Suggested Excel Webinar Sequence

With over 20 free webinars, what order should you watch them?

Over the last five and a half years I have run more than 20 free Excel training webinars. The topics covered are varied and I have had requests to list the best order to watch the recordings. Below is the order that I recommend you watch the sessions – I will update this post as new webinars are added.

These are all standalone sessions and there is no need to watch them in any order, but this order is rated from easy to hard.

Remember for CPD purposes you must keep your own records of watching recordings.

***recent recordings

Free Excel Webinar Sequence

Free Courses (One hour each)LevelLinkMaterials
1. Excel Keyboard ShortcutsBegRecordingMaterials
2. Excel Mouse Shortcuts BegRecordingMaterials
3. Excel Formatting TipsBegRecordingMaterials
4. Excel Formula and Function TipsBeg/IntRecordingMaterials
5. Excel Copy & Paste Tips & TricksBeg/IntRecordingMaterials
6. Data Handling TechniquesBeg/IntRecordingMaterials
7. Excel GuidelinesBeg/IntRecordingMaterials
***8. Excel Date and Time Calculations - NEW!IntRecordingMaterials
9. Excel Text FunctionsIntRecordingMaterials
10. Excel 2016 Conditional FormatsIntRecordingMaterials
11. Excel Custom Number FormatsIntRecordingMaterials
12. Excel Financial Functions Part 1IntRecordingMaterials
13. Excel Financial Functions Part 2IntRecordingMaterials
14. Excel 2013 What's New & DifferentIntRecordingMaterials
15. Underused Excel FeaturesIntRecordingMaterials
16a. Excel 2013 Chart Tips and TricksIntRecordingMaterials
16b. Excel 2010 Chart Tips and TricksIntRecordingMaterials
16c. Excel 2016 Chart Tips and TricksIntRecordingMaterials
17. Dashboard Guidelines & TechniquesIntRecordingMaterials
18. Format As Table FeaturesIntRecordingMaterials
***19. Excel Yourself 2019
20. Excel Yourself 2018Beg/Int/AdvRecordingMaterials
21. Excel Yourself 2017Beg/Int/AdvRecordingMaterials
22. Excel Yourself 2016Beg/Int/AdvRecordingMaterials
23. Excel Yourself 2015Beg/Int/AdvRecordingMaterials
24. Excel Yourself 2014Beg/Int/AdvRecordingMaterials
25. Excel Yourself 2013Beg/Int/AdvRecordingMaterials
26. Excel Yourself 2012Beg/Int/AdvRecordingMaterials
27. Excel Interactive Chart
28 Mastering Excel's Form Controls
29. Excel 2016 What-If Techniques
30. Excel Budget Challenge AdvancedRecordingMaterials
31. Introduction to Power Query
32. Recording Macros Tips, Tricks & Traps
The recommended sequence to watch my free Excel webinars.
Last updated December 2019.
Beg = Beginner, Int = Intermediate, Adv = Advanced
*** recent recordings

Below are the webinar details and feedback scores in the same sequence as the table.

Excel Keyboard Shortcuts

(average feedback score score 90.7%)
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

There will be lots of other shortcuts as well. Even if you prefer using the mouse you might learn a few useful new techniques.

Recording Link – Excel Keyboard Shortcuts Materials Link – Excel Keyboard Shortcuts

Excel Mouse Shortcuts

(average feedback score score 90.9%)

Following up from my keyboard shortcuts session in February. This month we will look at quick ways to do common tasks with the mouse. Some of the topics and techniques I will cover include:

  • the various cursor shapes and how to use them correctly
  • right clicking options you may not know exist
  • copying anything quickly with the mouse, even sheets
  • drawing perfect circles and squares
  • lining up charts and other shapes perfectly
  • cool techniques with the Fill Handle
  • something you may never have tried with the right mouse button
  • using the Office clipboard

This session will demonstrate lots of techniques using the mouse and also using the mouse with the keyboard. Even if you prefer using the keyboard you might learn a few useful new techniques.

Recording Link – Excel Mouse Shortcuts Materials Link – Excel Mouse Shortcuts

Excel Formatting Tips

(average feedback score 91 %)

This August 2016 session covers lots of tips and tricks to speed up the formatting process.

You will learn:

  • a format to avoid and the one to use in its place
  • keyboard and mouse shortcuts
  • how to use and create customer number formats
  • about Styles and how they can make your formatting more consistent
  • that colours can be used to filter, sort and even find things in your sheets
  • how to stop zeroes displaying plus other general formatting tips

Recording Link – Excel Formatting Tips

Materials Link – Excel Formatting Tips

Excel Formula & Function Tips

(average feedback score 88 %)

This August 2016 session covers lots of tips, tricks and techniques to speed up the formula creation process. You will learn:

  • how to quickly start a formula
  • the benefits of the numeric keypad
  • to use AutoComplete to save typing
  • how to easily insert $ signs to fix references
  • about the calculation sequence
  • how to use the colours Excel displays when editing formulas
  • the tricks on selecting large ranges
  • using formulas and Format as Table together
  • a helpful technique when working with ranges in other sheets

Recording Link – Excel Formula Tips

Materials Link – Excel Formula Tips

Excel Copy and Paste Tips and Tricks

(average feedback score 93 %)

My free Excel webinar for June 2018 covered Copy and Paste Tips and Tricks.

The session focuses on the Paste Special dialog plus a little known pasting feature that is great for dashboards.

It covers 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 Link (great for dashboards)

The session includes lots of keyboard shortcuts. As always, I will be sharing a few other tips during the session.

Recording Link – Copy Paste

Materials Link – Copy Paste

Excel Data Handling Techniques

(average feedback score 90 %)

In this October 2016 session I have revamped a session I ran three years ago and added some new content. Learn the easy way to Filter and Sort. See how to use colours for filtering and sorting. See how versatile Advanced Filtering can be.

This session covers tips, tricks and techniques to help you manipulate data tables in Excel.
You will learn:

  • How and why you should use Format As Table
  • Filtering tips
  • Sorting tips
  • How to create and use Custom Lists
  • How, why and when to use Advanced Filter
  • How to extract unique entries
  • Sorting and Filtering by colours, including using conditional formats

Recording Link – Data Handling Techniques

Materials Link – Data Handling Techniques

Excel Design Guidelines

(average feedback score 89 %)

This webinar from April 2017 has lots of tips and suggestions to help you create better spreadsheets. These are techniques that I have used successfully on a regular basis and can recommend to other users.

The guidelines will help you use and create spreadsheets that

  • are more reliable
  • identify errors
  • are easier to use and understand
  • have more flexible formulas (can be copied to more places)
  • are more structured
  • are easy to navigate

Along the way you’ll pick up shortcuts and quick ways to do many different tasks.

Recording Link – Excel Guidelines

Excel Date and Time Calculations

(average feedback score 92 %)

In my first free session of 2017 you can learn how to do calculations with dates and times in Excel. Discover the functions that handle different types of calculations. This is a re-run of a session I ran back in 2014 – I have added a couple of short topics.

See how to avoid some of the frustrations that dates and times can cause. Topics covered include:

  • adding months to a date
  • formulas for the first and last day of the month
  • using today’s date in a formula
  • handling days of the week calculations
  • automating dates in headings
  • how to avoid the traps in time calculations
  • remove times from dates
  • generating random dates (for testing)

As always there will be a few other tips and tricks shared during the session.

Recording Link – Excel Date & Time Calculations

Materials Link – Excel Date & Time Calculations


Excel Text Functions

(average feedback score 92 %)

In May 2018 we looked at Text functions. 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 shared a few other tips during the session.

Recording Link – Text Functions

Materials Link – Text Functions

Excel 2013 Conditional Formatting Techniques

(average feedback score 90 %)

In August 2015 I covered conditional formats in Excel 2013. These 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 the 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.

The session will include:

  • Data bars
  • Creating a progress bar using Data bars
  • 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.

Recording Link – Excel 2013 Conditional Formats Materials Link – Excel 2013 Conditional Formats

Excel Basic Financial Functions

(average feedback score 86.1 %)

The February 2016 free webinar demonstrated Excel’s basic financial functions. 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.

Recording Link – Basic Financial Functions Materials Link – Basic Financial Functions

Excel More Financial Functions

(average feedback score 88.3 %)

In April 2016 following on from the response and feedback from my February webinar, I covered more financial functions. These are more related to comparing and analysing cash flows. I have also included a couple of requested schedules.

This session will cover the following functions

  • NPV – Net Present Value of regular cashflows (learn to trick to using it correctly)
  • XNPV – Net Present Value of irregular cashflows
  • IRR – Internal Rate of Return of regular periodic cashflows
  • XIRR – Internal Rate of Return of irregular periodic cashflows
  • Discounted Payback period schedule
  • Flexible Loan schedule – handles lump sum payments

As with all my sessions, I will throw in a few other shortcuts along the way.

Recording Link – More Financial Functions Materials Link – More Financial Functions

Excel 2013 – What’s New & Different

(average feedback score score 89.3%)

My June 2015 free session was the first to use Excel 2013.  I thought I’d start with what’s new. Many organisations have a policy to have the second last version of Office, so Excel 2013 may soon be getting rolled out to a PC near you.

This session will cover some of the new features plus some of the changed features. Some of the topics covered include:

  • how to stop the Start screen from displaying
  • new functions in Excel 2013
  • Flash Fill – what it is and what it can and can’t do
  • Slicers and Formatted Tables
  • the new Timeline slicer
  • changes to charts
  • PowerPivot what it is and a demonstration of what it can do

Even if you don’t have Excel 2013 you can see what’s in store if you upgrade.

Recording Link – Excel 2013 What’s New Materials Link – Excel 2013 What’s New

Excel’s Underused Features

(average feedback score 87.6 %)

The October 2015 free session covered features that many users are unaware of but can speed up some useful tasks.

A combination of no manual and regular new versions mean that many people don’t know about Excel’s time saving features.

This session will explain and demonstrate some of the features that I see underused by many users. When I show these features to users they are usually both surprised and thankful.

Some of the features covered include
• Format as Table
• Removing Duplicates
• Grouping rows and columns
• Automated Subtotals
• Cell comments and Text Boxes
• Using Windows within Excel
These features offer a lot of time savings opportunities, which will be explained in the session.

Content applies to Excel 2007 and later versions. Much of the content also applies to Excel 2003.

Recording Link – Excel Underused Features Materials Link – Excel Underused Features

Excel 2013 Chart Tips and Tricks

(average feedback score 91 %)

This webinar, from June 2016, is focused on showing you how to create and modify charts in Excel 2013 with a minimum of fuss.

The Chart interface changed in Excel 2013 and I take you through some of the changes.

You will see best practice design and formatting techniques demonstrated and explained.

See how to create dynamic charts that automatically change based on selections made or data added.

Learn about the feature added in Excel 2010 called Sparkline charts.

Recording Link – Excel 2013 Chart Tips and Tricks Materials Link – Excel 2013 Chart Tips and Tricks

Excel 2010 Chart Tips and Tricks

(average feedback score 87 %)

This webinar, from June 2016, is focused on showing you how to create and modify charts in Excel 2010 with a minimum of fuss.

You will see best practice design and formatting techniques demonstrated and explained.

See how to create dynamic charts that automatically change based on selections made or data added.

Learn about the feature added in Excel 2010 called Sparkline charts.

Recording Link – Excel 2010 Chart Tips and Tricks Materials Link – Excel 2010 Chart Tips and Tricks


Excel Yourself 2017

(average feedback score 94 %)

In March 2018 I revisited four of my magazine articles from 2017 and added some extra content.  The Excel file includes the examples from ten of my articles from 2017.

This session covers four of my articles from 2017.

  • XNPV and XIRR functions
  • Moving annual totals
  • Advanced Filter automation
  • TEXTJOIN and CONCAT functions (new to some versions of Excel 2016)

Content applies to Excel 2007 and later versions, except the two new Excel 2016 functions. As always a few extra tips and tricks are shared along the way.

Excel Yourself 2016

(average feedback score 89 %)

This is my annual smorgasbord session from December 2016. I revisit five of my magazine articles from the year and add some extra content. We cover a couple of functions; a filtering solution; how to reduce file size plus a feature added in Excel 2013 that can read your mind (sort of).

There are two dates to choose from – content is the same on both days. If you can’t attend you can still enroll and you will receive the recording link after the event.

This session covers five of my articles from the year. Topics are:

  • the new Flash Fill feature (Excel 2013) – why, how and when to use it
  • how to quickly adjust multiple calculations using a factor
  • the binary file file type – advantages and disadvantages
  • a reporting solution using the INDIRECT function
  • Slicers – the easy way to filter data

Recording Link – Excel Yourself 2016

Materials Link – Excel Yourself 2016

Excel Yourself 2015

(average feedback score 87.3 %)

The January 2016 free session covered five of my INTHEBLACK magazine articles from 2015.

Topics covered:

  • Displaying numbers as text, but still performing calculations with them
  • Identifying possible duplicates when data is missing
  • Converting a single budget model to handle multiple scenarios
  • Using Styles
  • Reporting on multiple tables in Excel 2013 without VLOOKUP (requires Excel 2013 or later)
Recording Link – Excel Yourself 2015 Materials Link – Excel Yourself 2015

 Excel Yourself 2014

(average feedback score score 87.6%)

In December 2014 I reviewed 5 of my 11 articles that appeared in the CPA Australia INTHEBLACK magazine during the year. The webinar’s companion Excel file contains 10 out of the 11 Excel examples from the 2014 articles.

The session covered the following smorgasbord of topics

  • a macro to unhide an individual column on the left of the active column but on the right of a large group of hidden columns
  • amending the RANK function to provide a sequential ranking – no ties
  • creating unique codes from duplicate codes so each can be accessed individually
  • how to create a bullet chart (better and smaller than a speedo or gauge chart)
  • how to use formulas to create a data table from badly laid out data
Recording Link – Excel Yourself 2014 Materials Link – Excel Yourself 2014

Excel Yourself 2013

(average feedback score 91.2%)

The December 2013 webinar featured six of my eleven Excel Yourself topics from the CPA Australia INTHEBLACK magazine for 2013.

See the articles come alive. The companion Excel file contains ALL the examples from ALL the year’s articles – including the two macros. Extra content was also included.

Topics covered include

  • creating a MAXIF function
  • summing the top 5 values in a range
  • creating a Pareto chart
  • performing workday calculations
  • deleting zero rows
Recording Link – Excel Yourself 2013 Materials Link – Excel Yourself 2013

Excel Yourself 2012

(average feedback score 90.1%)

The April 2014 webinar follows on from my popular webinar from Dec 2013. I have gone back another year and review 6 of my articles from the CPA Australia INTHEBLACK magazine during 2012. This is a veritable smorgasboard of topics including the SUBTOTAL function; formulas for sheet names; conditional formatting using formulas; a macro that links the print footer to a cell; how to use the TEXT function and fixing a problem with the RANK function.

Recording Link – Excel Yourself 2012 Materials Link – Excel Yourself 2012

Create an Interactive Excel Chart

(average feedback score 91.6%)

In August 2014 I re-ran my very first webinar that was based on an August 2012 INTHEBLACK feature article. This time I provided a detailed manual and example files which you can download at the link below. The feedback score above is based on over 160 responses. (Thanks for all your feedback, I read all of it.)

This session covers

  • using controls with charts to make the user experience easier
  • tips for using controls on spreadsheets
  • flexible formula techniques to make reports more dynamic
  • a technique to stop figures plotting on charts
  • using range names with controls and reports
  • general charting tips
Recording Link – Excel Interactive Chart Materials Link – Excel Interactive Chart

Mastering Excel’s Form Controls

(average feedback score 88.8%)

The June 2013 Excel webinar demonstrated Excel’s built-in Form Controls. 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.

Recording Link – Excel Form Controls Materials Link – Excel Form Controls

Excel What If Techniques

(average feedback score 90.3%)

In the June 2014 webinar I examine Excel’s built-in What-If techniques. 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. The session introduces the following 4 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
Recording Link – Excel What If Techniques Materials Link – Excel What If Techniques

Recorded Macros – Tips, Tricks and Traps

(average feedback score 88 %)

It is easy to create a recorded macro. It is not so easy to create a flexible and re-usable recorded macro.

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. Paid sessions expand on the techniques taught in this session.

This session includes bonus macros that you can use straight away to save time and effort.

Recording Link – Recorded Macros Materials Link – Recorded Macros

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