Category: Power Pivot

Excel Sum Across Sheets When Rows Do Not Line Up – Episode 2622

Posted on by Annie D

Microsoft Excel Tutorial: Sum across worksheets when rows do not line up?

Today’s question from Rebaz on podcast 1984 – Excel Sum Across Worksheets: “if we have different cell in different sheet, how can I Sum?”

Download the workbook from today: https://www.mrexcel.com/youtube/UO11Ase1_Ys/

This video shows you an easy way to build a 3-D reference in Excel, also known as a spearing formula. Excel functions include SUM, XLOOKUP, FILTER, SUMIFS, TEXTJOIN, TEXTSPLIT, SUMPRODUCT, Helper Arrays, LET, Python in Excel, and VSTACK.

Table of Contents
(0:00) Problem: Adding Across Sheets that are not lined up
(0:43) How to build a 3-D Reference
(1:19) Does XLOOKUP work Continue reading “Excel Sum Across Sheets When Rows Do Not Line Up – Episode 2622” →

Excel Python Appending Data Frames From Multiple Worksheets – Episode 2621

Posted on by Annie D

Microsoft Excel Tutorial: Appending data from multiple worksheets using Python in Excel

To download today’s workbook: https://www.mrexcel.com/youtube/3rAJPcjO6Ok/

Today, a question about creating a Python data frame from multiple Excel sheets. I use the CONCAT function in Python but then realize that the headings are repeated.
So I show how to use .tail(-1) to remove the top row from each data frame except the first.

Table of Contents
(0:00) Problem Statement
(0:29) Defining 3 data frames
(1:32) Python CONCAT function
(2:20) Python Tail Function
(3:10) Wrap-up

Excel Python 3D Scatterplot – Episode 2620

Posted on by Annie D

Microsoft Excel Tutorial – Drawing a 3D Scatterplot using Python in Excel

Download the workbook: https://www.mrexcel.com/youtube/TMyAAxbUU7s/

How to plot a circle in an Excel XY Chart
Converting degrees to radians in Excel
Building X, Y, Z values for a series of circles in Excel
Using Chat-GPT for Python Code for a 3D Scatter Plot
Adapting the copied code
Marker choices for Python Charts

Table of Contents
(0:00) Problem Statement – 3D Scatterplot in Python
(0:14) Excel formulas to plot a circle in Excel
(0:45) Convert degrees to Radians in Excel
(1:15) Formulas to Create a 3D Spiral in Excel
(2:45) Finding Python code from Chat-GPT
(3:10) Adapting Python code for Excel
(4:45) Continue reading “Excel Python 3D Scatterplot – Episode 2620” →

Excel Python XLOOKUP 2619

Posted on by Annie D

Microsoft Excel Tutorial: VLOOKUP in Python for Excel

How to do a VLOOKUP or XLOOKUP in Python.

To download the examples in this workbook: https://www.mrexcel.com/youtube/h6__fB7vo4k/

Along the way, you will see:
101: Doing a VLOOKUP
Not specifying the key field!
What if a customer is missing from lookup table? How to IFERROR()
Limiting which fields are returned.
What if headings don’t match?
What if a customer is duplicated?
Lookup on two fields.

Table of Contents
(0:00) Python lookup overview
(0:25) Comment indicator in Python
(1:00) VLOOKUP 101 in Python using pd.merge
(2:36) Leaving off the On field
(2:50) IFERROR when customer missing with .FillNA
(3:23) Limiting lookup table to needed fields
(4:04) Headings don’t match Continue reading “Excel Python XLOOKUP 2619” →

Excel Display Only Last 4 Of Social Security Number – Episode 2618

Posted on by Annie D

Microsoft Excel Tutorial: Hiding part of Social Security Number

Download this workbook from: https://www.mrexcel.com/youtube/MeCptGsHsYY/

Someone from the Veterans Administration is getting data downloaded that includes the entire social security number (SSN). They only want to display the last four of the SSN. But, sometimes, they need to be able to go back and see the entire SSN.

I have two solutions today, but I bet you have something better.

First, it would be nice if Excel offered a custom number formatting code that said “There is a digit here, but we don’t want to display it”.

My first solution is a pair Continue reading “Excel Display Only Last 4 Of Social Security Number – Episode 2618” →

Excel Python Custom Function – 2617

Posted on by Annie D

Microsoft Excel Tutorial: Using a function in Python for Excel calculations.
The problem today: Count how many times a word occurs in a cell in Excel.

To download this workbook: https://www.mrexcel.com/youtube/6Ydb6rIls6M/

The first solution is a series of six formulas in Excel, including SUBSTITUTE, LEN, and more. While it is complicated in Excel, there is a much easier way in Python, using the .Count function. So, Python has a simpler version but how do you call the function from Excel?

After the Python solution, I used the Excel Labs add-in to convert the original six formulas to a LAMBDA.

Other Continue reading “Excel Python Custom Function – 2617” →

Python Pivot Tables In Excel -Episode 2616

Posted on by Annie D

Microsoft Excel Tutorial: Using Python in Excel to create Excel-like pivot tables.

I love pivot tables in Excel. In fact, I’ve written an entire book on Pivot Tables. So when I saw that Python has a function to generate “Excel-like” Pivot Tables in a new data frame, I wanted to try it out.

The Python Pivot Table is missing a few things:
1. Row Fields are called Index
2. Defaults to Average instead of Sum
3. Empty cells show as errors. Use fill_value
4. No Grand Totals by default! Turn on with margins=True
5. When you add Grand Totals, they are called “All” Unless you change them Continue reading “Python Pivot Tables In Excel -Episode 2616” →

Gaining Confidence With Python In Excel – 2615

Posted on by Annie D

Microsoft Excel Tutorial: Python in Excel
After using Python in Excel for 2 days, I am gaining confidence. Topics today:
• Python Tips from Day 2
• Slow rollout of Python
• Paying for Anaconda
• Python Libraries to explore
• How to write Python results back to Excel grid
• Real-life K-Means clustering with 18K customers, 30K transactions, 300 products

To download the first workbook: https://www.mrexcel.com/youtube/GMF1E0dmjWs/
The second workbook contains actual customer data and I am not sharing it at this time.

Table of Contents
(0:00) Welcome
(0:45) Keyboard shortcuts for Python
(1:22) Leila tip DF.Customer eliminates square bracket notation
(2:14) Seaborn Library of Charts as shown by Mynda
(2:49) Continue reading “Gaining Confidence With Python In Excel – 2615” →

Python In Excel – Getting Started – 2614

Posted on by Annie D

Microsoft Excel Tutorial – Using Python in Excel.

Today, August 22, 2023, Microsoft will release a preview of Python in Excel. It is a big day for me… I’ve been trying unsuccessfully to learn Python for ten years. Once Microsoft added it to Excel, I finally have some cool things working.

To download this workbook: https://www.mrexcel.com/youtube/KIhDQDtvZPg/

In this video: a getting started with Python in Excel tutorial.
How to open the Python editor in Excel
Ctrl+Enter versus Enter in the Python Editor in Excel
Returning a Value or a Python Object
Referring to an Excel range in Python
Using Variables in Python in Excel
Plotting Continue reading “Python In Excel – Getting Started – 2614” →

Excel Stale Value Formatting – Episode 2613

Posted on by Annie D

Microsoft Excel Tutorial: Which values are not yet calculated in Manual Calculation Mode?

In August 2023, Microsoft is adding a new feature to Microsoft 365 Excel. The Format Stale Values will alert you when a cell needs to be recalculated. This is an application-level setting. When you turn it on, it will work for all open workbooks.

To download this workbook: https://www.mrexcel.com/youtube/LPyYLqq72wI/

Table of Contents
(0:00) Excel Stale Value Formatting
(0:23) Excel Manual Calculation Mode
(0:36) Stale Value Markers
(0:56) On-Grid UI choices
(1:09) Customize Stale Value Formatting?
(1:47) Why are new values stale?
(3:14) Stale Value in Automatic Mode
(3:40) Excel interrupt calculation with Esc
(4:25) What’s your Continue reading “Excel Stale Value Formatting – Episode 2613” →

Excel Add-In To Streamline Bill Of Material BOM Analysis – Episode 2612

Posted on by Annie D

Microsoft Excel Tutorial – BOM Tool Suite from Main Sheet Solutions

Do you deal with Bills of Material? Also known as BOMs. Any Structured List in Excel can make use of this add-in from Main Sheet Solutions:

Download a trial from https://www.mainsheetsolutions.com/

Download the two data sets that I used in this video: https://www.mrexcel.com/youtube/k4A1lg9pPlc/

Table of Contents
(0:00) Bills of Material in Excel
(2:02) Data in a typical BOM
(2:21) Ribbon for BOM
(2:29) Adding Grouping
(2:46) Choosing highlight colors
(3:17) Highlight rows
(3:27) Indent BOM
(3:36) BOM Rollup Calculations
(4:30) Analyzing Mike Girvin Book Table of Contents
(6:03) Adding Structure ID and UID
(6:44) Applying colors to group Continue reading “Excel Add-In To Streamline Bill Of Material BOM Analysis – Episode 2612” →

Excel Fill Handle To Copy Formula Rules Deep Dive – Episode 2611

Posted on by Annie D

Microsoft Excel Tutorial – Troubleshooting when you double-click fill handle to copy a formula.

A great question this morning: Is there a bug in double-click the fill handle to copy a formula? Someone was convinced that Excel was being fooled by the formatting.

The behavior of copying a formula by double-clicking the fill handle changed in Excel 2010. Excel now looks at all columns to the left and the right when figuring out how far to copy down. Imagine if Excel does Ctrl+* to select the current region. Excel will copy down to the last row in the current region.

There are two Continue reading “Excel Fill Handle To Copy Formula Rules Deep Dive – Episode 2611” →