Tag Archives: charts

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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.

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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.

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Free Excel Webinar Recording – Excel Yourself 2018

Feedback score 89%

In December 2018 I reviewed four of my articles from the INTHEBLACK magazine from 2018. Download the materials using the button below and watch the video.

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

Includes extra content not included in the magazine.

This year’s smorgasbord webinar includes

  • how to handle validations
  • dynamically highlighting the current row in a table (uses a macro)
  • centralising logic – how and why to do it – alternatives to the IF function
  • creating a slope chart (includes a macro to speed up the process)

As always there will be a few more tips and tricks shared in the session.

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Horizontal or Vertical Progress Bar in Excel

Conditional Format or Sparkline take your pick

In a recent webinar on conditional formatting I was demonstrating how to create a horizontal progress bar using conditional formats when someone asked an interesting question about creating a vertical progress bar. It is possible and in this blog post I will explain both techniques.

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Show Horizontal Axis Entries Below the Chart

Great for displaying negatives in a line or column chart

I learned about a chart Axis option in Excel during a recent webinar – thanks to one of the attendees. You can show the Axis entries below the chart – this is handy for column charts that display negatives.

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Horizontal bullet chart in Excel

Excel Yourself article

Check out my follow up article and VIDEO on the ITBDigital website on how to convert a vertical bullet chart into a horizontal one.

Click here for full article and video.

For the original bullet chart post click here

These techniques are based on ones in the great book
Excel 2007 Dashboards and Reports For Dummies by Michael Alexander

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