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How to custom sort a slicer in Excel
It's not always possible to get a slicer to display in the order that you need it to. In our example, the sample displays in an alphabetical order, but we'd like it to display in the same order being used in the Pivot Table. ...
23 Mar 2020
How to add bullet points to a field in Excel
Using Excel, have you tried to add a bullet point within a field to stack numbers, sentences or phrases? Adding a bullet point helps the reader to see each point clearly rather than viewing several run-on sentences or numbers. Here are a ...
17 Feb 2020
How to quickly and easily combine text from multiple columns in Excel
You don’t have to create complicated formulas to combine text from multiple columns to a single column. In this Excel tip, we will show you how to quickly and easily combine your data from multiple columns into one column. In the example below...
14 Jan 2020
eBook: 6 Tips and Tricks on Excel Charts
We've created this handy eBook which contains 6 tips and tricks that will help you make the most of Microsoft® Excel® charts.
Download Now >
Join the Excel Tips & Tricks list Receive a handy Excel tip delivered monthly strai...
16 Dec 2019
How to Create Dynamic Chart Titles in Excel
Have you ever wanted to personalize your chart headings to further enhance the user’s report experience? In this tip we will show you how to customize chart titles according to the filter chosen. I have a simple report that...
18 Nov 2019
How to Create Row Groups Using Excel to Hide Account Detail
Most people who view financial reports prefer to look at the highest account level first then open the detail when needed. In this tip, we will show you how to set up groups using Microsoft® Excel® to hide account detail. For this...
17 Oct 2019
How to highlight data points in an Excel chart using Form Controls
It is sometimes not always easy to trace which data point relates to which series in a chart, especially when it comes to a line chart. To overcome this problem, we can dynamically highlight an individual data point. Let’s get started.
17 Sep 2019
How to Extract a List of Named Ranges in Excel
Named ranges are an essential feature in Microsoft® Excel®. They are easy to use in formulas and can be used anywhere in a workbook. The trick comes in when you have to remember all the defined names you have created. An easy way ...
16 Aug 2019
How to create a simple financial dashboard in Excel
When viewing numerical data in Excel, you may at some point want to represent this data visually. This gives you the ability to easily analyze large amounts of data. Charts and graphs also make your report look more professional and can even help whe...
17 Jul 2019
How to create a multi column data validation list in Excel
When using a data validation list, only one column of data is displayed, but sometimes there is a requirement for additional columns to be displayed simultaneously. The multi column data validation list gives you the ability to look up data usi...
27 Jun 2019
How to stop your Excel charts from disappearing
Have you ever experienced your Excel charts disappearing when you hide the columns showing the data? By default, Microsoft Excel shows only visible data in a chart. In this tip, we will show you how to easily overcome this problem, by f...
16 May 2019
How to automatically highlight specific data using a bar chart in Excel
This Microsoft Excel tip will come in handy when you want to create a chart that will populate your data and highlight only specific parts of that data.
Download the workbook
to practise this exercise. In the example below, w...
14 Apr 2019
How to create a step chart in Excel
A step chart shows changes that occur over irregular intervals. For example, it can show stock movement changes, interest rates, etc. A step chart is the perfect alternative to a line chart as it displays the trend as well as the tim...
12 Mar 2019
How to format a chart in Excel to dynamically show its maximum value
Data visualisation is fast becoming the norm for effective business intelligence. Having visuals that tell the right story at a glance go a long way in achieving this. Microsoft Excel provides you with a multitude of ways to enhance the...
14 Feb 2019
Our Top 5 Excel tips of 2018
These Microsoft Excel tips and tricks are the top performing tips of 2018, and have raked up a combined viewership of over 200 000. Without further ado, here they are, the Top 5 Excel tips and tricks of 2018.
How to con...
10 Jan 2019
Learn how to identify duplicate rows in your data
In a previous tip, we explained how you can easily remove duplicate rows from your data using the Remove Duplicates function. You can find it
. At times though, you may just want to highlight duplicate rows without actually deleting...
28 Aug 2018
How to create a linked dashboard (or landing page) for your Excel workbook
Have you ever had the pleasure (or displeasure) of working with an extra large Excel workbook with many, many different sheets? This happens frequently, especially if you are working with a large amount of data that needs to be analyzed periodically....
21 Aug 2018
How to add a variance and running total in a Pivot Table
, we're working with Date, Value In and Value Out fields. We need to create a Pivot Table that will also display the variance per month, as well as a running total of the variance for the year. In this tip, we show you how to d...
31 Jul 2018
Using Wildcards to make finding or replacing data in Excel quicker and easier
Sage Business Intelligence Blog team
This tip is useful when you want to replace or find text using Wildcards, e.g. if you have a column where you would like to replace everything after the space character with text. What are Wildcards? Wildcards are characters that are used to repres...
26 Jul 2018
Sorting data in a PivotTable with Microsoft Excel
Sorting data in alphabetical order or numerical order is helpful when you have large amounts of data in the PivotTable you created. Sorting lets you organize the data so it is easier to find the items you want to analyze. 1. Within the PivotTable, c...
16 Jul 2018
How to insert icons into a spreadsheet
This tip may seem basic, but with Microsoft continually adding value to its products—we just had to mention it. It's lead by a repository of every icon imaginable (and maybe even a few that are unimaginable) that you may find useful, especially if yo...
5 Jul 2018
Discover a more detailed analysis of dates using timelines in Excel
Have you ever felt the need to effortlessly switch the date ranges within your Pivot Table in Excel? Have you ever wanted to view the data for just one specific time-frame without having to apply a logical filter all the time? When is the last time y...
20 Jun 2018
Learn how to select your data conveniently using keyboard shortcuts
In a previous tip, we showed you how you can navigate around a data list quickly using keyboard shortcuts. To view the tip, take a look
. By combining the same shortcuts with the Shift key, you can easily make selections in your dat...
12 Jun 2018
How to calculate the average of the top 5 values
Let's say you have a workbook containing sales over a two year period. You would now like to know what the average is for your top 5 sales values, as well as the value for your largest sale. In our example, which you are welcome to
4 Jun 2018
How to reduce the size of a workbook using a single formula
Sage Business Intelligence Blog team
Sometimes, large Microsoft Excel workbooks can be slow and inefficient—which could cause frustration. To reduce the size of a workbook, consider replacing several formulas with a single array formula. Array formulas can perform mult...
30 May 2018
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