If you are editing a sentence or a heading and you need to replace a single word there is a quick and easy way to do it.
Free Excel Webinar Recording – Dashboard #1 Guildelines & Techniques
Feedback score 92%
In May 2019 I examined and demonstrated some guidelines and techniques for creating charts for dashboards.
CPD note – if you are claiming CPD for watching this recording you need to keep your own records. People who attend the live sessions receive an annual listing of attendances.
In this session I focused on chart and dashboard guidelines plus some techniques used to create small charts for dashboards.
I also looked at creating a bullet chart, which is an alternative to gauge, speedo or dial chart.
The session covered
- general chart guidelines
- questions to ask yourself to develop better charts
- best charts to use
- charts and formats to avoid
- using text boxes on dashboards
- how to create small charts
- chart templates
- lining up and re-sizing charts
- useful number formats for dashboard charts
- using the #N/A error with charts
- how to create a bullet chart
As always I shared a few other tips.
Free Excel Webinar Recording – Custom Number Formats
Feedback score 92%
In April 2019 I demonstrated many of Excel’s Custom Number Formats.
CPD note – if you are claiming CPD for watching this recording you need to keep your own records. People who attend the live sessions receive an annual listing of attendances.
In this brand new webinar we examine Custom Number Formats which hide away at the bottom of the Number Format tab. These custom made formats offer some useful techniques.
They can
- display negatives in red and with brackets
- format mobile phone numbers correctly
- display numbers and text together and still perform calculations
- hide zeroes
- display rounded numbers to thousands and millions
- display the day of the week
- create customised dates
- be saved and be available in new sheets and files using a Template
- be saved as a Style
See examples and demonstrations of many different custom number formats and learn how to create your own.
As always I will share a few other tips.
Free Excel Webinar Recording – Mastering Form Controls
Feedback score 92%
In March 2019 I demonstrated how to use some of Excel’s Form Controls.
CPD note – if you are claiming CPD for watching this recording you need to keep your own records. People who attend the live sessions receive an annual listing of attendances.
Learn how to build better spreadsheet interfaces using form controls like check boxes, scroll bars, option buttons and combo boxes.
Form controls can reduce the number of input errors; simplify and speed up input plus add structure to a file.
Discover the function that you need to use to get the most out of these controls.
Find out a few tips and tricks to make creating and using form controls easier.
As always there are a few more tips and tricks shared in the session.
Excel Comments (Notes) and Freeze Panes
Row height solution
Inserting a Comment (renamed to Notes in newer versions of Excel) in the first row and then using Freeze Panes to keep that first row visible can cause issues displaying the Comment (Note). Here’s how to fix it.
Multiple Entries in an Excel Filtered List
Ctrl key to the rescue
When a list is filtered you are only seeing the rows that match the filter. The other rows are still there, just hidden. If you want to make the same entry in a group of filtered cells you can’t use the fill handle to drag and copy as you will overwrite the hidden rows. There is an easy way to do it.
Switching Rows and Columns in a PivotChart
Finding the hidden option
Switching between rows and columns in a normal chart is easy via a button on the Design tab. But how do you do it with a PivotChart?
Excel has Icons
New feature
If you have the subscription version of Excel, check out the Insert tab – you have Icons!
Selecting the same cell in all the sheets
It comes with a warning
Let’s say you want the active cell to be A1 in all the sheets in a file before you save the file. There is an easy and quick way to do it. It doesn’t matter how many sheets are involved, but it does come with a warning.
Automate Input Cell Colour
Use a CELL function option
It is best practice in Excel to have a consistent colour for input cells so that users know where they can and need to make changes. You can automate this process by using a Conditional Format.
Excel, Subtraction and Accuracy
Binary takes a byte
It’s not mentioned a lot, but some of Excel’s subtraction calculations are not exact. When you look at them at 15 decimal points they are slightly out. Most times this make no measurable difference to the result. But sometimes when you round, it does.
Moving Images in Excel
Make the Shift
When you are moving images, charts or other objects that float above the grid you can use the Shift key to make it easier.
Entering Dates in Excel
Stop the full stop
There are only two characters Excel recognises when separating numeric days, months and years in dates. They are the / and – characters.
Please don’t use the full stop as Excel won’t recognise it as a date.
Below you can see examples of using / and – in dates.
When you use the full stop Excel won’t recognise it as a date – see below.
Its left aligned and will be treated a text.
Pasting or inserting with a Formatted Table
When a little icon makes all the difference
When you need to paste new rows to the bottom of a formatted table, or insert blank rows at the bottom, one way is much quicker than others when working with large, complex models.
Autofit columns with a limit
A macro to the rescue
The column Autofit on the whole sheet is a great Excel feature. But if you have a few columns that have lots of text it can make using it problematic as you need to manually adjust those wide columns. Here’s a macro to make it easier.
Increasing Excel Formula Bar Font Size
Good for training
I recently saw a good post on Linkedin from Leila Gharani MVP on increasing the Excel Formula Bar font size. It seems useful for training, so I wrote a simple macro to simplify the process.
Stop Sentences Moving to the Next Page in MS Word
Default setting pain
I recently had to re-install Office and I found an annoying Microsoft Word default setting. The setting causes a sentence to go to the next page for no valid reason. Here is the setting to change.
Handling plurals with the IF function
Singular or plural?
Sometimes when creating text you need to handle plurals correctly. The IF function makes it easy.
Unique Entries in Excel via a Conditional Format
Filtering to the rescue
Excel’s Conditional Formatting feature has a built-in unique option. Its unique option only identifies entries that are not repeated. This is different to the Advanced Filter Unique option which lists each unique item from a range once. To filter by entries only appearing once you can use Conditional Formatting with filtering. No formulas required.
Free Excel Webinar Recording – Format As Table Features
Feedback score 93%
In February 2019 I demonstrated how to use the Format as Table feature in Excel, including some advanced techniques.
CPD note – if you are claiming CPD for watching this recording you need to keep your own records. People who attend the live sessions receive an annual listing of attendances.
Many of Excel’s features and functions work seamlessly with formatted tables. They can help you improve the structure and reliability of your spreadsheet files.
Formatted tables can allow you to create powerful reports like those in a relational databases.
Topics covered
- advantages and limitations of formatted tables
- keyboard shortcuts
- using formatted tables with formulas
- solutions to some of the limitations of formatted tables
- using range names with formatted tables
- using formatted tables with data validations
- creating a running total
- using PivotTables
- Relationships (Data tab)
As always there will are a few more tips and tricks shared in the session.