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.

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.

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.

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

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.

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.