An asset register is pivotal to asset management. No matter what size your asset portfolio is, you need to keep a record of your asset information for asset planning, accounting and legislative compliance, and performance monitoring. To make things easier for you we’ve created an asset register template that you can freely download, customize and […]

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Did you know that you can populate an entire data table using only on VLOOKUP formula? This can be done using VLOOKUP in an array formula.  You benefit by saving loads of time which leads to efficiency and a quicker turn around of the work.  Other benefits of Array formulas includes improved formula integrity and […]

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In our previous tip, we shared an Income and Expenditure template for you to download and customize as needed. Now we’ll show you how you can quickly look up and retrieve data from the transactions worksheet to the Income and Expenditure Statement worksheet using the VLOOKUP and MATCH functions. Identifying the column index number in […]

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This week you are getting something different! We’ve created a template for an Income and Expenditure Statement that you can customise with your own information to save you from agonising over how to use Microsoft® Excel® formulae to look up data. We have also provided step by step instructions on how to use it. You […]

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Forecasting is integral to business success but it can be frustrating when you don’t have the right tools. Fortunately Microsoft® Excel® gives you the ability to forecast quickly without cracking your head with complex mathematical models using trendlines. When you have existing data for which you want to forecast a trend, you can create a […]

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Forecasting the outcome of a financial model can lead to better planning and positive results for an organization. You can use scenarios to forecast the outcome of a financial model. A scenario is a set of values that Microsoft® Excel® saves and can substitute automatically in your worksheet. You can create and save different groups […]

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Sometimes you may want to present your data simply as a range, but would like to make use of Slicers (available in Microsoft® Excel® 2010 and 2013) to be able to quickly filter data. Commonly, slicers are applied only to data that is presented in Tables, Pivot Tables and Pivot Charts – not non Pivot […]

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Manually entering client names into a worksheet can be a time-consuming task and unless you’re a data capturing guru, mistakes can happen. The ISTEXT function in Microsoft® Excel® can help eliminate some of those mistakes. Although it cannot correct any misspelled names, it can ensure that no numeric characters are entered where only text should […]

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In last week’s tip we explained how invoice due dates could quickly be calculated by using the WORKDAY function. But, suppose your weekend falls on Friday and Saturday, then how do you calculate the invoice due date? In that case you will have to use the WORKDAY.INTL function because the WORKDAY function uses standard weekend […]

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Calculating invoice due dates in Microsoft® Excel® is easy. If you have struggled to calculate invoice due dates before, your worries are over – in this tip we’ll show you how to do this quickly using the WORKDAY function. The WORKDAY function returns a number that represents a date, before or after a specified number […]

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