FREE Webinar – Financial Functions

Excel has many functions dedicated to financial calculations. These functions take three or more arguments and 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 will cover the following functions

  • PV – Present Value
  • PMT – loan payments
  • CUMIPMT – cumulative interest for loan schedules
  • RATE – interest rate
  • FV – future value
  • NPER – number of period

The session finishes with a loan model that calculates the “missing” value for a loan scenario.

These sessions fill up very quickly, so please register early to secure your place.

Date: February 26, 2016
Time: 1:00 PM AEDST
Event: FREE Webinar - Excel Financial Functions
Topic: Financial Functions
Public: Public
Registration: Click here to register.

Delete a cell comment

From a question in a recent webinar I found a keyboard shortcut to delete a cell comment.

Alt r d pressed in sequence, not held down.

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.

DAX Functions

A listing of all the DAX functions with their syntax.

DAX functions are used in Power BI and PowerPivot for Excel.

It is a reference site, not a training site.

It has been created by Marco Russo and Alberto Ferrari – legends in Power BI and all things DAX.

Link to DAX Guide

 

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.

Conditional Format Feedback

The Conditional Format webinars I ran in August were popular and well received- 94% feedback score.

An email I received recently is shown below.

To watch the recording and download the materials click here.

 

 

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.