Excel 2013: Use Timelines With PivotTable Data – MS Excel Training

new feature for microsoft office 2013See the timing of trends in your Excel 2013 PivotTable data with the new timeline feature. By default the data is split into months, though manipulation allows you to break this down into weeks, quarters, years or even days if you prefer.

If you make user of Slicers in your PivotTables and PivotCharts, you will be very comfortable with the timeline feature.

Timeline for PivotTables

  1. To add a Timeline, click in your PivotTable data area and from the Analyse ribbon select Insert Timeline from the Filter group.
  2. Select the date field required and your Timeline is now ready to be used to filter your date field chosen.
  3. You can change the specified dates by simply dragging each end of the timeline.

In the real world this could be a particularly handy tool on your performance dashboards. Once you’ve set everything up, you can then let users build their own view on the data.

Timeline for PivotTables

For more tips and features on Excel 2013 and other versions, browse MS Excel Training courses from Best STL, available London and UK wide. Speak to our a member of our team today to discuss the latest training offers along with your specific requirements. 

Excel : Audit your Spreadsheet with the Inquire Add-In

new feature for microsoft office 2013For users with the Office Professional Plus package, the Inquire add-in comes pre-installed on Excel 2013. Helping you to analyse, audit and review workbooks, this great new feature also has the potential to highlight errors and security concerns.

We recently discussed, how to take back control of your spreadsheets by reducing “fat finger mistakes” and auditing errors, which can have huge cost implications to businesses. The Inquire add-in is another great tool for preventing these issues from arising and escalating in Excel.

The new tool can be accessed via the Inquire Tab in the ribbon and includes a number of useful functions:

Worksheet relationship

  1. Workbook analysis
  2. Workbook relationship
  3. Worksheet relationship
  4. Cell relationship
  5. Compare files
  6. Clean Excess Cell formatting
  7. Workbook passwords

These seven functions are simple to use, many providing visualisations to help better understand the information.

We all know Excel for being data driven, however, visualising things often makes this mass data easier to understand, take for example recommended charts & graphs or all new quick analysis techniques.

A few of our favourite Inquire features include:

Cell Relationship in Excel 2013

  • Cleaning excess formatting, including formatting in blank cells which bloats file size and contributes to poor performance in Excel.
  • The ability to compare two workbooks, highlighting cells that differ. This is particularly useful during an audit.
  • Being able to visualise the relationships between cells. Understanding the audit trail of how a figure came to be is a great way of maintaining the integrity and accuracy of the data.

How to: Enable the Add-in through File > Options > Add-Ins, from the Manage drop-down choose COM Add-Ins > Go. Tick Inquire and click OK.

To use it select the Inquire Tab in Ribbon > Choose function

For more tips and features on Excel 2013 and other versions, browse Microsoft training Excel courses from STL, available London and UK wide.