In the realm of Excel reporting, many encounter issues when their reports break with new data additions. The culprit isn’t always Excel itself but how the reports are designed. Although VLOOKUP and XLOOKUP serve their purpose, they can complicate recurring reports due to their reliance on copying formulas and merging data, which ultimately leads to slower files and maintenance challenges.
Instead, a more efficient Excel workflow can be adopted. This involves:
– Keeping data in separate tables
– Utilizing the Excel Data Model to connect these tables
– Creating a singular Pivot Table that can be updated with a simple refresh, eliminating the need for repetitive formula copying.
For a hands-on experience, you can access the sample data to follow along with the tutorial here:
https://1drv.ms/x/c/b09f9559f6a16b6c/IQCuyu6tTO9UTKb7r9DIaSqTATWHA3hoWD2J8IJn1Bn5MKs?e=kd2Z3c
In the process, Excel helps manage your data relationships and ensures reports remain clean and easy to analyze as they grow. Moreover, you can leverage additional resources and tools that might be beneficial:
– Dive deeper into Microsoft Excel with my complete playlist available here:
https://www.youtube.com/playlist?list=PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY
– For more updates and high-quality tutorials, sign up for my newsletter:
https://newsletter.kevinstratvert.com
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Embracing this streamlined workflow will undoubtedly save time and enhance your reporting capabilities, allowing you to focus more on analysis rather than repetitive tasks.
By Kevin Stratvert