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Creating a KPI Dashboard – Part One – prepping our data

by admin | Apr 2, 2022 | Case Studies - How To

I was recently working with a woman who needed to track monthly stats for appointments and attendance but also was tasked with the job of creating a dashboard to show the following: In this four part case study, I am going to walk you through the process from original...

How to quickly copy an Xlookup function – when you are using a table.

by admin | Mar 28, 2022 | Case Studies - How To

In this video I explore how to use Xlookup() with the table facility to copy an entry across. You can download the completed file here.  You can view the video here.

Use Vlookup to compare two lists and identify what is in one and not in the other

by admin | Mar 16, 2022 | Case Studies - How To

In this tutorial I want to  show you how to use vlookup along with iferror() and conditional formatting to quickly identify what is in one list – but not in the other.. Here is the completed file and you can view the video here  

When you need to schedule follow ups using working days

by admin | Mar 11, 2022 | Case Studies - How To

This blog post came courtesy of a course participant. She was spending a lot of her (all too precious) time on calculating dates for follow ups? As it happens, Excel has a function for that….called Workday() You can download the completed file here and view the...

Identifying who has a birthday in your group..

by admin | Feb 28, 2022 | Case Studies - How To

I had a participant in my class who regularly brings groups on excursions and she thought it would be lovely – as indeed it would – to have a way to identify who has a birthday in the time period of the course. I began with a list of fake names and dates...

How to create a vlookup that matches on column names..

by admin | Feb 12, 2022 | Case Studies - How To

I was recently teaching a class on Vlookups() – what I call one of the “usual suspects” and one of the participants had a question around how to speed up her vlookups – particularly when the headings were the same.  If you are not sure how the...
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