Author: Ashish Mathur

Perform different calculations in the Subtotal/Grand Total column of a Pivot Table

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Visualise a Pivot Table with a few Fields dragged in the Report filter, Row labels and Value Area section.  In the Column labels are two fields, Month and then Year – so in the column labels, for every month, there is data for three years 2005, 2006 and 2007.  For some months, there is data […]

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Compute year wise weighted average on a large dataset

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Assume a dataset with a Key Performance Indicator (KPI) [appearing in one column] data for years ranging from 1985 to 2010 for 114 countries.  This dataset has 170,000 rows of data and one row below the last row for every country, there is a total of the KPI column.  So, if there are 25 rows […]

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Remove abbreviations appearing before a name

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Assume there is a list of names appearing in range A2:A9.  Before these names, there are abbreviations such as Dr., Mr. Mrs. etc.  To worsen the situation, there may/may not be a space after the abbreviation.  A sample dataset may look like this: Mr.Ramakrishna Mr Ramakrishna Mr. Ramakrishna MrRamakrishna PhD.Saurav Dr (Mrs.) Indu Sharma Dr. (Mr) […]

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Append data from alternate columns of the same table

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On the Data worksheet, data for payments received from different customers is shown invoice wise.  Since payments are received in tranches, they are shown in different columns – column C and D show dates and amounts received in the first tranche respectively and column E and F show dates and amounts received in the second […]

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Compute “running total in” across years in a Pivot Table

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Assume quantity sold date by date and City in a three column database.  The objective is to determine year wise, month wise and City wise running total of quantity sold in a Pivot Table. The issue which will arise with generating this result in a Pivot Table will be that the Show Values As > Running […]

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Story telling with Excel Power BI

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With Power Business Intelligence (BI) tools of Excel 2013, one can metamorphose raw data and/or results of complex calculations into stunning and interactive visualizations.  Power View (one of the four components of Power BI) allows one to create a PPT like flow in Excel thus allowing one to weave a story.  To be able to interact with/create visualizations, […]

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Compute configuration count using Set Theory and Venn Diagrams

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Assume a table which lists attendees for a Company’s Annual day function.  In this Table, data for every attendee is shown on a separate row so if an employee attends the function with his/her spouse and three children, then there will be 5 rows for that employee. The question is to determine the count of the following family configuration: […]

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Append data from two worksheets with different structures

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Assume a file with two worksheets.  The first worksheet has data in column A:H (8 columns) and the second one has data from B:J (9 columns).  One may want to create a third worksheet with specific columns of data appended from both worksheets – the columns to be shown in the third worksheet are not  […]

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Perform a lookup with inexact text strings and/or spelling mistakes

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Any lookup function i.e., VLOOKUP(), LOOKUP(), INDEX()/MATCH(), HLOOKUP() requires the text lookup variable (the first input of the VLOOKUP(), HLOOKUP() etc. ) to be spelled exactly the same as the entries in the lookup column.  If the spelling does not match, the result is #NA.  To some extent, inexact searches can be performed by concatenating wildcard […]

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Perform a Variance Analysis within a Pivot Table

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Assume that a tabular database shows Year wise, month wise. Account and Activity wise expenditure under difference Expenditure heads.  While it is easy to drag columns inside a Pivot Table to analyse data, one may want to compute the Account wise and Activity wise Variance between May and August for all expense types except two. If […]

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