Free Webinar Recording – Excel Chart Tips and Tricks

Feedback score 94.5% based on 59 responses

In November 2019 I re-ran my Excel Chart Tip sand Tricks session.

The detailed pdf manual and example file can be downloaded using the button below. Content listed below the video.

Download Materials

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.

This webinar is focused on showing you how to create and modify charts in Excel 2016 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.

I also include some useful date-based functions.

 

Free Webinar Recording – Excel Formula and Function Tips

Feedback score 95.8% based on 66 responses

In October 2019 I re-ran my Excel Formula and Function Tips session.

The detailed pdf manual and example file can be downloaded by using the button below. Content listed below the video.

Download Materials

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.

This 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

 

Free Webinar Recording – Excel Formatting Tips

Feedback score 94% based on 70 responses

In October 2019 I re-ran my Formatting Tips session. The detailed pdf manual and example file can downloaded by using the button below. Content listed below the video.

Download Materials

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.

This session covers:

  • 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
  • a quick demo of Flash Fill

Handling Exceptions in Excel

Two ways to consider

When developing budgets and financial models you may need the same rate/value (say debtor days) for 10 months of the year but need to adjust it for 2 months. It is usually December and January as they tend to be a little different due to the Christmas / New Year period. Here’s a couple of ways to handle exceptions in Excel.

Free Excel Webinar Recording – Custom Number Formats

Feedback score 92%

In April 2019 I demonstrated many of Excel’s Custom Number Formats.

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 brand new webinar we examine Custom Number Formats which hide away at the bottom of the Number Format tab. These custom made formats offer some useful techniques.

They can

  • display negatives in red and with brackets
  • format mobile phone numbers correctly
  • display numbers and text together and still perform calculations
  • hide zeroes
  • display rounded numbers to thousands and millions
  • display the day of the week
  • create customised dates
  • be saved and be available in new sheets and files using a Template
  • be saved as a Style

See examples and demonstrations of many different custom number formats and learn how to create your own.

As always I will share a few other tips.

Free Excel Webinar Recording – Mastering Form Controls

Feedback score 92%

In March 2019 I demonstrated how to use some of Excel’s Form Controls.

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

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.

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

Free Excel Webinar Recording – Format As Table Features

Feedback score 93%

In February 2019 I demonstrated how to use the Format as Table feature in Excel, including some advanced techniques.

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

Many of Excel’s features and functions work seamlessly with formatted tables. They can help you improve the structure and reliability of your spreadsheet files.

Formatted tables can allow you to create powerful reports like those in a relational databases.

Topics covered

  • advantages and limitations of formatted tables
  • keyboard shortcuts
  • using formatted tables with formulas
  • solutions to some of the limitations of formatted tables
  • using range names with formatted tables
  • using formatted tables with data validations
  • creating a running total
  • using PivotTables
  • Relationships (Data tab)

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