This is a tip that you’re going to really enjoy if you love imagery and visualisations in your spreadsheet! It’s not the most useful tip in the world, but for most people, especially the creative types—it will put a smile on your face because it’s so much fun to play with. In this tip, I’m […]
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Learn how to navigate through your data quickly with keyboard shortcuts in Excel
When working with large data lists in Excel, you may need to know the extent of the data, i.e. the number of rows and columns. If consistency of the data is important too, then you may need to identify whether there’s any empty rows, columns or cells. An obvious way to check this is by […]
Learn how to quickly save your Excel management pack as a PDF
Do you have an Excel management pack with multiple worksheets and would like to save it as a PDF for convenient viewing and sharing? In this tip, I’m going to show you how easy this is to do. You have three options for this, but before continuing, there are a few things to take note […]
Learn how to flag missing accounts in your Sage Intelligence Financial Report Designer report layouts
Depending on your Sage business solution, you may or may not have the Missing Accounts feature in your Financial Report Designer report. Even if you have this functionality, you are still not automatically alerted that account level detail may be missing from your layout. In this tip, I’m going to share a way to identify […]
Learn how to extract more than one column of data with a single VLOOKUP formula in Excel
It’s been well over 10 years since I started training Microsoft Excel to corporate clients. During training sessions, delegates would usually ask questions on how they can use Excel to help them become more effective in their work. Last week, a financial manager asked me how she could easily look up more than one field of data […]
How to use a slicer instead of a drop-down list in Excel
Selecting data from a drop-down list is a convenient and accurate way of entering data into a range. It helps in ensuring that the correct data is entered quickly in Microsoft Excel. However, a slicer provides a quicker, better and easier way of selecting data from a list. In this tip, we explain how to use […]
Learn how to hide rows and columns using Named Ranges
Do you have a workbook that could do with some neatening up? Being able to hide rows and columns in a report that contains data you don’t need to view is a great way to do this. An example of a report like this is a financial statement, which has account level detail and monthly […]
How to calculate the average useful life of assets
To complete an analytical review of the depreciation of your company’s assets, you can calculate the average useful life of these assets. The average useful life, which is a measure of conditional central tendency, can be calculated using the AVERAGEIF function. Central tendency is the middle value or a typical value within a data set. […]
How to effectively use custom number formatting to display your + or – values
In order to effectively analyze data, custom number formatting can be applied to your Microsoft Excel spreadsheet. Custom number formatting is used to easily identify values based on a set criteria. In a large Excel spreadsheet, you can easily highlight all negative or positive values by using custom number formatting. In this example, we are going to […]
Using the Balance Type functionality in Sage Intelligence for Accounting
Would you like to separate your debit and credit balances while using the Excel Design Pane? If so, then the Balance Type function is for you. An example is if you want to create a Trial Balance with debit balances reflected in a debit column and credit balances reflected in a credit column.
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