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worksheets

ResolvedVersion 2016

Sandra has attended:
Excel Introduction course
Excel Intermediate course
Excel Advanced course

Worksheets

I'm still confused as to the best way to enter data into a worksheet if you intend to analyse further. For example Jens suggested that having a worksheet with a sheet per year inside a workbook is not best practice however I am still unsure as to what I should be doing. So not understanding how I should work means I won't get the best from excel, and sadly in the course there wasn't sufficient time to explain.

RE: worksheets

Hi Sandra,

Thank you for the forum question.

To have a sheet for each year is perfectly fine if you do not need to analyse across the years, but if you want to compare the last 5 years it will be a lot of work from separated sheets. If you have the data in one list on one sheet you can in 2 minutes analyse all your years in PivotTables.

Best practice organising a workbook as I mentioned on the course is to keep things separated. All source data on one sheet without any calculations. Just the raw data. One sheet for the output (the report, dashboard, or just the information you need to get from your data). If you need calculations to get the output use separated sheets to do this.

I have attached the best practice rules for Excel created by the Fast Standard organisation. I totally agree with the organisation.

If you organise the data on one sheet, they must be organised on a list. I have attached a workbook, where I on the top have organised the data in a non list and below the same data in a list.

Again if you do not need to calculate or analyse across the years just keep it as one year on each sheet.

I hope this makes sense.

Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
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Attached files...

FAST-Standard-02c-July-2019.pdf
list.xlsx

Tue 23 Jun 2020: Automatically marked as resolved.

Excel tip:

Adding date and time

Here are two quick ways to add the date and time to your spreadsheet:

1) Type =NOW(), which displays both date and time in the same cell
or
2) Hold Ctrl and type the colon (:) into one cell for the date and the semi-colon(;)into another for the time.

Note that =NOW() updates to the current date/time whenever the spreadsheet recalculates.

View all Excel hints and tips

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