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Exploring Microsoft Excel’s Hidden Treasures

You're reading from  Exploring Microsoft Excel’s Hidden Treasures

Product type Book
Published in Sep 2022
Publisher Packt
ISBN-13 9781803243948
Pages 444 pages
Edition 1st Edition
Languages
Author (1):
David Ringstrom David Ringstrom
Profile icon David Ringstrom

Table of Contents (18) Chapters

Preface 1. Part 1: Improving Accessibility
2. Chapter 1: Implementing Accessibility 3. Chapter 2: Disaster Recovery and File-Related Prompts 4. Chapter 3: Quick Access Toolbar Treasures 5. Chapter 4: Conditional Formatting 6. Part 2:Spreadsheet Interactivity and Automation
7. Chapter 5: Data Validation and Form Controls 8. Chapter 6: What-If Analysis 9. Chapter 7: Automating Tasks with the Table Feature 10. Chapter 8: Custom Views 11. Chapter 9: Excel Quirks and Nuances 12. Part 3: Data Analysis
13. Chapter 10: Lookup and Dynamic Array Functions 14. Chapter 11: Names, LET, and LAMBDA 15. Chapter 12: Power Query 16. Index 17. Other Books You May Enjoy

Examples of inaccessible spreadsheets

The United States Supreme Court Justice William Rehnquist once noted, “I may not be able to define pornography, but I know it when I see it.” Much the same can be said about inaccessible spreadsheets; often you know them when you see them. Although I have laid out some guidelines in this chapter, the 17 billion cells available within every Excel worksheet supply lots of room for users to create all kinds of chaos. Spreadsheets are always more accessible when you orient your data vertically, going down columns whenever possible, and in as few sheets as possible. Doing so enables you to use a wide variety of features in Excel that can make quick work of tasks. Psychologically though, many users feel compelled to orient their data horizontally, meaning going across rows. The further to the right that your data extends, the less accessible it is for everyone that uses the spreadsheet. Granted, sometimes, such spreadsheets are generated by an accounting program, such as the report shown in Figure 1.24:

Figure 1.24 – An inaccessible accounting report

Figure 1.24 – An inaccessible accounting report

Three things make this report inaccessible:

  • Account numbers appear in columns D, E, and F, which can stymy users that wish to use lookup functions such as VLOOKUP, XLOOKUP, and SUMIF, which I discuss in Chapter 10, Lookup Functions and Dynamic Arrays.
  • The data in the spreadsheet starts in column A and ends in column DS, which means it spans 123 columns. In Chapter 12, Power Query, I show how to unpivot this report, meaning transposing the data from going horizontally across rows to instead running vertically down columns.

Nuance

Enter =COLUMN() in any worksheet cell to return the column position within a worksheet, or in this case, =COLUMN(DS1), to return the position without physically scrolling to that column.

  • Cell DS6 on the Inaccessible Worksheet tab contains the formula =ROUND(J6+L6+N6+P6+R6+T6+W6+Y6+AA6+AC6+AE6+AH6+AJ6+AL6+AN6+AP6+AS6+AU6+AW6 +AY6+BA6+BC6+BE6+BG6+BJ6+BL6+BN6+BQ6+BS6+BU6+BX6+BZ6+CB6 +CD6+CF6+CH6+CJ6+CL6+CN6+CP6+CR6+CT6+CV6+CX6+CZ6+DB6+DD6 +DF6+DH6+DK6+DM6+DO6+SUM(DQ6:DR6),5), which is completely inaccessible for most Excel users. Conversely, cell DT6 contains the formula =SUMIF(G2:DQ2,"Total*",G6:DQ6)+DR6. The SUMIF function has three arguments:
    • Range – This argument specifies the range of cells Excel should search, in this case, G2:DQ2.
    • Criteria – This argument specifies the criteria that Excel should match on. In this case, "Total*" enables SUMIF to perform a partial match and add up the values from every column where the values in row 2 begin with the word Total. The asterisk is known as a wildcard character for performing partial matches such as this.
    • Sum_range – The range of cells that should be summed when matching criteria is found, in this case, cells G6:DQ6.

Notice that the formula includes +DR6 because cell DR2 contains the word Overhead, and so it would be excluded based upon the criteria specified in the SUMIF function.

Inaccessible spreadsheets are a fact for many Excel users, but throughout this book, you’ll discover ways to turn the tide and improve their usability. I’ll leave you with one last rule of thumb, which is to use as few worksheets in a workbook as possible. For instance, stick with a single worksheet that has a month or period column that you fill in on each row, instead of creating 12 monthly worksheets to house data by period. In general, resist the urge to recreate the same sheet over and over, such as separate worksheets for each vehicle, department, project, or what have you, and instead, make minor modifications to keep the data to a single worksheet. Doing so treats Excel more like a database and unlocks many ways to use your data more effectively.

Choose Review | Workbook Statistics to determine of worksheets in a workbook, as shown in Figure 1.25. A double-digit number of worksheets doesn’t automatically make a workbook inaccessible, but inaccessible workbooks typically have double-digit worksheet counts or sometimes more.

Figure 1.25 – Workbook Statistics dialog box

Figure 1.25 – Workbook Statistics dialog box

Nuance

The Workbook Statistics dialog box includes both hidden and visible sheets, along with the number of filled cells, the number of Tables, formulas, and objects. Objects are anything that floats above the worksheet, such as the WordArt that we created earlier.

Let’s now look at what you’ve learned in this chapter.

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Exploring Microsoft Excel’s Hidden Treasures
Published in: Sep 2022 Publisher: Packt ISBN-13: 9781803243948
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