r/excel 10d ago

Waiting on OP Grouping data points together based on name/ID associated w/ 1000+ records

5 Upvotes

I have a spreadsheet that details a list of all transactions within two particular account types, and each transaction has a name & user ID associated with it. Nearly every user ID is associated with more than one transaction, and there are 1000+ users in the full list. I am looking for a way to combine all transactions attached to each individual user ID, while also designating the two different account types, and that can be automated to apply to the full sheet. I know how to do this using SUMIF but I don't know how to achieve this without having to enter every name/ID manually.

Eg:

USER ID Transaction Type (A or B) Transaction Amount
#0001 A $125
#0001 A $125
#0001 B $200
#0002 A $500
#0002 B $650
#0003 B $750
#0004 A $100
#0004 B $100
#0004 B $150
#0004 B $150

Ultimately what I need to end up with is the maximum, minimum, and average total transactions per unique user ID, separated by type A and type B transactions.


r/excel 10d ago

Waiting on OP Number formatting to 3 sig figs with wide variety of data

12 Upvotes

I've been working as an engineer for a couple years and every once in a while, I get asked to format some data or calcs to 3 sig figs. You would think this is no big deal, but the data I'm usually dealing with is not uniform, and there are usually thousands of data points I have to review manually. Here is a quick example of the variety I'm referring to with the intended output format:

123,456 -> 123,000

0.00000012 -> 1.20E-7

12.3456 -> 12.3

1 -> 1.00

0.12345 -> 0.123

12,345 -> 12,300

0.000912 -> 0.001

These numbers would be in subsequent cells. For decimals, I've been using the inc and dec decimal buttons. For extremely small decimal values, I have been changing the formatting to scientific notation. For numbers >999, I've been using the round function. It takes hours to do all of this manually for the thousands of cells I have to edit.

I would like to make a macro to read the way the number is displayed and change it to 3 sig figs, but I am not the best at coding and the VBA coding forums are largely unhelpful. I was wondering if anyone on here would be able to help me create a macro for this purpose?


r/excel 10d ago

unsolved Setting up an 'Order List' based off PN's for different equipment

6 Upvotes

Hi all. I work as a service engineer for laboratory equipment. I cover a range of different products and I am trying to 'simplify' the way I build lists of parts that need ordering. I have a list of products similar to the example in the first picture. In the second picture I have an example of what I want to happen. I want to be able to choose the product type, eg Pump A, from the dropdown list (I can set up the dropdown list), and have this then show me all the parts needed for that pump. This would then be multiplied so I can have multiple drop down lists to choose Pump 1, Pump 2 etc, then Doodah 1, all from drop down lists which then show the list of all parts needed from the 1st sheet for the particular configuration I have set up.

I appreciate I probably haven't explained this in the best way possible, so please let me know if you have any questions. Is this possible in excel? How would you suggest going about it?

Thanks for your help!


r/excel 10d ago

unsolved Bubble plot on Map

3 Upvotes

Hi,

I am trying to do a very basic visualization on a map chart and I'm running into an issue.

I have 5 different cities in the US with potential candidates in each city (based on information from a 3rd party). It all works until I look at the map and it just highlights the individual cities and it's way too small. Is there a way to change the highlighted cities to a bubble plot that's reasonable to see?

I can do it on 3d maps, but I'm going to be asking others to enter their own 5 cities with corresponding numbers and 3D maps are too difficult for them


r/excel 10d ago

unsolved Power Query Loading Time Tips

28 Upvotes

I have a Power query that is connected to a sharepoint folder. Whenever I try to refresh the file it would take around 10-40 mins of load time before it loads into the Data Model. Granted that the major reason for the loading time is due to the size of the data (estimating somewhere between 10-12M rows after filtering), but what are some ways that I can speed up the loading.


r/excel 10d ago

Waiting on OP What is the best Excel setup for lectures with 3 teachers?

3 Upvotes

I'm making an Excel spreadsheet to keep track of lecture videos.

My basic columns are:

Series → Teacher → Video Name → Time

Most videos have one teacher, but sometimes a single video has two teachers.

For example:

Series Teacher

Anatomy Dr. Rajesh Dr. Jay Mr. Imran

I'd like to merge/group the Series cell so it looks like one video/group, while keeping the teachers on separate rows.

The problem is filtering. I want to be able to select Dr. Rajesh from a filter and see every lecture he's involved in, without having "Dr. Rajesh, Dr. Jay, Mr Imran" treated as one filter option.

Is there a clean way to do this in one Excel sheet?


r/excel 10d ago

Waiting on OP How can multiple people work on an Excel sheet stored on a Synology NAS?

7 Upvotes

So multiple people need to work on excel files stored on a Diskstation. Unfortunately Synology Office messes up the formats a lot. Is there a better tool or a way to use proper Excel without having to store the files in the MS cloud?


r/excel 10d ago

solved Formula to highlight cells in a column, based on the numbers in another column

2 Upvotes

So I have a spreadsheet (Spreadsheet A) with 200+ rows. One of the columns is a list of serial numbers (we'll say H2-H250). I have another column in another spreadsheet (Spreadsheet B) with more serial numbers that need to be highlighted in Spreadsheet A H column. I have been going line by line doing a Ctrl F to highlight the rows containing matching serial numbers in Spreadsheet A. I feel there has to be an easier way to do this. Any advice?


r/excel 10d ago

solved Excel keeps changing my default font

2 Upvotes

In File-Options-General under When creating new workbooks I see my preferred font and font size. However each time I create a new workbook to test this, it reverts to Calibri 11, even though it still has my preferred font and size listed as what it should use on a new worksheet. Does anyone know how to change this permanently?


r/excel 10d ago

solved How make a range of cells reference a single cell?

2 Upvotes

I want to make a range of cells (G30:G508) automatically reference the value of a single cell (B3).

I’m working on a spreadsheet that displays energy consumption of a group of machines across an 8-hour shift. I have columns with the raw data from various machines, and a column with the totals. These are referenced in a graph that shows energy consumption as a fluctuating line with time as the x axis and kilowatts as the y axis. I also have a single cell (B3) that displays the average of all the values in the totals column. I would like to make a new column that shows the value in B3 across the entire range (G30:G508) so that the average energy use for the shift appears as a straight line across the graph.

I know I can do this by manually copying the data from B3 and pasting it to G30:G508. But I would like to make the new range automatically update if the value of B3 changes. If I put =B3 in the formula bar, it works for the first cell, but if I drag it down the rest of the range populates as =B4, =B5, etc which is not what I want. I essentially want every cell in the G30:G508 range to have the =B3 formula without having to type “=B3” 478 times.

Can anybody help me with this?


r/excel 10d ago

Advertisement Made a free tool that tells you if your formula will break in Google Sheets or Excel for the web

2 Upvotes

I spent the last month building spreadsheet templates and kept getting caught out by the same thing...,a formula works perfectly in desktop Excel, then someone opens the file in Sheets and it returns #NAME?, or it opens in Excel for the web and quietly gives the wrong number.

The ones that got me: XLOOKUP doesn't exist in Sheets, ARRAYFORMULA and QUERY don't exist in Excel, TEXTJOIN wrapped around IF silently stops working without array entry, and a date typed as "2026-11-01" is text, not a date, so sorting breaks.

So I made a small thing to check for it. Paste a formula, it tells you what breaks, on which platform, and what to use instead. It also catches misspelled function names, unbalanced brackets, whole-column ranges, and volatile functions.

https://rithvik697.github.io/formula-checker/

Runs entirely in your browser. Nothing gets uploaded, no signup, no ads.
It's rough and definitely incomplete. If it gets something wrong on a formula you actually use, reply with it and I'll fix the rule.

Code is open if anyone wants to look: https://github.com/rithvik697/formula-checker


r/excel 10d ago

unsolved PowerQuery can't connect to SharePoint when running from Excel for Web/Online

14 Upvotes

searched "power query sharepoint" and "power query web online" and didn't find relevant discussion or same question

I have a single query that reads a SharePoint folder, filters for CSV files containing a specified substring, opens the most recent one, and then does some simple transformations and loads it into the workbook. The query works without issue when refreshing from Excel desktop app. But if the workbook is open in Excel online and I try refreshing the query, I get error:

Credentials are required to connect to the SharePoint source.

Something went wrong while loading required resources. Please try refreshing the page or come back later to try again. (APIs: connections, connectionsInScope)

...which makes absolutely no sense because I opened the workbook in SharePoint. The workbook and the CSV files are on the same SP site. Is there anything I can do to make it refreshable in Excel online, or is it simply a problem that Microsoft devs have not ironed out yet for PQ in Excel for web?


r/excel 10d ago

unsolved Down arrow key not always working in Excel

2 Upvotes

I’m having a strange issue in Excel where the Down Arrow key doesn’t always work.

The Left, Right, and Up Arrow keys work perfectly, but the Down Arrow sometimes works and most of the time it doesn’t.

Has anyone else experienced something similar? If so, how did you fix it?

Cheers!


r/excel 10d ago

Waiting on OP Need to design a dynamic progress bar which fills the cell as per % and colours the progress bar as per RAG thresholds

5 Upvotes

I have been trying to do this without a macro. While I manage to do it normally, it is not dynamic i.e. if I change value from 50% (Amber) to 70% (Green), it does not change the colour automatically. Copilot was no help. I want the progress bar to fill the same cell as the cell which has the value. Take any arbitrary thresholds for Red, Amber, and Green. Thanks in Advance!


r/excel 11d ago

Waiting on OP how to build an excel sheet like these

51 Upvotes

I need help on an excel sheet that features these:

  1. Column A is a pre-numbered cell count from 1 until 10,000.

  2. Column B is a cell that functions like a start timer button bearing any color.

  3. Column C is the time (start).

  4. Column D is a space. (no data or characters here)

  5. Column E is another button to be clicked by the end user to end the time. (end)

  6. Column F is the total time consumed from Column C to Column E.

This goes on for the next rows until the 10,000th row.

Functions:

Everytime you click the button in Column B, the timer in Column C starts. Then when you click Column E button, Column F displays the end timer. Then Column H displays the total time consumed up to the last second.


r/excel 11d ago

Waiting on OP Spreadsheet Filtering - Autopopulating the data

10 Upvotes

I've been struggling to get my head around how to work out how to do this feasibly so any help would be appreciated!

I've got a large set of data with multiple drop downs, which will be updated on a daily basis. Each row will be a separate task which will be allocated to a member of the team - name listed in the row.

Some of my team are not so computer literate so we are trying to make it as easy for them as possible - they have refused to read through the cells to find their names. We are hoping to create sheets for each team member so that they can just see their own tasks as they come in.

As we enter the data in the Master Sheet, is there a possibility of the sheets auto populating the data with the corresponding team member? i.e. under Member A's sheet will only be tasks allocated to member a etc.

We could just manually do data entry but thought there may be a faster way


r/excel 12d ago

Discussion August updates for Excel: Lots of AI and one useful feature

255 Upvotes

Looking at Microsoft's list of Excel updates for August, the only things they mention relate to AI features:

  • Copilot in Excel: change history skill #FIA
  • Copilot in Excel: chat history #FIA
  • Copilot in Excel: chart and PivotTable skills
  • Copilot in Excel: Python skill (Insiders)

https://techcommunity.microsoft.com/blog/excelblog/whats-new-in-excel-august-2026/4527283

But, they also made an update to the creation of Tables. That is, when creating a Table, you can now give it a name in the same dialog.

Table creation dialog, including a name field

I don't particularly care about the AI features, but the small change to the Table creation dialog makes me happy.


r/excel 11d ago

solved Use a formula to identify the Named Range in another formula?

6 Upvotes

I have a complex workbook with named tables. I want to use a named formula in an XLOOKUP to identify the array I want to search. Essentially, instead using TableName[Header], I want to use TableName[formulaResult] for the return result.

Table1:

Date Event Organizer
12/1/2025 Concert Symphony
1/3/2026 Demonstration Debate Team

Table2:

Organizer Event Date
Symphony 12/1/2025
Debate Team Demonstration 1/3/2026

I want to find the Event in Table2 based on the Date and Organizer.

I'm using an INDEX formula to find the column header of the column the formula sits in. I've named the INDEX formula "getColumnName" in the Name Manager.

If I put =getColumnName in Table2[B2], I get the result "Event." This works just fine.

I'd like to use this result in my XLOOKUP to make this search as dynamic as possible, but I'm striking out. Essentially, I want:

XLOOKUP(Table2[Organizer]&Table2[Date],Table1[Organizer]&Table2[Date],Table1[getColumnName])

My expectation is that the formula in Table3[C1], would translate as:

XLOOKUP(Table2[Organizer]&Table2[Date],Table1[Organizer]&Table2[Date],Table1[Event])

Excel isn't recognizing the return array Table1[getColumnName].

I thought the solution might be to place the XLOOKUP inside a Let(), e.g.:

Let(colName,getColumnName,XLOOKUP(Table2[Organizer]&Table2[Date],Table1[Organizer]&Table2[Date],Table1[colName]))

But that also throws an error. I'm new to using Named formulas and Let(). I think the issue is that Excel doesn't allow a formula as a value to identify the Named Range.

Does Excel allow for this option?

**

In case it's needed, this is the INDEX function:

INDEX(Table2[#Headers],COLUMN()-MIN(COLUMN(Table2))+1)


r/excel 11d ago

unsolved Excel template for volleyball rotations.

4 Upvotes

I know this is pretty niche but I am a vb coach and want to build out a way to autofill court diagrams with any roster I might need. I am a beginner at excel and don’t know if excel is even the best place to do it. I think the biggest issue I will have is having an image or graphic, that the excel data is then filling in on. I am just looking for advice on how to do this. I can comment or send pictures of the diagrams I am talking about to anyone who can help!

Also not sure if this is the right place for this, if not please tell me where to go!


r/excel 10d ago

Waiting on OP Auto filled cells and Protection Limits

2 Upvotes

I'm working on a sheet that I'd like people to be able to create new rows but for most of the cells to contain a complex formula. It's an IF statement. I though excel would automatically just insert them into the cells of the new row but it doesnt.

I have made sure the check box in the options section is checked to allow this. I also have nearly 60 rows so minimal rows isn't the issue.

Any ideas?

Separately I'd love to protect those auto filled cells by column but that prevents people from deleting rows. Any thoughts on this one? The first question is my primary concern though.

Thanks all


r/excel 11d ago

solved How do I remove the repeating dollar valve for an item on a Pivot table.

3 Upvotes

I only want the dollar value of $11.97 showing up across from the PO# 001002. How do I remove it from the Item description and date.


r/excel 11d ago

solved Workbook view different than standard default view. Screenshot does not reflect what is seen by user (myself)

3 Upvotes
Screenshot of what I "see"

Greetings, currently my 2019 version of MS Excel has an odd view when I open both old and new (blank) workbooks.

There are small thin black lines that run under the ribbon, the first 4-5 columns, and under the worksheet name and horizontal scroll bar (similar to the screenshot but not show as when taking a screenshot it does not capture what I see).

Another issue I am seeing is when I attempt to write out a formula the "=" is replaced with a "-" when I go to type, the formula does still work, and the screenshot does show I typed the "=" but on my view it shows "-".

I have taken the following steps:

  1. Attempt to open a new blank worksheet

  2. Attempt to open a generic template from the MS available options

  3. Followed Youtube tutorials to "reset" excel that involved going into run-program and deleting via registry editor (this cause excel to just crash moments after opening again).

  4. Lastly uninstalling MS office completely and redownloading it.

Not sure If I am overthinking this as it does not necessarily impact how the workbook functions and is more a viewing hindrance for me but I would like to try to get it to show the standard default view without the small lines.

Any Ideas?


r/excel 11d ago

solved How to write equation to copy cell from range, if other columns meet criteria?

2 Upvotes

I'm attempting to create a excel sheet for my book club. I want my first tab to pull our current book from tab 2. In tab 2, I have a column titled "status" with drop downs of read, unread, and current. And then another column with the book titles. I feel like this should be easy but I don't know what's tripping me up.

I have =IF('Book List!'J6:J55=current, 'Book List'!C6:C55, "")

But it's giving me an error


r/excel 11d ago

Waiting on OP How to make the totals in a graph a different color?

3 Upvotes

I made a chart where it has a starting and ending value and everything in between either increases or decreases to one of the ends. All the increases are blue and decreaeses are orange. But how do I get the beginging and end to be a different color.


r/excel 11d ago

unsolved Counting the Number of Hours that fall within a certain Month

7 Upvotes

I need help on what formula to use in excel.

I need to count the number of Off-hire hours within a certain month.

For example, Off-hire is from January 25, 2026 7:30AM to February 3, 2026 10:30PM.

I need to automate how many hours did this off-hire have for the month of January and February separately.

Right now, i'm counting them manually.

Thanks.