Learn how to use a basic Formula in Conditional Formatting to display a green tick if a value is met, or is higher, and a red x if the value is not met.
Now that we’re more comfortable with these functions, We’ll use the INDEX function with two MATCH functions, across Worksheets, as you would in a real-life scenario.
We’re now going to select a full table to work with. This means that we have to nest two MATCH functions into the INDEX function. This is a real ‘Left Lookup’.
This video gives you an explanation and example as to why a VLOOKUP will not work with our data, and why we need to carry out a ‘Left Lookup’. There is no function called ‘Left Lookup’ – we simply work with 2 different functions, INDEX and MATCH, to create the impression of a Left Lookup.
Now that we’re comfortable with the VLOOKUP function, we’re going to make our Invoice sheet more dynamic by creating drop-down menus that we can pick values from, rather than typing them in.
If you have multiple PivotTables created from the same data source, then you can attach the same Slicers to all of them, so that they are all Filtered together. Particularly useful for Dashboards.
A manual Sort is great for small amounts of information, but if you want to create your own Sort Order for large amounts of data, then look at carrying out a Custom List Sort instead. Another advantage of this type of Sort is that it can be re-used in other PivotTables.