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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

PowerPoint – add additional text, formatting and your logo to audience handouts

Audience hand-outs can easily be printed directly from PowerPoint simply by navigating to the File tab and then to Print. From the Settings options you can change from printing “Full Page Slides” to Handouts. From the Handouts gallery you can choose the layout required.

To add the date, page numbering and additional text click the Edit Header & Footer link at the very bottom of the ‘Print Settings’ panel. This option is great if you want to include small bits of text on all hand-out pages and don’t need to include a cover page, additional paragraphs of info or even your company logo. Read more

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

Don’t be fooled – protecting isn’t bullet-proof

When I’m asked to teach a class on how to restrict editing within a document, the first 5 minutes of my instruction is usually spent explaining that protecting isn’t bullet-proof.

Why do I do this?  Because I have met so many people who assume that restricting the editing of a document by adding a password is in fact securing it so that only the holder or holders of the password can access the file.  Not true!  Via the Internet you can easily access a multitude of work-arounds that coach you through how to easily access the content of a restricted file. Read more

Excel – How can I do a VLOOKUP based on more than one value?

There are times when you want to return a match for a VLOOKUP based on two values, not one.  For example, we may have customers who have multiple branches.  Each branch is recorded under the same customer number.  So how do we look up info for a specific branch if all of the branches are using the same customer number?

Read more

Excel – Paste a link and Paste Special transpose your data

Without a doubt ‘Paste Link’ is one of the best time-saving features in Excel.  Linking information from one cell to another saves you from having to update data in several places.

Another fabulous time-saving feature is ‘Paste Special Transpose’. This allows you to copy a horizontal range and paste it vertically, or vice versa. An absolute gem.

But have you ever tried to use the two together?  It isn’t easy at all.  In this post I want to share a wee work-around that will allow you to use the Paste Link and Paste Special Transpose features together. Read more

PowerPoint – updating your presentation with your company template

In this post I want to share with you how to update an existing presentation with your company template.

I recently ran a PowerPoint course for a Sales Team.  One of the biggest challenges they had was updating their existing presentations (which were large and extremely comprehensive) to the new company template.  Their organisation had recently re-branded and they had been asked to ensure ALL presentations to clients were using the new template.

Before I arrived it had been a cutting and pasting frenzy.  Apparently it had been taking forever and had caused a few people to become very stressed.

Within a few minutes I had them laughing at how easy it was. Read more