Free Excel Webinar Recording – Financial Functions Part 1

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In June 2019 I explained and demonstrated a number of Excel’s  financial functions – see below for more details.

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.

Webinar Materials

These functions take three or more arguments, but there are a few things you need to know to use them correctly. Most involve loans or calculations associated with the time value of money.

This session covered the following six functions

  • PV – Present Value of future regular cash outflow
  • PMT – periodic loan repayment calculation
  • CUMIPMT – cumulative interest – great for loan schedules
  • RATE – interest rate
  • FV – future value of regular investment
  • NPER – number of periods

The session finishes with a loan model that calculates the “missing” value for a loan scenario based on two out of three inputs. The IFERROR function is also discussed.

Free Excel Webinar Recording – Dashboard #1 Guildelines & Techniques

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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.

Webinar Materials

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.

Bold Your Headings

Apparently this is not widely known, but you should always bold the headings in your tables.

Then when you use Format as Table (Ctrl + t) on the Home ribbon tab the header row will be correctly identified.

This also applies to the Ctrl + Shift + L shortcut to insert the filter drop downs.

It also applies to the ranges used for charts.

In general ALWAYS BOLD your headings – it is something Excel looks for.

Ctrl + b is the bold shortcut.

Related Posts

Horizontal or Vertical Progress Bar in Excel

Conditional Format or Sparkline take your pick

In a recent webinar on conditional formatting I was demonstrating how to create a horizontal progress bar using conditional formats when someone asked an interesting question about creating a vertical progress bar. It is possible and in this blog post I will explain both techniques.

Waterfall charts

2018-05-15

I prefer to call them Bridge charts rather than Waterfall charts, but Waterfall is the common name.

Excel added Waterfalls in Excel 2016.

I think the name Bridge is more descriptive since a bridge takes you from one place to another which is what the chart does with values.

Waterfalls in nature only fall down, whilst a waterfall chart has measures that rise and fall.

This blog post show many examples. Most examples are not done in Excel.

Link to blog post.

 

Gannt Charts in Excel

2018-04-02

Jon Peltier is a legend when it comes to charts in Excel – check out his post on Gannt charts in Excel.

Gannt charts are a project management tool that help you visualise and understand the relationships between tasks and how the project time line is progressing.