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26. Excel Tricks Every Analyst Should Know

26.8 Checking and Sharing Tricks

Example first. Before emailing a report, Ravindra Bagale turns formulas into values, flips a table sideways for a slide, looks for typed numbers and makes the input drop-down grow by itself. Four last tricks.

Trick 29. Freeze formulas as values before sending is shown in the box below; tricks 30–32 follow it.

Paste Values — in 30 seconds

What: Paste Values replaces formulas with their current results.

Why: A shared file with values cannot break when someone deletes a source sheet, and it does not reveal your formulas or links.

Tiny example: D2 =B2C2 and D3 =B3C3 become the plain numbers 64 and 270.

First look at the data (before → after):

Paste Values: before and after tables, fictional Blinkit Maharashtra data

Expected result — After Paste Values

Cell Content
D2 64
D3 270
Before table and formula as text

Before — Cells with formulas

Cell Content
D2 =B2*C2
D3 =B3*C3

Formula / click path

Select the formula cells and press Ctrl+C.
Without moving, click Home › Paste › Paste Values (or Ctrl+Alt+V › V › OK).
The numbers stay; the formulas are gone. Do this on a copy of the file.

Do it step by step:

  1. Select the formula cells and press Ctrl+C.
  2. Without moving, click Home › Paste › Paste Values (or Ctrl+Alt+V › V › OK).
  3. The numbers stay; the formulas are gone. Do this on a copy of the file.

Trick 30. Turn rows into columns with Transpose

Before:

A B
Pune 544
Nashik 360
Solapur 1299

After:

— — —
Pune Nashik Solapur
544 360 1299

Steps:

  1. Select A1:B3 and press Ctrl+C.
  2. Click an empty cell, e.g. D1.
  3. Press Ctrl+Alt+V, tick Transpose, click OK.
  4. For a live link instead, use =TRANSPOSE(A1:B3) in D1.

Trick 31. Find every typed number in a sheet

Before:

Area Content
D2:D9 formulas
D6 450 typed over a formula

After:

Selected cells Meaning
D6 (and input cells) typed numbers: check each one

Steps:

  1. Select the report area.
  2. Click Home › Find & Select › Go To Special.
  3. Choose Constants, tick only Numbers, click OK.
  4. Give the selected cells a fill colour so you can review them.

Trick 32. A drop-down that grows with its Table

Before:

Source Problem
Pune,Nashik,Nagpur a new city needs editing the rule

After:

Source Result
=CityList (=tblCities[City]) new city in the Table appears in the drop-down

Steps:

  1. Put the cities in a Table named tblCities.
  2. Define the name CityList as =tblCities[City] in Formulas › Name Manager › New.
  3. Select the input cells, Data › Data Validation › List, Source =CityList.
  4. Full lesson: 2.9 Named Lists for Drop-Downs.

Practice task (try it before you open the answer):

  1. Transpose three cities and their sales.
  2. Select every typed number in a report area.
  3. Make the City drop-down pick up a new city automatically.
Answer

Ctrl+Alt+V › Transpose: one row of cities (Pune, Nashik, Solapur) and one row of sales (544, 360, 1299). Go To Special › Constants › Numbers. Data Validation › List › Source =CityList where CityList = tblCities[City].

Ravindra Bagale's Tip

Keep two files: the working file with formulas and the sent file with values. Name them clearly, for example Nov_Report_WORKING.xlsx and Nov_Report_SENT.xlsx.