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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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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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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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Performance appraisals can create stress for supervisors, particularly when you need to provide corrective feedback. Even the most experienced managers can find themselves at a loss for words during the conversation. Here are some phrases to help engage the employee in a two-way dialogue. “The ABC Project was a key area of focus for you…
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At their best, performance appraisals should be a two-way dialogue between the rater (often the supervisor) and the receiver (the employee). Here are some tips for both the giver and receiver of performance appraisal feedback. Giving: Be prepared and anticipate possible responses. Ideally, you have been keeping notes over the year, so you can look…
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Samantha and James ran into each other in the break room and began discussing their upcoming employee review. James is feeling a great deal of stress because he has a lot of uncertainties. Samantha is looking forward to meeting with her supervisor and getting a chance to discuss her future with the company. Samantha feels…
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We might not normally think of creating templates for Excel charts and graphs. But if you’re a frequent user of the charts feature in Excel, you may spend quite a bit of time getting the colors, appearance and elements of a chart just right. Who wants to keep doing that over and over?! You can…
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It’s easy to create formulas with PivotTable data. The key is to remember that you are working with aggregate values, not individual ones. We’ll take a look at how to create a simple formula using something called a Calculated Field. And then, we’ll take a look at two common causes of confusion and errors with…
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Transcript What’s an employer to do? December 1st, 2016, the final rule is going to kick in. And we all have to be ready. So let’s say you’ve performed the internal audit in your organization, and you found out, uh-oh, we have some folks that don’t qualify for the exemption. Maybe I should change that…
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More and more data has led to more and more opportunities to present it in visually understandable ways. However, it can get frustrating having to navigate through a large workbook, just to find the exact chart you need. In this tutorial, you’ll learn how to create an interactive chart selector. If you aren’t familiar with…
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