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S N Technique Description Remarks: © Yoda Learning Solutions Author: Rishabh Pugalia - Updated: 02-Dec-19 - V 5.0

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75 views2 pages

S N Technique Description Remarks: © Yoda Learning Solutions Author: Rishabh Pugalia - Updated: 02-Dec-19 - V 5.0

Uploaded by

bir3519
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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[Advanced Excel & Basics of PQ] Masterclass – Revision Notes by [www.yodalearning.com]


S Technique Description Remarks
N
(A) DATA CLEANING
Show sample output / pattern – (1) no blank column, (2) three samples,
1 FlashFill (Ctrl E) (3) apostrophes for bank account no., IDs, (4) diverse/tough samples -
[Add Column Headers later]
2 Go To – Special (Ctrl G) Ctrl + Enter (to fill Blanks); Constants (hard coded) vs. Formulas 15
3 Find & Replace (Ctrl H) Wildcard characters (*) and (?); To neutralize, use tilde ~ 63-64
4 SUBSTITUTE Formula version of “Find & Replace” -
(1) Split text, (2) Cell formats - General vs. Text vs. Date ***; (3) Rectify
5 Text to Columns 67-70
22.07.2018 ~ dmy and 20180722 is ~ ymd
LEFT (first n characters), RIGHT (last n characters), MID (n characters
6 Extract characters 71
from a certain starting point)
7 “Cleanse” TRIM (Yoda Pvt Ltd > Yoda Pvt Ltd), VALUE (Nos. stored as text > No.) 60
8 Check/Validate LEN (Yoda = 4), SEARCH (start position no. in a cell) 60
(B) LOOKUPS
(1) Lookup value in 1st column of table array, (2) F4 and comma, (3)
9 VLOOKUP “tantrums” 50
Format = Nos. stored as text vs. General/Number -> Use T2C ***
10 VLOOKUP with TRUE / 1 3 conditions – [Slabs] in [>=] [Nos. in Asc. Order]; Used for [Nos./Dates] 51

 2D lookup with 90° table (Cross-tab)


11 VLOOKUP with 1 MATCH
 Junior (MATCH) follows Senior (VLOOKUP) 53

 T-form / Reverse lookup


12 INDEX with 2 MATCH  Array (Map) + 1st MATCH for row (Vertical) + 2nd
MATCH for column (Horizontal) 57
13 Fuzzy Lookup (MS Add-in) Ctrl + T; Matching same names with different spellings – Rajeev vs. Rajiv -
(C) AGGREGATORS & LOGICALS
14 SUMIFS / COUNTIFS SAME Heights of all Ranges, Use $ for ranges, “>=”&A1 58-59
15 Running Count =COUNTIFS($A$1:A1,A1) – Used to lookup for duplicate value 59

 IF(AND(), __ , __ ); IF(OR(), __ , __ ); IFERROR( __ , “NA”)


16 Logical Statements 72-73
 Logical = TRUE/FALSE; TRUE = 1 and FALSE is 0
(D) PIVOT TABLE (Alt D P) – 38-48
1. Options: Classic, Autofit Column 8. Refresh vs. Change Data Source
2. Mathematical Calculations (SUM vs COUNT, %) 9. Move (headers) ~ Hold, Drag and Drop
3. Grouping: Dates (Year, Months etc.), Numbers (Slabs) 10. Cross-tab to Flat file (PQ – Transform – Unpivot Columns)
17 4. Heatmap (Conditional Formatting – Color Scale) 11. Show Filter Pages (100s of Pivot reports)
5. Slicer (Color Styles, Increase Columns Nos.) 12. Disable GETPIVOTDATA
6. Sparklines (High Pt. vs. Low Pt.) 13. Others: _______________________________________
7. F11 (Chart) 14. Others: _______________________________________
(E) Others
18 EDATE Expiry Date (3 months from now) 29
19 EOMONTH End of Month (5th of next month) 29
20 TEXT “ddd” = Sun, “dddd” = Sunday 27 | Alternative: WEEKDAY where 1= Sunday
21 Macros (Google Search) VBA CODE TO [VERB] [OBJECT] [ADDL. LOGIC] Youtube Channel – excelsuperstar
 Applied Steps for Undo (Trail), M-Query Formula Bar; Unpivot Columns, Split to Rows
Power Query ETL Tricks
22  Merge Queries (Join) > Table Expansion Button; Case Sensitive & Data Types
(Get & Transform)
 Load to (Data Connection) > Pivot Table, Group By, Column from Examples

© YODA LEARNING SOLUTIONS AUTHOR: RISHABH PUGALIA | UPDATED: 02-DEC-19 | V 5.0


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© YODA LEARNING SOLUTIONS AUTHOR: RISHABH PUGALIA | UPDATED: 02-DEC-19 | V 5.0

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