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Guerilla Data Analysis
Using Microsoft Excel
Guerilla Data Analysis Using Microsoft Excel
Copyright© 2002 by Bill Jelen
All rights reserved. No part of this book may be reproduced or transmitted in any form or by any
means, electronic or mechanical, including photocopying, recording, or by any information storage or
retrieval system without written permission from the publisher.
Written by:
Bill Jelen, MrExcel
Visit the MrExcel web site at www.MrExcel.com
Edited by:
Anne Troy & Linda DeLonais
On the Cover:
As if going to war with themselves, a barrage of Excel equations battle it out on the front of the book
jacket. Design by Irubin Consulting (www.Irubin.com)
Published by:
Holy Macro! Books
13386 Judy Avenue Northwest
Uniontown, Ohio, USA 44685
Distributed by:
Independent Publishers Group
First printing:
August 2002
Printed in the United States of America
Library of Congress Data
Jelen, Bill
Guerilla Data Analysis Using Microsoft Excel / Bill Jelen
Library of Congress Control Number: 2002117109
ISBN: 0-9724258-0-2 e-book: 0-9724258-
Trademarks:
All brand names and product names used in this book are trade names, service marks, trademarks,
or registered trade marks of their respective owners. Holy Macro! Books is not associated with any
product or vendor mentioned in this book.
About the Author
About the Author
Better known online as “Mr. Excel”, Bill Jelen is the brains behind MrExcel.com.
Bill works with clients all over the world, designing custom Excel applications, solving their
Excel emergencies and providing tips and hints that help Excel users get the most out of their
spreadsheet applications.
Bill Jelen’s adventures in spreadsheets began while receiving his B.A. in Management from the
University of Notre Dame. Bill was a teaching assistant, responsible for administering the
world’s most difficult examination in Lotus 1-2-3. After months of grading exams for a research
project and never finding an MBA candidate who could score more than about 60%, Bill set out
to learn enough about Lotus 1-2-3 to ace the test.
After Notre Dame, Bill joined Telxon Corporation in Akron, Ohio. Over his 15-year career at
Telxon, he held a variety of positions. As a Programmer, the applications he developed had an
immediate impact on productivity and continued to be used in production for over twelve years
– eons, really, in the programming world. Bill was promoted to Financial Systems Analyst. As a
team member on a McKinsey & Company Consulting Study, he co-developed an Excel-based
analysis model that saved the company $8.6 million in the nine years it was used. Bill also
designed a margin analysis that exposed low-margin products, which allowed the company to
save over $500,000 annually. In 1996, Bill was promoted to Director of Operations Analysis
where he continued on his mission to improve productivity and free management from the
tedium of manual data collection and reporting. He developed a pilot system in Excel in one day,
launched it the next day, and eventually eliminated a high-level management position that
managed the now-obsolete manual process. That application eventually grew to contain 2,400+
lines of VBA code and was managed with a single button click made daily by an administrative
assistant.
Bill was awarded two patents while at Telxon; one was for a reversible keyboard for a handheld
computer. Long before it was fashionable, Bill invented and patented a system to allow ordering
of groceries over the Internet. Unfortunately, his employer took control of the patent in exchange
for a fancy catered lunch and a $42 plaque for Bill’s office. Now he knows how Al Gore feels.
MrExcel.com was conceived in 1998 with Bill’s founding of Tickling Keys, Inc., a Microsoft Excel
Consulting and Web Publishing practice. When he first launched MrExcel.com, he had no idea
it would rocket to the nearly 10-million annual page-views it has today. Bill realized that while
so many millions of people used Excel on a daily basis, few really knew about the incredible time-
and work-saving power hidden behind the familiar grid – Visual Basic for Applications (VBA).
Bill’s philosophy is simple, yet powerful. He sees himself as an Excel user – not a programmer.
He believes that there are two ways to program any application: an easy way and a right way.
The easy way may be quick and efficient from the programmer’s perspective, but the right way
is intuitively obvious from the user’s perspective. And that is the addictive charm that continues
to bring users back to MrExcel.com for more.
The MrExcel Network of Consultants has provided Excel, Access, & Microsoft Office
applications software and automation to hundreds of clients. Now providing solutions for all
Microsoft Office applications and Visual Basic programming, the MrExcel Network of
Consultants has provided software and automation to over 200 clients in 2002.
Bill is co-author of “MrExcel ON EXCEL” (480 pages ISBN 0-9724258-3-7) and “Holy Macro! It’s
1,600 Excel VBA Examples” CD (ISBN 0-9724258-1-0).
Bill and his wife Mary Ellen live near Akron, Ohio with their sons Josh and Zeke. When he is
not programming world-class applications, Bill is active in the Goodyear Lighter Than Air
Society, The Drive In Theatre Fan Club, the Rotary Club of Lake Township, the Chambers of
Commerce for Lake Township, Uniontown, and Akron, and the Notre Dame Alumni Club of
Akron.
Guerilla Data Analysis Using Microsoft Excel i
Acknowledgements
Acknowledgements
The author would like to acknowledge the following persons:
Linda DeLonais & Anne Troy for excellent editing of the book; Tracy Syrstad for technical
editing; Jerry Kohl for prompting the entire discussion on CSE formulas vs. pivot tables; Chank
Diesel for font design; Cecilia Sveda for logo design; Scott Pierson for graphic design; Ivana
Taylor for the forward, marketing wisdom and book proofing; John Sancin for pushing me to
develop the book; Roy Rubin, Christine Evans and Sue Grzybowski for cover design; Mary Ellen,
Josh, and Zeke Jelen for putting up with me being chained to the computer when I should have
been swimming; John Walkenbach for inspiration; every MrExcel.com reader who has ever sent
in a question for teaching me about Excel; Kevin Adkins for being the first to say “you should
write a book”; Vicky Fowler for having to put up with my early macros; Juan Pablo Gonzalez,
Mala Singh, Wei Jiang, Suat Ozgur, and Duane Aubin for handling my work while I wrote the
book; Mike Absher for vehicles; every valued client at MrExcel for allowing me to hone these
skills; Khalil Matta and Gary Kern for designing the killer Lotus test in 1985 that started this
whole thing; the MrExcel MVPs for getting me out of a jam whenever I am in one; Ivan Moala
for being at the message board since day one; Shirl Matz for general business advice and
encouragement; Mike Sitek for being a VP capable of learning a CSE formula; Peter Selden for
the GoTo Special trick; Pam Gensel for the first lessons in Excel macros; Dan Bricklin and Bob
Frankston for being the fathers of the modern spreadsheet software; Bill Gates and the entire
Microsoft Excel development team for making Excel so advanced; both Bob Jelens for their
positive influence; Carol Dacoros, Pat Finnan, and Tom Hagar for being a great legal and
accounting team; and Jeff Bissell for concepts regarding the SUMIF chapter. I thank you all!
ii Guerilla Data Analysis Using Microsoft Excel
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