The Checklist Manifesto (2011)

It is amazing that a such a simple concept can be so effective.

Easy to implement and adapt to different situations.

Good insights into what makes an effective checklist.

It works in aviation and medicine.

Most accountants have a month-end checklist. Can you apply it to other areas?

I use a checklist for all my webinars.

Worth a read.

 

ExceleratorBI

Matt Allington is an Aussie who is a Power BI expert and spreading the word on  Power BI.

This is his blog, but the rest of his site has other resources as well.

His site has lots of content to help you dive into Power BI.

I have his book and am currently going through it.

 

Vote For a New UNIQUE Function

Dynamically extract a list of unique entries from a list

The Excel team has a great site that encourages people to post new ideas for Excel. It also encourages people to vote for the new suggested features.

I have just posted an idea for a UNIQUE function that extracts unique entries from a list.

Currently you have to manually maintain a separate list of entries for a drop down lists. You can’t use a list that contains duplicates for a drop down list.

What if that list was updated automatically via a formula from the original data source? So as new items are added at the data source they automatically appear in the drop down list?

Currently a dynamic solution requires a complex array formula or a UDF (User Defined Function – macro).

This would also make creating formula-based reports so much easier.

Please take the time to vote for my suggestion. Feel free to post your own suggestions as well.

Vote For UNIQUE Function

 

 

You Can Undo After You Save

I amazed how many people are unaware of a change that happened way back in Excel 2007.

In Office 2007 and later versions you can use Undo after you have saved the file.

In the old days (Excel 2003 and earlier) saving used to clear the undo list – it no longer does.

So undo to your heart’s content.

Remember there is a keyboard shortcut to undo.

Ctrl + z

undo1

 

Summing a range with Errors

If you have a column of values with errors, but you want to see what the values add up to, use the AGGREGATE function (added in Excel 2010).

If column A has the values and errors use

=AGGREGATE(9,6,A:A)

The 9 means SUM. The 6 means ignore errors.

SQL Dusty

Dustin Ryan works at Microsoft  and he shares a lot of his knowledge for free on his website.

This great site has lots of free content to help you get the most out of Power BI – from beginners to old hands.

Free videos and other content make this a great site to bookmark and check regularly.

It covers a lot of other topics that are related to Power BI as well.

Enjoy!

Power BI – Just starting out

The start of my journey

OK I have bitten the bullet and decided to get stuck in to Power BI. I am going to start playing around with Power BI Desktop – it is free after all. I thought I would blog about the experience and share my journey. I have created a Power BI category. I now have a button on my website that will list Power BI posts.

Power BI Desktop – Download

Its FREE!

Microsoft has released Power BI desktop edition for FREE.

Power BI allows you to create reports and dashboards from lots of different sources.

It is not an add-in to Excel, it is a standalone application.

You can download it at the link below.

Click the here to go to the Microsoft site to Download Power Bi Desktop

It is a straight forward process to install.

 

What is School For?

Seth Godin
March 7 2016

Its a great question. The answer has changed over the decades.

This is a great piece of writing. Its a long read.

I recommend you read at least some of it if you have kids or grand kids or are interested in education or teaching.

Financial Model Guidelines

RSM UK
2016-07-06

“A new financial modelling guide authored by the ICAEW Corporate Finance Faculty and RSM aims to help businesses of all sizes plan and reduce risk. ” – website

If you use or build financial models then this pdf guide may be worth downloading – its free and no email is required – at least when I downloaded it.

Happy reading.

Don’t forget you can read pdfs on your kindle and iPad.