All articles with 'downloads' Tag

Here is a typical scenario: We want to allow only one of the pre-defined customer names in our spreadsheet. We have listed down all the customers in column B and want excel to check against this list and validate the data. But there are 3 problems. (1) Our list is not sorted alphabetically (2) It contains duplicates and (3) The list comes from external source, so we can not remove duplicates and sort the list every time.

Now how can we set up a simple data validation list that would not repeat customer names and shows them in sorted order like this.

Read the rest of this guest post by Hui to learn how to use data validation in creative new ways.

Last week I have reviewed Google’s flu trends chart and told you that is it is very well made. Out of curiosity I made a similar chart in Excel. In this post, I am going to share the experience and results with you. Interested? Read on…

Today we will build a mortgage payment calculator (and amortization schedule) using excel. But we will not build a boring excel sheet, we will build a mortgage calculator that is easy to play with.

A mortgage payment is a monthly installment that you pay towards a loan. Any mortgage loan will typically have, (1) loan amount, (2) duration of the loan in years, (3) interest rate per year

Given these 3 parameters, we can easily determine the monthly installment amount (this will be the same amount for all months during loan tenure)

We are going to use Excel’s form controls (more on this below) to build a mortgage payment calculator like this.

Timeline charts are great for providing quick snapshots of historical events. And hardly a day goes by without some one making a cool visualization of a time line of this or that. Time lines are easy to read, present information in a logical manner and mostly fun.

So yesterday, I set out to mimic the iconic gadgets of all time in excel, just for fun. Then it strike me, why not make a visual time line of Microsoft Excel ? So I did that instead.

Do you know that you collapse or expand excel charts? Don’t believe me? Me neither. When I first realized that we can collapse / expand charts without writing any macros or lengthy formulas, I couldn’t wait to share it with all of you. This is such a simple yet powerful trick. See it for yourself.

The trick lies in using group / un-group data feature and carefully aligning charts with the cell grid. The whole process takes just about 2 minutes and produces wow factor worth a week. Go check it, now. Also, a downloadable template is included in the post.

Jennie, a sweet and ambitious lady set out to do 101 things in the next 1001 days. She took the inspiration from Day Zero Project. Not stopping there, she prepared a cute little excel sheet to keep track of all these new year resolutions and sent it to me.

I think this is a swell excel template if you want to keep track of your goals or new year resolutions or just manage a list.

This is second part of 2 part series on conditionally formatting dates in excel.

Highlighting Repeat Customers using Conditional FormattingIn yesterday’s post we have learned how to conditionally format dates using excel. In this article, you will learn how to use these conditional formatting tricks to highlight repeat customers in a list of sales records.

Sales reports and dashboards are very common in any company. There are several ways in which you can visualize sales data to understand the trends and sales performance. So in November, I have asked you to visualize sales data using sample data. The visualization challenge #2, sponsored by Zoho Reports generated a huge buzz around the community and fetched 32 incredible entries. The response was so overwhelming that it took me almost 24 hours to write this post. Thanks everyone for participating and making this a huge learning experience for everyone. Personally I have learned several useful dashboard and charting tricks. I will be sharing some of these lessons with all of you in the coming weeks.

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.

Lets celebrate these holidays in PHD Style. By learning few excel formulas that you can use to find out dates for some of the popular public holidays like – labor day, memorial day etc. When is Labor Day (US) in 2010? Labor day (the US variant) is celebrated on first Monday of every September. It […]

Comparing values is one of the reasons why we make charts. So today I am going to teach you a handy little trick to make a thermometer like chart to compare targets with actuals. This type of chart is very useful when you have a bunch of sales targets and you want to measure how the performance has been.

Here is a 2010 new year gift to all our readers – a free 2010 calendar excel file (a little secret: just change the year in “outline” sheet from 2010 to 2011, to get the next years calendar. It works all the way up to year 9999). You can even get a Printable PDF Calendar. There are 14 different sheets in the calendar file. First one is an outline calendar for the entire year. The next 12 are monthly calendars. And the last sheet shows a mini-calendar for the year 2010.

Read the rest of this post to know more and download the calendar.

Steven, one of our readers from England sent me a Christmas gift tracker worksheet. I found it pretty cool, so made some minor changes to it and sharing it with you all so that you can have great time shopping for the holidays.

The workbook is full of lessons on conditional formatting, cell formatting, using formulas. Go ahead and download it today.

One of the annoyances of charts is that they all look like boxes (except for pie charts, they just look wrong). Boxes might be ok when you are making 1 or 2 charts. But a whole dashboard of boxes can look little rigid. So how can we make the charts peppy without loosing any effect? Like these charts below:

Very simple, we use drawing shapes in MS Excel to draw whatever we want and overlay the chart on top.

At PHD household, we believe in using money wisely. Both Mrs. PHD and I come from very modest backgrounds. Our upbringing has taught us value of money in the most effective way – by exposing us to not having any. So when we got our first job (did I tell you that both Jo and I started working in same company and sat in same floor? Oh, it was such a lovely time), we were very prudent and decided not to waste money on anything trivial (we still are, just that over last 6 years our earning capacity increased a bit and we became parents).

Anyways, I am not here to bore you about my household. But I am here to tell you fun ways to track expenses and household budgets using spreadsheets.