Filtering a list is a powerful & easy way to analyze data. But filtering requires a lot of clicks & typing. Wouldn’t it be cool if Excel can filter as you type, something like above.
Let’s figure out how to do this using some really simple VBA code. Continue reading
Power Query offers many ways to get data to Excel. One of them is to Web Data import feature. Let’s understand how this works by importing world stock exchange closing data from Google Finance website.
[Related: Introduction to Power Query] Continue reading
Here is a best practice to improve your dashboard usability. If you have an interactive dashboard, highlight user selections thru conditional formatting.
Check out below quick video to understand what this means.
Here is a simple & effective tip on charting.
Give your charts descriptive & bold titles.
Simple, follow below steps.
Here is a tricky problem often faced by accountants and finance professionals: Let’s say you have 5 customers. Each of them need to pay you some money. Instead of paying the total amount in one go, they paid you in 30 small transactions. The total amount of these transactions matches how much they need to pay you. But you don’t know which customer paid which amounts. How would you reconcile the books?
If you match the transactions manually, it can take an eternity – after all there are more than 931 zillion combinations (5^30).
This is where solver can be handy. Solver can find optimal solution for problems like this before you finish your first cup of coffee. Continue reading
Google Calendar is a powerful tool. It allows you to access your calendars from anywhere on the web…and there are many applications that allow you to get the data offline as well.
However, there are some features that make Google Calendar even more p… Continue reading
The idea of mail merge is simple & powerful. Imagine you handle recruitment at a large company. You just hired 300 analysts for the big data division. The next job – generate employment offer letters for each of them. Of course, you don’t want to type these letters one at a time. You have the details of all the 300 offers (name, email, address, offer code, role, benefit package details and date of joining etc.) in a spreadsheet. You also have a template of the offer letter.
Enter mail merge. This powerful feature of MS Word combines (Excel) data with Word document contents to generate all the 300 letters in just few minutes. Continue reading
Whenever you have a dashboard that is quite long or spans across multiple worksheet tabs, it can be hard to use. Here is a simple trick to make your dashboards user friendly. If your dashboard has form controls, create duplicate sets of them and place them in locations where users are looking. For example, If your […] Continue reading
Whenever we talk about product ratings & customer satisfaction, 5 star ratings come to our mind. Today, let’s learn how to create a simple & elegant 5 star in-cell chart in Excel. Something like above.
Read on to learn how to create the above chart. Continue reading
I couldn’t write this blog without you, my customers. So to celebrate our relationship, I am having a Customer Appreciation Day. 50% Off Everything In The Shop I have been growing the products over in my shop. Productivity Form Sets I released productivity form sets (both in full-page and half-page sizes) this year. These include […]
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