5 Dynamic Array Gotchas in Excel

Dynamic Array Functions in Excel are so fabulous … BUT!

As with anything, there are traps, warnings and caveats. In this video I quickly cover 5 things you should know about Dynamic Array Functions and Formulas.

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2

#DynamicArrays #DynamicArrayWarnings #DynamicArrayFunctions

Dynamic Arrays: SORT, FILTER, and Dynamic VLOOKUP

7 new Dynamic Array functions have been added to Excel! In this video you’ll see the FILTER and SORT functions and how 4 formulas bring back results in lots of cells!

Also:
– There’s new nomenclature using the # to reference a dynamic range.
– The new SPILL error lets you know that your result doesn’t have enough room. So, you need to move something and make room.

#DynamicArrays
#DynamicArrayFormulas
#DynamicVLOOKUP

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2

Pass Parameter (Drill Down) to Pick Name Format with Power Query

There’s a lot in this video! When you get this working, you’ll be entitled to wear your underwear outside your pants like a true Super Hero!

The challenge:
We’d like random names, but also choose which format we’d like our result in:
– First Name Last Name
– Last Name, First Name
– First Name MI Last Name
– Last Name, First Name MI

I thought about using a custom function but realized it’d be simpler to drill down (pass a parameter).

In this video you see:
– Column by Example
– Excel Tables
– Power Query
– Left Outer Join
– M Code
– Merge Columns
– and EVVYTHANG!

Download the file here:
http://datascopic.net/nformats
For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
#PowerQueryTutorial
#DrillDown
#OuterJoin

Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition

My old blog: http://datascopic.net/blog-2-2

ExcelGuru Challenge #3: Parsing Text & Own Your Excel Style

Ken Puls of ExcelGuru presented a 3rd Excel Challenge and here’s my solution.

The challenge is to take a word, assign values to each letter and generate a total for each word.

A = 1
a = 1
.
.
Z = 26
z = 26

The word ‘Attitude’ gets 100 points.

As I started thinking about a solution I started thinking too hard about it. I wanted something more crafty or sophisticated, but then I realized that I saw a path toward success and that’s what mattered.

So, this video is really about understanding your strengths and style and not apologizing. My Excel style is akin to the style of Jerome Bettis, the former runningback for the Pittsburgh Steelers. He was big and powerful … also kinda slow and not elegant.

But what’s the bottom line? The bottom line is to get the job done–however you can responsibly get the job done.

The ExcelGuru Challenge No. 3 solutions are here:

Jerome Bettis Highlights

#ExcelChallenge
#PowerQuery
ExcelGuruChallenge

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Download the workbook: http://datascopic.net/EGC3

Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

Custom Function in Power Query to Merge 2 Tables

Custom Functions in Excel’s Power Query. It’s finally time to take them on. For a while I couldn’t think of a good use. It’d seen the how-to but never really a what-for.

In this video I propose a common situation where lists will trickle in and we’ll need to convert the state abbreviations into state names via a master list. E.g., convert LA to Louisiana, and GU to Guam.

We’ll get one list, then 2 hours later another list, then tomorrow we’ll get 2 lists. Ongoing trickle. We could write a new VLOOKUP every time, but that would get tedious.

A Custom Function in Power Query will help us out.

I show how to do this as a partially manual process with 2 steps:
1. Manually bring the data into Power Query
2. Apply the custom function.

Pretty simple, but it takes some thinking.
You’ll see some M Code and the “Insert Step After” feature.

#PowerQueryCustomFunction
#CustomFunctionInPowerQuery
#MergeTablesInPowerQuery

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Download the workbook:
http://datascopic.net/CFMerge
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

ExcelHash: Greatest Threat – MAX, FREQUENCY, Form Controls, 3D Model

ExcelHash is here!!

6 of us Excel MVPs came together to take on the challenge of making an integrated Excel solution by starting with 4 random Excel elements based on your suggestions. We have:

– MAX function
– FREQUENCY function
– Form Controls
– 3D Model

See the other awesome entries from my fellow Excel MVPs in the playlist here: https://www.youtube.com/playlist?list=PLHrPHBbDHgT0UnY1qb36YZrBwpWNJX8Lx

And be sure to subscribe to their channels for more Excel education

– Leila Gharani, This Chick’s Trouble: Excel Hash

– Mr Excel, Bill Jelen, Will Bennu Impact Earth?

– Mike Girvin, ExcelIsFun, Max Consecutive Wins for Best City
https://youtu.be/U1h2FrZFMqI
– Mynda Treacy, My Online Training Hub, Interactive Bug Menu

– Jon Acampora, Excel Campus
https://youtu.be/0ZW-h4kPlBI
VOTE for your favorite entry here: https://tinyurl.com/y9hmvelp

My solution is called “Greatest Threat”
The model allows users to set a high and low number, and one of 2 situations. The model then calculates the greatest threat. Example:

Situation A, between 8 and 96
Greatest Threat: Wasp de Fatal

Situation B, between 2 and 12
Greatest Threat: Ghost Wolf

Situation B, between 2 and 20
Greatest Threat: Vampire Earwig

Download the ExcelHash Greatest Threat workbook:
https://1drv.ms/f/s!Aoud6IXCTuoDryeEwn5p6e6Y3Kza
#ExcelHash
#ExcelChallenge
#ExcelFormControls

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

VLOOKUP vs INDEX/MATCH: The Hottest Debate in Excel

Today I had to formally weigh in on the debate between VLOOKUP and INDEX/MATCH. This argument has gone on for years, and last week I heard strains of it rising up again. So, here’s what I say:

VLOOKUP is a tool. INDEX/MATCH is a tool. VLOOKUP has weaknesses, e.g., it’s easy to break, and it can’t do lookups to the left. Conversely, INDEX/MATCH is undoubtedly more robust. But it’s actually a function nested inside another function. That makes it awkward to work with.

They’re both legitimate choices. The problem comes up with the INDEX/MATCH zealots who call for the Excel developers at Microsoft to eliminate VLOOKUP. They are proud to post things like, “I haven’t used VLOOKUP in 10 years” and insist that VLOOKUP shouldn’t be taught to beginners because it’s a bad habit.

Basically, they’ve turned INDEX/MATCH into a religion … and they’re viciously recruiting new members.

My video makes 3 points:
1. VLOOKUP and INDEX/MATCH are tools. Period.
2. Your own context dictates which tool to use.
3. Don’t listen to the INDEX/MATCH insurgents. BOOO!

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

Excel, COUNTIFS, Wildcards and the Most Popular Trio of Pizza Toppings

Of more than 200 pizza orders and 20 ingredients, which trio of toppings shows up the most?

This was more of a mind exercise because the Excel piece was easier than I thought. One challenge is that we want which 3 show up together the most–even if they are with other items. Example:

3 pizzas:
– Extra cheese, mushrooms, grilled onions
– Ham, extra cheese, black olives, grilled onions, mushrooms
– Mushrooms, pepperoni, grilled onions, extra cheese

These all count toward the trio of: extra cheese, mushrooms, grilled onions. We need Excel to see that.

The first step is to get a list of all the possible combinations of 3 toppings:

Out of 20 items, there are 1140 combinations of 3.

Thanks to the MathiIsFun website, we can get a list of all 1140 combinations.
https://www.mathsisfun.com/combinatorics/combinations-permutations-calculator.html
Then we need Excel wildcards and COUNTIFS to tally how many times each of the 1140 trios was ordered.

#CombinationsAndPermutationsInExcel
#COUNTIFS
#ExcelWildcards

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2

Ken Puls ExcelGuru Challenge: Isolate Members and Memberships

Recently, Ken Puls of ExcelGuru.ca issued a challenge:
Isolate the members who have more than one type of membership and show all of their transactions.

This was tricky for a few reasons:
– One person had 2 transactions but for the same type of membership. We DON’T want that person in the final list.
– One person had 4 transactions for 3 types of memberships. We want to show all 4 transactions

This video shows my solution. You’ll see GroupBy, a Left Outer Join, and evvythang!

#ExcelChallenge
#GroupingInPowerQuery
#PowerQueryGroupBy

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2