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A simple, yet efficient method to classify data within an Excel spreadsheet

Features

Two common audit procedures are to classify data by their frequency of occurrence and to determine if there are any duplicate items. Often, this data may reside within an Excel spreadsheet. Both procedures can be done manually within Excel - for example by first sorting the data, doing subtotals, etc. However, this procedure can be both time consuming as well as error prone.

Here I discuss how this can be done very quickly, and I provide example procedure steps and screen shots of the results.

Copy and paste the data into the form.

Select the column of interest - i.e. data to be stratified.

Specify the stratification bins.

Click "Run" and view the chart

Note there is also a text file that can be pasted into Excel to see the results as text.

The User Guide is available for download in PDF format.