Home Archives for Excel Video Training
April 29, 2010 1 Comment

How to Create a Month, Quarter, Year Pivot Table Report in Excel 2007

Would you believe that with fewer than 10 mouse clicks you can transform a long list of daily sales transactions into a useful summary report – showing sales by Month, Quarter & Year?

Yes, you can do this with a Pivot Table report in Excel 2007 – using @ 10 mouse clicks.

Watch how I do this.

Now, many people will want to know how to customize this report to show Quarters that follow a Fiscal Year (e.g. April, May, June is FY Quarter 1) I demonstrate how to do this in my next lesson. Click here to view that video lesson.

If you liked this video, I invite you to shop for my DVD, “The 50 Best Tips for Excel 2007.” I have a secure shopping cart here on my website. Shop now!

Click here to watch this Excel Video Lesson on YouTube

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Filed Under: Excel Training, MS Excel Training, Pivot Tables Tagged: , , ,
April 27, 2010 1 Comment

Create a Calculated Field in an Excel 2007 Pivot Table

Pivot Tables are very flexible. Yes, they are based on the fields in your source data, but you can also created new “virtual fields” – Calculated Fields.

In this lesson I show you how to create a new, Calculated Field, in a Pivot Table. This will be a “Price-per-Case” field that does not reside in the original source data. You will also learn how to hide the Formula Error #DIV/0! that results when we create this new field.

If you enjoyed this tip and my style of training, I invite you to visit my online store to purchase my DVD, “The 50 Best Tips for Excel 2007.”

You can watch this Excel Video Lesson on YouTube

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April 26, 2010 3 Comments

Introducing Pivot Tables in Excel 2007

If you are already familiar with Pivot Tables, Excel 2007 makes Pivot Tables easier to create – you do not have to drag fields onto the template with the mouse! There are other improvements as well – and I cover the highlights in this lesson.

If you have never created Pivot Tables – or if you gave up in frustration – then this short, 9 minute and 48 second lesson will get you started. I explain that Pivot Tables help you to get answers about your data.

Let’s get started to create a Pivot Table in Excel 2007!

You can view and download this Excel video lesson – for free – as a Podcast. Click here to visit my Podcast, Danny Rocks Tips and TImesavers, at the iTunes store.

Learn how to “Quickly Create Pivot Tables and Charts.”

You can watch this Excel Training Video on YouTube

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April 25, 2010 1 Comment

Using the Go To Special Command in Excel 2007 to Spot Formula Errors

The “Go To Special” Commands is one of my favorites. And, Excel 2007 places it in a prominent position on the Home Tab of the Ribbon.

I use Go To Special to quickly highlight all of the cells that contain Formulas. This way I can see if someone has accidentally “hard-coded” a Constant Value in a cell that should contain a Formula.

In this short video lesson I also show you another way that I use Go To Special – to reuse a Budget Worksheet or a worksheet for Expense Account Reports.

I you enjoy this tip and my style of training, I invite you to visit my online bookstore. It is a secure shopping site where I sell my “The 50 Best Tips for Excel 2007” DVD as well as DVD s for PowerPoint 2007, Outlook  2007,  and Word 2007.

Click here to watch this Excel Video Lesson on YouTube.

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Filed Under: Excel Formulas, Excel Functions, Excel Training Tagged: , , ,
April 24, 2010 1 Comment

Preventing Formula Errors from Displaying

Formula Errors in Excel – e.g. #DIV/0! or #NULL! – are ugly! And, when you send a spreadsheet that contains formula errors to your client or to your boss … Well, that is not good.

It plants the seed of doubt in the minds of your client or your boss that you have not thoroughly checked the accuracy of your assumptions. Why are there errors showing? What else is missing?

Excel 2007 makes it easy to prevent these formula errors from displaying. We have a new Function in Excel 2007 – The =IFERROR() function and it only requires two arguments. Be warned, however, that if you share your Excel 2007 worksheet with colleagues who are using earlier versions of Excel, this new function will not – well, function! (I could not resist using this pun)

Watch this video to learn how to use the new =IFERROR() function and also the nested =ISERROR() function that is required for people who use Excel 2003 or older versions.

If you enjoyed this Excel tip and my style of training, I invite you to visit my online store to shop securely for my DVD, “The 50 Best Tips for Excel 2007.”

Click here to watch this Excel Video Lesson on YouTube

You can view and download this video – for free – as a Podcast from the iTunes store. Follow this link to my Podcast, Danny Rocks Tips and Timesavers at the iTunes store.

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Filed Under: Excel Functions, Excel Training Tagged: , , , , ,
April 24, 2010 Leave a Comment

Visualizing Your Data in Excel 2007

Excel 2007 makes it easy to “visualize” your data – directly in the cells of your worksheet! You do not need to take the time and effort to create a chart to visually represent your information.

You just take advantage of the tools in the newly-engineered Conditional Formatting command in Excel 2007. In this lesson I show you how to visualize your data as:

  • Data Bars – you get the equivalent of a Bar Chart drawn inside the data cells.
  • Icon Sets – pick from groups of 3, 4 or 5 Icon sets – for example, to show the data in the top third of your data range.
  • Color Scales – to add gradations of colors as numbers increase or decrease.

If you liked this tip and my style of Excel training, I invite you to visit my online store to purchase my DVD, “The 50 Best Tips for Excel 2007.”

You can view and download this Excel video lesson – for free – as a Podcast. Follow this link to visit my Podcast, Danny Rocks Tips and Timesavers” at the iTunes store.

You can also watch this Excel video lesson on YouTube.

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December 30, 2009 Leave a Comment

Announcing the Online Store for The Company Rocks

Danny's DVDs "The 50 Best Tips" Series Available in Online StoreToday, I launched my new online bookstore for The Company Rocks. I am offering my Instructional DVDs for sale individually or as a set at attractive prices. Follow this link to enter the store to learn more about the DVDs in “The 50 Best Tips for …” Series.

“The 50 Best Tips for Excel 2007” contains over 5 1/2 hours of training. Each video lesson lasts @ 6 – 7 minutes. Each lesson focuses on one productivity tip. So you can get an answer quickly when you need it. I follow a step-by-step approach to teach you how to be more productive when you use Excel 2007. You can see how to enter and edit the formulas because I use an innovative “pan-in / pan-out” camera technique to focus your attention.

And, as a bonus: The actual spreadsheets that I use for each lesson are included on the DVD!

“The 50 Best Tips for PowerPoint 2007” packs over seven hours of training onto two DVDs! Unlike many instructional packages the teach you PowerPoint from a technical angle, I teach you how to incorporate PowerPoint into your total presentation. I am a professional speaker and trainer. I am not a “techie.” You will learn the technical side of PowerPoint 2007 – but only as it helps you to be more effective in presenting your ideas or products. I think that you will enjoy this difference!

The focus of each DVD is on the Intermediate to Advanced user of Excel or PowerPoint. The focus is on helping you to save time and take advantage of the great presentation elements in both programs. There are 10 videos each at the Beginning Level and at the Advanced Level. There are 30 videos for the Intermediate Level user.

Please visit my new online bookstore to learn more about each DVD. I welcome your feedback!

Thank you for your kind words of support as I have built my business these past three years. I wish you a very happy new year in 2010!

Danny Rocks

danny@thecompanyrocks.com

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Filed Under: Business Communications, Online Store for The Company Rocks, PowerPoint Video Training, Video Training Courses Tagged: , , , , , , , , ,
December 30, 2009 Leave a Comment

The Online Store for The Company Rocks has Opened for Business!

DVDs of The 50 Best Tips for Excel and PowerPointI am proud to announce that my online store for The Company Rocks is now open!

You can now purchase my two DVDs without leaving my website.

“The 50 Best Tips for Excel 2007” contains over 5 1/2 hours of training. Each video lesson focuses on one tip and you can learn it in @ 6 minutes! The tips range from Beginning Level to the Advanced level. The majority of Tips (30 tips) are at the Intermediate level. If you enjoy the lessons that I post here, now you can own a DVD of the 50 Best Tips – now for Excel 2007!

“The 50 Best Tips for PowerPoint 2007” contains over 7 hours of training on two DVDs! I put a lot of effort into producing this DVD – and the customers who have already purchased it tell me that has immediately improved their presentation skills.

This DVD is unique!

Because, I do not teach PowerPoint as a “techie.” Rather, I am a professional speaker and trainer and I show you how to use PowerPoint as a tool to use during your presentations. Of course I show you how to create animations and how to create custom PowerPoint shows. But, significantly, I demonstrate how best to use custom animations and why you should prepare Custom PowerPoint shows. If you think you know PowerPoint, think again. I guarantee that you will learn new techniques for PowerPoint and … you will learn how to take advantage of the many great new graphic features available in PowerPoint 2007.

I invite you to visit my online store. The DVDs are in stock and attractively priced. I know that you will learn new tips and refine your skills in PowerPoint and Excel when you watch one of my lessons.

  • Invest 10 minutes to learn a new productivity tip – and, save yourself hours of frustration and avoid having to rekey data entries in Excel 2007.
  • Invest 10 minutes to learn a new presentation tip – and, learn how to deliver presentations using PowerPoint 2007 that get you the sale or get your audience to take action.
  • Invest 10 minutes and learn how to use the new Office 2007 interface. I show you how to always have your favorite commands right at your fingertips.

Finally, let me wish you a very Happy New Year in 2010!

Sincerely,

Danny Rocks

danny@thecompanyrocks.com

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Filed Under: Excel Training, MS Excel 2007 DVD, MS PowerPoint 2007, Online Store for The Company Rocks Tagged: , , , , , ,
October 30, 2009 Leave a Comment

Calculate the Days Worked on a Project

Do you manage Projects? Do you create Project work schedules? Do you need to know how many days were actually worked on your Project?

If so, this Excel video lesson is for you. A viewer asked for my help. He did not want to use MS Project for his work schedules. Rather, he wants to know which Excel Functions to use for his Project work schedules.

Excel Functions Covered in this Tutorial

In this lesson, I demonstrate how to use two functions included in the Excel “Analysis Tool-Pak”:

  • =WORKDAY()
  • =NETWORKDAYS()

Index of Excel Video Tutorials

Search for a specific Excel Video Lesson on this website in my Index.

Watch Excel Tutorial on YouTube

Click on this link to watch this Excel Tutorial on my YouTube Channel – DannyRocksExcels

Secure Online Shopping for My Resources

Want to learn how to get the most out of Excel 2007?

My DVD, “The 50 Best Tips, Tricks & Techniques for Excel 2007” is available for purchase.

 

 

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Filed Under: Excel Date and Time Functions, Excel Financial Tools, Excel Functions, Excel Training, Video Response to Viewers Tagged: , , , , , , ,
October 18, 2009 2 Comments

Use the =TODAY() Function to Identify Past Due Invoices

Here is another response to a viewer request. The letter asks for my help in identifying, counting and totaling the amount of “Past Due” invoices. In the viewer’s letter, she wanted me to use the =NOW() Function. This function returns the current date and time (Hour, Minute, Second) from your computer’s system clock. The =TODAY() Function is similar, but it returns only the current date. Both the =NOW() and =TODAY() Functions are “volatile.” This means that the value that they return will automatically update according to your computer’s system clock. This makes them excellent reference points in formulas that identify “Past Due” invoices.

In addition to using the =IF() Function to identify the invoices that are “Past Due,” I also demonstrate two other functions: =COUNTIF() to total the number of “Past Due” invoices and =SUMIF() to give me the total dollar amount that is “Past Due.” I recreate these formulas, this time, using “named cell ranges” in the formulas.

Finally, I show you a great new Filtering Feature in Excel 2007 – the ability to filter by time period e.g. “Next Week!”

Related Videos

Check out my new DVD, “The 50 Best Tips, Tricks, and Techniques for Excel 2007.” It contains over 5 1/2 hours of training for Excel 2007. You can locate the specific tip that you want to learn – and in @ 6 minutes, you will have received all of the information that you need to become more productive in this area.

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Filed Under: COUNTIF and SUMIF Functions, Excel Financial Tools, Excel Training, Video Response to Viewers Tagged: , , , , ,
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