Applying a standard custom format in Excel

Styles to the rescue

One of the most common custom number formats used in Excel is the mmm-yy format. As an example this format displays all the dates in January 2019 as Jan-19. This format is used in most reports, budgets and financial models. There is quicker way to apply it than using the Format Cells dialog.

Free Webinar Recording – Excel Chart Tips and Tricks

Feedback score 94.5% based on 59 responses

In November 2019 I re-ran my Excel Chart Tip sand Tricks session.

The detailed pdf manual and example file can be downloaded using the button below. Content listed below the video.

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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.

This webinar is focused on showing you how to create and modify charts in Excel 2016 with a minimum of fuss.

The Chart interface changed in Excel 2013 and I take you through some of the changes.

You will see best practice design and formatting techniques demonstrated and explained.

See how to create dynamic charts that automatically change based on selections made or data added.

Learn about the feature added in Excel 2010 called Sparkline charts.

I also include some useful date-based functions.

 

Free Webinar Recording – Introduction to Power Query

Feedback score 94.5% based on 91 responses

In October 2019 I ran my Introduction to Power Query webinar for free (previously it was a paid session). I want to get this information out to as many people as possible. please share this resource with colleagues and your network.

The detailed pdf manual and example file can be downloaded by using the button below. Content listed below the video.

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Power Query allows you to automatically perform data cleansing routines on your data sources – no manual intervention required. Simply refresh and your data is ready to use. You can use csv files; txt files; databases and existing Excel tables as your data sources. Learn the basics, plus an advanced technique to automate data cleansing routines on your data sources.

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.

This session covers

  • fixing dates so that Excel can recognise them
  • formatting columns as text – retaining leading zeroes in CSV files
  • deleting unwanted rows and columns from your data
  • removing leading and trailing spaces
  • populating blank values with zeroes
  • populating blanks with entries from above
  • correcting trailing minus signs
  • unpivot a report – how to convert a report layout into a data table layout
  • converting a MYOB report into a data table

Power Query feedback

Received this email after a recent Power Query session – some things may take a few goes to understand, that’s OK, that’s how we learn.

Free Webinar Recording – Excel Formula and Function Tips

Feedback score 95.8% based on 66 responses

In October 2019 I re-ran my Excel Formula and Function Tips session.

The detailed pdf manual and example file can be downloaded by using the button below. Content listed below the video.

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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.

This session covers lots of tips, tricks and techniques to speed up the formula creation process. You will learn:

  • how to quickly start a formula
  • the benefits of the numeric keypad
  • to use AutoComplete to save typing
  • how to easily insert $ signs to fix references
  • about the calculation sequence
  • how to use the colours Excel displays when editing formulas
  • the tricks on selecting large ranges
  • using formulas and Format as Table together
  • a helpful technique when working with ranges in other sheets

 

Free Webinar Recording – Excel Formatting Tips

Feedback score 94% based on 70 responses

In October 2019 I re-ran my Formatting Tips session. The detailed pdf manual and example file can downloaded by using the button below. Content listed below the video.

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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.

This session covers:

  • a format to avoid and the one to use in its place
  • keyboard and mouse shortcuts
  • how to use and create customer number formats
  • about Styles and how they can make your formatting more consistent
  • that colours can be used to filter, sort and even find things in your sheets
  • how to stop zeroes displaying plus other general formatting tips
  • a quick demo of Flash Fill

Free Webinar Recording – Interactive Excel Chart

Feedback score 93.7% based on 58 responses

In September 2019 I re-ran my very first webinar that was based on an August 2012 INTHEBLACK feature article. I have provided a detailed pdf manual and example files which you can download at the link below.

This session covers

  • using controls with charts to make the user experience easier
  • tips for using controls on spreadsheets
  • flexible formula techniques to make reports more dynamic
  • a technique to stop figures plotting on charts
  • using range names with controls and reports
  • general charting tips

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.

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