Track Your Mutual Fund Portfolio using Excel [India Only]
Excel is very good for keeping track of your investments. Due to its grid nature, you can easily create a table of all the mutual fund holdings and monitor the latest NAVs (Net Asset Values) to see how your investments are doing. A while back we have posted a file on tracking mutual funds using excel. Today we are going to release an upgrade for that file.
Read the rest of this post to understand how this template works and download the free template.
Master Excel 2007 Ribbon with this Free Learning Guide
Over the last few years, there has been much debate about the merits and perils of Microsoft Ribbon UI in Excel 2007. Personally I think ribbon is a good way to explore an application. I have gotten used to it since I tested excel 2007 for first time. Now, during the rare occasions I work […]
Excel Time Sheets and Resource Management [Project Management using Excel – Part 4 of 6]
Timesheets are like TPS reports of any project. Team members think of them as an annoying activity. For managers, timesheets are a vital component to understand how team is working and where the effort is going. By using Microsoft Excel capabilities you can create a truly remarkable timesheet tracking tool.
In this installment of project management using excel series, we will learn 3 things about timesheets and resource management using Excel
1. How to setup a simple timesheet template in excel?
2. How to make a more robust timesheet tracker tool in Excel?
3. How to use the timesheet data to make a resource loading chart?
Make an Impressive Product Catalog [spreadsheets for small business]
It is the customer on the phone again, she wants to know what products we have.
How cool would it be if we can send her a spreadsheet with all the products neatly listed in a table and she can use filters to find what she likes. Alas, we end up sending a biggish PDF brochure that is both difficult to make and maintain.
Well, not any more.
Today we will learn a very useful and fun trick in Excel. We will create a product catalog using Excel that you can send to your clients or boss (and impress them).
Project Management: Show Milestones in a Timeline [Part 3 of 6]
Learn how to create a timeline chart in excel to display the progress of your project. Timelines are a good way to communicate about the project status to new team members and stake holders. Also, download the excel timeline chart template and make your own timeline charts.
Team To Do Lists – Project Tracking Tools using Excel [Part 2 of 6]
In today’s installment of project management using excel, we will learn about project tracking tool – to-do lists. Projects are nothing but a group of people getting together and achieving an objective – like building system or constructing a bridge. While it is important to have a overall project plan and vision, it is equally important to understand how various day to day project activities are going on. This is where to do lists can help you a lot. Read on…
Networkingdays() an improved version of networkdays formula
We all know that networkdays() an extremely powerful and simple excel formula can help you calculate no. of working days between 2 given dates.
But there is one problem with it. It assumes 5 day workweek starting with Monday to Friday. Not all countries have workweek from Monday to Friday.
This got me thinking and I ended up writing a user defined formula (UDF) to calculate working days between 2 given dates with any criteria. This will be good for calculating payrolls for temporary workers, offshore partners and of course people working countries where Saturday or Sunday or not usually holidays.