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All articles with 'screencasts' Tag

Sort Pivot Tables the way you want [Quick tip]

Published on May 31, 2012 in Excel Howtos, Pivot Tables & Charts
Sort Pivot Tables the way you want [Quick tip]

Ever looked at a Pivot table & wondered how you can sort it differently?

“If only I could show this report of monthly sales such that our best months are on top!”

Well, there is a way to do it without sacrificing 2 goats or pleasing the office Excel god. Just use custom sorting options in Pivot tables.

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Interactive Sales Chart using MS Excel [video]

Interactive Sales Chart using MS Excel [video]

Finally, I got some time to sit down and do what I love most – write a blog post to make you awesome in Excel. After a whirlwind trip to Sydney, I am back in India to spend few days with my kids & wife before rushing to Australia to run 2nd leg of my training programs (in Perth, Melbourne & Brisbane). I did 2 sessions in Sydney – one for KPMG and other for public and both went very well. We got lots of positive feedback and people really loved it. I am saving the details for another post, but today lets talk about Interactive Sales Chart using Excel.

Take a look at the Interactive Sales Chart

First, take a look at interactive sales chart. Today, you will learn how to build this using Excel.

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Adding Macros & Final Touches to Customer Service Dashboard [Part 4 of 4]

Published on Apr 26, 2012 in Charts and Graphs, VBA Macros
Adding Macros & Final Touches to Customer Service Dashboard [Part 4 of 4]

Welcome back. In final part of Making a Customer Service Dashboard using Excel let us learn how to add macros & VBA code that makes our dashboard interactive.

As you can see, there are 2 important macros in this dashboard.

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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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Compare 2 Excel Files using View side by side Mode [Quick Tip]

Published on Apr 16, 2012 in Excel Howtos
Compare 2 Excel Files using View side by side Mode [Quick Tip]

Often we have 2 workbooks with same data structure but different data. We want to compare both and see how they differ. Lets talk about view side by side mode in Excel and how we can use it in situations like these.

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Consolidate data from different excel files (VBA)

Published on Apr 9, 2012 in Automation, Excel Howtos, VBA Macros
Consolidate data from different excel files (VBA)

Last week, we learned how to use SQL and query data inside Excel. This week, lets talk about how we can use VBA to consolidate multiple data sheets from different workbooks into one single worksheet.

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Using Excel As Your Database

Published on Apr 2, 2012 in Automation, Excel Howtos, VBA Macros
Using Excel As Your Database

Often I have thought, if I could have write “Select EmployeeName From Sheet Where EmployeeID=123” and use this on my excel sheet, my life would be simpler. So today we will learn how to do this.

People spend a lot of time thinking whether to use Excel as their database or not. Eventually they start using Access or SQL Server etc.

Today we will learn how to use Excel as a Database and how we to use SQL statements to get what we want. We will learn how to build a form like above.

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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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In Cell Text Formats – 2 Quick Tips

Published on Mar 6, 2012 in Excel Howtos, Huis, Posts by Hui
In Cell Text Formats – 2 Quick Tips

Did you know you can apply any text effect to a single character or group of text characters within a cell ?

This post will show you 2 quick tips to assist you in this technique.

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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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Use Text Format to Preserve Leading Zeros in Excel [Quick Tip]

Published on Feb 15, 2012 in Excel Howtos
Use Text Format to Preserve Leading Zeros in Excel [Quick Tip]

Here is a quick tip to add awesome to your Wednesday.

If you want to enter numbers like 00023 or 023.340 or 23.34500 in your Excel sheet, you would notice that Excel magically removes leading zeros and trailing zeros (after decimal point) as the number 23 is same as 00023. But sometime, we want 00023, not 23. Then what?!?

Very simple, we use TEXT format instead of number format. Just select the cells where you are going to enter these numbers, and from Home ribbon > Number area, select “Text” as cell type. This tells Excel to treat any value you enter as Text, not as number. So when you type 00023, it will appear as 00023.

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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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Use CTRL+Enter to Enter Same Data in to Multiple Cells [Quick Tip]

Published on Jan 9, 2012 in Excel Howtos
Use CTRL+Enter to Enter Same Data in to Multiple Cells [Quick Tip]

Here is a quick Excel tip to kick start your week.

Sometimes, we want to enter same data in to several cells. You can use CTRL+Enter to do this in a snap.

(1) Select all the cells where you want to enter the same data.
(2) Type the data
(3) Press CTRL+Enter
(4) Done!

See the animation aside to understand how this works.

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Free Picture Calendar Template – Download and make a personalized calendar today!

Published on Jan 2, 2012 in Learn Excel, VBA Macros
Free Picture Calendar Template – Download and make a personalized calendar today!

Here is something fun, personalized and delicious to start your new year. A Picture Calendar built in Excel!

Using this you can print a 12 month calendar with your own photos. Its fun to use, easy to set up and looks great. Read more to understand how this works & download the template.

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Shortcut for Long Models

Published on Dec 14, 2011 in Financial Modeling

Have you created models which run into 20 – 30 years? You might have noticed that navigating to the last year (the last column) is probably the most boring part (and also the most time consuming part). Excel does provide you a shortcut (Ctrl + end), but that hardly works! It’s been a while since […]

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