Excel 2013-2016 Advanced PivotTables

 Price: $25 incl GST

Duration: 1 hour

This updated session assumes you are already using pivottables. Topics covered include

  • Calculated Fields – what they are and how and why to use them
  • Calculated Items – what they are and how and why to use them
  • Advanced filtering
  • Useful Report Layouts
  • Conditional Formatting
  • Adding relationships so you can report on two tables as once
  • Data normalisation and variance analysis example using Power Query
  • Two handy macros that can speed up pivot table creation

 

As always, I will share a few general tips along the way.

Date: October 24, 2018
Time: 1:00 PM AEDST
Event: Webinar - Excel 2013-2016 Advanced PivotTables
Topic: Excel 2013-2016 Advanced PivotTables
Public: Public
Registration: Click here to register.

Excel 2013-2016 PivotTable Essentials

 Price: $25 incl GST

Duration: 1 hour

This updated session will cover the basics of pivot table creation as well as solving some common frustrations. Topics covered include

  • pivot cache what it is and why it is important
  • data rules that make creating pivot tables easier
  • format as table and why you need to use it
  • populating missing entries in the data – manually and with Power Query
  • the basics of creation
  • pivot charts
  • filtering with slicers
  • grouping

As always, I will share a few general tips along the way.

Date: October 22, 2018
Time: 1:00 PM AEDST
Event: Webinar - Excel 2013-2016 PivotTable Essentials
Topic: Excel 2013-2016 PivotTable Essentials
Public: Public
Registration: Click here to register.

Excel 2013-2016 Chart Hacks

 Price: $25 incl GST

Duration: 1 hour

This session will show you how to achieve improved charts and how to create charts that aren’t built-in to Excel.

Topics covered:

  • using text boxes with charts
  • improving Excel’s default charts – before and after charts
  • Variance chart
  • High – Low Chart (column and line)
  • Conditional colours in a chart
  • Waterfall/Bridge chart
  • Adding banding to a chart
  • handling expanding data ranges

As always, I will share a few general tips along the way.

Date: October 17, 2018
Time: 1:00 PM AEDST
Event: Webinar - Excel 2013-2016 Chart Hacks
Topic: Excel 2013-2016 Chart Hacks
Public: Public
Registration: Click here to register.

FREE Webinar – Excel 2016 Keyboard Shortcuts

Yes you my be really good with the mouse but sometimes it is quicker to use the keyboard.

When I ran some face to face training sessions recently I was reminded how much people LOVE keyboard shortcuts. So I thought I would update my keyboard shortcut webinar and run it this month.

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.

 

Date: October 18, 2018
Time: 1:00 PM AEDST
Event: FREE Webinar - Excel 2016 Keyboard Shortcuts
Topic: Excel 2016 Keyboard Shortcuts
Public: Public
Registration: Click here to register.

FREE Webinar – Excel 2016 Keyboard Shortcuts

Yes you my be really good with the mouse but sometimes it is quicker to use the keyboard.

When I ran some face to face training sessions recently I was reminded how much people LOVE keyboard shortcuts. So I thought I would update my keyboard shortcut webinar and run it this month.

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.

 

Date: October 16, 2018
Time: 1:00 PM AEDST
Event: FREE Webinar - Excel 2016 Keyboard Shortcuts
Topic: Excel 2016 Keyboard Shortcuts
Public: Public
Registration: Click here to register.

Chapter 12 – Charts – part two

Price: $25 incl GST or free if you own the book

Duration: 1.0 hour

The 19th in my series of webinars based on my book. The book is the manual.

We will continue with Chapter 12 which covers Charts. We are up to page 317 in the printed book. We will complete the chapter in this session.

The chart interface changed a lot in Excel 2013, The book was based on Excel 2010. This session will use Excel 2016, so you can see the new screens and options.

The session will cover

  • Chart basics
  • How to automate charts
  • Handling zeroes and missing data
  • How to create Dual Axis charts
  • Labeling High and Low points
  • Creating a Variance chart
  • Dashboard techniques

If you own the book you can use the answer to a question as the voucher code to attend for FREE.

Date: October 25, 2018
Time: 1:00 PM AEDST
Event: Book Webinar - Chapter 12 - Charts pt 2
Topic: Book Chapter 12
Public: Public
Registration: Click here to register.

FREE Webinar – Excel 2016 Conditional Formats

In this webinar we will examine Excel’s built-in What-If techniques. This is an introductory session on the topic.

In Excel it is easy to change a few cells and see the results. You can use trial and error to achieve a result. There are a few built-in features that can make this process a lot easier and save you a lot of time. In terms of financial models and budgets you may also want to handle best, worst and base case scenarios. There is also a new feature in Excel 2016 called a Forecast Sheet that can automatically create a forecast for you.

The session introduces the following five topics

  • Goal Seek – simple what-if changes
  • Solver – advanced what-if analysis
  • Scenario Manager – handling different sets of inputs
  • Data Tables – single and double variable sensitivity analysis
  • NEW – Forecast sheet

As always you may pick up a few other tips along the way.

Date: September 26, 2018
Time: 1:00 PM AEST
Event: FREE Webinar - Excel 2016 What If Techniques
Topic: Excel What If Techniques
Public: Public
Registration: Click here to register.

FREE Webinar – Excel 2016 Conditional Formats

In this webinar we will examine Excel’s built-in What-If techniques. This is an introductory session on the topic.

In Excel it is easy to change a few cells and see the results. You can use trial and error to achieve a result. There are a few built-in features that can make this process a lot easier and save you a lot of time. In terms of financial models and budgets you may also want to handle best, worst and base case scenarios. There is also a new feature in Excel 2016 called a Forecast Sheet that can automatically create a forecast for you.

The session introduces the following five topics

  • Goal Seek – simple what-if changes
  • Solver – advanced what-if analysis
  • Scenario Manager – handling different sets of inputs
  • Data Tables – single and double variable sensitivity analysis
  • NEW – Forecast sheet

As always you may pick up a few other tips along the way.

Date: September 25, 2018
Time: 1:00 PM AEST
Event: FREE Webinar - Excel 2016 What If Techniques
Topic: Excel What If Techniques
Public: Public
Registration: Click here to register.

Chapter 12 – Charts

Price: $25 incl GST or free if you own the book

Duration: 1.0 hour

The 18th in my series of webinars based on my book. The book is the manual.

We will start Chapter 12 which covers Charts. We are up to page 299 in the printed book. This chapter will take two sessions to complete.

The chart interface changed a lot in Excel 2013, The book was based on Excel 2010. This session will use Excel 2016, so you can see the new screens and options.

The session will cover

  • Chart basics
  • How to automate charts
  • Handling zeroes and missing data
  • How to create Dual Axis charts
  • Labeling High and Low points
  • Creating a Variance chart
  • Dashboard techniques

If you own the book you can use the answer to a question as the voucher code to attend for FREE.

Date: September 27, 2018
Time: 1:00 PM AEST
Event: Book Webinar - Chapter 12- Charts
Topic: Book Chapter 12
Public: Public
Registration: Click here to register.

FREE Webinar – Excel 2016 Conditional Formats

Conditional formats allow you to have cell formats automatically change based on the value in the cell and other cells. This is great for exception reporting. For example when you open a file all the overdue dates could have a red fill colour based on today’s date and the dates for the coming week will be coloured orange. Some of the techniques covered can also be applied to dashboards.

This session will take you through the basics, as well as an introduction to formula-based formats.

  • Data bars
  • Creating a progress bar using a Data bar
  • Colour scales – traffic light colours
  • Amending the default settings – getting the result you want
  • Icon sets – icons can be better for colour blind people
  • Cell-based rules – make the most of built-in features
  • Working with dates automatically
  • Formula-based rules – use formulas and functions to gain total control over conditions

As always you may pick up a few other tips along the way.

 

 

Date: August 23, 2018
Time: 1:00 PM AEST
Event: FREE Webinar - Excel 2016 Conditional Formats
Topic: Excel Conditional Formats
Public: Public
Registration: Click here to register.

Chapter 11 -Part 2 – Formatting

Price: $25 incl GST or free if you own the book

Duration: 1.0 hour

The 17th in my series of webinars based on my book. The book is the manual.

We will continue Chapter 11 which covers Formatting. We are up to page 279 in the printed book.

The session will cover

  • Formatting tips and tricks
  • Conditional Formats – built-in
  • Conditional Formats – changing defaults
  • Conditional Formats – formula – based
  • Printing tips

If you own the book you can use the answer to a question as the voucher code to attend for FREE.

Date: August 30, 2018
Time: 1:00 PM AEST
Event: Book Webinar - Chapter 11 Part 2- Formatting
Topic: Book Chapter 11
Public: Private
Registration: Click here to register.

FREE Webinar – Excel Copy and Paste Techniques

In Excel copying and pasting is one of the most commonly performed tasks. Did you know there are many options that can control and speed up your pasting?

This session will focus on the Paste Special dialog plus a little known pasting feature that is great for dashboards.

The session will cover the hows and whys of

  •  Paste Values
  •  Paste Formulas
  •  Paste Formats
  •  Converting negative to positives
  •  Fixing Text numbers in-situ
  •  Applying a Factor to a range
  •  Paste Link – how and why to use it
  •  Transpose (switching rows to columns and visa-versa)
  •  Paste Picture (great for dashboards)

The session includes lots of keyboard shortcuts.

 

Date: June 14, 2018
Time: 1:00 PM AEST
Event: FREE Webinar - Excel Copy and Paste Techniques [FULL]
Topic: Excel Copy and Paste
Public: Public
Registration: Click here to register.

FREE Webinar – Excel Text Functions

Everyone knows how well Excel handles numbers, but not everyone knows that Excel can work well with text as well.

This session will cover Excel’s text functions and you will learn

  • different techniques to split text
  • techniques to extract text from text
  • how to easily join text
  • techniques for tweaking text for dates, numbers and upper and lower case
  • the formulas for extracting sheet and file names
  • two new functions in Excel 2016
Date: May 21, 2018
Time: 1:00 PM AEST
Event: FREE Webinar - Excel Text Functions
Topic: Excel Text Functions
Public: Public
Registration: Click here to register.

Webinar – Array Formulas

Price $35 incl GST

Array formulas are an advanced topic. They are not for everyone. After macros and pivot tables they are the topic I get asked most about at training courses.

Array formulas can perform calculations that no other formula can perform. Array formulas can be complex, confusing and difficult to understand. In this session I hope to remove some of the confusion and explain how they work with some useful examples and techniques.

If you use arrays or have wondered what they are, then this session will be useful.

WARNING: You need to have at least intermediate Excel skills to be able to follow this webinar. Whilst I will attempt to simplify the complexity for you, the last two examples in the session have quite complex formulas that may make your head hurt.

The session includes
• advantages and disadvantages of arrays
• array syntax – what it is and how to use it with other non-array formulas
• simple single cell array formulas
• single cell validation formula
• multi-cell array formulas demonstrated and explained
• dynamic sorting with an array formula
• dynamic extract unique values with an array formula

As always, I will share other tips and tricks along the way.

Date: May 28, 2018
Time: 1:00 PM AEST
Event: Webinar - Array Formulas
Topic: Array Formulas
Public: Public
Registration: Click here to register.

Webinar – INDIRECT Function

Price $35 incl GST

Few Excel functions warrant their own webinar – INDIRECT does. It can allow you to do things that no other function can do. It is often the function of last resort as it allows you to use text to create cell references and solve difficult issues.

The outcomes from this session will be

  • learning the basics of the INDIRECT function
  • discovering a common problem with sheet references and how to fix them
  • seeing how to extract data from structured and unstructured data
  • finding out the power and flexibility of using ranges names with the INDIRECT function
  • learning how to link one data validation list to another

As always, you will discover a few other tips during the session.

Date: May 25, 2018
Time: 1:00 PM AEST
Event: Webinar - INDIRECT Function
Topic: INDIRECT Function
Public: Public
Registration: Click here to register.

VLOOKUP Function

 Price: $35 incl GST

Duration: 1 hour

Over the years this popular function has been the subject of the most questions to me from CPA’s from around the world. So I thought I would dedicate a whole webinar to how and why to use it. I have also included techniques to get around the limitations of the function. Most content applies to all Excel versions.

In this session I will cover

  • the Exact match VLOOKUP – when to use it
  • the Approximate match VLOOKUP – when to use it
  • tips and shortcuts on using VLOOKUP
  • common problems with VLOOKUP and their solutions
  • why Format is Table is so important
  • handling errors
  • handling multiple tables
  • removing the left column limitation
  • two column lookups (non array solution)
  • using the Relationship option to avoid VLOOKUPs (Excel 2013 only)

As always, I will share a few general tips along the way.

Date: May 24, 2018
Time: 1:00 PM AEDST
Event: Webinar - VLOOKUP Function
Topic: VLOOKUP Function
Public: Public
Registration: Click here to register.

SUMPRODUCT Function ($35 – 1.5 hours)

I am excited about this webinar because it covers my favorite Excel function. SUMPRODUCT is the Swiss Army knife of functions. It can sum, count and perform criteria-based calculations that normally require special array formulas. The SUMIF and SUMIFS functions have two important limitations that SUMPRODUCT doesn’t, discover what they are.

The session outcomes will include

  • The limitations of the SUMIF and SUMIFS functions
  • The limitations and advantages of the SUMPRODUCT function
  • Explanation of the standard use of the SUMPRODUCT function
  • Explanation of undocumented techniques of the SUMPRODUCT function
  • How to create powerful multi-criteria calculations without an array formula
  • Learn about array syntax and how you can use it with SUMPRODUCT
  • Discover how you can use INDEX, OFFSET and other functions with SUMPRODUCT
  • How to perform 2-D summing calculations
Date: May 23, 2018
Time: 1:00 PM AEST
Event: Webinar - SUMPRODUCT Function (1.5 hours)
Topic: SUMPRODUCT Function
Public: Public
Registration: Click here to register.

Excel Logic Formulas

Price $35 incl GST

Discover how to add decision making structures into your spreadsheets to make them more flexible. There’s a lot more to learn than just the IF function.

The session covers

  • using logic calculations without the IF function
  • validations
  • the IF, AND as well as the OR functions
  • nesting IF functions and formula shortening techniques
  • working with parameters for reasonableness checks
  • error handling
  • IS functions

As always, you will also pick up a few tips and tricks along the way.

Date: May 18, 2018
Time: 1:00 PM AEST
Event: Webinar - Excel Logic Formulas
Topic: Logic Formulas
Public: Public
Registration: Click here to register.

Excel Lookup Formulas

Price $35 incl GST

This session explains and demonstrates Excel’s lookup functions and formulas. Discover how you can extract data from data tables using formula. (There’s a lot more to lookups than just the VLOOKUP function!)

  • VLOOKUP and HLOOKUP functions – how to use them and why they don’t always work and what breaks them
  • INDEX-MATCH combination technique – create flexible lookups
  • Error handing – see how to handle the #N/A! error differently from other errors
  • Working with vertical data – discover how to convert vertical data (like addresses) into a table layout
  • Two criteria lookups – learn the formula that can extract data based on two criteria
  • Extracting data with multiple instances of entries – find out how to extract the first, second or third instance from a data table.

As always, you will also pick up a few tips and tricks along the way.

Date: May 17, 2018
Time: 1:00 PM AEST
Event: Webinar - Excel Lookup Formulas
Topic: Excel Lookup Formulas
Public: Public

https://attendee.gototraining.com/r/3310267062681105154

Summing Functions for Accountants

 Price: $35 incl GST

Duration: 1 hour

Everyone uses the SUM function, but have you ever used a 3D SUM function? This technique is flexible and allows you to easily include or exclude sheets from totals.

Do you know how and why to use SUMIF and SUMIFS functions? Do yo know their limitations?

If you need to do a multi-criteria SUM in Excel 2003 have you tried the SUMPRODUCT function?

Discover some of the powerful uses of SUMPRODUCT.

Find out why you shouldn’t use the SUM function for subtotalling and how you should do subtotals.

Also learn about a new AGGREGATE function in Excel 2010 that can ignore error cells when summing.

 

 

Date: May 16, 2018
Time: 1:00 PM AEST
Event: Webinar - Summing Functions for Accountants
Topic: Excel Summing Functions
Public: Public
Registration: Click here to register.