Hiding your work- Part 1

What if you want to hide your work?

There are times when you are working on a spreadsheet, when you must create placeholders. Perhaps you are applying some custom formatting to a specific area, but must reference information in another sheet. (For more information on Custom Formatting, see Custom Formatting). You’ll quickly discover that Excel doesn’t allow you to do that. Or maybe you are modeling your business and want to refer to a different sheet and perform different calculations when the month in question is closed and you have actual data than when it is in the future and you are forecasting. An easy way to tell Excel where to look is to put an “A” (for actual) or “F” (for forecast) in the top row. (How you get Excel to automatically determine which to use can be done in a number of different ways, but some functions you might use INDEX, VLOOKUP, IF, or MAX functions; I’ll be sure to fit in a discussion of each of those at some point.)

But you don’t necessarily want the user of the spreadsheet to see this work, right?  Well, you can hide it in one of several ways. You could change the font color to white (the same color as the background), but any user who selected that and other cells, would still see the cell contents. Read more of this post


YOY Comparison for Most Recent Days

Comparing Same Day Sales YOY

In my last post, Showing Activity for Most Recent Days, I showed you how to find the most recent date for which you have “totals” data.  We found that whether it’s support calls or sales made each day, being able to retrieve this information quickly and efficiently can be extremely helpful.   By using the ROUNDDOWN AND MAX functions, as well as the very powerful SUMPRODUCT,  we were able to create a quick summary of the most recent days’ activity. The obvious next question?  How do those days compare with the same time last year.  In other words, using the most recent data, how are things going compared to last year?

We already have the first several pieces of the puzzle, the current year’s sales information.  To compare the data to last year, we simply find the totals for the same dates in the previous year.  We can determine these dates these dates fairly easy by using the CONCATENATE formula, along with the popular and well known MONTH and YEAR formulas. Read more of this post