If you use Office 365 Pro Plus and Excel 2016, you should see a new tab under File – Options. The Data tab. This has many useful features which help improve Pivot performance. In addition, it also helps you with incorporating Data Models more easily into your Excel data management process.
If you do not see the Data tab in File – Options, you are not using the the right version of Excel. Escalate to your IT team to set it right.
Here is a set of Practical usage guidelines for some of these new options.
Continue reading Pivot performance improvement options
With Excel 2016 and Office 365 Pro plus, a less confusing and powerful function was introduced – IFS function. It eliminates the confusion generated by multiple nested IFs for complex calculations. In any case, if you are using multiple nested IF statements, check whether VLOOKUP can solve the issue or use Pivot Table grouping.
Nested IFs look like this:
The same formula using IFS function is much simpler to type and understand :
IFS function has just ONE set of brackets, irrespective of the number of conditions used. It also offers the last argument for default return value – in case all other conditions did not produce any output. Try using it.
The function will return an error if used in versions before Excel 2016. Be careful.
I had both these problems. I am using Office Insider – Fast track for Office Pro Plus. I tried all kinds of things but nothing worked. Full repair, complete uninstall and reinstall, reapply Windows patches, reinstalled .net framework, escalated to MS. No use.
The solution was very simple. I went to Excel – Customize Quick Access Toolbar. At the bottom right corner I chose – Reset – Reset All Customizations. That’s it. Both problems solved.
I myself do not know why it worked. But it did. If you have the same issues, try this one.
When you type something in a cell after an = sign in Excel, a list of functions is shown. Functions have an icon next to them. For some functions, the icon shows a Yellow triangle with an exclamation mark. That is the Excel Function Warning I am talking about.
No warning Warning
What exactly is the Excel Function Warning?
It basically means: “Do not use this function. We have a new and more accurate function available now”. If you use only newer versions of Excel, you should use the newer functions.
Here is an example. The older STDEV function now has two separate functions STDEV.S and STDEV.P – S means sample and P means population. The mathematical formula used behind the scenes by these functions is different. As mathematics advances further, the logic used also undergoes improvement. The newer functions utilize the latest algorithms to increase accuracy of your results.
- Notice if any of the your formulas have one or more Excel Function Warning icon.
- Go to the help file of that function.
- The newer, better or more appropriate function will be listed there.
- Learn the new function(s). Understand what has changed and why.
- Change these across your files to ensure more accurate results.
- Use the new function when you create new workbooks.
Yes. This long-awaited feature is finally here with Office 365 Pro Plus (May 17). This is a short article showing the steps. Detailed video coming soon. Ability to Change Pivot defaults is very useful. You no longer need to customize each Pivot manually.
Continue reading Change Pivot defaults