One Minute to Excel #22 – Normalise a budget

Power Query can be quick

The standard budget layout isn’t great for pivot tables. You can easily and quickly convert it in to data using Power Query

See now in this short video.

One Minute to Excel #21 – Hiding Zeroes

Two ways

If you want to display a blank cell instead of a zero there are two ways to do it.

See both in this short video.

One Minute to Excel #18 – Convert real numbers to text numbers

Two techniques

When you are working with text numbers in tables sometimes you need to convert real numbers into text numbers to do look ups.

There are at least two ways to do this.

Let’s see how to convert real numbers into test numbers, real fast.

One Minute to Excel #13 – Create and Use a Check Box

Tick it to the next level

A check box is an easy interface to create and use.

See how to add one to a sheet and use it in a calculation.

One Minute to Excel #12 – Hide Cell Entries

It is a special format

You can’t hide a cell, but you can stop the cell value from displaying on the sheet.

It involves a custom number format.

One Minute to Excel #11 – Add % to a Pivot Table

It is not intuitive

Often people perform calculations off to the right of Pivot Tables to calculate percentages.

In this short video I show you those calculations can be done inside the Pivot Table itself.

The solution is not intuitive, but it is easy.

This example builds upon the previous One Minute to Excel post.

One Minute to Excel #10 – Create a Pivot Table

It is easy

Note sure why, but Pivot Tables are often seen a “hard” or “advanced”.

In the short video we see how easy they are.

Oops – I go over my one minute time limit by a few seconds because I format the Pivot Table as well.

One Minute to Excel #9 – Drop down list in a cell

Three techniques

This short video covers different ways to insert a drop down list into a cell.

I go over my one minute time limit by a couple of seconds, but I do cover three techniques.

One Minute to Excel #8 – Incrementing a Long List of Dates

It is easy when you know how

In this short video I cover how to increment dates in long ranges.

It uses a little know dialog.

One Minute to Excel #7 – Copy Date down a Long Range

Quick and easy technique

In this short video I cover how to insert dates in long ranges.

Its simple and quick.

One Minute to Excel #6 – Add Subtotals Automatically

Built-in feature

In this short video I cover how to insert automated subtotals.

Its a built-in feature, that is easy to use.

One Minute To Excel #5 – Extracting Unique Entries

Three techniques

In previous videos I worked with duplicated entries.

In this video I demonstrate how to extract unique entries from a list.

Three different ways in 60 seconds.

Off we go!

 

One Minute to Excel #4 – Copy Anything

Mouse and keyboard combined

Copying is a common task in Excel. This technique applies to most things in Excel form cells and range to charts, images and sheets.

It also works in Word and PowerPoint.

Have you used the mouse and keyboard together? It is time to start.

Let’s go.

One Minute to Excel #3 – Filling in the blanks

No blank looks

Imported data often has missing entries you need to populate.

You can use Power Query, but that duplicates the table.

This technique works on the existing table and is quick and easy to apply once mastered.

Start the clock!

One Minute to Excel #2 – Identify Duplicates

Short, sharp video tips

In the previous video I removed duplicates, in this video we identify duplicates using Conditional Formatting.

I identify the duplicates twice in a minute in this video.

The clock is ticking.

One Minute to Excel #1 – Remove Duplicates

Working against the clock

I have started a new series of short videos showcasing Excel’s features that work in less than a minute.

There is a countdown to see if I can do it.

In this first one I remove duplicates in less than a minute.

Free Webinar Recording – Excel Format as Table Feature

Feedback score 95% based on 58 responses

In March 2020 I presented a session on Excel’s Format as Table Feature. I covered it’s advantages and how to use it to improve your Excel files.

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

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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.

In this session you will learn all about Excel’s formatted tables.

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 I will share a few other tips.

Free Webinar Recording – Excel Budget Challenge Solution

Feedback score 92% based on 83 responses

In February 2020 I reviewed my solution to an Excel Budget Challenge from late 2018. This included some advanced Excel budget techniques.

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

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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 includes a lot of useful content and it brings together a number of different techniques. The content is worthy of a paid session but since it was a public challenge I am presenting the session for free.

The materials includes the challenge documentation, the pdf manual and the solution file. I assume you have read the documentation. You also receive the blank Excel file if you want to create your own solution.

Techniques/topics covered include

  • using INDEX-MATCH (better alternative to VLOOKUP)
  • 3-D formulas to summarise all report sheets and techniques to make using them easy
  • using a reporting template to speed up creation
  • validations
  • extracting sheet names
  • automating reports

Free Webinar Recording – Date and Time Calculations

Feedback score 95% based on 61 responses

In January 2020 I looked at solving some of the frustrations date and time calculations can cause in Excel.

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

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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.

Discover the functions that handle different types of calculations.

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.

Free Webinar Recording – Excel Yourself 2019

Feedback score 93% based on 41 responses

In December 2019 I reviewed four of my articles from 2019 plus some new content.

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

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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 year’s webinar includes
  • a new logic function IFS
  • how to do budget allocations across months using the MOD function
  • how to do complex monthly budget allocations
  • using helper cells to achieve advanced conditional formats

As always there will be other tips and tricks shared along the way.

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.

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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.

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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 – Introduction to Power Query

Feedback score 94.5% based on 91 responses

In October 2019 I ran my Introduction to Power Query webinar for free (previously it was a paid session). I want to get this information out to as many people as possible. please share this resource with colleagues and your network.

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

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Power Query allows you to automatically perform data cleansing routines on your data sources – no manual intervention required. Simply refresh and your data is ready to use. You can use csv files; txt files; databases and existing Excel tables as your data sources. Learn the basics, plus an advanced technique to automate data cleansing routines on your data sources.

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

  • fixing dates so that Excel can recognise them
  • formatting columns as text – retaining leading zeroes in CSV files
  • deleting unwanted rows and columns from your data
  • removing leading and trailing spaces
  • populating blank values with zeroes
  • populating blanks with entries from above
  • correcting trailing minus signs
  • unpivot a report – how to convert a report layout into a data table layout
  • converting a MYOB report into a data table

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