Years ago the Training and Development manager of a large organisation invited me to spend some time in their Accounts department in order to observe how the Accounts team dealt with their day-to-day tasks. My job was to report on any process that could be improved using Microsoft® Excel.
I’ll always remember asking one of the team (a “just-out-of-school” new recruit) what he was working on after I’d observed him sitting with a red biro and a ruler, diligently drawing red lines on 2 separate sheets of paper. It turned out he was trying to reconcile a customer’s account. Continue reading Excel – Using VLOOKUP to compare two lists
PROBLEM: When you enter a post code that has a leading 0 (zero), e.g. 0642, you see only the last 4 digits, not the leading zero. This is especially frustrating when using an Excel file in a Mail Merge!
SOLUTION: learn how make the 0 stay!
Continue reading Excel – Retaining a leading 0 (zero) when entering Post Codes – great for mail merging
PROBLEM: having to retype text when your data is in UPPERCASE, lowercase or a Mix oF bOTH.
SOLUTION: quickly change the text back to the proper case without having to retype it. Continue reading Excel – change the text to uppercase, lowercase or first capital
If you are anything like me you will be happy about this news. I currently have a Mac, iPad, tablet, PC and Windows phone. In the past it has been frustrating not being able to access my files on the iPad. Check out what Microsoft have done for iPad users.
PROBLEM: when typing a figure into a cell in Excel the figure is displayed as a date?
SOLUTION: quickly change the format of the cell back to a format that displays numbers, not dates. Continue reading Excel – Why is my figure displayed as a date?
PROBLEM: wasting time mucking around with column widths and font sizes so that Excel worksheet data will print on one page.
SOLUTION: within seconds ensure Excel worksheets always fit to the width and height of a printed page.
Continue reading Excel – Fit your worksheet on 1 page when it prints
PROBLEM: wasting time creating tables. Especially when trying to create complex tables where columns don’t align and content needs to be reorganized.
SOLUTION: Save yourself HUGE amounts of time…learn the shortcuts! Continue reading Word – shortcuts for working in Tables
PROBLEM: wasting time answering emails when you should be working on something else.
SOLUTION: have your Calendar displayed first when you open Outlook. That way you will start the day focusing on what needs to be achieved and won’t be tempted to waste time on emails. Continue reading Outlook – start Outlook in the Calendar view
PROBLEM: wasting huge amounts of time collating masses of Yes/No, Accept/Reject type replies to a broadcast email.
SOLUTION: learn how to add voting buttons to a message and let Outlook do the counting for you.
PROBLEM: redundant email addresses popping up in your AutoComplete list causing you to have to scroll to find the correct address.
SOLUTION: Remove the unwanted email addresses from your Outlook AutoComplete list. Continue reading Outlook – removing old email addresses from the Address list