Category Excel

Easy Steps to Save Your Macros to a Workbook

June 25, 2014 Excel  No comments

A macro is a series of keystrokes, mouse clicks, and other commands that you can record and reuse to save time and avoid unnecessary repetition. But once you create it, how do you save it so you can use it in other Excel workbooks? Follow these easy steps to save your macros to a workbook.

Your Personal Macro Workbook

By default, when you create a macro in Excel, it only works for the workbook that it’s created in. If you find that you are recreating the same macros over and over again, you can save time by copying those macros to a special workbook called Personal.xlsb that is saved to your computer...

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Excel Financial Formulas Quick Guide

June 11, 2014 Excel  No comments

Excel financial formulas allows to quickly and easily process accounting data. Here is a quick guide from Desktop Training Academy for using Excel financial formulas.

Using Financial Formulas in Excel

To use a financial formula in excel, click on the “Formula” tab along the main tool bar. From the function library, click on “Financial” and select the formula you want to use from the drop down menu. After selecting the formula that you want to use, you will be prompted to enter the values needed to calculate the formulas. You can either enter the numeric value directly, or select the cell that contains the value. If you aren’t sure what value you are supposed to enter for a certain part of the formula, click in the empty text box, and the explanation will appear underneath the results...

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Time-Saving tips for Excel Dynamic Formatting

May 21, 2014 Excel  No comments

Excel formatting features like Conditional Formatting and Whole Line Formatting save you time and make your data look good by formatting certain data in a certain way. With Excel dynamic formatting features like this, formatting options will be applied to your data as you enter and change it. Here are some tips for using dynamic formats in Excel.

Conditional Formatting

Excel’s conditional formatting allows you to apply different formatting options like background colors, borders, and font formatting to cells that meet certain conditions. To set a formatting condition, first select the cell(s) that you want to format. Next, on the “Home” tab, click on the “Conditional Formatting” button in the “Style” section.

Next, choose “New Rule...

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Excel Advanced Filters: Quick & Easy Tips to Save Time Today

May 15, 2014 Excel  No comments

Excel offers a wide range of tools and features to help you sort, process and analyze your data and information. One such tool, Excel Advanced filters, offers different allows you to easily filter your data, so only the information you want included remains. Here are some advanced tips from Desktop Training Academy for using Excel filters.

AutoFilter

The AutoFilter features allows certain parts of a list to be displayed based on the criteria you provide. To set up an AutoFilter, first you need to highlight the dataset you plan to filter. Then go to the “Data” tab or on the Editing tab, and selected the “Sort & Filter” section. Nest, click on the “Filter” button.  From there, use the drop-down arrows next to each row heading to select which subgroups you want in your chart...

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Excel Time-Saving Formulas: Quick & Easy Tricks to Work More Efficiently

May 8, 2014 Excel  No comments

As any user knows, Excel offers a huge variety of formulas and functions for processing calculations. However, searching and finding each one can be time-consuming. The following Excel time-saving formulas will help you quickly process the information you need so you can focus on your work.

AutoSum

The autosum feature is a great shortcut for quickly adding up columns and rows of numbers in Excel. To use it, click on the last cell in the row or column that you want to find the sum of and click on the autosum (sigma) button. A blue dashed-line box will outline the data that Excel thinks you want to include. If you need to make adjustments, simply drag the blue dash-lined box to hold the data that you want. When you have verified that this is the correct data, push enter...

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Professional Presentations with Excel: Tips for the Best Visuals

April 30, 2014 Excel  No comments

Excel is a great way to present your data, but you need to ensure that your spreadsheet looks professional and presentation-ready. With formatting features and a few other tricks, you can easily create professional presentations with Excel.

Formatting Your Columns and Rows

 Your rows and columns are very important, because they are going to hold all of your information. It’s very important to have clear column and row headers, so that viewers can easily understand what each piece of data is meant to represent. Column headers should be across the first row, while the row headers should be down the first column...

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Excel Tricks: Easy Data Summary

April 24, 2014 Excel  No comments

Excel is great for summarizing your data. You can create tables, charts, PivotTables, and more. The following tips are provided to give you the power to do easy data summary in Excel

Special Paste

The Special Paste feature can be used to copy and paste both static and linked data. To use it, first copy the data that you want to paste by highlighting it and either right clicking and selecting copy or pressing “Ctrl” + “C.” Click on the first cell where you want your data to be pasted, right-click, and select “Paste Special.” From there, a dialog box will appear and you can choose how you want the data to be pasted. You can choose to paste everything, only the formulas, only the values, only formats and more...

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Excel Dashboards: Your Guide to Getting Started

April 16, 2014 Excel  No comments

Excel Dashboards: Your Guide to Getting Started

 

Excel Dashboards are a great way to display your data. They give you a comprehensive snapshot of your data and save you the time and energy, because you don’t have to perform your own analysis of the data. They are very customizable and allow you to help steer attention to key trends, comparisons, and exceptions. Essentially, dashboards are a great tool for putting all of your information in one place and making it easy to read. This walkthrough of Excel Dashboards will teach you all the basics to create and use your own dashboard.

What to Include in Your Dashboard

The most important question to keep in mind when you’re creating your dashboard is what is important? To display the most important and relevant data, you should keep a few ...

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