Free Excel Webinar Recording – Financial Functions Part 1

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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.

Free Excel Webinar Recording – Dashboard #1 Guildelines & Techniques

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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.

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

Excel Bullet Charts [Video]

Excel Yourself Article

Check out my July 2014 article on Bullet charts on the CPA Australia ITBDigital website – click here to see the article. The video is below.

Bullet charts were developed by Stephen Few – see his pdf on bullet charts click here.

The technique is based on one used by Michael Alexander in his great book Excel 2007 Dashboards and Reports for Dummies by Wiley.