How to Create a Summary Report from an Excel Table

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.


Danny Rocks
The Company Rocks

[yinmyatmoehtwe]

Thank you from the bottom of my heart for all the invaluable lessons you shared on Excel. Your channel was my go-to guide for school projects, and your teaching style made complex concepts so much easier to understand. It's with a heavy heart that I learned of your passing. You were not just a teacher on YouTube, but a mentor who made a lasting impact on my learning experience. Your legacy will live on through the knowledge you shared. Rest in peace, and thank you for everything. 💔🙏

[paulvincentvillaplana]

10 years later, still really helpful. Thank you, sir!

[Courtesytoyotaofmorgancity]

As the Internet sales manager I have to do monthly reporting & it takes me forever. I knew there was a way to count in excel. I used the =countif formulas & OMG this is going to save me so much time next month. I'm going to set it to automatically pull just about all if not all of my info & all I'll have to do is print it out. Thanks, Crystal H.

[Flockwithafury]

This was SO HELPFUL. This is the most informative and easy to follow excel tutorial on this subject. I used this to add up expense amounts by category for deductions on my taxes.

[surjakishore]

Hi Danny. I am not writing specific to this video. I have been watching your multiple videos and find them so simple to understand and implement. Thank you so much for these wonderful tutorials. Very very helpful.

[MaxRodz]

So helpful for people that don't want to get on the Pivot Table wagon. Thank you!

[aaronmichael]

Excellent tutorial. Thank you. I am an online student and my instructor only gives direction not examples. Great job. Keep up the good work...I will keep coming back.

[DannyRocksExcels]

Hi Reginald -

Thank you! I am pleased that you enjoyed my tutorial and that you will be sharing with the members of your project team.

I appreciate you taking the time to add your feedback.

Danny Rocks
The Company Rocks

[whimsicalkw]

I have searched for how to do this all morning and finally this video has the best explanation. Thank you so much!

[dezzyLmc]

Thank I hope this helps me tomorrow when I am trying to revamp a very messy workbook

[yazinomak]

This is simple, clear, and very useful tool, basically Rocks!! I'm using this method to analyse my sales and sales mix variance. your video made me able to use the sumif, avgif, countif with greater confidence at work and in my own business.
Thank you Mr.Rocks. 

[JorgeMenendez]

Thank you! you saved me a lot of time. God bless you for sharing.

[ubaidillahmuhammad]

nice and good job. please put all excel practiced files in the description....

[Jodaler]

Thank you! Thank you! Thank you! I had to rewatch certain parts to fully understand (the =Sumif especially) but I finally figured it out. You are a lifesaver!
Cheers,
Marty

[elliotsutherland]

Thank you so much! My uni assignment would be uselsess without this!

[zeeshaniqbal]

It's very helpful 👍 but my question is that if new company add this table so same formula work or change?

[miqbal]

Thank you sir, please send YouTube videos on advance data analysis using excel 2010

[DannyRocksExcels]

Hello Paul -

Yes, Ctrl + F3 works in all versions of Excel for Windows that I have ever used. I use this all of the time to bring up the list of Named Ranges in my Excel workbooks.

Danny Rocks
The Company Rocks

[MsSimplicity]

Thanks for this video, I have a report to create and this is the best explanation I have gotten for the month, A pivot table can't be used for everything

[rrw]

Danny, Found this video today and must say that I am very impressed with the content and your teaching style. Plan to use these tips on a upcoming project with my department. Thanks Reggie