Now that the holiday season is over (almost 2 weeks ago now) I’ve finally got myself back into a routine and I wanted to start off the year with a quick tip for those of you looking on how to build a list of weekday dates for your planning purposes and to get the year started off right. This simple trick can be used to build a quick calendar to record daily sales, production numbers, number of orders shipped etc.
You’ll notice that when using the auto fill option located in the bottom right hand corner of the current cell that you’ve highlighted, that as you drag the mouse over other cells, the dates automatically populate in chronological order. The only problem here is that you only want to include weekdays and not all days of the week. This post will show you how to easily and quickly only show the weekdays in the calendar that you’re building. (more…)
This is a guest post by CPA David Ringstrom from Accounting Advisors, Inc. David covers some functionality from Excel tables in 60 seconds. His video shows you how to expand tables, add total rows, autofill data and shows us how the filter option becomes immediately available.
If you are encountering any issues with not being able to see the video directly from the website (videos don’t seem to render with the new IOS7), you can access the video here – Excel in 60 Seconds.
I want to send out a big thanks to David for taking the time to put something together!
A How To Video Tutorial For Using Formulas in Excel Tables
The idea to provide a quick tutorial on how to use summary formulas within Excel Tables came from Joe Stephens. Joe commented the other day on my blog mentioning that you could use the built in header column/fields names within an Excel table to create summary formulas. That being said I thought it would be a great idea to give a quick video tutorial on the subject. As Joe mentioned, this functionality is only available in Excel 2007 or later. Please enjoy the video and feel free to leave a comment with any suggestions or questions! (more…)
Build a Quick Set of Name Ranges for your Fields Using This Excel Shortcut
Let’s keep this short and sweet and under 60 seconds.
Type Ctrl+A to highlight your range of cells/table.
Once all cells including the column headers are highlighted, type Ctrl+Shift+F3. This will bring up the following text box. Because typically business intelligence software dumps the data into column format, you are going to want to select “Top Row” here which is where your field names are located (if they were on the left, bottom or right, you would select the option which you would want to name the range for). (more…)
