Excel® Tips and Tricks

Category: Excel®

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Hidden Security Options in Excel





Categories: Excel®

If you have any experience in Excel, then you have probably found a few reasons to want to secure your workbooks.  Here’s an example of what happened to Mary.  She spent weeks making the perfect worksheet for her sales team to collect data about their sales.  Then, accidentally, one of the sales reps deleted five […]

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Create a Custom AutoFill Series in Excel





Categories: Excel®

Excerpted from QuickClicks Microsoft Excel 2016 Reference Guide You have a set of offices and sales regions, products and specific business time units (quarters, semi-annual) that you enter repeatedly. AutoFill would be helpful, but the default AutoFill lists do not contain these terms. What can you do? Create a customized AutoFill list. When you have […]

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Spotlight Excel Formula: Convert Text to Numbers





Categories: Excel®, Formulas

Numbers stored as text can present problems for lookup formulas and regular calculations. There are a few ways to convert Text to Numbers in Excel using a formula. We’ll look at three separate scenarios and see how we can use a formula to make things work the way they should. Download ConvertTexttoNumbers.xlsx and try out […]

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Create a 3-D Power Map in Excel





Categories: Charts, Excel®

Microsoft’s latest release of Excel has some powerful updates. Our latest 2016 highlight is the popular Power Map add-in. This feature can plot geographic and temporal data on a globe or custom map in a three-dimensional presentation. You can view data changing over time and create animated presentations called “tours”. Imagine you’re creating a presentation […]

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Secondary Axis Charts in Excel





Categories: Charts, Excel®

If you have two data series that are related, but not comparable, it might be tough to chart it. For example, let’s say you have data representing the sales of products. You also have the production costs. When you subtract the production cost from the sales data, you get the gross profit. Divide this remainder […]

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Creating an Excel Gauge Chart with Pies and Doughnuts





Categories: Charts, Excel®

You might think you need some fancy add-ins to create charts that look like a speedometer. In this tutorial, you’ll learn how to create this snazzy image from a pie chart and a doughnut chart. Download CreatingGaugeChart.xlsx to follow along. The Steps Create the data for the speedometer. If a circle is 360 degrees, then […]

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Calculating Compound Interest in Excel





Categories: Excel®

Whether for personal or business application, it’s a good idea to know how to calculate compound interest for loans and investments. There are two methods you can use, the long form and the FV (future value) function. Download ExcelCompoundInterest.xlsx to see the examples. Long Form In this first example, we’ll assume a one and a […]

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Accounting Magic – What You Need to Know About Accounting Excel Formulas





Categories: Excel®, Formulas

Accounting is more than just debits and credits. It is the calculation and analysis of those debits and credits that generate accounting information an organization can act upon. Let’s take a look at two types of reports a professional in the Accounting Department might be asked to generate. Then, we’ll see how that information can […]

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How to Work with Excel PivotTable Dates





Categories: Excel®, Pivot Tables

With the most recent versions of Excel, you have gained more and more functionality with Pivot Tables. It is now much easier to work with dates. There are two features that you can put to work right away:  data filtering (2007) and timeline slicer (2013). There’s also a change to the way dates are displayed […]

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Excel Finance Formulas





Categories: Excel®, Formulas

Given the number crunching power of Excel, you might surmise that when it comes to calculating money matters, it really shines. And, so it does. In order to understand how the various financial functions, work, there are a few components to understand. Most of the fifty-five functions that are classified as financial functions in Excel […]

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