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Reference Guide

Excel Cheat Sheet

⚑ Excel Data Analyst Cheat Sheet

1. Essential Formulas At A Glance

Analytical Need Modern Formula Syntax
Bidirectional Lookup XLOOKUP =XLOOKUP(val, lookup_col, return_col, "Not Found")
Multi-Condition Sum SUMIFS =SUMIFS(sum_range, crit_range1, crit1, crit_range2, crit2)
Multi-Condition Count COUNTIFS =COUNTIFS(crit_range1, crit1, crit_range2, crit2)
Multi-Condition Average AVERAGEIFS =AVERAGEIFS(avg_range, crit_range1, crit1)
Safe Error Handling IFERROR =IFERROR(formula, fallback_value)
Multi-Condition Logic IFS =IFS(cond1, val1, cond2, val2, TRUE, fallback)
Text Cleansing TRIM + PROPER =PROPER(TRIM(text_cell))
Delimiter Joining TEXTJOIN =TEXTJOIN(", ", TRUE, text_range)
Dynamic Distinct List UNIQUE =UNIQUE(range_or_column)
In-Memory Filtering FILTER =FILTER(table, table[Status] = "Active", "None")

2. Table & Structured Reference Shorthand

  • [@ColumnName]: Value on the active row.
  • TableName[ColumnName]: Data column (excludes header and total).
  • TableName[#All]: Entire table including headers and totals.
  • TableName[#Totals]: Bottom summary row.

3. Power Pivot DAX Patterns

  • Safe Division: =DIVIDE([Numerator], [Denominator], 0)
  • Filter Context Modification: =CALCULATE(COUNTROWS(FactTable), FactTable[Status] = "Y")
  • Dimension Traversal: =RELATED(DimTable[Attribute])
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