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Pro Tips for Excel Analysis
Delete Columns or Rows
To delete rows or columns, select them and press the CTRL key in combination with the minus sign.
Automatically Adjust Column Width
Select all columns and then double-click on the edge to make all columns wide enough to fit the content.
Move Columns and Rows with the Mouse in One Step
Select the cell range to be moved and move the mouse to the edge of the selected area. The mouse pointer will appear as a four-way arrow. Drag the left-clicked mouse to the desired position while holding down the SHIFT key, then release all keys.
Combine Excel Data with XLOOKUP
The magic word is "XLOOKUP". This allows you to link two tables. For example, you could pull the export under Reports > Clients. It only includes clients who had revenue during the period, but it doesn't include the address column.
Then download the client list. In the report list, perform an XLOOKUP. Here in the video, Thomas from MOCO demonstrates it as an example:
(English image not yet available)
Then download the client list. In the report list, perform an XLOOKUP. Here in the video, Thomas from MOCO demonstrates it as an example:
(English image not yet available)






