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It’s been well over 10 years since I started training Microsoft Excel to corporate clients. During training sessions, delegates would usually ask questions on how they can use Excel to help them become more effective in their work. Last week, a financial manager asked me how she could easily look up more than one field of data […]
In order to correctly show the movement and management of cash within a business, accountants use a cash flow statement. This statement will display a business’s money coming in from ‘cash receipts’ and where it has paid money out, ‘cash paid’. The cash flow statement is a standard financial statement and is frequently used in […]
The Scenario Manager is a feature in what-if analysis and you can use this to enhance your forecasting in Microsoft® Excel®. A scenario is a set of values that Excel saves and can automatically substitute in specific cells on a worksheet. You can create and save different groups of values on a worksheet, and then […]
Conditional formatting is an effective Microsoft Excel feature that allows you to highlight important information, for example; the ability to find duplicate values within your spreadsheet. You can create your own rule by applying conditional formatting to individual cells or a range of cells. When you have selected the data you want to format, you […]
In a previous tip, we showed you how to set up a PivotTable using PowerPivot. You’re now going to learn how you can easily calculate Sales Tax/ VAT using the Measures feature in the PowerPivot tab. If you’re the business’s accountant, you may want to analyze the Sales Tax/ VAT that will be paid on the products […]
Monitoring budgets can be quite stressful and may often involve the use of formulas. Instead of complicated formulas, you can use custom formats within Microsoft Excel to easily determine if you are over or under budget. All it takes are a few steps, which we explain below, and you can easily monitor your budget. You’re […]
For quick access to related information in another file, workbook or on a web page, you can insert a hyperlink in a Microsoft® Excel® worksheet cell. You can also insert hyperlinks in specific chart elements or images. If you struggle to navigate to various worksheets in a large workbook, then hyperlinks may be your solution. […]
You can quickly view or compare two or more worksheets in the same workbook, or in different workbooks, by viewing them side by side. You can also arrange multiple worksheets to view them all at the same time. In this tip, I show you how. Applies To: Microsoft® Excel® for Windows 2010, 2013, and 2016. […]
Multiple users can effectively work on a spreadsheet by sharing it, and then collaborating on it. Edits can be made simultaneously by team members, thus having a continuously updated version of the spreadsheet available all the time. In this way, version control is enforced, and duplicate work is eliminated. Applies To: Microsoft® Excel® for Windows […]
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