How to add a user interaction into Power Query

Excel Tips

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Business Transformation Pitch with The CX Goalkeeper

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#251: Fans favorite: Mastering the Art of Customer Experience: Insights from the CEO of the CXPA 29:41

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29:41

Greg Melia emphasizes that empathy and curiosity are the foundation of effective customer experience (CX). He believes that organizations must design systems proactively—through tools like journey mapping and predictive analytics—rather than relying solely on reactive fixes. Melia highlights the importance of understanding customer motivations and aligning internal operations to consistently deliver value across all touchpoints. He also stresses the need for cross-functional collaboration and leadership that models CX priorities. When hiring, Melia looks for individuals who demonstrate storytelling ability, problem-solving, and ownership—key traits for driving cultural transformation. His approach reinforces the idea that sustainable CX excellence requires intentional system design, emotionally intelligent talent, and unified leadership around customer-centric goals. About Greg Melia At the helm of CXPA, my focus revolves around championing the global customer experience profession through strategic communications and community building, honed over five transformative years in leadership. Our organization thrives on CX certification, publications, and community that empower customer experience professionals to excel. Resources Customer Experience Professional Association: https://www.cxpa.org/home https://www.cxpa.org/home Please, hit the follow button: Apple Podcast: http://cxgoalkeeper.com/apple Spotify: http://cxgoalkeeper.com/spotify We’d love to hear your thoughts — leave a comment and share your feedback! Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/ About Gregorio Uglioni: Transforming Business Into Value Generating Engines - Creating Long-Lasting Impact Leveraging Customer Experience - Host Of The Globally Recognized CX Goalkeeper Podcast “Customer Experience Goals” - Speaker at global events & at podcasts - Judge at International Awards - CX Lecturer for several institutions Listen to more podcasts on The Agile Brand network here: https://agilebrandguide.com/the-agile-brand-podcasts/…

حدود یک سال پیش 11:57

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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:

Search for them in your podcast platform.

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

38 قسمت

How to add a user interaction into Power Query

Excel Tips

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

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.

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

38 قسمت

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1
Python in Excel: Practical applications 11:02

۵ روز پیش11:02

11:02

In this second episode of a three-part series, you will build on the basics from part one to gain a clear understanding of how to use Python directly within Excel cells. This includes using the Pandas library, for example, to merge datasets and create data-rich outputs with minimal code. You’ll gain the skills to: Learn key differences between Excel formulas and Python syntax Discover practical coding shortcuts and structure for writing Python in Excel Deploy a step-by-step process to create a merged table with sales and GST calculations Use the Pandas library to work with Excel tables (called ‘data frames’ in Pandas) Understand how Excel loads other common libraries like NumPy and Matplotlib Whether you’re an accountant, analyst or finance leader, this episode will help you unlock more value from your Excel spreadsheets by integrating efficient Python-powered workflows. 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 listen to part one of this three-part series on Python in Excel as well as read the accompanying article for part one. The article for this episode is also available online at INTHEBLACK . And you can read more of Neale’s Excel articles for INTHEBLACK . 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 Excel Tips INTHEBLACK Out Loud Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

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Getting started with Python in Excel 9:07

۵ weeks پیش9:07

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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…

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Excel’s GROUPBY and PIVOTBY explained 12:37

۹ weeks پیش12:37

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…

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

14 weeks پیش12:49

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…

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18 weeks پیش10:47

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…

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Unlock the power of Microsoft Forms in Excel 10:14

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Improve your PDF data handling with Power Query 12:43

31 weeks پیش12:43

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…

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Handy hack to create timeline charts 10:29

35 weeks پیش10:29

10:29

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Master calendar creation in Excel 17:14

40 weeks پیش17:14

17:14

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

44 weeks پیش11:57

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…

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48 weeks پیش9:36

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…

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

1 year پیش9:41

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…

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3 powerful macros to streamline your workflow 9:13

1 year پیش9:13

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…

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Level up your custom functions skills 10:05

1 year پیش10:05

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…

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

1 year پیش10:57

10:57

Do you want to improve your dashboard-creating skills in Excel? Look no further. This episode has all the expert tips you need to know using dynamic arrays to create a dashboard. For fast access, use these timestamps: About the report template and using dynamic arrays - 0:17 About dynamic arrays - 0:55 Dynamic charts and dashboards using dynamic arrays - 1:33 Variance charts and budget comparisons - 2:34 Building the tables and chats - 4:26 Additional resources 10:49 Tune 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. You can listen to the first two in this dynamic arrays three-part series at the Excel Tips home page . 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…

1
How to automate report building in Excel (part 2) 11:47

1 year پیش11:47

11:47

Don’t miss this episode, the second in a three-part series that explains how you can use the power of dynamic arrays in report building. Learn how to review a report that’s using dynamic arrays to create an automated month and year-to-date report. For fast access, use these timestamps: About the report template and using dynamic arrays 00:18 Range names for formatted tables 2:35 Budget layout and structure setup 3:34 The offset function 4:15 The filter function 5:11 SUM IF S function 6:54 Using the wildcard character 7:49 Variance calculations 8:41 The ABS function 9:39 Additional resources 10:49 Tune in now to learn more about this handy Excel subscription version functionality. 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…

1
How to automate report building in Excel 11:53

1 year پیش11:53

11:53

Are you an accountant or finance professional looking to enhance your daily workflows? Don’t miss this episode, which delves into the exciting capabilities of dynamic arrays, empowering you to effortlessly build automated reports. For fast access, use these timestamps: The tutorial example report, and companion file 1:50 Dynamic array calculation and spill ranges 3:12 Referring to a spill range 4:05 Building a structure to avoid spill errors 6:59 Dynamic array formula tips 8:22 Benefits of range formulas in limiting formulas 8:47 Changing table structure to suit ranges and reporting 9:35 Overview of the benefits of dynamic arrays 10:31 Tune in now to learn more about this exciting addition to Excel’s subscription version. 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…

1
Master the latest Excel changes: your ultimate guide 15:41

۲ years پیش15:41

15:41

For accounting and finance professionals, it’s vital that you keep up-to-date with changes to Microsoft Excel functionality. This episode explains what you need to know, including the latest changes to three Excel functions, and opening and working with CSV files. Tune in now for insights that will help enhance your productivity in 2024. For fast access, use these timestamps: Importing and using CSV files – 0:38 MAP, SCAN and REDUCE functions – 3:10 Using the MAP function with ranges and LAMBDA – 4:01 Using the SCAN and REDUCE functions – 9:16 Tune in now. Read the companion article here . 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…

1
How to master using different Excel techniques together 17:13

۲ years پیش17:13

17:13

Do you want to improve your Excel skills in 2024? Start the new year on a positive note with these essential tips that can help you master a couple of Excel techniques together. In this episode, we show you how to build custom lists and use range names. For fast access, use these timestamps: Custom lists explained – 0:29 Creating custom lists – 1:34 Automating lists with range names – 4:08 Creating range names (method 1) – 4:52 Transpose function – 7:30 The downside of using range names (method 1) – 7:59 Using formatted tables for range names (method 2) – 8:33 Array based range names – 10:08 Special values keyboard shortcut – 11:37 Examples using the range names – 12:43 Using helper cells and the index function – 13:45 Repeating the range name sequence – 14:48 Recap and benefits of automated custom lists 15:46 Tune 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: 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…

1
Top Excel tips for your first 100 days in a new job 14:53

۲ years پیش14:53

14:53

Starting a new role in accounting and finance? We understand it can be stressful as you try to make a good first impression. This Excel Tips episode is specially designed with your first 100 days in mind, to help you hit the ground running. For fast access, use these timestamps: Interface setup – 1:29 Pin files and folders and quick access – 2:43 Using checklists – 3:50 INstruction sheets – 5:10 Notes and comments – 6:24 Setting up hyperlinks – 7:40 Using colours in Excel – 8:58 Centralise inputs – 9:54 Validations – 10:25 Save-as and copy-sheets for monthly reporting – 11:51 Tips recap – 13:08 Tune 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: 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…

1
How to create improved data visualisations in Excel 14:48

۲ years پیش14:48

14:48

If you’re looking for ways to display diverse types of data using Excel’s charts and visualisation tools, this podcast, loaded with tips, will show you how. The example in this episode compares one month's data from this financial year with the corresponding month from the previous fiscal year. For fast access, use these timestamps: Column charts: 2:13 Variance charts: 3:22 Recommended charts: 4:23 Cleaning up charts: 5:24 Moving Labels: 6:58 Sparkline charts: 7:51 Waterfall (bridge) charts: 8:44 Conditional format - data bar: 9:45 Making charts for accessibility: 11:01 Conditional format – icons: 11:28 Emojis 😍: 11:28 Tune 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: With Interest INTHEBLACK Excel Tips INTHEBLACK Out Loud Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

1
Master 10 new and revamped Excel features 14:49

۲ years پیش14:49

14:49

Do you want an Excel edge? Whether you're a seasoned pro or starting out, master these 10 new and revamped features to help streamline your workflow and boost your spreadsheet efficiency. For fast access, use these timestamps: Web based version of Excel: 0:30 Position of the blanks option in filter dropdown: 3:02 Power Query import updates: 4:13 CTRL key and mouse updates: 4:54 Formula bar value display: 6:06 Office Scripts: 7:14 Vertical sheet tabs: 9:25 Notes and threaded comments: 10:31 Notes and threaded comments continued Show changes: 12:38 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 Excel Tips INTHEBLACK Out Loud Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

1
Boost your skills with tips for Excel function updates 13:05

۲ years پیش13:05

13:05

Excel is constantly evolving and improving, and it's crucial to stay up to date with all the latest changes. This companion podcast is here to help you sort quickly through the most relevant function updates. Are you ready to take your Excel skills to the next level? Tune in now. For fast access, use these timestamps: 0:29 Dynamic arrays 2:29 XLOOKUP 3:19 LET function 3:49 LAMBDA 4:56 TEXTAFTER, TEXTBEFORE and TEXTSPLIT 6:15 BYROW and BYCOL 7:00 the IMAGE function 7:45 VSTACK and HSTACK 8:31 TAKE and DROP functions 10:03 CHOOSEROWS and CHOOSECOLUMNS 10:34 DAX functions 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 three 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…

1
Unlock 14 expert tips for Excel formulas 23:49

۲ years پیش23:49

23:49

Unleash your Excel skills by using the valuable functionality of formulas. Go straight to episode sections: The formula bar – 1:06 Starting formulas – 1:41 Using functions – 2:58 Function arguments – 4:09 Relative and absolute cell and range references – 7:15 The calculation sequence – 9:46 Parentheses (brackets) – 10:39 Colours in formulas – 12:37 Entering cell and Range references – 13:50 The Function Wizard – 15:57 Formula auditing – 17:01 IF error – 19:12 REF error – 20:01 Dynamic arrays and the SPILL error – 20:26 Tune in now to level up with these expert shortcuts and techniques. 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 three podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

1
Why Excel can be a university student’s secret weapon 26:01

۲ years پیش26:01

26:01

Are you a university student or recent graduate? Are you looking to gain a competitive edge in the job market, specifically in the fields of accounting and finance? Then this episode is what you need! Packed with practical advice tailored to your needs, it will equip you with valuable Excel tips that will enhance your employability as you move into your first accounting or finance role. Delve into the world of Excel and hear expert insights on how to leverage this powerful spreadsheet tool. Tune in now and unlock the secrets to succeeding with Excel. 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 three podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

1
22 Excel shortcuts to supercharge your efficiency 32:01

۲ years پیش32:01

32:01

Unlock your Excel efficiency with these 22 time-saving shortcuts for everyday work tasks. Tune in now to supercharge your productivity. Timestamps: Files and folders: 1:05 Quick access toolbar: 4:17 Keyboard types: 7:20 Keyboard shortcuts: 9:06 Save as: 12:54 Control key: 13:45 More control key shortcuts: 14:46 Copying: 15:55 Date shortcut: 17:36 Control key combinations: 18:12 The ALT key: 19:46 Grouping: 21:39 Accessing the ribbon with ALT: 22:55 Remove filters: 24:45 Pasting values: 25:01 Queries and connections: 25:07 Digital validation dialog: 25:28 Mouse shortcuts: 25:54 The format painter: 26:42 Border navigation: 27:39 Double clicking the fill: 28:28 Right clicking: 29:14 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 . There is also an accompanying online article and video of this podcast , which includes a tutorial and sample formulas. CPA Australia publishes three podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them in your podcast app. You can email the podcast team at podcasts@cpaaustralia.com.au…

1
Excel and ChatGPT 13:55

۲ years پیش13:55

13:55

Can ChatGPT give accurate and reliable answers to Excel questions? Neale Blackwood CPA puts this popular AI tool to the test. 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 . Read the accompanying online article of this podcast , which includes a video tutorial and sample formulas. CPA Australia publishes three podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them on your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

1
Learn Excel’s built-in artificial intelligence feature 11:08

۲ years پیش11:08

11:08

Artificial Intelligence (AI) has come to Microsoft Excel, and it will make your life easier when working with data. The AI function can easily create PivotTables and PivotCharts, which is useful for analysis and audit work. You can also generate reports at the click of a button. Listen here to learn more. 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 also read the accompanying online article and video tutorial of this podcast. BOILERPLATE COPY (REPEATS EVERY EPISODE) CPA Australia publishes three podcasts , providing commentary and thought leadership across business, finance and accounting: With Interest INTHEBLACK Excel Tips Search for them on your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au…

1
How to use custom functions without macros 11:37

۲ years پیش11:37

11:37

Along with the LAMBDA function, other new functions make Excel’s function language behave more like a programming language. Which can help you in various ways. Want to learn more? Excel expert Neale Blackwood CPA steps you through. 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 three podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au And you can read the accompanying online article of this podcast . Other Excel articles by Neale can be read on the INTHEBLACK website .…

1
How to do dynamic arrays (subscription version) 9:47

۲ years پیش9:47

9:47

An update to the subscription version of Microsoft Excel has the LAMBDA function, which addresses a key challenge when using dynamic arrays. To explain more about this functionality is Excel expert, Neale Blackwood CPA. 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 three podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them in your podcast provider. Email the podcast team at podcasts@cpaaustralia.com.au And you can read the accompanying online article of this podcast. Other Excel articles by Neale can be read on the INTHEBLACK website .…

1
How to create vertical lines in line charts 11:13

۲ years پیش11:13

11:13

When creating a line chart in Microsoft Excel, do you need to insert a vertical line to mark something on the chart? To explain how is Excel expert, Neale Blackwood CPA. 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 three podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them in your podcast provider. Email the podcast team at podcasts@cpaaustralia.com.au And you can read the accompanying online article of this podcast . Other Excel articles by Neale can be read on INTHEBLACK online .…

1
Excel tips: how to use the new data types feature 15:37

۲ years پیش15:37

15:37

Today’s episode examines the new data types feature in Microsoft Excel. There are four data types you can now import from the data ribbon, and that includes stock prices. To explain how you do all this is CPA Australia’s Excel expert, Neale Blackwood. 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 . CPA Australia publishes three podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them in your podcast service. You can email the podcast team at podcasts@cpaaustralia.com.au And you can read more of Neale’s Excel articles online .…

1
Excel tips: how to work with dates and days 14:34

۲ years پیش14:34

14:34

Today’s episode investigates working with dates and days in Microsoft Excel. Excel can perform basic addition and subtraction calculations using dates, as well as dedicated functions that perform more complex calcs. To explain is CPA Australia’s Excel expert, Neale Blackwood. 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. CPA Australia publishes three podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them in your podcast service. You can email the podcast team at podcasts@cpaaustralia.com.au And you can read more of Neale’s Excel articles online , including the accompanying article to this podcast.…

1
Excel tips: how to use Goal Seek 10:25

۲ years پیش10:25

10:25

Today’s episode looks at a handy tool in Microsoft Excel called Goal Seek. It can be used to create a loan schedule with an interest-free period using formulas. To explain how you do this is CPA Australia’s Excel expert, Neale Blackwood. 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 . CPA Australia publishes three podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them in your podcast service. You can email the podcast team at podcasts@cpaaustralia.com.au And you can read more of Neale’s Excel articles online , including the accompanying article to this podcast.…

1
Excel tips: how to improve your formatting 8:39

۲ years پیش8:39

8:39

Today’s episode will help with your formatting in Microsoft Excel. Want to know how to make your files easier to read, understand and use? To explain is CPA Australia’s Excel expert, Neale Blackwood. 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 . CPA Australia publishes three podcasts , providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them in your podcast service. You can email the podcast team at podcasts@cpaaustralia.com.au And you can read more of Neale’s Excel articles online , including the accompanying article to this podcast.…

1
Excel Tips: New text functions for Excel 12:29

۳ years پیش12:29

12:29

In this episode, we look at three new text functions released in the latest (subscription) version of Microsoft Excel. The functions are: “Text Before”, “Text After” and “Text Split” To explain this is CPA Australia’s Excel expert Neale Blackwood CPA. Listen now. Host: Neale Blackwood CPA Excel Tips is for accounting, business and finance professionals looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. Excel Tips helps spreadsheet users discover hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in I NTHEBLACK , CPA Australia’s award-winning business magazine. Neale Blackwood CPA has over 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. Excel Tips is presented by CPA Australia , one of the world’s largest accounting bodies, with core services that include education, training, technical support and advocacy. CPA Australia publishes three podcasts providing commentary and thought leadership across business, finance and accounting. With Interest INTHEBLACK (coming soon) Excel Tips Search for them in your podcast service. To find out more about our podcasts, visit our podcast page . Or search for the shows in your podcast service. To contact the podcast team, email podcasts@cpaaustralia.com.au…

1
EXCEL TIPS, coming soon. 0:40

۳ years پیش0:40

0:40

Excel Tips is a podcast for accounting, business and finance professionals who are looking to sharpen their spreadsheet skills and learn new hacks and tricks from Neale Blackwood CPA, a Microsoft Excel expert. EXCEL TIPS helps spreadsheet users discover Excel’s hidden features and shortcuts and understand how best to apply the newest features and functionality. The podcast is a companion to regular articles in INTHEBLACK , CPA Australia’s award-winning business magazine. Every podcast episode includes links to the accompanying EXCEL TIPS digital magazine article. 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 . Subscribe today to stay up-to-date with the latest episodes. EXCEL TIPS is presented by CPA Australia , one of the world’s largest accounting bodies, with core services that include education, training, technical support and advocacy. ---------------------------------------------------- CPA Australia publishes three podcasts: - With Interest - INTHEBLACK - Excel Tips To find out more about our podcasts, visit https://www.cpaaustralia.com.au/tools-and-resources/podcasts - or search for the shows in your podcast service. To contact the podcast team email us at podcasts@cpaaustralia.com.au .…

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