How to create quarters in Excel

Sep 29, 2016 Excel Tips Leave a comment Excel Tips & Tricks, Tips & Tricks

Currently, there’s no function that will convert dates into quarters in Microsoft® Excel®. However, using the CHOOSE function, we can easily convert dates into quarters in Excel. The CHOOSE function returns a value from a list of items based on a position number. For example, if we had a function =CHOOSE(3,”Apples”,”Bananas”,”Peaches”,”Pineapples”) the function would return […]

Learn how to categorize debtors balances in Excel using icon sets

Aug 17, 2016 Edwin Chuza Leave a comment Excel Tips & Tricks, Tips & Tricks

As an accountant, you can easily categorize debtors balances by using the conditional formatting – icon sets option. Icon sets creates a visual effect in your data and helps you to see how the value of a cell compares to other cells. In the example below we categorize the debtors balances as follows: red icon […]

5 Easy steps to enhance your dashboards in Excel using the camera tool

Aug 10, 2016 Edwin Chuza Leave a comment Excel Tips & Tricks, Tips & Tricks

The camera tool enables you to take a picture of a range of cells and display it in a preferred way, thus allowing you to enhance your dashboards. The picture will automatically update when the data in the original cells change. In this example, the column Sparkline chart will be rotated to create a bar chart enabling […]

Using a bar chart in Excel to display YTD receipts and payments

Aug 4, 2016 Glynnis Boyens Leave a comment Excel Tips & Tricks, Tips & Tricks

Using the correct medium to display your financial results is important. As an accountant, you may want to display the YTD receipts and payments on a chart. For example, selecting a pie chart will not be useful as too many values will be displayed; making your data visualization difficult to interpret. In this week’s tip […]

5 Easy steps using Data Validation for dates in Excel

Jul 27, 2016 Edwin Chuza Leave a comment Excel Tips & Tricks, Tips & Tricks

When you are working on a project timeline in Microsoft® Excel®, the end date should always be greater than the start date; however, errors can occur when entering dates manually onto a spreadsheet. By applying Excel’s Date Data Validation you can ensure that the project end date will always be greater than the start date. […]

5 Easy steps using the combination chart in Excel to help you monitor budgets

Jul 19, 2016 Edwin Chuza Leave a comment Excel Tips & Tricks, Tips & Tricks

There are many different charts in Microsoft® Excel®, but only one that allows you to highlight different types of information by combining two or more chart types into one. The combination chart can be used to see how far away a value is from the target or if it is over the target. In this […]

5 Easy steps using the combination chart in Excel to help you monitor budgets

Jul 13, 2016 Edwin Chuza Leave a comment Excel Tips & Tricks, Tips & Tricks

Learn how easy it is to reduce the size of an Excel workbook using a single array formula

Jul 13, 2016 Edwin Chuza Leave a comment Excel Tips & Tricks, Tips & Tricks

We often find ourselves working with Microsoft® Excel® workbooks that contain large amounts of data, causing them to process instructions slowly. To reduce the size of an Excel workbook, consider replacing several formulas with a single array formula. Array formulas can perform multiple calculations and ensure consistency which can lead to better accuracy in your […]

4 Easy steps using the Advanced Filter to extract unique values in Excel

Jul 4, 2016 Edwin Chuza Leave a comment Excel Tips & Tricks, Tips & Tricks

Have you ever found yourself in a situation where you have thousands of duplicate values in a column? Perhaps you were importing client data into Microsoft® Excel® from an accounting system or simply combining data in Excel, but often end up having duplicates values in a given column. If you frequently experience this problem when […]

2 Easy steps using the TRANSPOSE function in Excel to re-arrange data

Jun 29, 2016 Edwin Chuza Leave a comment Excel Tips & Tricks

Have you ever needed to change the orientation of a range of cells whilst maintaining links to the source data and end up having to manually recreate the spreadsheet? Here’s a quick and easy way using the Microsoft® Excel® TRANSPOSE function. The TRANSPOSE function returns a vertical range of cells as a horizontal range, or […]

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How to create quarters in Excel

Learn how to categorize debtors balances in Excel using icon sets

5 Easy steps to enhance your dashboards in Excel using the camera tool

Using a bar chart in Excel to display YTD receipts and payments

5 Easy steps using Data Validation for dates in Excel

5 Easy steps using the combination chart in Excel to help you monitor budgets

5 Easy steps using the combination chart in Excel to help you monitor budgets

Learn how easy it is to reduce the size of an Excel workbook using a single array formula

4 Easy steps using the Advanced Filter to extract unique values in Excel

2 Easy steps using the TRANSPOSE function in Excel to re-arrange data

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