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 – 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 – 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.

Download Materials

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

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.

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.

Related Posts

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.

Webinar Materials

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.