20+ Excel Table Tricks To Turbo Charge Your Data
20+ Excel Table Tricks To Turbo Charge Your Data
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Following are the tricks you can do with the features Excel tables offer. Following list is in
no particular order. I think all of them are handy that every excel user must know to
make his/her work more easy.
As there are more than 20 tricks you can perform with tables, the whole article has been
divided in several pages to help you access and understand each of them easily. To
quickly move to specific trick click jump link:
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Another feature that comes with it is that normally a named range is fixed and stays to
the extent you mention while naming it. However, with tables it can grow as data grows
and it shrinks as data volume regresses. So you don’t have to use OFFSET functions and
all that mess in many instances. This will be further discussed in Structured
references and dynamic ranges in upcoming tricks.
Have an active cell with in the table and go to contextual tab. In the Properties group
click resize table button and make a fresh selection to include or exclude certain rows
and/or columns. Remember you have to make the selection from the first cell of the
table otherwise Excel will give an error. Remember even if you exclude certain part of
table from new selection, data won’t get deleted its just that its not part of the table
anymore. If you don’t want to keep it you will have to delete that manually.
Use the resize handler at the bottom right corner of the table. Click and drag and it will
extend or exclude rows/columns for you from the table. Remember if you add new
columns and they don’t have the headers already written then Excel will put in the
generic headers as Column1, Column2 and so on. If you exclude certain rows and
columns data won’t be deleted and you have to do it manually if you want to.
Use right click menu to insert or delete rows and columns. It works the same way as it is
in case of normal rows and columns of worksheet but inside table it will affect table only
and leave the other items in worksheet in their place.
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Step 1: Open tab named SR3 and in cell E4 put the following formula to calculate total
revenue generated:
=C4*D4
Step 2: Drag the fill handler to paste the apply similar formula to next cells. Remember
as cell reference is relative so it will auto update as you drag it to next rows. Doing it
successfully will give you total revenue.
=(E4-F4)/E4*100
Step 4: Executing the third step will give you profit margin in decimals. To round it up to
0 decimal place replace the formula in G4 with this:
=ROUND((E4-F4)/E4*100,0)
We have simply enclosed the whole calculation inside round function to round the figure
to integer i.e. zero decimal place. Drag the fill handler to populate rest of the cells or
simply double click it.
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Step 1: having SR3 tab still active scroll down to cell E13 press F2 to enter edit mode
and hit “=” key on the keyboard. Click on cell D13 and you will notice that formula will
look like this: =[@[Per unit selling price]]
Instead of having =D13 why are we getting it? well this is called structured reference
system which is part of table feature in Excel. It uses table name and column names to
identify the data for function to operate instead of cell references. [Per unit selling price]
is an address in itself. Remember to represent table columns excel uses square brackets
[ ]. @ sign means “at this row” that means it will not consider the whole per unit selling
price column. If we remove @ sign you will observe that active area expands to whole
column. Consider following animation to understand this phenomena:
Step 2: Make sure you have done step 1 until you get: =[@[Per unit selling price]]. Hit
“*” asterisk key on the keyboard and click cell C13. Press Enter. It will give you total
sales revenue figure. The moment you hit Enter the whole column will be done for you
automatically. This is called calculated column feature of Excel. It will be explained
further below. Watch the following video to correctly execute this step:
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Step 3: Go to cell G13. Press F2 to enter edit mode. Press equals button on the
keyboard. Start writing ROUND, just when you will be typing a helper list will appear and
instead of writing ROUND completely use directional keys to select the function from the
list and hit TAB key to insert the function in the cell. Do not press Enter to insert
function as Enter key completes input.
Step 2: Once you have =ROUND( in cell G13 and still in edit mode, punch in Shift+9 to
put “(” open bracket.
Step 3: Click cell E13 press minus or dash button on keyboard and click F13. Hit Shift+0
to put close bracket.
Step 4: Press “/” key on the keyboard to put hash or divide by sign and click cell E13
again.
Step 5: Put asterisk and punch in 100. Hit comma to jump to second ROUND formula’s
requirement field and type 0 i.e. zero. Press Shift+0 again to close the formula and hit
Enter key.
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You will get the same profit percentage results as you get in normal range. But look at
the formula. That is completely different makes much more sense. As you can
understand what is being multiplied and what is being divided by whom. This goes hand
in hand with your theoretical knowledge of calculating profit margin as well.
A detailed article on structured references and how to use it will be available soon
Don’t want calculated columns to be done automatically? Use smart tag to revert it or
turn it off altogether from excel’s options.
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Although it is called total row and by default sums up the values to give the total but one
does have several options to select from the drop down menu and it definitely not limited
to given formula you can insert your own formula.
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To select the whole column of table just move pointer to the edge of table (not out of
table) and it will turn black in color pointing downwards, click once and it will select the
whole data inside column. Click twice and it will select the header and total row as well.
If you move cursor far out of table it will help you select the whole column of the
worksheet.
To select table’s row simply move the mouse cursor to the edge of that row but not out
of table and it will turn black pointing right. Click once to select the table’s row. If you
move cursor far left out of the table it will help you select the entire row of worksheet.
You can select whole table at once by moving mouse pointer at the top left corner of the
table. Pointer will turn black pointing diagonally to bottom right corner of worksheet.
Click once and whole table is selected.
You can also select multiple rows or columns by hover mouse pointer at the edge of table
then click and drag to make multiple row/column selection.
Having an active cell within the column of table you want to select press Ctrl+Spacebar.
Hitting once will select the column data. Hitting twice will select the whole table column
including header and total row. Hitting third time selects the whole column of worksheet.
To select the row of table, have active cell within that row and hit Shift+Spacebar. Hitting
this combo once selects table row, hitting twice will select the entire row of worksheet.
To Select multiple column or rows then after selecting a single column or row as stated
above press and hold Shift key and use directional keys to extend the selection
To select the entire data inside table hit Ctrl+A or Ctrl+Shift+Spacebar once. Hitting any
of the two twice will select the entire table including headers and total row. Hitting any of
the two thrice will select the whole worksheet.
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But with tables you don’t have to do this. Having an active cell within table if you scroll
down and just when headers are about to get disappear in the fold, headers replace the
default column letters with Table’s headers. Such a clever little feature!
Excel Table Trick # 13. Get a new navigation system inside table
Normally when you press a Tab key it moves to the right. Same is the case in table.
However, once you reach the last column of the table press the tab key again and it will
go the next row. Similarly once you reach the last cell of last row, pressing tab key again
will insert a new row in the table.
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Excel Table Trick # 14. Drag and drop table easily without
worrying about change in cell reference
With normal data ranges even you can move them easily by selecting and dragging-
dropping them. However, if formula is dependent on such ranges then most probably it
will break. However, with tables you do not have to worry if you have to move tables
within worksheet anywhere if you are using structured references.
To move data simply move to the edge of table at the right or bottom of table and
pointer will turn into four-point cursor click and hold to drag the table and move to other
place. And if you have not noticed you don’t have to select the table first to move it.
Saved you a shortcut key even
=SUM(SalesTable[[Sales]])
Now even if you move the table within worksheet anywhere or even to another
worksheet altogether this formula won’t break. The reason is that structure is worksheet
and cell address independent. We have named the table in the formula and particular
column now wherever this table is formula will work without a hitch.
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Excel Table Trick # 17. Special formatting for first and last
column if you want
Have a specific data in first and last column of table and want to format it differently.
Check and done! Turn to contextual tab>Table style options tab>Check First and last
column to have them formatted differently like change font size, color, weight, cell color,
border etc.
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In tables if you are entering data and reach the end of table then just hit tab key and
active cell will move to the first cell of next row extending the table formatting
automatically and you don’t have to do any of the styling or writing formula as table will
manage this for you on its own.
Excel Table Trick # 19. Help you create dynamic named ranges
easily
We have discussed this great ability of table in Pivot table but exactly under its name.
Actually table is a dynamic data structure that grows and shrinks with the data. This way
you can easily apply functions without worrying about the data falling out of range and
getting #REF! errors. Remember to harness this power we have to use structured
references as structured reference is independent of cell references in a way that it is
dynamic.
For example if you create data validation lists from named ranges then they are more of
static in nature and if later your data grows then list won’t update with it. Following
animation explains it:
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But if the same is done using tables then you get dynamic named ranges and your data
validation list gets updated if your data grows. Following animation makes it even clear:
To learn how to make data validation lists from tables check out our data validation tips
and tutorials
But the best part is that if your pivot table is based on table then just by updating table,
your pivot results will also update. This does not happen in case of normal range based
pivot table. For instance if data grows pivot report will not include new results but with
table at the back end its just taking things to next level. Include the new data and
refresh pivot table and you have the new pivot table including the new data. This saves
tons of time as you don’t have to reconstruct pivot table from scratch. Excellent!
Following steps help you make pivot table from tables and then understanding how pivot
table gets updated if new data is included:
Step 1: Make sure AC tab is active. You can see a large table on this sheet.
Step 2: Having a active cell within the table click contextual tab. In Tools group click
Summarize with Pivot Table button.
Step 3: Excel will insert a new worksheet automatically to let you create pivot table.
From the pivot table field list drag the items from the list to four squares below as
follows:
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Now you have the pivot table done for you giving you the information how much revenue
is generated by each sales person in each product.
But if you like to know how much sales are made by each sales person to each customer,
you can find out that as well. This is what pivot tables are; swift easy results out of
numbers. To get this information following these steps:
Step 1: Click anywhere inside pivot table so that pivot table field list appear again.
Step 2: From the column label box below, drag the products out of it by clicking and
dragging it out. This will remove products.
Step 3: Drag customers from the list and drop it in the column label box.
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Your required report is ready giving you information about how much each sales person
made from each customer.
But what if our sales data grows? Do we have to make pivot table again? Well if your
pivot table was based on normal range then this might have been the case. But as our
pivot table is based on table, therefore if you add new data to it and refresh the pivot
table, the new data gets included automatically saving you the whole process of
reconstructing the pivot table from scratch
Watch following animation where we included two new records with customers Lufthansa
and Kamra, sales person: Hasaan selling Jango air crafts. Once refreshed pivot table
includes newly entered data. FAN TABLE OUS!
Excel Table Trick # 21. Get a tailor made data entry form for each
table independently – Unearth!
For those who don’t know it will be like finding a hidden treasure. Excel forms feature is
not visible and accessible from the ribbon. So a lot of excel beginners don’t know of its
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existence. Excel forms is one way of making data entry easy and smooth and formal in
looks. Every table comes with its own individual form by default and can be used to
populate table.
Step 1: Right click on quick access tool bar (yes that little button bar you thought is no
better than saving or undo button is a complete package). From the menu select
“Customize quick access toolbar”
Step 2: Excel options window will open. From the “Choose commands from” drop-down
menu select “All commands”
Step 3: Scroll waaaay down to find “Form…” Don’t worry list is alphabetically ordered so
finding it won’t be that hard. Once found click Add button. And finally click OK at the
bottom of excel options window.
There you have forms button in your quick access toolbar. Have the active cell within
table and click the button. And a form will appear to let you enter data in the table.
Smoooth!
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Hasaan Fazal
Teaching professional business subjects to the students of FIA, ACCA, CIMA, CA etc. He also found
ACCA LIVE which is Pakistan's first portal to provide online classes and distance learning solutions to
FIA/ACCA students. At PakAccountants.com he is busy making study material for different
qualifications. Beside writing articles he answers questions asked using ASK TUTOR!
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