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Nov 17, 2023 · Navigate to the Data tab. If your data is already in an Excel table, select “From Table/Range.”. In the Power Query Editor, choose the tags column. Utilize the “Split Column” feature on the Home tab, selecting “By Delimiter” and specifying the delimiter as a comma followed by a space. Choose “Split Into Rows” under Advanced Options.
- Find and Replace. The Find and Replace function in Excel allows you to search for specific text or numbers within an entire worksheet or selected range and replace those values with different text or numbers.
- Remove Duplicates. The Remove Duplicates function helps you identify and remove any duplicate values within a selected range in your worksheet. Assuming duplicates aren’t intentional, removing them helps improve accuracy and consistency, and it’s an important function for increasing the trustworthiness of your data.
- Transpose. The Transpose function is a tool that allows you to re-format data from a row structure into a column structure, or vice versa. It is the act of rotating an existing table.
- Extract Text. Extracting text from a worksheet generally refers to isolating specific portions of text from a larger dataset. This can be done a few different ways.
Jan 3, 2023 · Open any workbook in Excel for Windows or for Mac and select the Automate tab. Select a script from the gallery or from the All Scripts task pane. Click the Run button on the script’s detail page to run the script. Here’s how to make a new script. Open any workbook in Excel for Windows or for Mac and navigate to the Automate tab.
- Cleaning and Parsing Data
- Creating Simple Reports
- Creating Dynamic Dashboards
- Routine Data Entry
- Conditional Formatting
- Updating Other Workbooks and Sheets
- Audit Tracking by Logging Changes
- Generating PDFs
- Sending Emails
- Just About Anything Else with VBA
One of the more challenging things in Excel is when you’re dealing with a dataset that may not be easy to manipulate. For instance, if you’ve got text mixed in with numbers or dates that aren’t in the right format, Excel may not interpret or recognize the data properly. But there are many formulas that can help you with that. Rather than manually f...
One of the best features of using Excel is that once you’ve entered data into a spreadsheet, it’s even easier to create a report from it. One example is through the use of a pivot table, where through just a few clicks you can easily summarize your data and split it along different categories. Slicers can make filtering and summarizing data even ea...
Dashboards are incredibly popular but they can be complex to set up. Then there’s also the challenge of updating it and making sure the data is up-to-date. It can easily take you hours every time to make sure the information is accurate. However, in this post, I show you how to create a dynamic dashboardthat not only won’t take you hours but that w...
One of the biggest headaches people can face when using spreadsheets is when they hard-code calculations. A hard-coded calculation is where you don’t reference any cells and just put the result in the cell; it can make it nearly impossible to decipher how that number was calculated (especially if you’re not the person who entered the value). If you...
Oftentimes you’ll want to color-code your data to highlight things you should be paying attention to. If you’ve got an aged accounts receivable schedule, it is useful to highlight which accounts are more than 90 days overdue. You could manually filter the data and highlight all the cells or rows in red that are overdue, but you can just use conditi...
If you use multiple workbooks, then another area where you can avoid re-entering data is by linking both workbooks. There are numerous ways that you can do this. One approach involves just linking directly to another worksheet where data will automatically pull from another table. You can also use the INDIRECTfunction to reference another worksheet...
One of the neat features of many Office products is they allow you to track changes that are made. This is normally when you share a workbook with other users. However, through the use of macros, you can have a separate sheet that can tell you which values were changed, when, and by who. Rather than manually noting these changes or relying on peopl...
One thing many advanced Excel users like to do is to use automation to export reports into PDFs. While there is a way to print to PDF, and it’s particularly easy on the newer versions of Excel, it can be a time-consuming process especially when you need to print out multiple sheets. Here again, with a simple macro, you can auto-generate PDFs and sa...
Another feature many users like is the ability to use automation to send out emails right from Excel. Through the use of macros, this is also possible. You can create a macro that will enter in the email of the recipient, attach a file, enter the body of the message, and even send the email itself. This can be even set up on a large scale, such as ...
The power of programming in Excel can unlock many different possibilities with what you can automate. Whether it’s using automation to help import data and then manipulating it, creating custom reports, or following a series of complicated steps, there are many tasks in Excel that can be expedited with a few clicks of a button. As long as there’s s...
Jan 3, 2023 · Thanks Lorenzo I didn't mention in my comment that I was referring to the Excel Web free version. At work I have paid version and I can see the Automation tab. I found the explanation on this video. As a workaround we can use Power Automate, but it is not available the Automation tab. I guess it should be documented to avoid any confusion, that ...
Jul 9, 2024 · Step 5: Run the Macro. Go back to the Developer tab and click "Macros." Select your macro and hit "Run." Running the macro will execute all the steps you recorded, saving you from manually redoing the tasks. After completing these steps, your Excel tasks will be automated, making your workflow smoother and more efficient.
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Jun 24, 2024 · Step 1: Open Excel and Enable the Developer Tab. First, open Excel and make sure the Developer tab is enabled by going to File > Options > Customize Ribbon and checking Developer. The Developer tab is crucial because it houses the tools for recording Macros and writing VBA code. Without it, you won’t have access to these essential features.
