Tag Archives: video example

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Free Excel Webinar Recording – Conditional Formatting

Feedback score 94%

My free Excel webinar for August 2018 covered Conditional Formats. 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.

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

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Free Excel Webinar Recording – Copy and Paste Tips and Tricks

Feedback score 93%

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.

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.

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.

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Free Excel Webinar Recording – Text Functions explained and demonstrated

How to text safely in Excel

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.

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.

Download Text Function materials

 

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Free Excel Webinar – recording Macros Tips Tricks and Traps

Getting started with macros

It is easy to create a recorded macro. It is not so easy to create a flexible and re-usable recorded macro. Click the materials Button below to download the pdf manual and example file.

Learn the techniques that can allow you to record effective macros that can handle different ranges and changes to sheet names.

Macros can speed up your work and reduce the time taken for tedious tasks, as well as adding functionality to Excel.

This is the first in a series of webinars dedicated to macros. Future paid sessions this month will expand on the techniques taught in this session.

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.

Macro Webinar Materials

 

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September 2014 Excel Yourself article

Check out my September 2014 Excel Yourself article, video and companion file are now online at the magazine site. The article covers converting a badly laid out report into a structured data layout using a formula.
The video can be viewed from the media section at the bottom of the page.

Click here to view the article.

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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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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.

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Make your own list – like the months in the year [VIDEO]

A Custom List Can Stop Entries Being Missed

Make Your Own Lists like January, February etc

When you drag a cell with January in it with the fill handle (the small cross at the bottom right corner of the cell), Excel creates a series with February and March etc. This is quick and useful. It also works for days of the week. Eg drag a cell with Monday in it to get Tuesday, etc. This is an example of a custom list.