· intermediate
Summarising and Reporting in Excel
Turn a list of rows into a summary someone can act on. Conditional totals, a cross-tab built with mixed references, percentages of a total, ranking, running totals, and the summaries that mislead.
Written in house, from the work rather than from a syllabus. Every example is one we would use ourselves, and every exercise is checked against the same engine that grades your answer.
What you’ll learn
- Total and count with several conditions at once
- Build a whole summary grid from one formula filled in two directions
- Express a number as a share of its total, and pin the right part
- Rank rows and pull out the top few by name rather than by eye
- Build a running total and a period over period change
- Spot the summaries that are arithmetically right and still misleading
Before you start
- · Excel Foundations, in particular SUMIF and absolute references
- · Comfort writing a formula that refers to another part of the sheet