How To Copy A Sheet In Excel With Formulas Excel Report – 9 Tips to Write Lookup Formulas More Effectively

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Excel Report – 9 Tips to Write Lookup Formulas More Effectively

It’s not news, but the fact that anyone who works in an Excel report using formulas and functions, will know the keys to successfully using lookup formulas. They are essential for creating almost any spreadsheet or dashboard.

That’s why when you learn how to extract information from Excel tables, you will be really excited, because you will be able to get into a deeper and deeper understanding of spreadsheets and the use of Excel formulas.

Excel formulas used to create an Excel Report are considered very problematic. Here are 9 simple tips that you can use right now that can go a long way in avoiding problems.

  1. Be careful with the methods you have: VLOOKUP, GUIDE AND MATCH, SUMPRODUCT, array formulas, COUNTIF, COUNTIFS, SUMIF, SUMIFS, AVERAGEIF, AVERAGEIFS
  2. Take the time to prepare a back reference column to avoid a “header mismatch” future. To avoid misspellings, delete leading/middle/trailing spaces, replace numbers stored as text, put dates in correct serial number format, etc.
  3. Have a valid NA escape plan, NA error report looks useless and unreliable.
  4. Avoid coded conversations. In case you want to make changes to different examples of the formula across the page, you only change the source cell
  5. Learn how to view dialogs, especially dates
  6. Use absolute references when specifying ranges in lookup formulas. This way when you copy and paste a formula, it will always point to the correct data set
  7. Check the different search values ​​to increase the security of your formula. Test that your formula retrieves the values ​​as expected from the background table
  8. If you fall into the NA trap, don’t despair, use an escape plan. Search for unrelated issues in the left index column first, then go to any issue in the search formula
  9. Use the simplest version of the formula, for example: SUMIF instead of the SUM formula IF you are using Excel 2007, use SUMIFS, COUNTIFS, AVERAGEIFS instead of the array formulas.

I use the above methods all the time. Get the results you want by using them in harmony.

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