Unlocking coloured cells in Excel

Styles and Find solutions

When you create an Excel file that handles inputs it is best practice to colour code the input cells. The colour you choose isn’t important but making sure you use it consistently is. You may need to unlock the input cells if you plan to add sheet protection to the file. Here’s a couple of ways to do that.

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.

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.

Fastest way to copy an image, graphic or chart

To copy an image, graphic or chart simply have the object selected and press Ctrl + D. You can press multiple time to paste multiple times.

If you line the first one up then the others will also line up as you duplicate them.

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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.

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.

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