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The Excel Expert Blog

Tracking Training Records in Excel

Excel Path – Step by Step

01 – Starting Excel from the beginning

One of my key ideas for this year is to create a section in my newsletter specifically for Excel newbies - so that people who are new to Excel can use it as a way to get stuck in and start understanding the terminology. If that is you, I would suggest starting by...

Faster Filtering with Filter()

Filter() is one of the new dynamic array functions in Excel. So what does that mean? If you have used Excel you will know that generally it has made like a single celled organism - create your formula in ONE cell and then copy it down or across. The new range of...

Case Studies – How To

Using Excel to track receipts in a non-profit

Many non-profits use Excel to track their finances. In this blog post I am going to use some sample data to show how you could capture a single payment - that often has to be allocated across multiple projects and/or expenses.  You can download the original file here...

Excel – General

Doing a dashboard in 20 minutes….Jamie Oliver style

In March 2022 - as part of my Excel snacks sessions - I set myself the challenge of doing a dashboard in 20 minutes. The first thing to say is that I copied the example of TV chefs everywhere by having my ingredients ready. As one class participant once observed about...

Using index/match/match to locate a value in a grid

You may be familiar with index/match but there's another variation that I like to call index/match/match (like New York - so good they named it twice). This is about how to use a Match function (which I describe as being a bit like salt - you generally don't eat it on...

Random

Five clever ways to become an Excel whisperer…

One - Learn how to enter data into Excel A big big chunk of working effectively with Excel is getting your data set up right. So basically that means, if you have repeating data e.g. training records, invoices, transaction, they should be entered as a single big...

Personal

OLYMPICS, FAILURE AND RYAN LOCHTE

I'vwe been watching the Olympics sporadically over the last week or so. The big battle has been in the pool amongst the swimmers. Now I have to say I'm no swimmer. I didn't learn as a child and while I did try it again, my instructor - try as she did - was unable to...

AFTER THE OVERWHELM | COMES THE SURPRISE

Last week, I blogged about how I was going to play music with a group for the first time and how I felt terrified and overwhelmed... Well, I showed up. There was one other oboe player - a 13 year old (also called Anne) who was rather more advanced than me but who was...