Excel Chapter 9: Multiple-Sheet Workbook Management and Advanced Workbook Management
Advanced Workbook Management see overview
In addition to the
... [Show More] basic techniques we've covered so far, there are many more advanced tools and techniques available for managing multiple-sheet workbooks in Excel. In this section, we'll explore some of the most powerful and useful options.
PivotTables
PivotTables are a powerful tool for summarizing and analyzing large amounts of data. They allow you to quickly and easily create custom reports that summarize data from multiple sheets or even multiple workbooks.
To create a PivotTable, start by selecting the range of cells that contains the data you want to summarize. Then, choose "PivotTable" from the Insert tab. From here, you can drag and drop fields to create custom reports that summarize your data in various ways.
For example, let's say you have a workbook that contains sales data for multiple products in multiple regions. You could create a PivotTable that summarizes the total sales for each product in each region, like this:
Select the range of cells that contains the sales data.
Choose "PivotTable" from the Insert tab.
Drag the "Product" field to the Rows area, and the "Region" field to the Columns area.
Drag the "Sales" field to the Values area.
Choose the aggregation function you want to use (e.g. Sum).
Format the PivotTable as needed.
Data Validation
Data validation is a useful tool for ensuring that data entered into your workbook meets certain criteria. This can help prevent errors and ensure consistency across your sheets.
To apply data validation, select the range of cells you want to validate, and choose "Data Validation" from the Data tab. From here, you can choose from a variety of options to specify the type of data that is allowed in the selected cells.
For example, let's say you have a sheet that contains a list of product names, and you want to ensure that users can only enter valid product names into a specific range of cells. You could apply data validation that only allows entries that match the list of valid product names in the source sheet, like this:
Select the range of cells you want to validate.
Choose "Data Validation" from the Data tab.
Choose "List" from the dropdown menu under "Allow."
Enter the range of cells that contains the valid product names in the "Source" field.
Click "OK."
Macros
Macros are a powerful tool for automating common tasks in Excel. They allow you to record a series of actions and then replay them with a single click, saving you time and reducing the risk of errors.
To create a macro, choose "Record Macro" from the View tab. From here, you can specify the name of the macro, the location where it will be stored, and any shortcut keys or descriptions you want to associate with it.
Once you've recorded your macro, you can replay it by choosing "Macros" from the View tab and selecting the macro you want to run.
For example, let's say you have a sheet that contains a list of customer orders, and you want to create a new sheet that summarizes the total sales for each customer. You could create a macro that copies the necessary data to a new sheet and applies a PivotTable to summarize the data, like this:
Choose "Record Macro" from the View tab.
Specify the name of the macro and the location where it will be stored.
Select the range of cells that contains the customer orders.
Choose "Copy" from the Home tab.
Create a new sheet and paste the copied data into it.
Choose "PivotTable" from the Insert tab.
Drag the "Customer" field [Show Less]