Excel training for auditors

I recently designed and delivered some Excel training for auditors. Specifically, it was Excel training for audit trainees who had just started at the firm.

I benefitted enormously at the start of my career when my employer arranged for all new audit trainees to have Excel training as part of our induction. Even though it was pretty basic, it established a good grounding in things like formula construction, absolute and relative cell references, and a few shortcuts.

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Cycling the Great Western Way from Bristol to London

My bike next to the River Thames, somewhere near Chertsey, on the Great Western Way

Last month I fulfilled a long-held ambition by cycling from Bristol to London using (mostly) the Great Western Way. As I couldn’t find many first hand posts about other people doing this, I thought I’d write one.

Warning: This post has no Excel or finance content whatsoever.

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Why does my pivot table default to Count?

If your pivot table defaults to Count instead of Sum, then you have inconsistent numerical data.

I found this out on a webinar about five years ago, and it still seems to be a mostly unknown feature.

And yes, I call it a feature, not a bug, because it is ultimately helping you.

A pivot table showing a Sum of Amounts column.
Pivot table showing a Sum of Amounts column. If this defaults to Count, watch out!

What it is doing is giving you an immediate message that your numerical data has gaps, or perhaps has numbers formatted as text, or other errors. If you ignore this, you might produce inaccurate analysis.

So – if your pivot table defaults to Count, don’t do what I used to do, which was to tut and manually change it to Sum.

Investigate your data carefully until you’ve found the inconsistencies and then try it again until it defaults to Sum. Here’s a link to some suggestions for converting text to numbers.

I love training finance teams in Excel and Power Query – have a look here at what I can do for you.