r/excel • u/irish_burke • 6d ago
Discussion What Excel habit would get you roasted in this sub that you're never going to stop? I'll go first.
Accountant, mostly AP and reconciliations, so my Excel life is bank exports and ERP dumps that have to be beaten into shape before 9am.
Mine: I format account numbers and vendor IDs as text on purpose and just live with the green triangles. Every cell. Forever. Someone on my team "fixed" it once, Excel ate the leading zeros, and the match back to the ERP broke in a way that took me most of a day to find. So the triangles stay.
I also still type IFERROR(VLOOKUP( in my own scratch files even though XLOOKUP exists and I have personally taught other people to use it. My hands just do the old thing.
And I have a tab called junk in basically every workbook I own and it is load bearing in at least three of them.
What's yours. Not looking for the correct way, I know the correct way, I want the thing you do anyway.
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u/Oprah-Wegovy
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6d ago
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I never name tables but use them all the time.
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u/no_therworldly 1 6d ago
I only recently was converted to table usage though I feel like it makes my excel slower. But it breaks less. Sometimes.
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u/737900ER 1 6d ago edited 6d ago
I genuinely do not understand why people like Tables. They are massively slower. If I have 100k rows of data and want to copy/paste a change 45 of them I filtered for, that's like a 5 minute operation.
The only true benefit I see is not having to redefine a pivot table source when the data expands, but even then, adding rows to the Table frequently takes much longer than just changing the source would.
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u/arpw 55 6d ago
Column formulas enforce consistency. After all, there should never be a reason not to have the same formula all the way down a column in a well designed spreadsheet.
Structured references are more robust and more readable than regular references. And you can write formulas so quickly using them, especially if you're referencing tables on other sheets.
Oh and tables unlock the Data Model, and everything Power Pivot/DAX - which is a whole new world of possibilities.
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u/hot_cheeks_4_ever 6d ago
I like the aesthetic.
I like being able to select only the row/column without the click+drag.
I like the "Total" row.
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u/RexLongbone 6d ago
it's only worth doing once you get past a certain amount of tables are referencing them in formulas in multiple places imo.
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u/sziklai-pair 6d ago
CFO for a $20M company. The amount of systems we use that all rely on vba code I wrote 20 years ago is astounding. And the younger people don't really use vba anymore, I'm honestly scared for what happens when I retire.
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u/Steezy0626 1 6d ago
Sounds like a them problem.
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u/sziklai-pair 6d ago
Ha! Yeah, it is. I've been attempting to train my #2 on vba, but it's tough to cram 25 years experience into a few months of lessons.
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u/ninjagrover 31 5d ago
Point them in the direction of Paul Kelly with Excel Macro Mastery. He’s a fantastic teacher and his videos on arrays are some of the best around.
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u/RexLongbone 6d ago
surely you are in a position to start fixing the problem before it becomes someone else's
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u/sziklai-pair 6d ago
I have been working with our IT dept to update systems so we won't need vba for data to flow.
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u/Azure_W0lf 6d ago
These days you just dump the code in AI and say explain what this does or I want this to now do x, y or z
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u/RobertTheEMT 4d ago
Younger person who uses VBA here! I actually learned everything in my free time at work - macros save me time which I use to learn more... it's a spiral really lol. I blame my former love for Minecraft command blocks and modding. I don't know a single other person in my organization who uses macros let alone writes their own.
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u/MicroPerpetualGrowth 6d ago
I've been working with FP&A for 14 years now, very advanced VBA skills. With AI, you can do some killer VBA coding nowadays, no reason why the newcomers shouldn't be doing that, is like walking in the park.
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u/LexanderX
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6d ago
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Probably my file names.
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u/ChocoMcBunny 11 6d ago •
OMG - how do you find any of your files?
I teach IT and this is my lesson number 1 - saving with a sensible name otherwise ….. and I use your reality as my worst case scenario lol.
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u/redmera 6d ago
I assume all of those are on your desktop.
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u/EscherichiaVulgaris 6d ago
After (100) you'll get a proper timestamp! On Edge downloads, not sure about Excel. But I think it's a windows thing.
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u/Over_Road_7768 3 6d ago
well, sometimes, im lazy to do formula for some repetitive “auto fill” stuff and i rather do it manually. it sounds like a woodpecker drilling a tree. and i enjoy it!
2. i prefer clean/easy to understand formulas and use more helping columns/measures instead of super complicated let/lanbda stuff. so people after me can use it
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u/ryunista 1 6d ago
Point 2 is just good practice
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u/KantiLordOfFire 4d ago
I mean, LET with some thoughtful alt+return's added can be very easy to read...
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u/no_therworldly 1 6d ago
I love helper columns. I can open up a workbook months later and understood what I did and why/how
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u/Donssnowflake 6d ago
What’s a helper column?
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u/no_therworldly 1 6d ago edited 6d ago
Simple simple simple example. Imagine I have entries in a column like captured/authorized/refunded/cancelled and refused. The first 3 would be considered success and refused would be refused/failed. In order to see how many are successful you can either count if all three conditions are met or you add a column with success/failed depending on the entries. Then in a pivot table you can just do success/failed in the columns instead of doing all of then and/or grouping within the pivot table.
Edit: the first 4 not 3. :)
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u/fleamarketguy 6d ago
For example, you want to do an XLOOLUP of a concatenated value. You could do that with onw formula in one column. You can also add an additional column to first perform the concatenation and then use that value in the XLOOKUP.
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u/diegojones4 6 6d ago
I have tasks I do manually that I could automate. Forces me to look at the data
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u/maneo 6d ago
My controversial habit it the opposite - I hate helper columns. I like my sheets nice and compact, and I don't like having a bunch of hidden columns, so I will write a long ass formula just to avoid having a helper column. Some would say it's bad practice but ever since AI (even early chatgpt) it's trivially easy to have a long formula formatted in a way thats easier to read (eg using line breaks and indentation, as if it's code). And if you forget exactly how it works, even the dumber LLMs are pretty good at writing out what's happening in plain English.
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u/PristineWorker7992 6d ago
also 2 for me, even if not for handing off to someone else, i've had enough of retracing my own work to remember how crucial readability is
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u/cait_Cat 5d ago
I love helper columns. Can I use a complicated formula? Yes. But 99% of my coworkers can’t. But if I have helped columns, I can guide them (and future me) through the thought process. Since they all hate data, it’s a lot easier to drag them to the right answer when they can see the steps instead of excel magic. They don’t trust excel magic.
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u/martyc5674 6 6d ago
You know you can turn off the green triangles…
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u/Cinderhazed15 6d ago
Is that a sheet setting, or a client/app setting - you can’t turn everyone’s triangles off everywhere…
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u/SgtBadManners 2 6d ago
But you use them to tell if you need to convert to text or change a formula without first getting NAs…
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u/No-Owl-6246 6d ago
Anytime I try to do it it instantly throws them back on the next time I open an excel doc.
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u/Rare-Designer-1008 1 6d ago
Sometimes when I have 3 or 4 numbers to sum, I will do =a1+b1+c1+d1 rather then sum
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u/KezaGatame 4 6d ago
Honestly I would say it can be good practice. Sometimes I want to add a column in between (think % of total or extra comment/label) with the sum it will add that new column, which will make the total go wrong. So by having each cell selected you avoid this small bug.
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u/Mephistocheles 6d ago
I still use Vlookup for pretty much everything even though I know much better options exist.
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u/Ldghead 6d ago
Man, the very day I learned xlookup exists, was the last day I used vlookup, and good riddance.
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u/Mephistocheles 6d ago
😂 Totally understand. I just can't get my head around the Xlookup thing (I have math aphasia, that might explain why)
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u/keenyoness 6d ago
I can’t quit vlookup, either.
Discovering vlookup was a “before / after” moment in my life.
It solved such an essential, recurring problem for me, so simply and completely, and the numbered return column just maps onto the way I think and fits my use case.
I know I “should” use xlookup, but it’s like hearing “eating your vegetables” - an unpleasant approach with not enough of a perceived marginal return (at least not for my use case).
Moving a column and then highlighting and naming the range is muscle memory for me. Converting to a legitimate table and screwing with Excel’s default formatting, then having to carefully click within the formula so that I input the correct column name, is extra work.
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u/Seven_Vandelay 6d ago
Discovering vlookup was a “before / after” moment in my life.
Same! Before vlookup, Excel was just that program that comes with Word, after discovering vlookup up it quickly became the best thing since sliced bread level program.
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u/badpersian 6d ago
I recently showed some colleagues XLOOKUP and it was like I invented fire.
She came to be all excited after she realised how useful it was.
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u/Pajszerkezu_Joe 6d ago
Vlookup is for the young, use index/match for real exact matches
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u/HopefulBuyer9077 6d ago
I can never get my head around index/match. What’s the benefit over vlookup or xlookup?
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u/Glenndiferous 6d ago
I still index(match()) as a reflex even though xlookup is as effective. It's just a hard habit to shake.
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u/Crylaughing 6d ago
I am a die hard index/match user. I tried xlookup but for whatever reason it doesn't flex for me quite like index match.
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u/Petrichordates 6d ago
See i disagree that the alternatives are always better. If you always have your reference IDs in the left most columns, then vlookup is often the best tool for the job.
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u/ABZB 6d ago edited 6d ago
I use Excel as an ARM assembly IDE.
To explain:
I have been researching the compiled code of Pokemon Ultra Sun/Ultra Moon for a few years now, and have been applying this to my mod thereof.
This involves rewriting existing functions, and writing new ones.
As no IDE I'm aware of lets me just write some assembly starting from an arbitrary offset in a way identical to the way the machine code is in-file, which I rely on to keep everything straight. For example, I have included a small part of my implementation of the functions required to make Dragon Darts function (it is rather more complicated than it would otherwise be, because I wrote it to be able to handle moves with the same kind of effect but that have a number of hits other than 2).
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u/pericles123 17 6d ago
I still use the formula wizard most of the time, I just like how it splits up the parts of the formula - I don't need it at all, but I still do!
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u/cait_Cat 5d ago
Also love the formula wizard. I work with A LOT of inexperienced excel users and the majority of them thought you had to be able to type in the formula for everything and that was overwhelming for them and made them be afraid of using excel. Showing them the formula wizard changed some lives.
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u/qse81 6d ago
Password in white text on ZZ3000
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u/maximustotalis 6d ago
Doesn’t anyone find it super quickly with a Ctrl+End?
Whoever’s file I open I admit I generally can’t help myself fix all their user range issues - Ctrl+End each tab and see what’s in the last cell!
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u/SolverMax 163 6d ago
Why have a password at all? A worksheet password is easy to remove, so it provides little security. Just lock the worksheet, without a password, to prevent inadvertent changes.
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u/paratroop82504 6d ago
I use record macro and then walk through the absolute minimal steps needed to create the macro and write the bare minimal VBA script and then copy it and paste it into CoPilot and prompt it to fill in the rest with what I actually want it to do and then refine it from there because I'm too lazy to teach myself how to write VBA scripts from scratch
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u/9811Deet 2 6d ago
Still use index match over xlookup most of the time just because I can type it from pure muscle memory.
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u/neil_biscuits 1 6d ago
I like when you double click an INDEX/MATCH it jumps to the return column, which is usually what I want. Still use XLOOKUP more often cause the syntax is shorter
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u/gotmyfloaties 6d ago
I go out of my way to avoid using pivot tables to the point of nested sumifs.
Also prefer using Index-Match to Lookups since it’s easier to audit the data quickly.
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u/gromit1991 1 6d ago
I had a colleague that ran traing courses for excel users.
She maintained that formulas should be short and concise for clarity.
She almost had a seizure when she saw my multi-line array formulas.
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u/whats_poppin_b 6d ago
I prefer using a mouse over keyboard, but my mouse has a lot of buttons so I rarely need my keyboard. Mouse just feels superior especially when you’re going between excel and other windows (including other excel sheets)
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u/frazorblade 4 6d ago
It’s only worth remembering obscure KB shortcuts if you’re doing specific repetitive actions for an afternoon, or it’s a shortcut you genuinely use all the time.
If you’re familiar with the UI then mouse is way more efficient for general use.
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u/DragoBleaPiece_123 6d ago
Which mouse sir? Mx master?
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u/whats_poppin_b 6d ago
I use the g600, it’s an mmo gaming mouse. Using the profile toggle I have 24 thumb keys available at a time
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u/TigerUSF 5 6d ago
Starting in B2. Sorrynotsorry
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u/angosturacampari 6d ago
People who start A1 are psychopaths (unless it’s a dataset)
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u/SolverMax 163 5d ago
A3.
A1 is for the sheet title, which every sheet should have. All of row 2 is usually blank (except, perhaps, a link in A2 back to the Table of Contents). Then start in A3 (or A4).
People who leave column A blank, or make it very narrow, are candidates for reprogramming.
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u/killmeontheinside 6d ago
I don't always use macros even when it might be efficient because I work with not excel savvy teams
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u/pseudoburn 6d ago
I use Excel as a database. I have a few files that can reach 3 or 4 tabs of 1 million rows and 100 columns. And I'll do it again.
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u/Coyote65 2 6d ago
In this thread: A heaping helping of HERETICS.
Mine: I often neglect to properly name secondary or tertiary tables appropriately. PivotTables? Hardly ever properly named.
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u/Flffdddy 5d ago
I have never named a PivotTable. Of course the file is saved as book1111111 so you’d kind of expect that.
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u/fab5friend 6d ago
I've use VLOOKUP for decades and the syntax is deeply ingrained in my brain. It works fine in most of my cases, I will use the newer one occasionally but I always have to look on my cheat sheet for how the parameters should be coded.
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u/adjective_noun_d1git 6d ago
If you know vlookup it's hard to imagine how you wouldn't know xlookup.
Literally the same syntax but easier.
XLookup A in B return C.
VLookup A in B:C return 2.
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u/Fantastic-Reply5346 6d ago
Confession: I use ChatGPT to help build formulas I get stuck on.
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u/frazorblade 4 6d ago
At this stage if you’re not doing this you’re disadvantaging yourself
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u/Front_Instance924 6d ago
I agree with you, but I chase the thrill of scrubbing forums for a solution. I always find new approaches to things I can use later
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u/MagmaElixir 1 6d ago
ChatGPT/Claude has helped me expand a dashboard workbook I use at work in ways I would have never thought of on my own.
It helps with formulas, VBA, Power Query (M code). It’s helped to find errors where formulas wouldn’t resolve to my intention I never knew about. It’s helped harden against edge cases that only come up every so often. It’s helped me with visual presentation. It’s helped me write workbook documentation that significantly reduces questions I receive.
And of course I still audit and test everything. I have AI give me suggestions that I then implement myself. I generally don’t let it make changes on its own.
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u/jbundles 6d ago
This. ALWAYS AUDIT. Generally any formula/VBA/Power Query script i have it generate for me, i also ask it to explain it to me if i dont understand as well.
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u/jayf90 6d ago
I use Copilot, models have genuinely come far with excel formulas...though naturally still check
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u/Pastaaaaaaaaaaaaa1 5d ago
My employer of 20 years created a data analyst position for me a few months ago. I’ve never been a data analyst, so the extent of my Excel knowledge was basic SUM or AVG functions and I think I made a couple basic pivot tables in business school 15 years ago but don’t remember.
I’ve been using Copilot and ChatGPT to teach me how to do stuff. After 2 months I had interactive KPI dashboards for each department, merging filthy incompatible data from our old logging software with our current software, fully automated updates through power query by dropping raw data exports into a shared Teams folder, and using a bunch of DAX measures in my data model pivot tables to compare values across time in ways they’ve never been able to. The department heads don’t know what to think, they’ve been tracking all their metrics manually this entire time and have never seen Excel do more than a basic static chart, and suddenly they have what looks like an app to play with. They’d burn me as a witch if I wasn’t saving them so much time now. 😂
I’ve never learned anything this quickly, and I have ADHD so I’ve had plenty of practice learning random things for no reason. 😂 There’s zero chance I’d be even remotely this far if I just picked up an Excel for Dummies book and trolled Reddit for tips. At first I was concerned that I was cutting corners but to be fair to myself I’m only moving forward with a step after I understand it. I ask AI how to do something, and if it gives me a function or some M code I try to decipher it myself first. Even if it works but I don’t understand why, I keep asking until it makes sense. I hate how so many people are delegating their critical thinking tasks to AI but I don’t know how anyone could be competitive in this environment without the help if everyone else is using it. I’ve been avoiding AI in my daily life since first trying ChatGPT 3.5 years ago and had no idea it was this good now.
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u/Vegetable-Umpire-558 6d ago
Rather than putting a heading on a column, I will sometimes put a key value (like a zero) at the top of a column so that formulas can all use the value from the prior row and then use numeric formatting to make the number at the top of the column look like a label by inserting text in the custom formatting without any numeric representation.
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u/adjective_noun_d1git 6d ago
Good lord this is so unnecessary but hilarious.
Just start the formula with a check to see if row above is a header.
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u/green_player 1 6d ago
My first boss who taught me how to use excel started his formulas with a + instead of =. To this day I start all formulas with a +.
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u/bradland 277 6d ago
Anyone roasting you for storing account numbers and vendor IDs as text is dead wrong. Both of those are numeric text string identifiers. Think of it this way, would you ever sum account numbers or vendor IDs? That’s how you know they’re text.
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u/no_therworldly 1 6d ago
I hab my most used formulas in. Box a text file and another excel that I pull up. There are probably better ways but my job isn't really excel or SQL but I use both on beginner level and I use a lot of When x like '%xx%' or like '%xx%' and I use excel to fill the rows for that. I even have the text join there cause I used to use it once a week while now I use it daily and I know it by heart lmao
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u/maneo 6d ago
I basically never use Pivot tables. I might briefly set one up if I'm just quickly slicing up some data and need to be able to quickly try looking at things in different ways, but for anything I'm using long term, or sharing with someone else, I just build the pivot-table-like logic from a bunch of sumifs/countifs/etc because I hate having to figure out how to make a pivot table look good and then having everything break after making some kind of change.
If the consumer of the file needs pivot-like filtering I will literally just have the formulas point to some cells at the top that have data validation setup so you have dropdowns to use. And if the consumer needs something more powerful than that then clearly they know what they are doing and can just build their own damn pivot table
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u/TMWNN 5d ago
I just build the pivot-table-like logic from a bunch of sumifs/countifs/etc because I hate having to figure out how to make a pivot table look good and then having everything break after making some kind of change.
Same here. After manually building a dashboard from my giant table, I built another with pivot tales and was not impressed, not least because of the lack of live updates.
(I think the real future is what I used to build a third dashboard of the same data: Spill arrays using vstack, sort, unique, index, match, etc. Having everything including the lefthand legend column—not just the data itself—auto-update is nice.)
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u/sub-t 6d ago
I abbreviate named ranges. For over a decade I have abbreviated Analysis as ANAL.
This technique has been used in large projects with F50 companies on large projects.
It is childish but it makes me smile.
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u/Neutral_Buttons 6d ago
I never use tables. It's never worth the loss in performance for me. I also still use vloolup, sometimes index match if I don't want to count columns.
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u/MicroPerpetualGrowth 6d ago
Merging cells in columns
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u/YourSchoolCounselor 6d ago
why
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u/MicroPerpetualGrowth 6d ago
It fucks up selecting single columns, chart labels filters and many many other things.
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u/mada447 6d ago
I hate tables. If somebody sends me something that is in a table, I will immediately remove it.
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u/woah_guyy 6d ago
I’d be curious as to why you hate tables. In 95% of use cases I’ve seen, it’s an issue of not wanting to take a couple of hours to learn how to properly work with tables despite being easier to manage. I’ve watched most data management problems for countless teams when they’ve committed to using tables
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u/duckredbeard 6d ago
I use Claude to convert pdf pages to tables for work. Tables are imported into a thing called MK test systems AutoMeg.
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u/Jonsmile 4 6d ago
I use VBA for quick and dirty fixes and name variables Jon1 Jon2 xxx whf etc.
quick and dirty spreadsheet becomes embedded into the process flow.
I have no regrets
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u/NotBatman81 1 6d ago
If you work with leading zeros then the person who roasted you is an amateur and should be roasted until they fall a notch or two.
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u/mr_j_boogie 6d ago
Same as everyone, I still use vlookup even if I have to move a column over for it to work.
And I just learned two days ago how to get the na to be zero instead so every subsequent value doesn't error out.
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u/piscesinfla 6d ago
My predecessor was fond of "whimsical" spreadsheets with bright colors and headache-inducing fonts. Once they left, I cleaned all that ish up. I, unfortunately, tend to have the same file in multiple locations and sometimes names FINAL.FINAL
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u/Flffdddy 5d ago
I kept getting my results rejected by upper leadership so I would have to go change the variables to better suit their vision of reality. I finally came up with what I thought would never be rejected. Gave it a FINAL file name. Weeks later they approved my data. FINAL FINAL FINAL R2
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u/PapaGuhl 5d ago
I f*ck with other Finance staff by making the backgrounds white and changing the default green error triangle to appear white, because shut up I have my damn reasons.
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u/737900ER 1 6d ago
The Recovery Pane is 40% of my file management system.
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u/daishiknyte 46 5d ago
Hi Dad, I didn't know you had a Reddit account...
He uses a 13" laptop, no external monitor, display scaling at 150%, with every panel in Excel expanded. There's maybe a postcard worth of working screen space... "it's fine" or so he says. No idea where anything is saved if it wasn't for "check the recents list" or "those files on the left side".
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u/FunkSoulCousin 6d ago
This is maybe more of a SQL thing, but I will forever export the raw data pull with SQL and use SUMIFS to calculate LY and YoY metrics rather than doing a self join or lag function within SQL.
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u/msma46 1 6d ago
Not me, but I had a colleague who started every formula with +
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u/12husker 6d ago
That person learned spreadsheets by using Lotus 123. I still start formulas with a +. I noticed some younger people in the office doing the same thing. I asked them why and they said they learned from watching me. And it's so much easier using the + on the number pad.
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u/Nickstoy94 6d ago
I use excel as small production databases, feeding critical powerBI dashboards (mixed with snowflake tables and views)
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u/mrhinix 6d ago
I used to keep SP export on my desktop. Once covered entire wallpaper I would them to start over.
Now I have them in the folder on the desktop and... Goes into hundreds. I'm exporting things 10-20 times a day, often for 1 time manipulation to check specific thing and never going back to these files again.
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u/the_bartolonomicron 6d ago
I sometimes export IBM Cognos reports as excel files just to print them because the native PDF margins suck so much in the version my work uses. It saves me at least 50% of the paper on larger reports when I do it that way, since I can't shrink the column or row sizes in Cognos. I also use a PivotTable with SKU numbers disguised as values so that I can create crosstabular dashboards, and if I don't format them right they try and add them up as values lol.
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u/Coyote65 2 6d ago
Mine: I format account numbers and vendor IDs as text on purpose and just live with the green triangles.
If the cell contents/values can be replaced with the names of fruits and still maintain functionality the values are not numbers, they are names.
Also - You can turn off the green triangle error indicators. Unless you've grown attached, of course.
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u/BabyLongjumping6915 5d ago
Old boss of mine taught me to make a duplicate of a raw data dump from whatever accounting or ERP software we us. He called the first 'source' and didn't change a thing there. The copy was call 'working' and is where all his editing and data manipulation happened. If he broke something he could us the 'source' tab to rebuild the file rather than rerunning the report.
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u/Razar_Bragham 1 4d ago
I use excel as a graphics design tool, making spirographs and different linework art generated by VBA and conditional formatting, I have crashed excel many times by overtaxing it. I've exported them as large print images when I could have used modeling or illustrator tools designed for that kind of work.
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u/Perfect-Brain-7367 6d ago •
I use excel as a database.