All articles in 'Learn Excel' Category

Please Enroll in our Excel & Dashboards Masterclass – Melbourne

Published on May 16, 2012 in Excel Workshops, Learn Excel

Hello folks,

I have a quick announcement. As you may know, I am doing a set of Excel & Dashboards Masterclasses in Sydney, Melbourne & Brisbane. We had a fantastic session in Sydney (with 18 delegates). We are sold out in Melbourne & have 2 spots left in Brisbane. But we kept getting requests for more in Melbourne. So we have added an additional session in Melbourne. This is right after Queen’s birthday – on 12th & 13th of June. Please use below links to enroll for the masterclass if you are interested.

Reviews from our Sydney masterclass delegates
We asked the delegates of our Sydney masterclass to tell us how they liked it. Here is a short video with their reviews (4 min):

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VBA Move data from one sheet to multiple sheets

Published on May 14, 2012 in Automation, Excel Howtos, Learn Excel, VBA Macros
VBA Move data from one sheet to multiple sheets

Suresh sent an email with interesting problem.

There is one data entry sheet where all the data needs will be entered, however once done we want the data to be stored separately in multiple sheets designated by the Employee code.

In this article we will learn how to use VBA to help in resolving the problem Suresh was facing at work.

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Excel Links – Live from Sydney Edition

Published on May 1, 2012 in excel links
Excel Links – Live from Sydney Edition

Hello folks,

My flight to Sydney has been lengthy but fun. I have reached here on Sunday morning (8AM) and spent most of the day with Danielle’s family. (Danielle is the founder of Plum Solutions. She is the one who invited me to Australia and planned this whole experience for me).
On Monday (30th April), I went exploring the city on foot. I had coffee in the beautiful Queen Victoria Building, attended 1PM church service at the magnificent St. Mary’s cathedral, walked thru Hyde park, went to Sydney central station, took at sneak peek at the new Apple store in down town, got back to my hotel, walked to Opera house to meet up with our readers.

Reader meetup at Sydney
We had 6 people turn up for the meetup. It was fun talking about Excel & our journey with these wonderful folks. Here is a pic (you can see the harbor bridge in background & 8 awesome Excel users in foreground, Click on it to enlarge).

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Send mails using Excel VBA and Outlook

Published on Apr 23, 2012 in Automation, Excel Howtos, Learn Excel, VBA Macros
Send mails using Excel VBA and Outlook

Ever wondered how we can use Excel to send emails thru Outlook? In this article we well learn how to use VBA and Microsoft Outlook to send emails with your reports as attachment.

Scenario: We have an excel based reporting template. We want to update this template using VBA code to create a static version and email it to a list of people. We will define the recipient list in a separate sheet.

Read on…

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Creating Customer Service Dashboard in Excel [Part 3 of 4]

Published on Apr 18, 2012 in Charts and Graphs, Learn Excel
Creating Customer Service Dashboard in Excel [Part 3 of 4]

Welcome back. In third installment of our Customer Service Dashboard series, we will learn how to construct the charts in our dashboard. We will understand the sparklines, traffic lights & dynamic chart setup. To help you learn better, I have recorded a short video too. Go ahead and enjoy.

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Comprehensive Guide to VLOOKUP & Other Lookup Formulas

Published on Mar 30, 2012 in Learn Excel
Comprehensive Guide to VLOOKUP & Other Lookup Formulas

This week many Excel bloggers are celebrating VLOOKUP week. So I wanted to chip in and give you a comprehensive guide to VLOOKUP & Other lookup formulas. Read on …,

What is VLOOKUP Formula & how to use it?

I often tell my excel school students that learning VLOOKUP formulas will change your basic approach towards data. You will suddenly feel that you have discovered a superman cape in your attic. It is that awesome.

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75 Excel Speeding up Tips Shared by YOU! [Speedy Spreadsheet Week]

Published on Mar 27, 2012 in Learn Excel, VBA Macros
75 Excel Speeding up Tips Shared by YOU! [Speedy Spreadsheet Week]

As part of our Speedy Spreadsheet Week, I have asked you to share your favorite tips & techniques for speeding up Excel. And what-a-mind-blowing response you gave. 75 of you responded with lots of valuable tips & ideas to speed-up Excel formulas, VBA & Everything else.

Thanks to all the contributors

Many thanks to everyone who shared their tips & ideas with us. If you like the tips, please say thanks to the contributor.

Read Excel Speeding-up tips by area

This page is broken in to 3 parts, click on any link to access those tips.

Read everything
Formula Speeding-up Tips
VBA / Macros Optimization Tips
Everything Else
Share your tips

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Excel Speedup & Optimization Tips by Experts [Speedy Spreadsheet Week]

Published on Mar 26, 2012 in Learn Excel, VBA Macros
Excel Speedup & Optimization Tips by Experts [Speedy Spreadsheet Week]

As part of Speedy Spreadsheet Week, I have emailed few renowned Excel experts and asked them to share their tips & ideas to speedup Excel. Today, I am glad to present a collection of the tips shared by them. Read the Excel optimization & speeding up tips shared by Hui, Luke, Narayan, George, Gregory & Jordon.

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Data and Calculations for our Customer Service Dashboard [Part 2 of 4]

Data and Calculations for our Customer Service Dashboard [Part 2 of 4]

Welcome back. In part 2 of Making a Customer Service Dashboard using Excel let us learn how the data & calculations for the dashboard are setup.

Designing Customer Service Dashboard
Data and Calculations for the Dashboard
Creating the dashboard in Excel
Adding Macros & Final touches

In this installment, we will examine all the variables, named ranges & various formulas that drive our dashboard. Also, you can download the full dashboard workbook and play with it to examine these formulas and learn better.

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14 ways to check if an year is leap year, using Excel [just for fun]

Published on Feb 29, 2012 in Excel Howtos, Learn Excel
14 ways to check if an year is leap year, using Excel [just for fun]

Today is February 29th, and that means, this year we have one more day to be awesome. So lets celebrate it in Excel style!

Lets learn 14 different ways to tell if an year is leap year, using Excel Formulas.

Why 14? because, we are awesome like that.

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Designing a Customer Service Dashboard in Excel [Part 1 of 4]

Published on Feb 22, 2012 in Charts and Graphs, Learn Excel
Designing a Customer Service Dashboard in Excel [Part 1 of 4]

Sawadee Krup folks. Today, we begin a new series on Chandoo.org – Making a Customer Service Dashboard using Excel. This 4 part tutorial teaches you,

Designing Customer Service Dashboard
Data and Calculations for the Dashboard
Creating the dashboard in Excel
Adding Macros & Final touches

Customer service is one area where a lot of data is collected regularly. Understanding all this and making business decisions is quite complex task. This is where dashboards shine.

Read on to learn how to design customer service dashboards.

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Reporting Scenarios using Offset

Published on Feb 14, 2012 in Excel Howtos, Financial Modeling, Learn Excel
Reporting Scenarios using Offset

Project Managers often report financial numbers to the management. In a dynamic world, these numbers are usually based on a lot of factors that may or may not be under your control. So the top management demands that the numbers be reported as per different economic scenarios – Optimistic, Normal or Pessimistic. It is important […]

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Learn Statistics & Probability using MS Excel

Published on Feb 13, 2012 in excel apps, Excel Howtos, Learn Excel, simulation, VBA Macros
Learn Statistics & Probability using MS Excel

One of the most dreaded courses during my under-graduation is Probability, Statistics & Queuing Theory. We called it PSQT. I struggled to understand the significance and concept of this course as I could barely concentrate in the class. We had a professor, who is probably a genius, but the moment he started the class, I would magically fall in to one of my after-noon naps. When I woke up, we are either in the middle of an elaborate t-test or going thru intricacies of a Markovian queue.

This was all 11 years ago. Later in life, I have embraced the world of probability & statistics. I still fear queues. May be I will get there one day. 😉

A good understanding of statistics & probability theory is necessary if you want to model complex real-life problems using Excel or similar tools. Naturally, Excel has several functions, features & supported add-ins to help you in this area.

Today, I want to share some of this with you. This article is broken down in to 3 parts.

  1. Learning Statistics & Probability using Excel
  2. Downloadable Excel Workbooks to understand
  3. Full blown models & simulations in Excel
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How would you customize Excel after installing? [poll]

Published on Feb 10, 2012 in Excel Howtos, Learn Excel
How would you customize Excel after installing? [poll]

Recently, I bought a new laptop, because my old Toshiba died down. After installing the OS and other necessary tools (like browser, skype etc.), I have installed Office 2010. Since Excel is my bread and butter, I like to customize it so that I can get more work done. So today,let me share how I […]

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Using external software packages to manage your spreadsheet risk [Part 4 of 4]

Published on Feb 8, 2012 in Financial Modeling, Learn Excel
Using external software packages to manage your spreadsheet risk [Part 4 of 4]

Background – Spreadsheet Risk Management

In the Managing Spreadsheet Risk series so far we have looked at the concept of spreadsheet risk and how to manage it both at a company level and at a spreadsheet level using Excel functionality. In this final article we are going to have a quick look at an example of spreadsheet auditing software.

What to look for in a Spreadsheet Risk Management Software

First off I should state that there is a wide range of spreadsheet auditing solutions in the marketplace of different types and styles and at a variety of costs. In this section I would like to take a little time to explain the criteria we applied when we were sourcing auditing software.

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