I’d like to invite you to join me in an upcoming Excel 3 part webinar series. These sessions are for anyone wanting to get better at Excel.
Session #1 Excel Tables on 2/22
(Sort, Filter, Calculations within Tables)
Session #2 Excel Conditional Formatting on 3/8
(icon sets, data bars, duplicates, top/bottom values, color scales)
Session #3 Excel Formulas on 3/29
(IF, SUMIFS, VLOOKUP)
All sessions are from 1:05pm EST to 1:35pm CST.
Here is the registration link to sign up for any of the free sessions.
I am excited to announce that I am starting Sequentia Solutions company to help small business owners. My business will help entrepreneurs grow their business and help them achieve their goals with efficient systems and processes. It is bittersweet to be leaving New Horizons which I am very proud of the many wonderful relationships I formed with my students and fellow staff. I am grateful for all that New Horizons gave me to learn and develop both personally and professionally, including providing me with a training path for me to achieve 18 certifications in Microsoft Office. I feel wind in my sails from the New Horizons community to help me take off into deeper waters in life. My dad had owned several New Horizons in the Ohio Valley before he passed away in 2006. He taught me many leadership lessons in business and family life in which I can help pass along to my clients.
Question: What is sequentia?
Answer: It is Latin for sequence.
Question: What will your new services be?
Answer: I will provide QuickBooks Online bookkeeping services and help set up and manage systems and business marketing automation using OntraPort software. Sequentia Solutions will give me a new chance to do some very new and exciting things along the way!
After leaving New Horizons I have been busy pursuing two new fields of certification.
I took a QuickBooks Online certification course and I happy to have learned many new skill sets which has made me a certified QuickBooks ProAdvisor.
I also traveled to Santa Barbara to take a week long certification course to become an OntraPort Certified Consultant. OntraPort provides business owners with an all in one software solution to manage CRM and business marketing and automation.
Question: How do you plan on doing all of this?
Answer: I plan on always learning and growing to help out my clients in the best way possible.
Question: What is one thing you are glad you did after starting on your own?
Answer: I am really glad that I purchased the Clifton Strengths Finder 2.0 book and assessment test. I discovered that my top 5 strengths are: Learner, Discipline, Harmony, Responsibility, and Belief. I will lean on my strengths in my new journey.
Question: Where can I find more information on your services?
Answer: Head over to my website, www.sequentiasolutions.com and like my new Facebook page
P.S. I still plan on blogging but will be publishing my posts on my new website. Check out my new website and it’s free resources here.
Have you ever needed to create a video with narrations of your computer screen? In this post I will explain how to do that using the desktop Windows versions of PowerPoint 2013 or 2016. This new feature in PowerPoint is a great tool to get the job done in no time. When completed you will have an MP4 video format that can be shared via email or published online to your audience.
Before you begin open up the desktop version of PowerPoint 2013 or 2016 and check the Insert tab and verify you have the updated Media group with Video, Audio, and Screen Recording. Also do a test audio configuration of your microphone.
Click Screen Recording and then choose Select Area.
Drag the mouse pointer around the area you want to screen record. It will display a red dashed box around the area that will be recorded. Tip: Make the box as large as the monitor if you want to capture your whole screen or make the box smaller within the focus program to only select a portion of your screen. Once the recording starts any program that overlays inside the red box will get recorded. Anything outside the red box will not be recorded.
Make sure you close any instant messaging program or email notification alerts that may distract your screen recording.
Click Record when ready and you will see a 3-2-1 countdown. To finish either use the shortcut key (Window key +Shift + Q) or click stop. The display bar may be hidden based on the pinned status so move your mouse to the top of the window to reveal the stop button.
The recording will appear on the PowerPoint slide as a video object as soon as you click stop recording. To export the video, right click and choose “Save Media as”.
The video will save as the mp4 format.
Tip: Before you save your mp4 video, you can first trim out the beginning or end of the video clip from the Video
I hope you found this post helpful. Here is a link to some of my favorite PowerPoint keyboard shortcuts.
In this post I will explain how to create an Access report that has subtotals and percentage formulas. The first step is to ask the question for which the report will answer. Lets look at the screenshot below and ask “Which country has the highest units sold?” and “What is the percentage of the total units sold per country?” We will group the report by country which has United States, Canada, Brazil and the Dominican Republic.
First click the Insert tab and chose report wizard.
Select the table(s) or query you want to work with.
Select the fields you want to be included in the report.
Group by country.
Select summary options.
Click sum and check the box to calculate percent of total for sums.
Name the report and click finish.
You could touch up the report by clicking on the design view.
In this post I will explain how to format certain rows in Excel with formatting that matches a condition set you a formula.
First lets study the sample dataset in the screenshot below.
Observe that the first row of data is row 2 because we have a header row. So that means I will need to start off selecting the dataset with row 2. Then I will choose the conditional formatting button from the home tab and click new rule. When the new rule dialog box displays, I will click “Use a formula to determine which cells to format”.
Lets say that I want to highlight an orange row for all records that sales were sold in a “store”. Column C has either “store” or “online”. It will be important to write the formula using the first row of data that references the cell of that row. The formula will be =$C2=”store”. The reason for the dollar sign in front of column C is that is will absolutely reference column C. I do not want a dollar sign in front of row 2 because I want that formula to go down relative to all the other rows till the end of my dataset. Not certain you understand the difference between $A$1 and A1 then check out my video post explaining when you use absolute vs relative.
Pick a format fill and then click ok.
Here is what I get. All the rows containing “store” will show up in orange.:)
Let me do another example
Ok in this next lesson I will format all the rows that are Fridays. I can format the dates to long date format just to peek at the days of the week to help the screenshots.
First I will select the dataset and then click the conditional formatting command to add a new rule. I will use the WEEKDAY() function which results in a value 1 to 7.
Monday = 2
My formula will be =WEEKDAY($A2)=6.
And my result is that all rows will turn green when the date is a Friday.
For more cool things you can do with dates use the DATEDIF formula. Details here.
Download my Excel keyboard shortcuts or Income and Expenses budget.
This post will teach you about a feature that is connected to the crop tool in Photoshop. Open the photo and then click the crop tool or hit the shortcut key “c”. Once you activate the crop tool you will have the “Straighten” command in the tools panel above.
Click “Straighten” and then draw a line with the mouse across the horizon you want to be the corrected. The photo will rotate and crop out the corners. Then click the check mark or hit enter to commit changes
Let’s say that we have a spreadsheet that records a purchase date for when a customer places an order and a ship date for when the product ships out. We would like to have a red flag in column A for orders that currently have not been shipped. And if the product has shipped we would like a green check mark. See the below the example and then keep reading and I’ll show you how to create this spreadsheet using either Excel 2007, 2010, 2013 or 2016. Note that row 6 and row 10 displays a red flag because those orders have not been shipped.
Step 1: Click in cell A2 and write a formula =IF(G2=””,-1,G2-F2). This IF function checks if the Ship Date is blank. Excel an verify if there is a blank cell by using the formula =”” so if G2=”” is true then make the value equal to -1. Otherwise, if the ship date is not blank, then use the formula to equal ship date minus purchase date [G2-F2]. The answer will be zero if the order has the same ship date as the purchase date. Note that on row 4 and row 7 that the formula equals zero because the ship date is equal to the purchase date which results in 0.
Step 2: Copy the formula down using the auto fill handle.
Step 3: With the status cells selected in column A, choose the Conditional Formatting command from the Home tab. Select the icon sets menu and then click the 3 symbols (Uncircled).
Step 4: Click Conditional Formatting –> manage rules –> Edit formatting rule.
Step 5: Click show icon only (Screen shot below is from Excel 2013. Will look a little different in Excel 2007)
Step 6: Green check mark icon when value is >=0 Number. (Replace percent with number from the type drown down). Type a zero in the value area.
Step 7: Click no cell icon for when < 0 and >=0 Number. ( the middle range yellow exclamation mark will be replaced with no cell icon.
Step 8: Change the red X with a red flag for when <0 and click OK.
Click here to download this practice file.
Download my Excel Keyboard Shortcuts here.
Data Modeling Steps in Excel Power Pivot
1.Import data into Power Pivot Data Model
2.Create relationships between the Dimension Tables and Fact Tables
3.Create DAX formulas (Data Analysis Expressions)
- DAX Measures are used in the Values area of a PivotTable
- Calculated Columns are used in the criteria for Rows, Columns, and Slicers
4.Hide Tables and Fields not to be used in the PivotTables reports
5.Create PivotTables & PivotCharts
6.Refresh when source data changes
7.Update the Data Model if necessary
The Vlookup function is an awesome function. It looks up information in a table where you have defined the lookup value in the left-most column of the table. In this video I share how to use it with an IF function after determining whether an individual has made their sales goal to determine their commission check.
Practice with my training file here. Also you might be interested in using the Match and Index functions as an alternative to the Vlookup if you have a large list of table columns.
Download my Excel Keyboard Shortcuts guide here.
Posted in Excel, Videos
The People Graph is an Excel 2013/2016 Add-In which makes graphic style charts. Find this command in the Add-Ins group of the Insert tab. Below is a video demonstration.