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Best excel functions

Posted on 4/3/16 at 8:12 pm
Posted by athenslife101
Member since Feb 2013
18568 posts
Posted on 4/3/16 at 8:12 pm
New job will be primarily in excel. I already have a list of functions that either I'm comfortable with or I'm getting comfortable with. Mainly stuff like vlookup and pivot tables are what I'm working on now. Just looking for more suggestions. Thanks for the help.
Posted by LSU5508
New Orleans
Member since Nov 2007
3617 posts
Posted on 4/3/16 at 8:25 pm to
I like the left and right functions for when you need to format data that might not be formatted exactly the same.
Posted by HurricaneDunc
Houston
Member since Nov 2008
10472 posts
Posted on 4/3/16 at 8:38 pm to
PowerQuery. Will change your life.
Posted by Corn Dawg Nation
Member since Oct 2009
3530 posts
Posted on 4/3/16 at 9:35 pm to
Concatenate
Posted by Plankton
Member since Jun 2015
1455 posts
Posted on 4/3/16 at 9:40 pm to
INDEX/MATCH > VLOOKUP or HLOOKUP
Posted by Spock's Eyebrow
Member since May 2012
12300 posts
Posted on 4/3/16 at 9:42 pm to
Not a function per se, but the array formula was amazing when introduced and remains a powerful tool.
Posted by foshizzle
Washington DC metro
Member since Mar 2008
40599 posts
Posted on 4/3/16 at 10:23 pm to
quote:

Concatenate


Or you could just use &
Posted by Spelt it rong
Louisiana
Member since Oct 2012
10022 posts
Posted on 4/3/16 at 10:52 pm to
quote:

Concatenate


Use it multiple times a week. Good call.
Posted by mdomingue
Lafayette, LA
Member since Nov 2010
30305 posts
Posted on 4/4/16 at 5:57 am to
Learn to work in VBA and create your own Macros and Functions. Tremendous time saver for things you do repatedly and will allow you to do things that look cleaner and are virtually impossible to automate simply using functions.
Posted by TU Rob
Birmingham
Member since Nov 2008
12739 posts
Posted on 4/4/16 at 8:53 am to
quote:

Learn to work in VBA and create your own Macros and Functions. Tremendous time saver for things you do repatedly and will allow you to do things that look cleaner and are virtually impossible to automate simply using functions.


Yes. I knew how to record a Macro, pretty simple, but when I was talking to one of the younger staff here, she mentioned VBA and coding stuff. I don't use it all that much, but I have written a few that are nice at this time of month when I'm building reports.

Pivot tables are awesome, if you have a good source file. We have 3-4 different ones that our system generates either daily or monthly. Everything is spit out into a nice flat file, and I can create a ton of graphs or accumulate data quickly.

Variations on the Sum formula are nice, depending on what type of data you have. I use Sumproduct a good bit when finding weighted avg data on a portfolio. Sumif is another good one. I don't use it that much, but there are some files already built here that use them. All I have to do is insert the next month's file, change the cell references in the formula, and drag it down to the bottom.
Posted by TDawg1313
WA
Member since Jul 2009
12310 posts
Posted on 4/4/16 at 9:15 am to
Not necessarily a function, but learn how to use PowerPivot. I use that a ton.

As far as functions, index and match are good ones to master.
Posted by seawolf06
NH
Member since Oct 2007
8159 posts
Posted on 4/4/16 at 9:25 am to
IF
ISNA/ISERROR
VLOOKUP
HLOOKUP
AND
OR
&
Posted by CubsFanBudMan
Member since Jul 2008
5071 posts
Posted on 4/4/16 at 9:44 am to
I use Pivot Tables daily. Get good at nesting formulas. My biggest time saver is probably IFERROR(VALUE(LEFT()) when downloading reports out of our GL software. I also format almost everything into a table. Some people at my office hate tables, but I find them very useful.

I never use the concatenate function. I always use & (=A1&"-"&B1)
Posted by mdomingue
Lafayette, LA
Member since Nov 2010
30305 posts
Posted on 4/4/16 at 10:04 am to
quote:

Yes. I knew how to record a Macro, pretty simple, but when I was talking to one of the younger staff here, she mentioned VBA and coding stuff


Actually, the record macro is a good tool to clue you in on specific functions, objects, etc. From there it is a bit easier to use coding to achieve what you need or mimic what you would do at the keyboard via the Macro.

This post was edited on 4/4/16 at 10:05 am
Posted by mpar98
Baton Rouge
Member since Jan 2006
8034 posts
Posted on 4/4/16 at 10:30 am to
not to hijack but does anyone know how to save a custom sort?
Posted by TU Rob
Birmingham
Member since Nov 2008
12739 posts
Posted on 4/4/16 at 10:31 am to
quote:

Actually, the record macro is a good tool to clue you in on specific functions, objects, etc. From there it is a bit easier to use coding to achieve what you need or mimic what you would do at the keyboard via the Macro.


Yeah, I didn't realize that I could go into VBA in a macro I had recorded and change things. Which is nice when something was built off of a certain sheet name to pull data from. We used to have a daily report here that I got suckered into running when the other guy was out. He showed me a little bit about it. Something was messed up with the source file one day, so I called the girl that was in his role prior to him, and she came up and showed me all about VBA. Mind = blown.
Posted by Hu_Flung_Pu
Central, LA
Member since Jan 2013
22168 posts
Posted on 4/4/16 at 12:37 pm to
I appreciate this thread.
Posted by LSUfan20005
Member since Sep 2012
8817 posts
Posted on 4/4/16 at 3:04 pm to
You can really do much more with pivot tables than most people know.

I often have reports that are 6-8 tables on a single sheet. One-click updates
Posted by SlapahoeTribe
Tiger Nation
Member since Jul 2012
12104 posts
Posted on 4/4/16 at 6:59 pm to
Trying to learn VBA and Visual Basic myself. Haven't done much on the software side of things in many many years. I have a descent understanding of the basic sentax but I don't remember a single one of those commands.

And all the videos I've found are arduously slow.
Posted by HeadyMurphey
Los Santos
Member since Jan 2008
17185 posts
Posted on 4/4/16 at 7:42 pm to
I would work on the English syntax first. Sorry I had to.
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