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Tracking Training Records in Excel
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Excel Path – Step by Step
20 – INTRODUCTION TO PIVOT TABLES | 03 – CONSTRUCTING OUR FIRST PIVOT TABLE
In part one of this series, I looked at list preparation and in part two, I suggested that you convert your list to a table. Assuming you have done that, in this part we are going to look at constructing our first pivot table. In the video below I will show you how to...
19 – INTRODUCTION TO PIVOT TABLES | PREPARE USING A TABLE
This is part two of my introduction to pivot tables. You can have a look at part one here. A new feature in Excel 2007 is called the table. While it is not essential to convert your list to a table, doing so means that you can then work more efficiently with your data...
18 – INTRODUCTION TO PIVOT TABLES | 01 – WHAT IS A PIVOT TABLE?
This is the first in a series of blog posts about pivot tables in Excel. A pivot table is a tool in Excel which allows you to move around your data so you can see it under different headings e.g it can take a list of sales and allow you to show you sales by country,...
PASSWORD PROTECT EXCEL FILE
There is a number of ways to password protect your Excel file - you can protect part of it or restrict what people can do with the data e.g. they can view it but not change it. And I will cover that in another blog post later...but here's how you password protect your...
PMT FUNCTION | MORTGAGE REPAYMENT CALCULATOR
In today's tutorial we are going to look at how to use the PMT function in Excel to calculate mortgage repayments. In another post, I'm going to show you how to use the PMT function with another Excel feature (called Data Tables) to very quickly generate a table of...
Case Studies – How To
Make your Vlookup() more flexible with Match()
Ah, the Vlookup() - the staple of data linking since Excel was a child - 40 years ago...I've done a tutorial on it here but I want to explore how to make it more flexible . Let's say you have a scenario where you need to pull in data and then copy it across but the...
Excel and Word together for invoicing
Recently I have been working with a group around using Excel for Accounts. Now let me be completely upfront here first. I personally do not use Excel for my accounts. I use QuickBooks and have done so since I set up in business in the mid-nineties. That's what...
How do I know what formula to use when?
Formulas, formulas, formulas - everyone's favourite Excel topic. In this table I have identified a number of FAQs and I have put together a table to help you decide what feature to use when... ScenarioFormula/FunctionPull in missing data from somewhere else Vlookup()...
Get metrics based on age and waiting times – Part Two ..the longest wait
As a follow on from the Part One part of this blog post this week we are going to look at how to show the longest wait by age bracket. You can download the file here https://youtu.be/fai-4-rrAoc
Get metrics based on age and waiting times – Part One
A few months ago, I was asked by someone on my mailing list to help her set up a spreadsheet to help track her waiting list. She had to submit monthly metrics showing the number of patients by age and number of weeks they had been waiting. One way to do this is by...
Excel – General
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