Improve your PDF data handling with Power Query

Excel Tips

32:48

America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…

about a year ago 12:43

MP3•Episode home

Ever struggled to extract crucial financial data from PDF files into Excel?

As accountants and finance professionals, this can be a regular occurrence.

To help you, this episode explores Microsoft Excel’s Power Query feature. You’ll uncover how to seamlessly import data from system-generated PDFs like invoices and statements.

From tackling tricky formatting issues to cleaning up messy rows, learn through real-world examples using an Australian Tax Office (ATO) PDF as a case study.

Additionally, you’ll gain smart strategies for handling regularly updated PDFs to automate your workflows.

For fast access, use these timestamps:

0:17 - Introduction to Importing Data from PDFs using Excel's Power Query feature.
0:37 - Types of PDFs and Their Reliability
1:05 - Use Cases for Importing PDF data
3:17 - Accessing Power Query and Importing a PDF
4:15 - Tables vs. Pages in PDFs
5:40 - The Complexity of Importing PDF Data
6:25 - Removing Repeated Headers
7:05 - Addressing Errors and Dealing with Extra Rows
9:20 - Creating a Filter Column
9:45 - Reversing Rows Again
10:05 - PDF File Names
11:20 - Reusing Power Queries
11:42 - Conclusion

If you’re ready to save time and streamline your data handling processes, this episode is a must-listen.

Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants.

CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:

Search for them in your podcast platform.

You can email the podcast team at podcasts@cpaaustralia.com.au

37 episodes

Improve your PDF data handling with Power Query

Excel Tips

published about a year ago

MP3•Episode home

Ever struggled to extract crucial financial data from PDF files into Excel?

As accountants and finance professionals, this can be a regular occurrence.

To help you, this episode explores Microsoft Excel’s Power Query feature. You’ll uncover how to seamlessly import data from system-generated PDFs like invoices and statements.

From tackling tricky formatting issues to cleaning up messy rows, learn through real-world examples using an Australian Tax Office (ATO) PDF as a case study.

Additionally, you’ll gain smart strategies for handling regularly updated PDFs to automate your workflows.

For fast access, use these timestamps:

0:17 - Introduction to Importing Data from PDFs using Excel's Power Query feature.
0:37 - Types of PDFs and Their Reliability
1:05 - Use Cases for Importing PDF data
3:17 - Accessing Power Query and Importing a PDF
4:15 - Tables vs. Pages in PDFs
5:40 - The Complexity of Importing PDF Data
6:25 - Removing Repeated Headers
7:05 - Addressing Errors and Dealing with Extra Rows
9:20 - Creating a Filter Column
9:45 - Reversing Rows Again
10:05 - PDF File Names
11:20 - Reusing Power Queries
11:42 - Conclusion

If you’re ready to save time and streamline your data handling processes, this episode is a must-listen.

CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:

Search for them in your podcast platform.

You can email the podcast team at podcasts@cpaaustralia.com.au

37 episodes

All episodes

Excel Tips

1
Getting started with Python in Excel 9:07

8 days ago9:07

9:07

Unlock the potential of Python in Excel with this essential first episode in a three-part series. Designed for accountants, finance professionals and Excel power users, this episode introduces the basics of integrating Python code directly into Excel cells. Learn how Python enhances Excel’s capabilities for data handling and visualisation without replacing core Excel functions. You’ll discover how Python in Excel works and how code is processed using Microsoft’s Azure platform. Understand the key steps to get started, including how to enter code using the =PY function and the role of the new Python editor in the Formulas tab. Also explained is how Python variables behave across sheets, the concept of data frames and how Python’s popular Pandas library comes into play when working with datasets. You’ll also learn how to manage calculation options and understand the new dependency logic within Python-enabled workbooks. Whether you're completely new to Python or already familiar with this programming language, this episode gives you the foundational knowledge needed to begin using Python confidently inside Excel. And don’t miss the fun trivia at the end to learn the surprising origin of Python’s name. Tune in now. Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. You can find a CPA at our custom portal on the CPA Australia website. Would you like to listen to more Excel Tips episodes? Head to CPA Australia’s YouTube channel. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
Excel’s GROUPBY and PIVOTBY explained 12:37

5 weeks ago12:37

12:37

Excel’s new functions, GROUPBY and PIVOTBY, offer a smarter way to build reports. Instead of relying on traditional pivot tables, these new tools allow you to summarise datasets using dynamic, formula-based solutions that update automatically when the underlying data changes. In this episode: Understand the key differences between GROUPBY and PIVOTBY See how these tools can save time and reduce manual errors Explore practical applications for accountants and analysts Discover how to modernise reporting with flexible, auto-updating formulas For fast reference use the episode timestamps. 00:17 - Two new functions that can change report creation 00:35 - PivotTables can create summary report based on a data set 00:52 - The limitation of PivotTables – Refreshing the data 01:06 - New functions GROUPBY and PIVOTBY 01:12 - Use a function to create a PivotTable report – no Refresh needed 01:36 - GROUPBY reports – row-based reports 01:41 - PIVOTBY reports - row and column-based reports 01:59 - Best practice data source – a formatted table 02:14 - GROUPBY arguments listed and explained 02:46 - Multiple columns and subtotals are possible but require other functions 03:09 - Two functions that combine columns – HSTACK and CHOOSECOLS 04:03 - Structured references include table names and column names 04:18 - Formatted tables automatically expand when new data is added 04:35 - Formatting subtotal rows differently using conditional formats 05:05 - Filtering and sorting is possible in the GROUPBY report 05:25 - Companion video has an example of a Slicer as filter 05:43 - Controlling sorting 06:18 - New function to add percentages to reports called PERCENT OF 06:42 - Companion video has a hack to easily combine SUM and PERCENT OF 07:02 - Multiple calculations add headings to the report – they can be removed 07:09 - Remove heading with the DROP function 07:25 - PIVOTBY function description and explanation 08:09 - Dates can be problematic as you want to group them by month 08:31 - Companion video shows the TEXT function solving the problem 08:53 - Allowing the user to modify the report 09:15 - INDIRECT function solution 10:05 - Explanation of the INDIRECT function 10:38 - Adding extra calculations to the report 11:07 - The LET function allows you to capture and modify the report Whether optimising month-end processes or improving team workflows, GROUPBY and PIVOTBY help turn complex datasets into clear, actionable reports. Listen now to stay up to date with these Excel capabilities. Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. You can find a CPA at our custom portal on the CPA Australia website. Would you like to listen to more Excel Tips episodes? Head to CPA Australia’s YouTube channel. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
Better share price reports with Excel’s new tool 12:49

10 weeks ago12:49

12:49

Need to turn stock market data into smart, professional reports? Discover how to use Excel’s new and powerful Stock History function to quickly transform raw share price data into clear, insightful reports. Learn how to streamline reporting, visualise trends and make better-informed decisions with ease. In this episode, gain the skills to: Access daily, weekly or monthly data, including volume, opening/closing prices and highs/lows Set up stock codes, choose custom date ranges and define intervals with ease Use Power Query to import real-time stock exchange data directly into Excel Build interactive, professional-grade charts (including stock and combo charts) to visualise trends Whether you're preparing reports for clients, internal dashboards or just keeping a close eye on the stock market, this episode gives you the tools, steps and techniques you need to do it with confidence using Excel. For fast reference, use the episode timestamps: 0:00 – Introduction to Excel Tips podcast 0:18 – Overview of Stock History function 0:31 – Using Stock History for reporting share price information 1:00 – Internet access requirement for Stock History 1:11 – Disclaimer for information accuracy 1:35 – Options for reporting frequency (daily, weekly, monthly) 2:08 – Setting up share code and trading day considerations 2:47 – Defining start and end dates for reports 3:45 – Reporting intervals and their corresponding numbers 4:39 – Using MATCH function for human-friendly reporting 4:59 – Customising report headers 5:23 – Defining properties for the Stock History function 5:35 – How to add multiple properties to reports 6:30 – Importing stock exchange names and codes 6:40 – Using Power Query for stock data updates 7:20 – Overview of Excel stock chart features 7:30 – Understanding stock price movements in charts 8:25 – Overview of monthly vs weekly stock charts 9:44 – Creating combo charts for better comparisons 10:30 – Introduction to Sparkline charts 10:05 – Converting vertical to horizontal data for Sparklines 10:35 – Adjusting Sparkline chart vertical axes 11:03 – Updating Sparklines for spill ranges 11:18 – Function updates and internet speed considerations 11:32 – Conclusion on the usefulness of Stock History Listen now to level-up your stock market share price reporting skills in Excel. Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. You can find a CPA at our custom portal on the CPA Australia website. Would you like to listen to more Excel Tips episodes? Head to CPA Australia’s YouTube channel. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
Elevate your Pareto analysis skills with Excel 10:47

14 weeks ago10:47

10:47

The Pareto principle is a powerful concept for business. In this episode we’ll explore this principle (also known as the 80/20 rule) and learn how to apply it effectively in Excel for smarter, data-driven decisions. Discover how to pinpoint vital data – such as the 20 per cent of clients generating 80 per cent of your revenue as an example – to create valuable insights. We’ll also dive into Excel's powerful analytical tools, including Pareto charts, the UNIQUE function, SUMIFS, and the power of PivotTables to bring your Pareto analysis data to life. You’ll understand how to combine these features with techniques such as conditional formatting and custom charting to segment your data, visualise the 80/20 distribution and prioritise your efforts for maximum effect. For fast reference, use the episode timestamps: 0:07 – Introduction to the Pareto principle and Excel 0:40 – Explanation of the 80/20 rule 1:10 – Background on Pareto and the principle 1:40 – Overview of Excel features related to Pareto analysis 2:25 – Explanation of the Pareto chart 3:25 – Limitations of the built-in Excel Pareto chart 4:00 – Creating a combo chart to mimic the Pareto chart 4:15 – Use of UNIQUE, SORT and SUMIFS functions in Pareto analysis 4:45 – Overview of pivot tables and their role in Pareto analysis 5:10 – Adding cumulative percentage to pivot tables 6:25 – Tracking client progression over time with Pareto analysis 6:55 – Using pivot table filters to identify top 80% clients 7:45 – Introduction to slicers in pivot tables for segmentation 8:22 – Segmentation with formulas and the FILTER function 8:43 – Overview of conditional formatting related to Pareto analysis 9:05 – Adding interaction to conditional formats 9:44 – Importance of investigating the universality of the 80/20 rule 10:00 – Conclusion and encouragement to focus on key factors in analysis Listen to this episode now to gain practical tips and techniques to apply the Pareto principle across various business scenarios, helping you work smarter, not harder. Listen now. Host: Neale Blackwood CPA . He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. You can find a CPA at our custom portal on the CPA Australia website. Would you like to listen to more Excel Tips episodes? Head to CPA Australia’s YouTube channel. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
Unlock the power of Microsoft Forms in Excel 10:14

18 weeks ago10:14

10:14

What if you could seamlessly collect and analyse data right inside Excel? In this episode, learn more about Microsoft Forms, a powerful tool in Microsoft 365 (which, by the time you read this may be renamed Microsoft 365 CoPilot). Discover how Forms integrates directly into Excel, making it easier than ever to gather feedback, conduct quizzes, and streamline processes like expense approvals and recruitment. For fast reference, use the episode timestamps: 0:00 – Introduction to Excel Tips podcast 0:10 – Overview of Microsoft Forms 0:30 – Microsoft 365 subscription and CoPilot overview 1:35 – Update on Excel forms in the Insert ribbon 2:00 – Importing from Word or PDF documents 2:21 – Sharing forms and mobile compatibility 2:55 – Types of questions in forms (introduction) 3:10 – Straightforward choice: single and multiple selections 3:45 – Required questions and image inclusion 4:05 – Shuffle answers feature and branching based on responses 5:16 – Free-form text answer option 5:20 – Rating questions with symbols 5:45 – Date picker functionality 5:55 – Ranking type questions with drag-and-drop 6:25 – Introduction of Likert questions 6:55 – Using sections with Likert questions 7:20 – File upload feature in forms 7:35 – Net promoter score questions 8:11 – Sharing forms: URL, QR code, and embedding 8:30 – Limiting form access: public vs. organizational 8:40 – Built-in reporting mechanism for responses 9:15 – Closing remarks on Microsoft Forms capabilities xplore how to import questions from Word or PDFs, share Forms via email, QR codes, or websites, and ensure a smooth mobile experience. You’ll also learn about the diverse question types - choice, ratings, date pickers, file uploads, and even Net Promoter Score - and how Forms' reporting and branching features can enhance your workflows. If you're in accounting, business or finance, and want to optimise data collection and reporting, this episode is a must-listen. Level up your skills by tuning in now. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. Additional show notes, links, etc. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: INTHEBLACK INTHEBLACK Out Loud With Interest Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
New tool explained: boost your efficiency with checkboxes 10:01

22 weeks ago10:01

10:01

Ready to unlock a hidden gem in your Microsoft Excel subscription? In this episode you’ll discover the power of checkboxes with practical examples to explore how this new function can streamline your workflow. This includes how to use TRUE/FALSE values in formulas and conditional formatting to dynamically control calculations and visuals. Learn from examples such as inflation adjustments in a budget model and applying a strikethrough format to a to-do list. Additionally, gain insight into how checkboxes are used in the logical test of the IF function and learn essential keyboard shortcuts for an efficiency boost. For fast reference, use the episode timestamps: 00:21 Introducing the new checkbox feature 01:03 How checkboxes work in Excel 02:35 Using checkboxes in budget models 03:23 Keyboard shortcuts for checkboxes 04:19 Protecting checkbox cells 04:50 Checkboxes with the IF function 05:32 Using checkboxes for task management 07:55 Checkboxes in formatted tables 09:20 Conclusion and further resources You’ll find the new checkboxes function in the insert ribbon between illustrations and charts in the subscription version. Level up your Excel game by tuning in now. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: INTHEBLACK INTHEBLACK Out Loud With Interest Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
Improve your PDF data handling with Power Query 12:43

27 weeks ago12:43

12:43

Ever struggled to extract crucial financial data from PDF files into Excel? As accountants and finance professionals, this can be a regular occurrence. To help you, this episode explores Microsoft Excel’s Power Query feature. You’ll uncover how to seamlessly import data from system-generated PDFs like invoices and statements. From tackling tricky formatting issues to cleaning up messy rows, learn through real-world examples using an Australian Tax Office (ATO) PDF as a case study. Additionally, you’ll gain smart strategies for handling regularly updated PDFs to automate your workflows. For fast access, use these timestamps: 0:17 - Introduction to Importing Data from PDFs using Excel's Power Query feature. 0:37 - Types of PDFs and Their Reliability 1:05 - Use Cases for Importing PDF data 3:17 - Accessing Power Query and Importing a PDF 4:15 - Tables vs. Pages in PDFs 5:40 - The Complexity of Importing PDF Data 6:25 - Removing Repeated Headers 7:05 - Addressing Errors and Dealing with Extra Rows 9:20 - Creating a Filter Column 9:45 - Reversing Rows Again 10:05 - PDF File Names 11:20 - Reusing Power Queries 11:42 - Conclusion If you’re ready to save time and streamline your data handling processes, this episode is a must-listen. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
Handy hack to create timeline charts 10:29

31 weeks ago10:29

10:29

Excel doesn’t have a built-in timeline chart but we’ll show you how to create one. In this episode you’ll learn how using a scatter chart can help you build a timeline chart. For easy reference, here are the episode timestamps: 0:17 - About timeline charts in Excel 1:33 - Hacking the scatter chart to make a timeline chart 2:43 - Formatting dates using the range 3:32 - Universal formatting shortcut 4:27 - Working with the data series and points 5:40 - The structure of the data to build the chart 7:21 - Linking the title to the cell 8:07 - The date format used by Excel and keyboard shortcuts 9:29 - Timeline charts overview and recap Whether you’re tracking historical events or planning future milestones, a timeline chart is a useful tool to create in Excel. Tune in now to learn this simple technique and start creating your own timeline charts. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: INTHEBLACK INTHEBLACK Out Loud With Interest Excel Tips Search for them in your podcast platform.…

Excel Tips

1
Master calendar creation in Excel 17:14

36 weeks ago17:14

17:14

Calendars are your go-to tool for planning. In this Excel Tips episode, you'll learn the steps to create a single-month calendar from scratch. Discover how to combine advanced functions to build a two-dimensional calendar structure, and how to format your dates and highlight weekends and holidays. You'll also gain knowledge of how to customise the calendar to fit your specific needs. For quick reference, here are the timestamps: 0:17 – Introduction to building a calendar 2:12 – Functions used in this tutorial 4:29 – How the different functions work 8:11 – Using formulas to create headings 10:30 – Changing the calendar to start the week on Monday 11:53 – Building a custom function with LAMBDA 13:28 – Applying conditional formatting for weekends 14:59 – Shortcuts covered in the tutorial 15:58 – Recap and summary of what we've learned Tune in now to easily create personalised calendars that suit your planning needs. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: INTHEBLACK INTHEBLACK Out Loud With Interest Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
How to add a user interaction into Power Query 11:57

40 weeks ago11:57

11:57

Reports are crucial to your work, aren't they? Power Query is a valuable tool for importing many types of data into Excel to help you create these reports. However, it does have limitations. In this episode, you’ll learn how to address one of Power Query’s key shortcomings: user interactions. By using staging queries, reference techniques and range names, users can dynamically filter data within Power Query based on user-selected criteria. For fast access, use these timestamps: 0:17 – About the variable Power Query function 3:37 – Implementing the query function 5:46 – Using a range name for a table 7:07 – Using a query to read the variable input 9:43 – Refreshing the power query 10:11 – Recap and use cases Listen now to learn how to add a user interaction into Power Query. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: INTHEBLACK INTHEBLACK Out Loud With Interest Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
Learn a smart way to hide blank or zero rows 9:36

44 weeks ago9:36

9:36

Looking to improve your report-building skills? If so, this is the episode for you. Uncover tips on how to leverage multiple Excel features to create a system that effortlessly hides blank and zero rows in your reports. Also in this episode, you’ll discover the subtotal function’s superpower and learn how you can use it to help identify if a filter needs reapplying. You can use these handy skills to boost your report-writing efficiency. For fast access, use these timestamps: 0:20 – Using formatted tables instead of macros for hiding rows 2:38 – About the example and tutorial file 5:10 – Applying the filter and slicer 6:35 – The subtotal function superpower Listen now. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: INTHEBLACK INTHEBLACK Out Loud With Interest Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
The power of heat maps for sales and costs data 9:41

49 weeks ago9:41

9:41

Looking for ways to gain deeper insights from your sales and costs data in Excel? This episode explores the power of heat maps, a data visualisation technique often used for climate data, but equally effective for business analysis. For fast access, use these timestamps: 0:15 – Using heat maps for sales and cost information. 1:59 – Colour scales options and settings. 5:15 – Conditional formatting and top and bottom rules. 7:27 – Using the large and small function. Listen now for insights into this multi-functional Excel tool. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: INTHEBLACK INTHEBLACK Out Loud With Interest Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
3 powerful macros to streamline your workflow 9:13

1 year ago9:13

9:13

There's a misconception that Excel macros are outdated or unnecessary. In this episode we set the record straight and explore their continued value. Delve into three practical macros that can streamline various tasks in your Excel workflow. More importantly, you’ll come away with the knowledge to decide when creating a macro makes sense for optimising your efficiency. For fast access, use these timestamps: 0:20 - Why macros aren't dead. 1:39 - Macro warning! 2:18 - The problems macros solve. 3:07 - Macro 1 - editing column headings in pivot tables. 3:57 - Macro 2 - macro to format spill ranges. 5:07 - Macro 3 - building an index sheet in excel. 6:19 - Macro message boxes and examples overview. 7:35 - When to use macros. Listen now. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: INTHEBLACK INTHEBLACK Out Loud With Interest Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
Level up your custom functions skills 10:05

1 year ago10:05

10:05

Tune in to discover how mastering custom functions can help simplify two complex issues with Excel formulas. Improve your problem-solving skills by harnessing the power of custom functions. For fast access, use these timestamps: 0:20 - Custom functions, episode overview. 1:39 - Summing spill ranges. 2:58 - Using prefixes in functions. 4:07 - Setting up a switch function. 5:31 - Financial year custom functions. 6:27 - Setting up a financial year function. 8:09 - Using custom functions across multiple files. 8:53 - Custom functions overview. Listen now. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. You can catch up on a previous episode that explained custom functions. There is also an accompanying article to this podcast episode . CPA Australia publishes four podcasts , providing commentary and thought leadership across business, finance, and accounting: INTHEBLACK INTHEBLACK Out Loud With Interest Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

Excel Tips

1
How to create a dashboard using Excel’s dynamic arrays 10:57

1 year ago10:57