❎ How to use Excel

Currently Playing: Stop Using VLOOKUP for Reports (Do This Instead)

If your Excel reports keep breaking every time you add new data, the problem probably isn’t Excel, it’s how the report is built. VLOOKUP and XLOOKUP aren’t bad formulas, but they’re the wrong tool for recurring reports. Copying formulas down duplicates data, slows your file, and makes reports harder to maintain. In this video, I’ll show you the Excel workflow I actually use for reports: - Keep data in separate tables - Connect tables using the Excel Data Model - Build one Pivot Table that updates with a single refresh No more copying formulas. No more rebuilding reports every month. Host: Kevin Stratvert 📚 RESOURCES - Sample data to follow along: https://1drv.ms/x/c/b09f9559f6a16b6c/IQCuyu6tTO9UTKb7r9DIaSqTATWHA3hoWD2J8IJn1Bn5MKs?e=kd2Z3c ⌚ TIMESTAMPS 00:00 - Why reports break 01:27 - A better workflow 01:56 - Convert data to tables 03:18 - Add tables to a data model 05:25 - Create table relationships 07:07 - Build the pivot table 08:51 - Refresh the report 09:22 - Add a revenue calculation 11:20 - Wrap up 📺 RELATED VIDEOS - Playlist with all my videos on Microsoft Excel: https://www.youtube.com/playlist?list=PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY 📩 NEWSLETTER - Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: https://newsletter.kevinstratvert.com 🔽 CONNECT WITH ME - Official website: http://www.kevinstratvert.com - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Discord: https://bit.ly/KevinStratvertDiscord - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 - TikTok: https://www.tiktok.com/@kevinstratvert - Instagram: https://www.instagram.com/kevinstratvert/ 🎁 TOOLS AND DISCOUNTS ✅ 🎙️ Voicemod AI Voice Changer | 5% off | https://link.xsolla.com/KZBi89AY ✅ 🌐 Squarespace Websites | https://squarespace.syuh.net/XYaqYM ✅ 🛍️ Shopify | https://shopify.pxf.io/XY9rPa ✅ 📋 Notion | https://affiliate.notion.so/rffva4tr71ax ✅ 🤖 ElevenLabs Text-to-Speech | https://try.elevenlabs.io/taqepq60mptr ✅ 💵 Quickbooks Online | https://bit.ly/intuitquickbooksonline ✅ 👥 Hubspot | https://hubspot.sjv.io/DKo6jb ✅ 📈 Semrush | https://bit.ly/semrush14dayfreetrial ✅ 🎥 Descript | https://get.descript.com/sf22jb63w2tx 🎒 MY COURSES - Go from Excel novice to data analysis ninja in just 2 hours: https://kevinstratvert.thinkific.com/ 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?sub_confirmation=1 🙌 SUPPORT THE CHANNEL - Hit the THANKS button in any video! - Amazon affiliate link: https://amzn.to/3kCP2yz ⚖ DISCLOSURE Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same. #stratvert #excel #powerpivot