All articles with 'Learn Excel' Tag

Just weeks before Christmas, Ross McLean, who runs Methods in Excel (a very cool and useful Excel blog) asked me if I can join him for a small podcast interview on things we both love – excel, charts and talking. I couldn’t be more happier to accept his offer. We did the podcast and life kept busy both of us for a while. That is until yesterday, when Ross made the podcast available online for all of us.

Please go here to listen to my first podcast interview.

This is continuation of our earlier post Exploring Pivot Table P&L Reports.

We have learned how to change our P&L report on various data elements. We have seen how the P&L report can be changed with just few clicks.

In this post we will be learning some grouping tricks in PivotTables. We will cover grouping of dates, text fields and numeric fields. You will need to start with Monthly P&L report prepared in previous post. We will also learn some really clever tricks and hacks on how to group data in Pivot Tables. So read on…,

Sometimes when we import data from another source in to excel, the dates are not imported properly. This can be due to any number of reasons. In this post, we will learn some tricks and ideas you can use to quickly convert text to dates.

Sparkline or Microchart is a tiny little chart that you can place on dashboards, reports or presentations to provide rich visualization without loosing much space. In excel 2010, MS introduced a beautiful feature for creating sparklines from data in spreadsheets. For earlier versions of Excel (that is 2007 and before) there is no native support […]

Here is a very quick, very short excel tip. Add the “select objects” tool to Quick Access Toolbar. In excel 2003 and earlier, this button is available in the bottom left corner (on the drawing toolbar) so that whenever you are working with charts or drawing shapes, you could easily select multiple objects and drag, […]

In this and next 3 posts, we will learn how to make a Dynamic Dashboard using Microsoft Excel.

At the end of this tutorial, you will learn how easy it is to set up a dynamic dashboard using excel formulas and simple VBA macros.

As some of you know almost 10 days back I left Denmark and came back to India. I had to come back because of visa and personal issues. For the next 6 months PHDs will be based out of India and working from home. While this gives me a lot more time, I will be […]

In October 2008, I have started an ambitious series of posts on this blog called – Spreadcheats. These are little tricks, nuggets, tutorials on using Excel that would make anyone a spreadsheet guru.

The spreadcheats series has been wildly successful. I am compiling all this useful information and articles in to one big post so that anyone can follow the links and become good in Excel. Read on,

[Note: This is not for beginners. If you know what a formula is, you would enjoy this 31 articles]

I have a new community project for all the members of PHD. It is a simple yet intuitive challenge. Make your own country’s flag using Excel Charts. To start the project, I have made the Indian flag using a bar and pie chart. Go ahead and see the rest of this post to findout how this chart is made and then participate in the “flag project” by making your own country’s flag. All the best.

Some of you know that I sell a bundle of Project Management Excel Templates. The bundle includes 24 ready to use templates for Gantt Charts, Timesheets, Project Dashboards, Status Reports, Time Line Charts, Issue Logs, To do Lists and more. Launching these templates is one of the best moves in my life. They have been […]

This is part 4 of 6 on Profit & Loss Reporting using Excel series, written by Yogesh Data sheet structure for Preparing P&L using Pivot Tables Preparing Pivot Table P&L using Data sheet Adding Calculated Fields to Pivot Table P&L Exploring Pivot Table P&L Reports Quarterly and Half yearly Profit Loss Reports in Excel Budget […]

We all know the AND, OR & NOT formulas in Excel using which you can perform simple logical operations And, Or & Negate. But what if you are the chief of HR at ACME Company, where they have a strange rule on extra allowance like this: Now, to calculate the dates in a month that […]

Marko, who is a long time PHD reader and an excel ninja sent this via email, I work at an insurance company in Slovenia. At the beginning of each year we have a conversation with our superiors to review our work in the past year and to set new goals (main activities) that we’re gonna […]

Sachin Tendulkar is undoubtedly the best cricketers to play One Day International Cricket. He is a source of inspiration and joy for me and many others. So, naturally I was jumping with joy when I heard that he scored the highest ever runs in a single match on 24th of Feb. He scored 200 runs […]

This is part 3 of 6 on Profit & Loss Reporting using Excel series, written by Yogesh Data sheet structure for Preparing P&L using Pivot Tables Preparing Pivot Table P&L using Data sheet Adding Calculated Fields to Pivot Table P&L Exploring Pivot Table P&L Reports Quarterly and Half yearly Profit Loss Reports in Excel Budget […]