I attended an excellent livestream last week about Excel dashboards, presented by the legendary Chandoo. In his tutorial, he built a KPI dashboard in Excel in around an hour. As well as learning lots of useful tips, it also made me think about the key skills (Excel and otherwise) that you need to build a great dashboard.Continue reading “Creating dashboards in Excel – key skills”
Excel Tables (capital T) have been part of Excel since the 2007 edition. Given it is now well into adolescence, why is it still common to see spreadsheets holding and calculating data but not using Tables?
A quick internet search will reveal tonnes of articles about why you should use Excel tables.
However, in this post, I thought I would explore this from a different angle, to try to understand people’s reluctance to use this amazingly useful tool.Continue reading “Why aren’t you using Excel Tables?”
I have the visual sense of a blind goat, but over the years I have picked up a number of Excel design tips which I apply to any spreadsheet that someone else has to look at.
This post sets out ten areas which you can look at to make your spreadsheets cleaner and more professional.
I’ve written this post on the assumption that you are reading spreadsheets online, but most of these Excel design tips also work for printed documents.
1. Turn off Gridlines
The first tip is the easiest – turn off gridlines. Gridlines are the lines marking the rows and columns.Continue reading “Excel design tips for non-designers”
What do you need to learn to be “good at Excel”? What Excel training should be mandatory for finance teams?
I really rate the ICAEW’s spreadsheet competency framework as a tool to use to diagnose where you and your team are at and where you should be. It breaks down users into four types – Basic, General, Creator and Developer – and allocates the skills that each level should have.
This is much more helpful to me than users saying that they are “intermediate” or “advanced” users. When I recruit for roles I often use the framework in the job description.Continue reading “How to be a good Excel user”