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.
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.
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.
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.
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.
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.
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.
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.
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.
In January 2019 I presented a webinar that examined a solution to a 4 dimension budget challenge. Download the materials using the button below and watch the video.
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.
In December 2018 I reviewed four of my articles from the INTHEBLACK magazine from 2018. Download the materials using the button below and watch the video.
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.
In November 2018 I shared lots of mouse shortcuts. Download the materials using the button below and watch the video.
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.
When I ran some face to face training sessions recently I was reminded how much people LOVE keyboard shortcuts. So I decided to update my keyboard shortcut webinar.
In October 2018 I shared lots of keyboard shortcuts. Download the materials using the button below and watch the video.
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.
Using the mouse isn’t always the quickest way to perform tasks in Excel. Keyboard shortcuts can speed up your work and save you hunting through screens and dialogs. Some of the keyboard shortcuts you will learn in this session are:
wrap text and other useful formats
applying row and column grouping
selecting a table quickly
copying visible cells only
apply and remove Freeze Panes
returning after following a hyperlink
how to avoid an annoying feature of formula and reference dialogs when you press an arrow key to move around
get the most out of the Tab key
There will be lots of other shortcuts as well. Even if you prefer using the mouse you might learn a few useful new techniques.
Let’s assume you need to fill a vertical range with all the whole numbers from 1 to 100. There are lots of ways to do this, but I think the keyboard could be the quickest.
My free Excel webinar for September 2018 covered What If Techniques. Download the materials using the button below and watch the video.
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.
My free Excel webinar for August 2018 covered Conditional Formats. Download the materials using the button below and watch the video.
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.
My free Excel webinar for June 2018 covered Copy and Paste Tips and Tricks. Download the materials using the button below and watch the video.
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.
My free Excel webinar for May 2018 covered Text functions. Download the materials using the button below and watch the video.
You know how well Excel handles numbers, but not everyone knows that Excel has built-in functions and features to work with text as well. This session covers Excel’s text functions and features, in it you will learn
the different techniques to split text
techniques to extract text from text
how to easily join text
techniques for tweaking text for dates, numbers, upper and lower case
the formulas for extracting sheet and file names
two new Excel 2016 functions for combining text from ranges
As always, I will be sharing a few other tips during the session.
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.
It is easy to create a recorded macro. It is not so easy to create a flexible and re-usable recorded macro. Click the materials Button below to download the pdf manual and example file.
Learn the techniques that can allow you to record effective macros that can handle different ranges and changes to sheet names.
Macros can speed up your work and reduce the time taken for tedious tasks, as well as adding functionality to Excel.
This is the first in a series of webinars dedicated to macros. Future paid sessions this month will expand on the techniques taught in this session.
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.
Let’s assume you have three state codes and four department codes and you want to create a table of all the possible 12 combinations (3 x 4). How do you do it so that it is flexible? i.e. if you add a new state or department it must be easy to update the combination table.
How to get CREATIVE! by John Cleese
Brilliant talk!
No slides needed, this was way back in 1991!
This is especially relevant these days because we get so little “think” and “alone” time.
Where it all began
A great talk by Dan Bricklin the co-developer of Visicalc – the first desktop spreadsheet.
He talks about how game changing spreadsheets were for the desktop computer.
Discover where he was when the idea came to him and how he visualised it.
Decisions he made back then are still with us today.