Now this is interesting. I remember searching a few years back for spreadsheet design patterns. That combination of keywords never led me to the Best Practice Modeling Standards upon which BPM – a company founded in 2002 by ex-Salomon Smith Barney investment bankers – provides its modeling products and services. The base version is apparently maintained by an independent Spreadsheet Standards Review Board:
Spreadsheet Standards Review Board Charter
- To promote the Best Practice Spreadsheet Modeling Standards to ensure that the Best Practice Spreadsheet Modeling Standards are recognized, used and accepted as the highest professional spreadsheet modeling standards in the world;
- To develop and maintain the Best Practice Spreadsheet Modeling Standards;
- To bring together global Spreadsheet modeling skills in order to develop and maintain the Best Practice Spreadsheet Modeling Standards;
- To facilitate and manage participation of interested parties and the general public in developing the Best Practice Spreadsheet Modeling Standards; and
- To evaluate proposals to add, delete or modify the Best Practice Spreadsheet Modeling Standards.
Think again… I thought I knew my way around a fair share of Excel’s functionality but I’m not so sure anymore, having finally had a chance to play a bit with Microsoft’s new Excel add-ins: Data Explorer and GeoFlow. As a first test, I set out to create a map of some of my Outlook contacts – which took all of 5 minutes:
This is barely scratching the surface and doesn’t even begin to address to power Excel has gained over the last couple years with the release of PowerPivot , its DAX language and PowerView.
What’s “a fair share of Excel’s functionality” anyway? All I can say is that with Excel as will all things, the more you learn, the more you realize how little you know…
How many times have I needed to do this for reporting purposes? I remember coming up with some convoluted process that did the trick but was in no way as elegant as the solution suggested in this post (or the one in the comments).
You might find the two following posts interesting if you’re dealing with vast amounts of data:
Very interesting post by Marco Russo related to tables in Excel 2013 and their relationship to the PowerPivot data model.
Ever needed to change a large number of pivot table data fields from Count to Sum? I used to have a macro just for that in my personal.xls file but my office workstation was upgraded a few weeks ago and I had forgotten to keep a copy of the code. I found the code again at vbaexpress.com and amended it slightly so that it applies to the currently selected pivot table only:
Dim pt As PivotTable
On Error Resume Next
Set pt = ActiveCell.PivotCell.PivotTable
On Error GoTo 0
If pt Is Nothing Then
MsgBox “No PivotTable selected”, vbInformation, “Oops…”
For Each pf In pt.DataFields
If Not pf Is Nothing Then
.Function = xlSum
Posted here for future reference, here is neat little trick with Excel’s CUBE functions that enables building formula-based reports with dynamic members lists. Please refer to the original discussion on the discussion on the MSDN forum for context and additional ideas.
=IF(ROW(A2)-1 <= CUBESETCOUNT(AbsoluteReferenceToSet), CUBERANKEDMEMBER(“Connection”,AbsoluteReferenceToSet, ROW(A2)-1),””)