Excel Tip: Table Feature Enables Effective Analysis
By David H. Ringstrom, CPA
- Excel places a Filter arrow at the top of each column.
- Excel applies a table-style format, which shades alternating rows.
- A Design tab appears in the ribbon, from which you can manage aspects of the table.
Figure 1: Excel's Table feature simplifies data analysis.
- The headings from the first row move up into the worksheet frame when you scroll down if the entire list can't be displayed on the screen. This means you don't have to freeze the worksheet panes to keep the title row in view.
- Pivot tables based on tables have better integrity, as tables automatically expand to incorporate new data that you append. You must still refresh the pivot table when you add data to the table, but you won't need to manually resize the source data range.
- Formulas that you add within the table get copied down the entire column automatically, as shown in Figure 4.
David H. Ringstrom, CPA heads up Accounting Advisors, Inc., an Atlanta-based software and database consulting firm providing training and consulting services nationwide. Contact David at firstname.lastname@example.org or follow him on Twitter. David speaks at conferences about Microsoft Excel, and presents webcasts for several CPE providers, including AccountingWEB partner CPE Link.
Voice of the Editor
Which isn’t completely true. I mean, occasionally I drop by when I manage to sneak out of the nonstop frat party over at Going Concern, but I’m mostly a wallflower over there. I’m happy to say that I’ve been given express permission (or explicit orders, if you like) to wander over here to AccountingWEB more often.
Why is that, you might ask? My job is to replace the irreplaceable Gail Perry as Editor-in-Chief. What does that mean? I don’t really know! I think it’ll be fun getting a feel for things, throwing in my own thoughts here and there, and listening to the discussions you’re having about the accounting profession.