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Excel PQ

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11 views2 pages

Excel PQ

Uploaded by

abhijit_saha
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 PDF, TXT or read online on Scribd
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1

[Advanced Excel] Masterclass – Revision Notes by [www.yodalearning.com]


SN Technique Description Remarks
(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
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) CALCULATIONS
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
 Youtube Channel – excelsuperstar
21 Macros (Google Search) VBA CODE TO [VERB] [OBJECT] [ADDL. LOGIC]
 YodaLearning.com – Free Lessons
22 15-mins RECAP Video https://courses.yodalearning.com/p/advanced-excel-masterclass-post-training-recap
Extra: (1) MS OneNote: Copy text from picture (OCR), (2) Word Macros: Avoid Delete – Space

© YODA LEARNING SOLUTIONS AUTHOR: RISHABH PUGALIA | UPDATED: 09-MAR-19 | V 4.1


2

[Power Query] for Report Automation – Revision Notes by [www.yodalearning.com]


Note 1: For 2010 & 2013, download as Add-in (32 vs 64 bit); for 2016 Professional – it’s under Data > Get & Transform; for Power BI – Home tab > Edit Queries
Note 2: PQ = Case Sensitive; File Source Name is not dynamic ***

1 Import Data from a “Folder” (CSV and XLSX)

2 Import Data from the “Web” (e.g. AMFI India - MF NAVs – NAV.txt) + Refresh

3 Filter & Sort

4 Applied Steps = ~Undo; See the Steps' results

5 Home – Merge Queries [horizontal] i.e. add more columns sideways (~VLOOKUP or INDEX)
Home – Append Queries [vertical] i.e. add more rows below (~copy paste data below)

6 Queries – “Duplicate” to create multi sub-branches, “Rename” for better identification & reference

7 Home – Remove Rows (Duplicates, Blanks)

8 Transform – Use first row as headers, Fill Down, Split Column, Replace Values, Extract*, Format* (TRIM, CLEAN, Case
Change)

9 Transform – Unpivot Columns to convert cross-tab to flat file (~semi-transpose)

10 Transform – Transpose Columns

11 Transform – Pivot Column (flat file to cross tab)

12 Transform – Data Type (~Right Click - Format cells)

13 Transform – Group By (~SUMIFS or COUNTIFS or Pivot Table summarization)

14 Add Column – Column from Examples using Programming by Example or PBE (~FlashFill)

15 Add Column – Custom Columns (~new column with a formula)

16 Add Column – Conditional Columns (~IF) with AND / OR

17 Add Column – Index Column (~Serial Number)

18 Right-click on Query > Load to > [Connection] + [Add this data to Data Model]
>>> Insert Pivot Table with source as “Connection” button

19 JOIN Types in Merge Queries - e.g. [Invited vs Present in an Event] OR [Own Catalog vs Phy. Stock] OR [Popular Products vs
Out of Stock]:

20 Trick to get List of all M-Query commands: New Query > Other Sources > Blank Query > =#shared > Convert into Table

21

* also present in the ADD COLUMN ta

© YODA LEARNING SOLUTIONS AUTHOR: RISHABH PUGALIA | UPDATED: 09-MAR-19 | V 4.1

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