I’ve spent quite a lot of time in my professional career thinking about why companies don’t pay invoices on time. As a finance director and as a freelancer, I have experience of both sides of the fence.
I’ve written this post to help freelancers understand the blocks that they might face and how to overcome them.
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.
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.
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.
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.