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.
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.
When I ran some face to face training sessions recently I was reminded how much people LOVE keyboard shortcuts. So I decided to update my keyboard shortcut webinar.
In October 2018 I shared lots of keyboard shortcuts. Download the materials using the button below and watch the video.
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.
Formatted Tables allow you to create formulas that automatically copy down as the table expands. To create a running total in a column you have a couple of options.
My free Excel webinar for September 2018 covered What If Techniques. Download the materials using the button below and watch the video.
Download Webinar Materials
Content applies to Excel 2010 and later versions. You will need to install the Solver Add-in – instructions in the manual and video.
- 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
Would you like to change the format of all your formula cells so they have a different fill colour or font? There is a way in Excel 2013 onwards.
My free Excel webinar for August 2018 covered Conditional Formats. Download the materials using the button below and watch the video.
Download Webinar Materials
Content applies to Excel 2010 and later versions.
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
Recently Liam Bastick (Excel MVP) wrote an article about using the OFFSET function to calculate depreciation in financial models. You can check out the full article here.
There is an easy technique to copy a single formula and paste it without affecting relative references but what if you wanted to paste lots of formulas?
Here’s another way to create a Step Chart. This one is quicker. I wrote previously about using a scatter plot and error bars but it required a lot of chart changes. This one hacks a line chart and requires no chart changes.
Let’s say you have a filtered list and in each of the filtered cells you want to enter a sequential number, but in the hidden rows you don’t want to enter anything. There is a way, but it takes a few steps.
When you create a checkbox you need to link it to a cell on a sheet to be able to use its result. The user could overwrite that linked cell with a value or text and affect formulas that are using the checkbox linked cell. You can add a validation to make sure the linked cell only contains TRUE or FALSE.
Gauge charts are not a standard chart in Excel and are quite complex to create. Gauge charts should be avoided for dashboards.
My free Excel webinar for June 2018 covered Copy and Paste Tips and Tricks. Download the materials using the button below and watch the video.
Download Copy Paste materials
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 shared a few other tips during the session.
My free Excel webinar for May 2018 covered Text functions. Download the materials using the button below and watch the video.
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 sharing a few other tips during the session.
Download Text Function materials
Malcolm Gladwell’s book Outliers is a great read – I reviewed it here. Its premise is that some outliers (events that are far outside “normal” expectations) have causes and hence are worthy of investigation. Excel have some functions that can help identify outliers in your data.
Recently a client wanted help in summarising a large data list of employees. They wanted to identify the years of service in terms of 5, 10, 15 years and other milestone years based on a start date.
In Excel it is quite common to test a cell for either a zero or a blank. If either of these two entries are found then you do a particular calculation. There is an easy way to handle this.
I recently read a blog post about using Excel for SEO (Search Engine Optimisation). It mentioned a function to extract a domain from a URL. The function was from Google docs, not Excel. So I wrote an Excel formula to extract the domain from their list of URLs.
Rounded values in Excel can pose a few issues. There is a formula you can use that can round a range of values and then SUM the results. This can be used as a check total for rounded values.
Let’s say you have codes that have differing numbers of characters and you need to analyse them based on how many characters a code has. There is one function that can SUM and COUNT based on the number of characters in a code.