One of my viewers asked for my help in creating an Executive Summary Report – because her manager will not allow her to use a Pivot Table. Here are the tips and techniques that I demonstrate in this lesson:
1) Use Excel’s Advanced Filter to Extract a list of unique customer names from a filed with over 4,000 records.
2) Convert a normal range of data cells into an Excel 2007 / 2010 Table (as a List in Excel 2003) – so that range references will update automatically when you append records.
3) Create Named Ranges of Cells that you can use in Formulas & Functions.
4) Use the SUMIF, AVERAGEIF and COUNTIF Functions in the Summary Report.
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