Twelve months of free Excel webinars

Free monthly Excel webinars

This month celebrates 12 consecutive free monthly Excel training webinars. One a month since August 2018.

You can view the recordings and download the materials using the table below. Sorted by Skill Level.

12 hours of free, practical CPD. Remember to keep your own records of recording viewing for CPD purposes.

Please share with the your network, enjoy!

Latest Free Excel Webinars

Free Courses (One hour each)LevelRecording LinkMaterials
Excel Keyboard ShortcutsBegRecordingMaterials
Excel Mouse Shortcuts BegRecordingMaterials
Excel Formatting TipsBegRecordingMaterials
Excel 2016 Conditional FormatsIntRecordingMaterials
Excel Custom Number FormatsIntRecordingMaterials
Excel Financial Functions Part 1
IntRecordingMaterials
Excel Financial Functions Part 2
IntRecordingMaterials
Dashboard Guidelines & TechniquesIntRecordingMaterials
Format As Table FeaturesIntRecordingMaterials
Excel Yourself 2018 Beg/Int/AdvRecordingMaterials
Mastering Excel's Form Controls
AdvRecordingMaterials
Excel 2016 What-If Techniques AdvRecordingMaterials
Excel Budget ChallengeAdvRecordingMaterials
Excel Recorded MacrosAdvRecordingMaterials
Interactive Excel ChartAdvRecordingMaterials
Introduction to Power QueryAdvRecordingMaterials
Sorted by Level - updated October 2019
Level Beg = Beginner, Int = Intermediate, Adv = Advanced

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.

Keyboard shortcut to insert a Text Box

A quick way to insert a Text Box is by pressing, in sequence (not held down) Alt N X.

A blank Text Box is placed in the middle of the sheet.

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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.

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.