead of a slicer.

Filtering dates with a timeline is super easy.

Select your pivot chart and go to Analyze Tab → Filter → Insert Timeline.

Select your date field from the pop-up window and it will show you fields with dates.

3. Present Months in a Pivot Chart by Grouping Dates

Now, let’s say you have dates in your data, and you want to create a pivot chart on month basis.

One simple way is to add a month column in your data and use it in your pivot chart.

But, here is the twist.

Go to your pivot table and select any of the cells from your date field column.

You can group dates in your pivot table which will further help you to create a pivot chart with months even when you don’t have months in source data.

Sample File

The Right Version Of Excel 2013 For Using Powerpivot #Powerpivot #Excel

UPDATE Aug 16, 2013: Excel 2013 stand-alone now includes Power Pivot (now the name has a space and it is no longer a single word!). This post was originally published on Feb 18, 2013 and is now outdated. If you already have Excel 2013 stand-alone, you should see PowerPivot enabled in an upcoming update.

Many people started using PowerPivot with Excel 2010. In order to start using PowerPivot for Excel 2010, you just have to download the add-in and install it for free. In Excel 2013, PowerPivot is already installed and you just have to enable it. However, you have to be careful about the Excel 2013 version you use, because not all the versions have all the features available.

Data Model features available in all Excel 2013 versions

Internal xVelocity engine

Load multiple tables in a data model

Create relationships

Navigate a data model with multiple tables using a single PivotTable

Use only implicit measures

PowerPivot features available in selected versions of Office 2013 (*)

Create calculated columns

Create calculated fields

Use PowerPivot window and all the other features available there

Also Power View is available only in these versions of Excel

So what are the version of Office 2013 that enable the usage of PowerPivot features?

Here is the list:

Office Professional Plus 2013 via Open, Select or EA

Excel 2013 stand-alone UPDATE Aug 16, 2013 – any stand-alone version of Excel 2013 has PowerPivot

Office 365 ProPlus via Office 365 (www.office365.com) Subscription when it becomes available (February 27, 2013)

The only way to get these full BI features is through a Microsoft Volume License Agreement or Office 365 service. If you are not included in a Microsoft Volume License Agreement, the only way to get a copy of Excel 2013 that has all PowerPivot and Power View features available is getting an Office 365 ProPlus subscription.

UPDATE Feb 27, 2013: read about a workaround to get a Volume License Agreement for just 30\$. UPDATE Aug 16, 2013: you can get PowerPivot with Excel stand-alone, without the need of any subscription.

This might disappoint those of you that are used to buying a single license that never expires, but there is a good reason to move to Office 365 for using BI features: in the upcoming months and years, you will automatically receive updates of Office before perpetual (non-subscription) customers, and Excel will increase the number of BI features available at a faster cadence than ever before (yes, they promised it!). If you attended MS conferences and/or watched some of the last keynotes of BI speeches, you might have already seen some interesting previews (i.e. 3D mapping with GeoFlow for Excel), and probably more is coming.

Again, it’s important to know that Office Standard 2013 does not include Business Intelligence features, so all the options available when you need fewer than five licences does not include PowerPivot and Power View. You have to get a subscription of Office 365 ProPlus in this case, and the only action you can to today is using the free preview of Office 365 ProPlus until the end of February, when such a subscription will be commercially available.

I have seen some confusion in these first days of Office 2013 availability and for this reason I think it is important to clarify what is the right version of Excel you have to buy in order to use PowerPivot. I will update this blog post as soon as the Office 365 ProPlus will be commercially available.

UPDATE Aug 16, 2013: please remember that now Excel 2013 stand-alone now includes Power Pivot! You no longer need a subscription!

How To Use Vba In Powerpoint: A Beginner’S Guide

Here at BrightCarbon we’re always looking for new ways to improve our own PowerPoint productivity and then share that knowledge with the presentation community (that includes you, by the way!). One of the ways we do this is by using VBA code to automate and extend the functionality of PowerPoint. We publish free PowerPoint VBA code snippets here in our blog for you to use. This article explains how to grab the code from our articles and use it in your PowerPoint project, so that you can take your productivity to the next level!

Visual Basic for Applications (VBA) is a programming environment for Microsoft Office applications. It’s included with your installation of Office by default ( unless your system administrator has deactivated it ) . PowerPoint VBA provides you with a way to do one of two things using macros and add-ins:

int:If you ever find yourself repeating the same task over and over again, VBA could be your new best friend. Let’s say you have 100 slides and you need to unhide all hidden objects across all those slides . That could take you many eye-straining minutes, but with a PowerPoint VBA it takes around a second.

way in PowerPoint to get them back. PowerPoint :Sometimes PowerPoint doesn’t have the feature you need to complete your task . As an example, if you end up deleting default layouts from a template, there’s no easy This article includes PowerPoint VBA code to do just that!

How to open the VBE (Visual Basic Editor)

Getting to meet your VBA friend is very simple. With PowerPoint open and at least one presentation file open, press * on your keyboard. This will open the VBE (Visual Basic Editor):

You now have a module ready to paste the VBA code into from one of our blog articles :

‘ PowerPoint VBA Macro to display Hello World message. ‘ Copyright (c) 2024 BrightCarbon Ltd. All Rights Reserved. ‘ Source code is provided under Creative Commons Attribution License ‘ This means you must give credit for our original creation in the following form: ‘ “Includes code created by BrightCarbon Ltd. (brightcarbon.com)” ‘ Commons Deed @ http://creativecommons.org/licenses/by/3.0/ ‘ License Legal @ http://creativecommons.org/licenses/by/3.0/legalcode ‘ Purpose : Displays a dialog box with a Hello World text message. ‘ Author : Jamie Garroch ‘ Date : 06MAY2024 ‘ Website : https://brightcarbon.com/

Sub HelloWorld() MsgBox “Hello World!”, vbInformation + vbOKOnly, “This is my first VBA Macro” End Sub

You should now see something like this:

Ms Excel: How To Use The If

This Excel tutorial explains how to use the Excel IF-THEN-ELSE statement (in VBA) with syntax and examples.

Description

The Microsoft Excel IF-THEN-ELSE statement can only be used in VBA code. It executes one set of code if a specified condition evaluates to TRUE, or another set of code if it evaluates to FALSE.

The IF-THEN-ELSE statement is a built-in function in Excel that is categorized as a Logical Function. It can be used as a VBA function (VBA) in Excel. As a VBA function, you can use this function in macro code that is entered through the Microsoft Visual Basic Editor.

Please read our IF function (WS) page if you are looking for the worksheet version of the IF statement as it has a very different syntax.

Syntax

The syntax for the IF-THEN-ELSE statement in Microsoft Excel is:

If condition_1 Then result_1 ElseIf condition_2 Then result_2 ... ElseIf condition_n Then result_n Else result_else End If Parameters or Arguments

condition_1, condition_2, … condition_n The conditions that are to be evaluated in the order listed. Once a condition is found to be true, the corresponding code will be executed. No further conditions will be evaluated. result_1, result_2, … result_n The code that is executed once a condition is found to be true. result_else The code that is executed when all previous conditions (condition1, condition2, … condition_n) are false. Returns

The IF-THEN-ELSE statement evaluates the conditions in the order listed. It will execute the corresponding code when a condition is found to be true. If no condition is met, then the Else portion of the IF-THEN-ELSE statement will be executed.

Note Applies To

Excel for Office 365, Excel 2024, Excel 2024, Excel 2013, Excel 2011 for Mac, Excel 2010, Excel 2007, Excel 2003, Excel XP, Excel 2000

Example (as VBA Function)

The IF-THEN-ELSE statement can only be used in VBA code in Microsoft Excel.

Let’s look at some Excel IF-THEN-ELSE statement function examples and explore how to use the IF-THEN-ELSE statement in Excel VBA code:

First, let’s look at a simple example.

If LRegion ="N" Then LRegionName = "North" End If

Next, let’s look at an example that uses ElseIf.

If LRegion ="N" Then LRegionName = "North" ElseIf LRegion = "S" Then LRegionName = "South" ElseIf LRegion = "E" Then LRegionName = "East" ElseIf LRegion = "W" Then LRegionName = "West" End If

Finally, let’s look at an example that uses Else.

If LRegion ="N" Then LRegionName = "North" ElseIf LRegion = "S" Then LRegionName = "South" ElseIf LRegion = "E" Then LRegionName = "East" Else LRegionName = "West" End If Example#1 from Video

In the first video example, we are going to use the IF-THEN-ELSE statement to update cell C2 with “North”, “South”, “East” or “West” depending on the region code entered in cell A2.

So if we entered “N” in cell A2, we want “North” to appear in cell C2. If we entered “S” in cell A2, we want “South” to appear in cell C2, and so on.

Sub totn_if_example1() Dim LRegion As String Dim LRegionName As String LRegion = Range("A2").Value If LRegion = "N" Then LRegionName = "North" ElseIf LRegion = "S" Then LRegionName = "South" ElseIf LRegion = "E" Then LRegionName = "East" Else LRegionName = "West" End If Range("C2").Value = LRegionName End Sub Example#2 from Video Sub totn_if_example2() For Each grade In Range("B2:B8") If grade = "A" Or grade = "B" Then grade.Offset(0, 1).Value = "Great work" ElseIf grade = "C" Then grade.Offset(0, 1).Value = "Needs Improvement" Else grade.Offset(0, 1).Value = "Time for a Tutor" End If Next grade End Sub

How To Use The Excel Counta Function

Random list of names

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In the example shown, the goal is to add row numbers in column B only when there is a value in column C. The formula in B5 is:

=IF(ISBLANK(C5),””,COUNTA(\$C\$5:C5))

The IF function first checks if cell C5 has…

Cell contains all of many things

The key is this snippet:

ISNUMBER(SEARCH(things,B5)

This is based on another formula (explained in detail here) that simply checks a cell for a single substring. If the cell contains the substring, the formula…

Count cells that are blank

The COUNTBLANK function counts the number of cells in the range that don’t contain any value and returns this number as the result. Cells that contain text, numbers, dates, errors, etc. are not counted. COUNTBLANK is…

Last row in mixed data with no blanks

This formula uses the COUNTA function to count values in a range. COUNTA counts both numbers and text to so works well with mixed data.

The range B4:B8 contains 5 values, so COUNTA returns 5. The number 5 corresponds…

Count unique values

This example uses the UNIQUE function to extract unique values. When UNIQUE is provided with the range B5:B16, which contains 12 values, it returns the 7 unique values seen in D5:D11. These are returned directly to the…

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This formula uses the OFFSET function to generate a range that expands and contracts by adjusting height and width based on a count of non-empty cells.

The first argument in OFFSET represents the first cell in the…

Running count group by n size

The core of this formula is the COUNTA function, configured with an expanding range like this:

COUNTA(\$B\$5:B5)

As the formula is copied down the column, the range starting with B5 expands to include each new row, and…

Count cells not equal to many things

First, a little context. Normally, if you have just a couple things you don’t want to count, you can use COUNTIFS like this:

But this doesn…

Project complete percentage

In this example if a task is marked “Done”, then it is considered complete. The goal is to calculate the percent complete for the project by showing the ratio of complete tasks to total tasks, expressed as a percentage…

Count sold and remaining

The COUNTA function counts non-blank cells that contain numbers or text. The first COUNTA counts non-blank cells in the range B5:B11 and returns the number 7:

COUNTA(B5:B11)

The second COUNTA function…

Generate random text strings

The new dynamic array formulas in Excel 365 make it much easier to solve certain tricky problems with formulas.

In this example, the goal is to generate a list of random 6-character codes. The randomness is handled by…

Sort by random

The SORTBY function allows sorting based on one or more “sort by” arrays, as long long as they have dimensions that are compatible with the data being sorted. In this example, there are 10 values being sorted, the…

This formula uses the named range “key” (C4:G4) for convenience only. Without the named range, you’ll want to use an absolute reference so the formula can be copied.

In cell I7, we have this formula:

=SUM(–(C7:G7=…

Reverse a list or range

The heart of this formula is the INDEX function, which is given the list as the array argument:

=INDEX(list

The second part of the formula is an expression that works out the correct row number as the formula is…

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