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 – 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 Excel Webinar Recording – Financial Functions Part 2

Feedback score 87%

In July 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

In July 2019 following on from the response and feedback from my June webinar, I covered more financial functions. These are more related to comparing and analysing cash flows. I have also included a couple of requested schedules.

This session will cover the following functions

  • NPV – Net Present Value of regular cashflows (learn to trick to using it correctly)
  • XNPV – Net Present Value of irregular cashflows
  • IRR – Internal Rate of Return of regular periodic cashflows
  • XIRR – Internal Rate of Return of irregular periodic cashflows
  • Discounted Payback period schedule
  • Flexible Loan schedule – handles lump sum payments

As with all my sessions, I will throw in a few other shortcuts along the way.

Handling Exceptions in Excel

Two ways to consider

When developing budgets and financial models you may need the same rate/value (say debtor days) for 10 months of the year but need to adjust it for 2 months. It is usually December and January as they tend to be a little different due to the Christmas / New Year period. Here’s a couple of ways to handle exceptions in Excel.

Free Excel Webinar Recording – Financial Functions Part 1

Feedback score 93%

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

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.

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.

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.

Webinar Materials

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.

Webinar Materials

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.