Excel – How do I change my Pivot Table back to the classic (version 2003 and earlier) display?

If you were familiar with Pivot tables in Excel versions prior to Excel 2007 you will be very used to working with the blue lines of the Pivot Table and the ability to drag and drop data right on to the Pivot Table.

In Excel 2007, 2010, 2013 and 2016 Pivot Tables are now quite different. The blue lines are gone, along with the wonderful drag-and-drop feature. Read more

How to calculate GST at 15% using Excel formulas

I have been asked twice in one week how to write Excel formulas to calculate GST at the rate of 15%.

You can find information on how to calculate the rate on the NZ Inland Revenue website. I’ve taken this a step further and put together a tutorial on how to put these calculations into Excel formulas. Read more

5 tips for searching for and finding emails in Outlook

Searching in Outlook has improved greatly over the years as newer versions of the ubiquitous email software have been released. But there’s more to searching than just typing something in the Search Box at the top of your messages list. Use these tips to dive deeper into your Inbox and email folders to quickly find those hard to locate messages. Read more

Excel – Using VLOOKUP to compare two lists

Years ago the Training and Development manager of a large organisation invited me to spend some time in their Accounts department in order to observe how the Accounts team dealt with their day-to-day tasks. My job was to report on any process that could be improved using Microsoft® Excel.

I’ll always remember asking one of the team (a “just-out-of-school” new recruit) what he was working on after I’d observed him sitting with a red biro and a ruler, diligently drawing red lines on 2 separate sheets of paper. It turned out he was trying to reconcile a customer’s account. Read more

Do your documents reflect well on your organisation?

Most of us have used a template in the past to create a presentation or start a document, and many of us are guilty of reusing the last great version of a document as a starting point instead of locating and using a template.  This pragmatic approach helps to avoid wheel reinvention and utilises the efforts of the clever person who created the file in the first place – however, the problem with reusing a last good version versus using a template is that your new file takes on any issues that existed in the original doc, and you could very likely be using out of date branding, terminology and styles.

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Upgrading to Windows 10 – Review

My family shared their mixed opinions about Windows 10 over the break – oh yes, we really know how to let loose and relax on holiday!  My sister-in-law plans to avoid upgrading for as long as possible, she more than once stated she’d go back to the good ole days of Win XP, given half a chance.  My mother lamented the fact her laptop had automatically updated to Win 10, whereas Dad said he was really enjoying the latest version, and that he found it more stable and user-friendly than previous Windows versions.  Yup, the actual words “user-friendly” and “version” came out of my 71 year old father’s mouth.  These are truly digital times.

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Prepare your business for Office 365

If you’re planning to move to Office 365, here are some things to consider that’ll help you prepare your business for life in the cloud. Read more