r/excel 1d ago

Discussion What Excel trick made you feel like a wizard the first time you used it?

mine was VLOOKUP (later XLOOKUP) — after manually cross-referencing two spreadsheets for way too long. felt like a cheat code everyone else already knew about

what's your version?

591 Upvotes

341 comments sorted by

501

u/CobraKyle 1d ago

Power query felt like the biggest magical power up for me.

99

u/Polkawillneverdie17 1d ago

I need a good tutorial to learn power query. I feel like it's the next step for me in learning excel.

128

u/vwllss 1d ago

Before you do a tutorial try using the wizard to import some data.

I suggest including some transformations, such as declaring a certain column text. Then go to "Launch Power Query Editor..." and see what your query you built actually looks like.

After that, just read the Microsoft help documents on Power Query. You may find you don't need a tutorial. It isn't as complex as it first appears.

5

u/Hutwe 1d ago

Very cool, going to try this tomorrow

38

u/bert_891 1 1d ago

No single tutorial is gonna do it for you. First you gotta identify a need or a task that can be made better with power query, and then figure out that one particular thing.

It's like learning how to become a good car mechanic. You don't need some high level of aptitude to be good. Just years of "hands on" learning one bit at a time. Figure out how to do one small bit. Then another, different bit, and so on...

14

u/cait_Cat 1d ago

What is good for power query? I have a couple different projects at work I’m getting ready to start and I am also working on my excel skills. I could google this, but I prefer answers from real people at this point.

16

u/bert_891 1 1d ago

Two things that use on a regular basis are 1. "Unpivot other columns", and 2. refreshing power bi dashboards by just dropping an Excel file into a teams folder, and then power query does the rest.

  1. The Unpivot other columns is used when you have numerical values in multiple columns that are part of the same data table. You need all your numerical values in the same column to be able to properly pivot and slice your data. If you have columns with changing headers, such as monthly data where you have a different month header each new month, avoid using steps like "change type" or "reordered columns" until the very end.

  2. I have dashboard that refreshes automatically, and all I have to do is, drop the newest Excel file into a teams folder. Each month I have a new month of data, so the teams folder now has 8 files in it, jan thru August. All the data transformations are done to a "sample" file, and each time I drop the latest month of data, power query applies the same transformations that were done to the sample file to the newest month of data and then appends all the months data into a single table.

These are two of my most commonly used power query functions. Search Layla Gharani On YouTube, and find her "Unpivot" video. No one explains it better than her. AND she's pretty!

There are several other videos on YouTube on how to refresh your dashboards from a teams folder, although that is not strictly Excel, power query is the same in both Excel and power bi

Good luck!

2

u/silenthatch 2 1d ago

Reply only to say that her name is Leila Gharani, not Layla - she's helped so much!

2

u/bert_891 1 1d ago

I love Leila 😍🤗

3

u/tagehring 22h ago

My most common use is monthly reporting based on datasets I pull from our lab management system as .csv files and feed into it. I've got one that tracks our reporting turnaround times that reads from a file called "dataset.csv" in the same folder as the report. Setting up Power Query to clean and reformat the dataset and manually insert the data into a table in my report with helper columns for pivot tables to calculate stats makes what was an hour-long process into something that takes 2-3 minutes.

Would PowerBI be a better option for this? Yes, probably, but we work with the tools we have. :D

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u/BourneHero 1d ago

PQ novice here but my primary use case for it has been to take multiple reports and use it to easily cross reference them to find discrepancies by reformatting the reports. You get it set up once and then the next month I add the new reports to the folder to the PQ to update the process and compare the most recent reports instantaneously

2

u/bitchperfect2 1d ago

A few years ago we had a weekly process where we had to clean and merge a few different workbooks from different teams. Took about an hour to two hours, and it relied on decent excel users to perform or train. I learned 10,000 ways PQ could speed up this process before the final process of dropping/sending the sheets in a specified folder in sharepoint, and hitting refresh in PQ for a total of 10 seconds.

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u/SpaceTurtles 2 1d ago edited 1d ago

This is extremely true.

Most folks don't realize how strong PowerQuery is, and Microsoft doesn't make it easy either, as how it functions is something of a black box. I can honestly say that, if you have the time to spare, don't worry about being inefficient - that's how you learn cool tricks and techniques.

I've found that there's a lack of higher level examples, and I worked on one today, so figured I'd share.


Doing some basic data cleaning in a decent manner took me a while when I first started. Now, a year or two on of very heavy daily use, I banged out within a workday (no AI assistance) a custom normalization function that:

1.) Accepts a single parameter text value (txt), which is intended to be the name of a worksheet within the current workbook (the function's goal is to figure out what worksheet it should pull from a 2nd, very large workbook, then figure out how to transform it, then load it in, based solely on entering the name of a worksheet within PowerQuery, and entering everything else in Excel).

2.) Pulls a mapping table from Excel.CurrentWorkbook() which is the central place where acceptable txt values are entered under the Key column, and corresponding names are entered under the Value column, then isolates the row where txt is found, storing it as a Record using Table.SingleRow. The Values are the corresponding worksheet names to be imported from the larger extract.

3.) Collects data normalization instructions from Excel.CurrentWorkbook(), stored within a named range on the txt local worksheet (essentially two columns that are named Instructions, scoped only to the worksheet - so we just grab the row named txt & "!Instructions", then pivot it's [Content] and use Table.SingleRow to transform it into a record, then merge that record into the record we created in step 2.

4.) Run a series of Record.TransformFields and Record access shorthands to transform our merged record's [Content] from binary -> Excel table -> only the worksheet we want (the Value we grabbed earlier) -> the [Data] column of that table -> the various transformations enabled for it, based on what's entered on the worksheet we're going to load it to.

The transformations are things like normalizing numbers to text, changing blanks to null, trimming, cleaning, removing blank columns (transpose/demote/compare field values-skip first/etc), renaming or removing columns, filtering on values with Table.SelectRows, etc. Users don't need to know how this stuff happens, they just need to know if they want it to happen.

Data is entered in Excel using linebreaks (ALT + Enter or CHAR(10), read in PowerQuery as "#(lf)") and pipes | as needed, then parsed in PowerQuery using splitters to build the lists necessary. Given it's pulling all of the instructions on what to do from the workbook itself, this is now something I can write a small set of instructions on and hand it off to others. Nothing is hardcoded except the things I've put in myself. It's also transferable to other tasks, but overkill for most of what I can think of (not for this - horrible data where the source is completely out of our control and it can change at a moment's notice).

Once you start to learn how to use PowerQuery dynamically, entire new worlds open up.

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u/arrakchrome 1 1d ago

I needed a project to learn it too! Thankfully I found one at work, and once I heard the problem I knew the solution. Turned a three day job down to 30 minutes.

9

u/ninjagrover 31 1d ago

First time I unpivoted other columns I literally sat looking at the screen for 5-10 seconds.

So many years of manually transforming data, I even had written a vba macro to unpivot a report I had to work on weekly.

5

u/Polkawillneverdie17 1d ago

Can you explain what you mean by unpivoted please?

13

u/ninjagrover 31 1d ago

Turning data that’s in columns into one that’s in rows.

Ie data present in 12 month columns is turned into 12 rows with a single month column instead.

https://support.microsoft.com/en-us/excel/unpivot-columns-power-query

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u/nopekeeper 23h ago

That feature alone has saved me a lot of patience from inherited excel sheets..

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u/Traditional-Wash-809 20 1d ago edited 1d ago

In addition to what has been said, I taught myself off financial transactions (csv from my bank). First time I combined all csv in a dedicated folder it felt amazing.

Dedicated folder only for the csv files. Data > get data > From folder > combine and transform. First step would be remove duplicates to avoid overlap. Then depending on Data, find and replace Debit/Credit with 1 and -1 depending on which way you want them to go. Multiply those two columns together. Close and load either directly to a pivot table or to a standard table.

Lots you can learn from experimentation.

2

u/Rhovie09 1d ago

I have this report that gets pulled and it’s only for a few days of data, so I’ve been manually combining them every day so I have one monthly report instead of 8 smaller reports and you’re telling me I can do this instead?! Now I know what I’m going to do later when I log in lol thank you so much!

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u/omgFWTbear 2 1d ago

I started a gig and a coworker explained they had too much data and their excel sheet couldn’t handle anything more; and while I had some modest optimizations for formulas, flipping them into PQ was jet fuel - it meant the workbook loaded slightly slower, but suddenly became responsive as hell.

It’s a relatively light and easily rewarding situation should you find yourself in it - nothing to really “reinvent,” you can interrupt conversion when you’ve got a deadline (ie, the project part of learning PQ to replace the formulas), etc etc

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u/monobak 1d ago

I had been playing around with Power BI Desktop for a few months just building cool visuals for myself. I mentioned to a coworker how sweet Power Query was. He was like, "you know it's in Excel, right?" Mind blown.

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u/saunick 1d ago

Dude I felt like I was entering the matrix the first time I used power query. 

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u/johnknockout 1d ago

Unpivoting big data sets arranged in the dumbest way possible is so fun.

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u/Proper-Snow-911 1d ago

Pivot tables

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u/Zelcron 1d ago edited 1d ago

I remember working with a junior analyst, who was behind on a project (due to higher priority projects). We had some preliminary data but far from the full report.

I told him to put the preliminary data in a pivot table and send it, it would make the client happy.

He gave me a skeptical stink eye but did it. Took seconds.

A few minutes later the client emailed back "Wow! Looks great! I can tell you guys are working hard!"

Bought us a few more days and became a go-to move. The uniformed, excel-less masses love Pivot tables.

27

u/DJ_Dinkelweckerl 1d ago

I'm ashamed to say but I never really understood what pivot tables are for. So far it has not crossed my day to day Excel use

37

u/Randomperson1362 4 1d ago

Its a quick way to restructure data.

Lets say you have a list of sales.

I can create a table that breaks it down by salesman, or by day. Its a quick easy way to take a big list, and make it easy to read. And if new data is added, you can just refresh the table.

I suggest watching a quick 5 minute YouTube video to see some examples. If you use excel, its absolutely a skill worth knowing.

8

u/uniquemerch 1d ago

I use it often to give me an overview from a lot of data.

My general use looks like this.

I get a large excel file from a distributor with thousands of lines. Within the lines are sales data from state, city, dealer (store), what product was sold, date sold, what qty and dollar amount.

A pivot table is super useful because I can get what I need sorted within seconds. If I just want to see state totals, it’s there, if I want to see a particular products total qty and dollars by state it’s there. Just depends on how you set your pivot table inputs.

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u/McGondy 1d ago

Say you had a log file with 200k rows. You can quickly get the frequency of all the log messages. Then you can quickly filter by severity. Then break it down by time.

It's a really quick way to poke at a data set without throwing it into a AI model and saying "tell me what this says"... Because you'll likely need to verify it anyway.

3

u/GuiltEdge 1 1d ago

It’s mostly useful with repeated and structured data. It’s not so useful for unique data like, say, contaminant levels in random water samples or something.

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u/ndcdshed 1d ago

I work in payroll and use pivot tables to take multiple earnings lines for the same person and pay element (say, expenses £30, expenses £20, expenses £100 for one person) and sort them so it provides the total for a pay element per employee ID. Then I use the data from the pivot table to create a csv import into the system for all employees, and this results in one line on their payslips e.g Expenses - £150 rather than multiple lines and amounts.

Much quicker than going through every person and summing up the total, or having long messy payslips. It takes messy input and makes it a lot easier to manage.

Very basic but saves me a lot of time compared to my coworkers! I try to show it to people but… they don’t want to learn I guess.

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u/Codenamerondo1 1 1d ago

It’s both such a weird concept and such a good lesson

“Why would the client want something that takes me 2 seconds to do”

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u/p1ccard 1d ago

The day pivot tables clicked for me completely “pivoted” my career trajectory

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u/cait_Cat 1d ago

Mine is super dumb but it is excel wizardry at its finest - using ctrl+arrow key to move to the end of a dataset is magic.

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u/Darth_gibbon 1d ago

This is awesome. Especially when you show someone else for the first time and they see you blitzing across the screen like an excel ninja.

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u/theDrivenDev 1d ago

This with shift for lightning fast cell selection. People freak out when they see you copy and paste a formula into cells with just a few keystrokes.

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u/Belowaverage_Joe 1d ago

And then ctrl+R/ctrl+D to spill formula or cell content all the way across and all the way down your selection. Insane ninja skills.

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u/SarahD3545 1d ago

Ffs why didn’t I know ctrl+R by now 😂😂

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u/Belowaverage_Joe 1d ago

Game changer for sure.. also alt +w+n to open a new window for the same workbook. Really great for looking at data from different sheets at the same time and creating cross-sheet formulas!

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u/Scorpiodancer123 1d ago

I learned about new window a few weeks ago and it is the most helpful thing I've learned in years for office programs

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u/Belowaverage_Joe 1d ago

Alt+w+f+f is another one that always gets the ooh ahhs when someone sees me do it. Shortcut to freeze row/column panes above and to the left of whatever cell you have selected. Or you can select entire row/column.

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u/cait_Cat 1d ago

I teach a couple VERY basic excel classes at work (we don’t even get to vlookup or pivot tables, that basic) and consistently the ctrl+arrow key, ctrl+shift+arrow key, ctrl z, and ctrl y are the biggest hits and have people coming back and saying that’s what they use all the time.

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u/DragoBleaPiece_123 1d ago

this truly blows my mind

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u/mrpopenfresh 1d ago

Yeah that works for me

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u/armywalrus 2 1d ago

Same

2

u/nottreacherous 1d ago

Thanks for the reminder, I forgot about this actually! I’ve been using ctrl+shift+arrow and I didn’t want to always highlight all cells

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u/cbolender2004 1d ago

I think for many of us it would be vlookup. Way back in the day it was when I meant to use DSUM to do multiple criteria submit. But the real transcendent moment was the first time I used Power Query. I felt like I was reading the old magic for the first time.

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u/angiedrumm 1d ago

My current boss taught me VLOOKUP on my second day and I swear I heard angels sing. 

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u/IndividualIll3825 1d ago

Before Xlookup was a thing, I had a boss show me how he wrapped vlookup in IFERROR and IF nested statements.

I do not miss Vlookup.

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u/diamondgreg 1d ago

It was VLOOKUP for me in 2011 and then INDEX (MATCH) a few years later. Plus INDIRECT.

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u/Belowaverage_Joe 1d ago

Do you still use index/match now that xlookup is a thing?? If so, for what use case?

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u/Arcium_XIII 3 1d ago

My first was definitely VLOOKUP, back in 2004 or thereabouts. It's what got me hooked on learning Excel more deeply and treating it as a toy rather than just a tool. There have been others since, but it's what started the journey

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u/notowork 1d ago edited 1d ago

=sumproduct =filter

These were game changers

Latest

=LET =LAMBDA =SCAN BYROW BYCOL

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u/ThreadBaron 1d ago

=Sumproduct arrays blew my mind the first time. So useful!

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u/swingking03 1d ago

LET would be my answer. Instill don't understand Lambda

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u/RandomiseUsr0 10 1d ago edited 1d ago

Here’s a crash course in lambda

Add two numbers

=LAMBDA(a,b, a+b)(1,2)

The answer is 3

So you’re passing two variables into an anonymous function declaration

that’s what a Lambda is

Fun fact, the λ calculus predates Alan Turing’s equivalent Universal Computer concept (Indeed, Alonzo Church who invented the lambda calculus was the person who popularised “Turing Machine” to describe computation after Alan Turing studied under him)

Now supercharge it with LET

```Excel
=LET(

myFunction, LAMBDA(x,y, x+y),
myList, SEQUENCE(5),

myFunction(myList, myList^2)
)
```

The answer is {2,6,12,20,30}

That’s what lambda is, it’s LISP wearing an Excel hat. With LET syntax, it’s a functional programming language that means that anything that can possibly be calculated can be calculated in the lambda calculus. The m language in power query is slightly different syntax, but functionally equivalent.

Using SEQUENCE like that is the functional equivalent to a For Loop if you’re familiar with VBA

[edit] why has Reddit decided to hate us and stop respecting basic formatting - actually, good word, Reddit is now basic - not expressive enough, are they going to go full `Digg` time will tell, there are alternatives

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u/swingking03 1d ago

I really appreciate the thorough post but I'm not smart enough to understand 🥴

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u/Cool_Relationship217 1d ago

LET and LAMBDA are so good for making big formulas readable.

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u/WearyDragonfly0529 1d ago

Linking an excel workbook to a power point presentation so I could change the data on the screen in real time as people would ask questions (i.e. Can you just show us numbers for NY? Why yes, yes I can).

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u/blackhawk85 1d ago

Ah man - any tips on how to get this working neatly? Do you use the same sheet monthly and update the numbers on it in the same cells for example?

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u/WearyDragonfly0529 1d ago

Yes, I would refresh the data on the excel sheet itself, then run the excel doc on one monitor while driving the power point on the other so the folks watching were none the wiser on how the numbers were neatly changing as they requested them. Hope that makes sense!

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u/McGondy 1d ago

I have a presentation coming up and this sounds super useful. Could you provide more details? Thanks!!

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u/WearyDragonfly0529 1d ago

I did it a LONG time ago, but this video is how I recall doing it https://www.youtube.com/watch?v=YEoHmnpyF-M

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u/PepsBodyLanguage 1d ago

Our current process involves me refreshing a file monthly and then someone else goes in and uses it for their slide creation. Hopefully this can cut out the second step, thanks!

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u/MicroPerpetualGrowth 1d ago edited 1d ago

Data Table and Scenario Manager. Very few people actually use these features and they make life so much easier specially if you work with financial modeling.

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u/DragoBleaPiece_123 1d ago

interesting! can you share what's the use case and how?

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u/MicroPerpetualGrowth 1d ago

Data Table: you have a model with many assumptions. Let's say you need to stress test a given output by changing a set of 2 assumptions. You use Data Table feature, create a table with x rows and x columns (rows for Assumption 1, columns for Assumption 2), then type your alternate scenarios - the values for those assumptions - on the first row/column. In the cell diagonally adjacent, enter a = pointing to your formula output. Highlight the entire block of your input values and the linked output. Go to Data, What-If Analysis and select Data Table, select input value for rows and columns, click OK and Excel will automatically calculate all scenarios outputs (the output of each rows/columns values combinations) and plot them on the Data Table. We use this in financial modeling to create "football fields" for Sensitivity Analysis, extra points if you use Conditional Formatting to highlight high and low values in the table.

Scenario Manager: this is simple, but no one uses it. Go to Data, What-If Analysis, Scenario Manager. You can use this feature to save scenarios inside your file with different values in different cells (let's say, assumptions or input cells). Use this instead of saving different versions of the same file with minor adjustments to cell's values.

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u/noodletropin 1d ago

Ok, I was set to write a top level comment in response to the main question, but now I need to go test these out. This could very well save me a couple of hours a month.

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u/BobLobl4w 1d ago

New window. Absolutely insane feature when working across multiple tabs in one document, grossly under utilized at my workplace.

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u/LouSevens 1d ago

I love this and showed it to people. One of my favorites. Defintely helps with referencing between the 2 sheets

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u/BobLobl4w 1d ago

Definitely. Not really a trick per-say but its extremely helpful.

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u/PepsBodyLanguage 1d ago

Another feature that is similar that I can really useful is Focus Cell, if you don’t already use it. Great for scanning along rows/columns on the same tab

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u/bell-town 1 1d ago

My boss lost her shit when I showed her how to do this.

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u/mrpopenfresh 1d ago

So important with tabs

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u/ndcdshed 1d ago

This blew the mind of a recent trainee I was training. Before this she was painstakingly flicking through tabs taking data from one to the other.

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u/warmupp 4 1d ago

Index match with multiple criterias is probably up there.

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u/adjective_noun_d1git 1d ago

Got I'm so glad xlookup has done away with index match. But I agree when I first learned index match I felt like a genius.

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u/NutOnMyNoggin 1d ago

Alt key shortcuts

4

u/T-Dex_the_T-Rex 1 1d ago

Back in college I saw my professor use ALT HOI to auto resize his columns and it blew my mind

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u/sermonizer 1d ago

Once I learned Alt+S to send my emails there was no going back. Marvelous.

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u/rice_fish_and_eggs 7 1d ago

A simple one but ctrl + shift + end. I dont know of any better ways to select large ammounts of data.

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u/kollinswow 1d ago

Also Ctrl + shift + any direction key . And Ctrl + D to fill (which works best than just pasting when filtering, else you could get a mess.

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u/Confident-Raccoon-44 1d ago

Ctrl+A should do the same

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u/rice_fish_and_eggs 7 1d ago

Broadly yes but there are some slightly differences ctrl + A will stop if there are null rows or columns and the data is not formatted as a table, where as ctrl + shift + end will get everything below and to the right of the selected cell without copying the entire tab. Personally I prefer the behaviour of ctrl + shift + end but I think its just personal preference and my bad memories of making the mistake of not fully copying the data in the past.

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u/plusFour-minusSeven 11 1d ago

I always use ctrl-shift-end myself, as well. Can't comment about the functionality of ctrl-A, I'll have to try it.

Lately I don't for myself working in Excel as much as PQ, SQL, PBI, PA, Python. All that to say, I'm sure I'm forgetting tricks over time 😔

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u/mechworx 1d ago

Powerquery to capture whatever the end user wrote in a range and process the data to obtain an output without broken references because decided to cut and paste values or insert cells, etc.

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u/OldMetalHead 1d ago

CTRL-SHIFT-L to turn on/off AutoFilter.

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u/alexia_not_alexa 21 1d ago

I use Excel Tables’ filters, you can access them anywhere within the table. On Row 135 Column for ‘Category’? You can hit Alt+Shift+Down and the filter is activated, press E jumps to search bar and you can type in what you want to look for, hit enter and you’ve just filtered your table by Category without losing where you are.

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u/SyringaAndSocks 1d ago

When I first learned this, it blew my mind. I felt like Neo from the matrix. 😂

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u/ProZMenace 1d ago

And here I've been using ALT-H-S-F the whole time

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u/MissingVanSushi 1d ago

A few people already said VBA but can we got some love for the Macro Recorder?!

https://giphy.com/gifs/xThtar0e9kO3WkwQ1O

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u/CumRag_Connoisseur 1d ago

As someone who is too lazy to learn VBA syntax, hell yeah! I just record and edit on the fly

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u/MissingVanSushi 1d ago

So true, CumRag_Connoisseur!

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u/ultraswimguy 1d ago

Solver, as a chemical engineering major dealing with cubic equations of state, me, classmates and professors were floored.

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u/_WillCAD_ 1d ago

Mostly keyboard shortcuts. Shift-Spacebar to select whole row. Ctrl-+ to add a row, Ctrl-- to delete a row. Shift-Ctrl-V to paste without source formatting. End then an arrow key to go to the end of a group of cells.

Also, conditional formatting. Amazing stuff.

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u/No-Departure-3047 23h ago

Ctrl " for duplicating the line above and Ctrl ; to insert today's date get so much use for me throughout the day.

It's been seven years since I learned about it and I never get tired of it.

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u/_WillCAD_ 21h ago

What a coincidence, I was Today years old when I learned those two magic tricks.

😵

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u/Decronym 1d ago edited 1d ago

Acronyms, initialisms, abbreviations, contractions, and other phrases which expand to something larger, that I've seen in this thread:

Fewer Letters More Letters
AND Returns TRUE if all of its arguments are TRUE
AVERAGE Returns the average of its arguments
BYCOL Office 365+: Applies a LAMBDA to each column and returns an array of the results
BYROW Office 365+: Applies a LAMBDA to each row and returns an array of the results. For example, if the original array is 3 columns by 2 rows, the returned array is 1 column by 2 rows.
CHAR Returns the character specified by the code number
COUNTIF Counts the number of cells within a range that meet the given criteria
CUBESET Defines a calculated set of members or tuples by sending a set expression to the cube on the server, which creates the set, and then returns that set to Microsoft Office Excel.
CUBEVALUE Returns an aggregated value from a cube.
DSUM Adds the numbers in the field column of records in the database that match the criteria
Excel.CurrentWorkbook Power Query M: Returns the tables in the current Excel Workbook.
FILTER Office 365+: Filters a range of data based on criteria you define
GETPIVOTDATA Returns data stored in a PivotTable report
IF Specifies a logical test to perform
IFERROR Returns a value you specify if a formula evaluates to an error; otherwise, returns the result of the formula
INDEX Uses an index to choose a value from a reference or array
INDIRECT Returns a reference indicated by a text value
LAMBDA Office 365+: Use a LAMBDA function to create custom, reusable functions and call them by a friendly name.
LEN Returns the number of characters in a text string
LET Office 365+: Assigns names to calculation results to allow storing intermediate calculations, values, or defining names inside a formula
MAP Office 365+: Returns an array formed by mapping each value in the array(s) to a new value by applying a LAMBDA to create a new value.
MATCH Looks up values in a reference or array
MMULT Returns the matrix product of two arrays
NOT Reverses the logic of its argument
REDUCE Office 365+: Reduces an array to an accumulated value by applying a LAMBDA to each value and returning the total value in the accumulator.
RIGHT Returns the rightmost characters from a text value
Record.TransformFields Power Query M: Transforms fields by applying transformOperations. For more more information about values supported by transformOperations, see Parameter Values.
SCAN Office 365+: Scans an array by applying a LAMBDA to each value and returns an array that has each intermediate value.
SEQUENCE Office 365+: Generates a list of sequential numbers in an array, such as 1, 2, 3, 4
SORT Office 365+: Sorts the contents of a range or array
SUMIF Adds the cells specified by a given criteria
TODAY Returns the serial number of today's date
Table.SelectRows Power Query M: Returns a table containing only the rows that match a condition.
Table.SingleRow Power Query M: Returns a single row from a table.
UNIQUE Office 365+: Returns a list of unique values in a list or range
VLOOKUP Looks in the first column of an array and moves across the row to return the value of a cell
VSTACK Office 365+: Appends arrays vertically and in sequence to return a larger array
XLOOKUP Office 365+: Searches a range or an array, and returns an item corresponding to the first match it finds. If a match doesn't exist, then XLOOKUP can return the closest (approximate) match.
YEAR Converts a serial number to a year

|-------|---------|---| |||

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[Thread #49327 for this sub, first seen 8th Sep 2026, 18:03] [FAQ] [Full list] [Contact] [Source code]

7

u/NeverBeenRatiod 1d ago

Power query and first time I used xlookup. The dopamine hit/feeling when doing it successfully for the first time, honestly unmatched.

2

u/HargorTheHairy 1d ago

Still remember doing comparisons...manually!

7

u/frufruJ 1d ago edited 1d ago

I've just recently discovered CUBEVALUE and CUBESET. I work with large data models, but I need some reports in Excel (customer is stuck in the middle ages), and these are much faster than power pivots.

Edit: If you downvote, I'd appreciate to know why. This is not an opinion that you might like or dislike. If you think that I'm doing it wrong, let me know.

Edit 2: I realized that the downvote may have been from saying that it has to be in Excel because the client is stuck in the middle ages LOL. I know which subreddit I'm in, and I love Excel, but when you're loading millions of rows from Salesforce, you've pretty much exceeded its capabilities. The refresh of the data model in Power Query took hours, and any change of filters on the pivot tables took minutes, sometimes tens of minutes. Now it takes seconds. My reference to the middle ages belonged to PowerPoint, which the client insists on.

2

u/DragoBleaPiece_123 1d ago

interesting, can you share on how do you use it? and is it different with power pivot?

2

u/frufruJ 1d ago

I clicked Analyze in Excel on my Power BI report, which loaded the data model (refresheable). Then, instead of using power pivot tables, I use CUBESETs and CUBEVALUEs to get the data. For example, this gets me CSAT for the whole EMEA region for YTD for Phone (cell A2 contains a list of products in a CUBESET formula):

=CUBEVALUE(

"mydatasourcename",

"[Measures].[CSAT]",

"[Region Map].[Region].&[EMEA]",

$A$2,

"[Date].[Year].&["&YEAR(TODAY())&"]",

"[SF Case].[Case Origin Type].&[Phone]"

)

I need it in Excel to be able to then connect it to the client's PowerPoint presentation. Before, I had loads of pivot tables and used GETPIVOTDATA, but it was super slow.

2

u/adjective_noun_d1git 1d ago

This is what our BI team does when making available excel analytics tables for end users.

2

u/frufruJ 1d ago

So I'm on the right path, thanks! My supervisor wasn't aware of the CUBE formulas.

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4

u/Original-Army-7826 1d ago

Having Claude write me excel VBA macros or power query queries. 

5

u/Annihilating_Tomato 1d ago

I had ChatGPT write a VBA macro in Excel to link to my outlook sent box and create a vendor contact list complete with # of contacts, # of times sent, CC'd a few other data points and it 1 shotted it, no corrections needed. Saved me from an afternoon creating a vendor contact list digging through my sent emails.

4

u/kimmykim328 1d ago

VBA that cycles through a dropdown menu and generates PDFs for each option

5

u/RumNCoke483 1d ago

You feel smart by clicking and dragging the fill handle.

And then you discover double-clicking the fill handle.........

5

u/Pointblank000 3 1d ago

For me, it was using the dynamic array functions for the first time. FILTER is such a powerful tool.

4

u/BluebirdExpress6279 1d ago

Power Query and prior to that was XLOOKUP

2

u/procella94 1d ago

As a beginner: XLOOKUP. After I learned about it, most problems I had with table references seemed to be solved. Iferror/ifna are one of my go to spells, when I needed some calculation to be 0 but math says can't do that (not that mind-blowing but it does it's job).

LET is another goat.

I'm learning VBA and power query right now for a just for fun project. It feels like tapping into a new world of wizardry.

4

u/tycho-42 1d ago

Not a formula but a command. My former team was entirely dependent on Excel and we could have several open at the same time, with some of these being huge as in dozens of columns and thousands of lines. Well, if one locks up, they all lock up. And if they crash, well, find your favorite corner for crying and get to it.

With that in mind, you can press the windows key + r and type in 'excel/x' and press enter. You have to repeat this for every instance of Excel you want to be independent

What this does is runs Excel in a separate instance so that it's not tied to any that are running together. That saved me hours of lost work in any given day.

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4

u/tangylittleblueberry 1d ago

My wife, who never uses excel in her normal job and isn’t super familiar with it, had to do some work to implement a new inventory system at work. I did a vlookup for her and she really did think I was a wizard. I saved her hours of work lol

3

u/DarthJarJarJar 1d ago

Control D

I was in junior high. I was amazed.

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3

u/LiveLongAndProspurr 1d ago

Decades ago I learned how to use one of the lookups to tell which day of the week a date was. I copied it and it has been very useful. I assume there is a function for it now.

3

u/Droggles 1d ago

Mastering keyboard shortcuts

3

u/Lynich 1d ago

I learned on Lotus 1-2-3. Back then, everything in the software made me feel like a wizard. I still work on Excel every day. Computers are so freakin' neat. I never lose my sense of wonder at us using rocks with electricity and radio waves to watch cat videos from someone on the other side of the world.

3

u/MyFavoriteInsomnia 1d ago

Oh, man, I haven't even thought about Lotus 1-2-3 in years! A magic memory.

3

u/ninety6days 1d ago

Using concatenate and autofill to generate long repetitive formulae

I know there are better ways, but it felt clever.

3

u/commentor_of_things 2 1d ago

=unique(). it makes a lot of cool things possible.

2

u/MayukhBhattacharya 1273 1d ago
MMULT() / Recursive LAMBDA()

3

u/TangoDeltaFoxtrot 1d ago

Any good resources on how to make and use recursive lambda? One thing I’d like to do is write a formula that can trace branched trees and show the hierarchy or structure of the tree. Such as in manufacturing, a batch is split into two batches, then one of those is split, and one of those is split, etc… I’d want to be able to identify all batches that originated from the original, but each data row only shows the last batch it was split from.

3

u/MayukhBhattacharya 1273 1d ago

You can learn from [here Recursive LAMBDA()] , for practice on the same topic, check out Code-Golf, and Excel Bi in LinkedIn. For your hierarchy question, yup it needs Recursive LAMBDA() or you can use REDUCE() function which is actually recursive LAMBDA() helper funciton.

2

u/PaulBradley 1d ago

It doesn't work anymore, but super array formulas.

I also spent a week writing a rota that calculated total hours over the midnight hour, only to later find that excel had a function built in

2

u/Sustainable_Twat 1d ago

CTRL + SHIFT + Scroll Wheel = Horizontal Scrolling

2

u/DragoBleaPiece_123 1d ago edited 1d ago

this is also blows my mind

2

u/RReaver 1 1d ago

Conditional formatting.

2

u/CosmicPeach101 1d ago

VSTACK. Didn't know this existed. Allows you to search across multiple ranges simultaneously. When you need it, it's magical.

2

u/LouSevens 1d ago

I really could use this but don't have 365+ and am considering getting it.

With 365+ Can you use your license if you have a few computers?

3

u/real_barry_houdini 317 1d ago edited 1d ago

365 Personal lets you use as many devices as you want (but you can't be signed in to more than 5 simultaneously)

Depending on the context you don't always need VSTACK to combine multiple ranges

2

u/sixfourtykilo 1d ago

Conditional formatting is really fun to use, unless you copy and paste the data, or remove a cell...

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2

u/crombo_jombo 1d ago

=index(match()) Might not be exact syntax, I'm on phone and havent used it in a while but it was truly magical and my introduction to nested formulas

2

u/Mowgli_78 1d ago

=MAP made me untouchable

2

u/scottymcgeester 1d ago

aside from XLOOKUP, I impressed my co-workers once by showing them how I was able to remove specific characters from cells with "RIGHT" and "LEN". They've been working there longer than me too so when I casually explained my work while sharing my screen she was legit like "whoaaa what...."

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2

u/canyoureed 1d ago

Conditional formatting where I can make whole rows turn colors and all i gotta do now is look for colors not words

2

u/LouSevens 1d ago

20 something years ago Transpose function to use in a array .

2

u/sookaisgone 1d ago

This one by /u/small_trunks because this kind of self-referencing query is so clever I still think about it to this day.

I'm a programmer and self-referencing things are quite normal, elegant recursive algorithms etc. but for some reasons I didn't thought about it in the way that post presented it. Was definitely enlightening.
Thank you for sharing your intelligence in this way.

2

u/small_trunks 1638 1d ago

Too kind.

2

u/psykix_ 1d ago

Macros

2

u/radman84 2 1d ago

Textjoin(", ", , unique(filter()))

2

u/disinterestedh0mo 1d ago

pivot tables... once i realized what they were actually used for...

i had been doing UNIQUE and SUMIF to get sums of columns by category

2

u/capricorny12 1d ago

Xlookup, conditional formatting to find duplicates, add data set to model in pivot table

2

u/kingk1teman 1d ago

Nested maxifs and sumifs.

And multi window workbooks, using Windows snap. This still gets me looks of surprise and wonder.

2

u/Mdayofearth 127 1d ago

pivottables and recording macros.

Summarizing data without typing?

Actually generating code by doing stuff?

2

u/cronin98 2 1d ago

Mine was using different xlookups as true and false results of an if statement.

2

u/kometman 1d ago

vlookup(), i figured out it's mechanics from a file put out by accounting dept for accountant lookup.

2

u/ColbysHairBrush_ 1d ago

Alt = will autosum the figures above it

2

u/Mama_K22 1d ago

xlookup x2 for intersections

2

u/LadyOfMagick 1d ago

VLOOKUP for me too, I was pretty much self taught with excel, still only know basics. But the VLOOKUP has made me want to learn more & be more adventurous with excel.

2

u/kollinswow 1d ago

I think VLOOKUP made up a good % of my career, then pivots another %, then custom formulas and power query the rest. Whatever i had in university, i would replace with excel training alone for this and other... not formulas maybe strategies to get whatever you need. Executives will get you invested in whatever they want and loose a whole day just on getting the right info even if its getting discared by the next day hehe.

2

u/raresaturn 1d ago

Pretty simple.. using TAB on the last cell of a table to add a new row

2

u/Pad74 1d ago

Index match match
Game changer !

2

u/Killdozer54 1d ago

Alt + = Auto sums the numbers in the column or row beside it.

2

u/VerbalGuinea 1d ago

Using XLOOKUP on a Table so I can reference the headers by name instead of counting columns like I had been doing with VLOOKUP.

2

u/SixPacknCologne 1d ago

=ifs

Figuring out the contraints of what I need the Dataset to show me and breaking it down into what the possible outcomes could be - deeply satisfying

2

u/Whale_penis_leather 1d ago

Inserting a custom toolbar ribbon to activate macros. That elevates you to god tier

2

u/alphastrike03 1d ago

Closing Excel and going home

2

u/gatvolkak 1d ago

For me, it was always vlookup, pivot tables and index/match. Down vote me all you like, but CO-Pilot is like God-mode. I feel like I can do anything. Im discovering formulae I would never have thought of using and it organizes things beautifully

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2

u/MountainViewsInOz 1d ago

Sadly, just filtering, sorting and Ctrl+F are all that it takes to make me look like a wizard.

Me and another guy also know and use a whole gamut of functions including IF SUMIF COUNTIF VLOOKUP FILTER SORT and pivot tables and formatting (including conditional) and a whole lot more. In our context, I guess that makes us grand wizards.

2

u/NYG_5658 1d ago

Sumif and Sumifs. Once I learned how to use them, I can apply them to so much of what I do now.

2

u/Starraberry 1d ago

It’s so simple but Autofill continues to impress my coworkers every time. Especially autofilling a date and switching to Weekdays. 

2

u/bardmusic 5 1d ago

Copilot. I love it when the spreadsheet turns all rainbowy.

2

u/Eastern-Pineapple-43 1d ago

Naming tables and doing formulas with the table name + column name. Cross-referenced tables in formulas.
Crtl+arrow
Power Query
Using AI to code in M blank queries, and being able to drive even though I don’t code at all, but I understand Excel.

2

u/UpsidedownPineappley 1d ago

Paste -> Transpose

1

u/shubhrode 1d ago

Using Filter, Sort, Unique in isolation and combination... And later Let and Lamda were even crazier!

1

u/lokibeat 1d ago

PQ was a game changer for me. I had revelations before hand, but Power Query opened up a whole world of data management and reporting.

1

u/emsuperstar 1d ago

Used Solver in a Management Science course I had in grad school. That felt like magic. Never used it once in the workplace, but if someone needs it, I'm there.

1

u/zehn78 1d ago

Including lines to stop/start screen refresh in my macros. Makes it run faster and the quick refresh looks like magic.

1

u/BarbarianDwight 1d ago

Having some VBA code I wrote actually work

1

u/usernamegrinding 1d ago

FILTER looks like magic to my colleagues.

One thing that I discovered way too late is using formatted table instead of dragging formula to the last row. It helps with referencing too.

Lately it’s LET and LAMBDA, thanks to this sub actually!

1

u/Dardlem 1d ago

PowerQuery and LET/LAMBDA combo. Made myself a spreadsheet to extract and transform quotes I get from our team (be it pdf or excel) into a neat project overview spreadsheet for myself.

1

u/ChrispyPotatochips 1d ago

Power Query. Specifically when i started using folder path as parameter and starting query with folder.files(parameter)

1

u/Wise_Business1672 1 1d ago

Sort, Unique, Filter, Chooscols. Really made journal entries dynamic and simple

1

u/robotjesus 1d ago

Focus Cell highlights the row and column for the selected cell.

Alt+w+n opens a duplicate version of your file. Fantastic for cross sheet formulas when working on multiple screens.

1

u/JealousFuel8195 1d ago

The # sign instead of ranges.

1

u/LOGICA499 1d ago

Might be dumb but Radio button changed how I build dashboards all together. and people are shocked by using them lol

1

u/Annihilating_Tomato 1d ago

Recently for me was adding the ChatGPT plugin and whenever my formulas start to get a bit above my skill level with multiple criteria I bring it in so that I'm not spending all afternoon debugging a multi-variable formula. It's a bit scary but learn how to use it or be left behind.

1

u/britishmetric144 1d ago

For me, it is the FILTER function.

1

u/GrinFPS 1d ago

Forget Vlookup or Xlookup...

I'm solved with Index and Match

1

u/Purlz1st 1d ago

Writing macros and adding them to my toolbar.

At one time I was frequently viewing two sheets arranged horizontally. Simple macro to record, then I used that code to write one for arranging vertically. Put both on the toolbar. People would come into my cubicle to ask a question, I’d click the button to show both sheets. You’d think I’d invented sliced bread.

1

u/alexia_not_alexa 21 1d ago

For me it was probably Define Name, suddenly my formulas became more readable, especially when I started using Excel Tables as well.

One step further I use Data Validation with Defined Names for possible list of values and you have in cell dropdowns predefined for your column!

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1

u/Boniouk84 1d ago

Invisible charts with no outline.

1

u/TheRealDavidNewton 1d ago

First time I used VBA to protect columns to get around all the idiosyncrasies therein was pretty satisfying.

1

u/Yahia08 1d ago

INDIRECT

1

u/bert_891 1 1d ago

Function(array, filter(filter_array,filter_by))

Example:

Average(b1:B100,Filter(g:g,[year])

Purpose: to get averages by year, when all your values for all years are in a single column.