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Have you ever been asked to present your data in specific accounting formats? Excel provides a multitude of preset formatting options for customizing numbers, dates and times. You can present data in the way that best expresses your needs and conforms with any government, industry or company standards and styles that might apply to your…
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Problem: You have a workbook that contains a full twelve months of production. Even after graphing the data, it still isn’t clear if production went up or down last year. Solution: Insert a trendline. With a trendline, you can see if your sales went up, and if so, by how much. Charts reveal a great…
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While working in Excel, you may want to change which AutoCorrect / AutoFormat alerts you see (and don’t see) in the creation process. Luckily, you can customize the spelling and grammar checker by selecting specific options to employ (or not) as Excel checks your cell data. Customize Spellcheck Settings Click the File tab. Click the…
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One challenge in creating goals is defining what the goal is. We generally have some sense that a goal is a future state or milestone, associated with some good thing. How do we translate that into goal statements that are specific, measurable, achievable, realistic and timely? Here’s an example. The CS Company relies on subcontractors…
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New Year’s resolutions are – for many – a repeated annual ritual. This year, let’s pause for a process check. How many of those resolutions have you achieved? If you can look back on past years and name the resolutions you have successfully completed, then good for you! For many of us, however, resolutions are…
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Checklists are wonderful tools for systematically completing tasks. Filling out a familiar worksheet or answering a series of repeated questions helps train our mind to anticipate the process, making intimidating tasks more accessible. With that in mind, here are 9 critical questions to help you with achieving goals. What’s the goal? What is this goal…
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A lot of Excel users are confused about when to use macros and when to create templates. A macro is a recording of formatting changes and other steps that can be replayed quickly. A template is a pre-formatted spreadsheet with headers and formulas – awaiting your data. I find that whichever one you know how…
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Some people use Excel because they LIKE numbers and math. Some use Excel because they DON’T! Nick counts on Excel to do the mathematical heavy lifting. He needs to calculate rows of data, but the thought of creating formulas and then checking the answers seems daunting. If you feel the same way, you might like…
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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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Successfully guiding projects from initiation to implementation requires a balance of knowledge, skills, tools and techniques [1]. One of the best ways to make sure a project has the best possible outcome is to understand the processes involved in effective management. Projects can be divided into six phases [2]. Initiation What is the project meant…
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