Advanced Microsoft Excel tutorials

Excel - Share a PivotTable without the Source Data or Underlying Data

When you share a PivotTable in Excel, even if you delete the data source worksheet, the data source is still attached to the PivotTable.

Calculated Items in an Excel PivotTable

Excel PivotTables have calculated fields and calculated items. In this video, I'm going to take a field called Year, which has 2022 and 2021 in it and create a calculated item.

Excel VLOOKUP for Tax Brackets Year 2021 with Examples

How to calculate progressive tax with 2021 tax brackets and VLOOKUP in Excel, with examples. Tax brackets show you the tax rate you will pay on each portion of your income.

How to use the Subtotal Function with Filters in Excel

We love to use Filters in Excel. When filtering data, the filtered rows turn blue. To get the SUM, AVERAGE, MAX, MIN, or COUNT of the filtered data, use the SUBTOTAL function.

Excel compare two or more text strings

To compare two text strings in Excel, you can use the EXACT Function or you can use =A1=B1. The EXACT function checks for case sensitivity. Example "Chris" is not the same as "CHRIS" if you use the EXACT function. With =A1=B1, Chris would appear as the same.

Year-Over-Year Growth - Excel PivotTable

Year-Over-Year (YOY) growth compares one period, usually a quarter or a month, against the same period twelve months before. You can compare Q3 of 2021 against Q3 of 2020. Another example is comparing the month of September 2021 to September 2020.

Excel PivotTable - Summarize data by Month or Day of the week

I need to know what day of the week is my most profitable. PivotTables and the TEXT function in Excel can easily determine this for me.

Excel DateDif function - difference between two dates

In Excel if you need to calculate the difference between two dates in years, month, or days, the DATEDIF function will handle it. DATEDIF is "Date & Dif".

Future Value Function in Excel

The Future Value Function will give you the answer to the future value on investment. Compound interest is interest on interest vs. simple interest that interest only on the principal.

Annual Percentage Yield (APY) vs. Interest Rate

The annual percentage yield takes the interest rate and compounding periods to show what your money could earn in a year. The Future Value (FV) and EFFECT functions are shown.

Excel for Office 365: Fuzzy Matches with the Power Query Editor by Chris Menard

Power Query in Excel will now handle to do approximate matches (fuzzy matches). This is handy since you can't use VLOOKUP or XLOOKUP since you don't have exact matches.

Create a dynamic two color column chart in Excel to show increases and decreases

A dynamic column chart in Excel will allow you to show increases and decreases in two colors. This is great for showing the monthly trends for one year of sales data.