Category Archives for "Tips"

Top 5 Excel Funnel Charts Sales and Marketing Love — One Funnel Chart You Should Never Use — And Two Dynamic Funnel Charts in PowerPoint!

Charts , Excel , Functions , Reporting , Tips , Top Tips

This blog will show you five different ways to make funnel charts in Excel and two ways to link Excel funnel chart data into PowerPoint slides. Funnel charts are a favorite of marketing and sales for showing the volume and progress through different stages of the customer journey, from initial contacts, to qualified leads, to prospects […]

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Top 25 Best Excel Dashboard and Chart Tips for 2015

Charts , Dashboards , Excel , Tips , Top Tips

Tony Robbins and other performance gurus who strive to improve personal performance teach that one of the most powerful ways to improve ourselves is by modeling. Modeling is watching others so you can learn how they perform a task better, then modeling our behavior after theirs. These are the top 25 best Excel dashboard tips […]

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Top 30 Best Excel Chart and Dashboard Tips in the “Excel Chart and Dashboard Quick Reference Guide”

Charts , Dashboards , Excel , Tips , Top Tips

Get your free copy now of the Excel Chart and Dashboard Quick Reference Guide. Quick Reference Excel Charts and Dashboards – US Letter Quick Reference Excel Charts and Dashboards – A4 Critical to Success now has over 4,000 subscribers with 72% of you consistently opening and using its tips and tools. That is so Awesome! It makes me […]

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Quickly Create Range Names

Excel , Formulas , Tips

Range names are great! Look for more info on them in other tips. With that advertisement said,… You don’t have to hunt through the ribbon to create a range name. Here’s the trick, select the cells you want to assign a range name to, then click in the Name Box at the upper left corner […]

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Use Only Allowed Characters in Range Names

Excel , Formulas , Tips

Range names must start with a letter, underscore, or backslash. Following characters must be letters or numbers, periods, or underscores. You cannot use spaces or any character combination that looks like a cell reference. You can create a range name up to 255 characters, but you won’t want to make it that long as it […]

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Create Range Names with Upper and Lower Case, but Type them in Lower Case as a Cross-Check

Excel , Formulas , Tips

When you create range names use upper and lower case lettering. For example, rngDataEntry. Excel remembers the upper and lower cases. When you enter a range name in a formula, enter it as lower case, for example, rngdataentry. After you press Enter Excel will change the cases to match the original definition. In this case, […]

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Use a Structured Prefix to Identify Range Name Types

Excel , Formulas , Tips

Range names are great! Did I say that before? They can make formulas much more understandable. And they can make your work tremendously faster and reduce errors. They’re almost too good to be true, at least when you are in a complex spreadsheet. I have one Return on Investment calculator that probably has two hundred […]

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Use a Major and Minor Naming Convention when Naming Ranges

Excel , Formulas , Tips

Keep your range names so they are easy to understand and find by using the structured prefix described in another tip and adding a military or hierarchical naming convention. To do that, type the largest grouping of items as the first part of the name. For example, if you have range of names describing the […]

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Find all Conditional Formatting on a Worksheet

Excel , Shortcuts , Tips

Ever try to find conditional formats on a worksheet when the worksheet is showing all cells with unformatted appearance? It’s guaranteed to drive you bonkers and waste your time. Here’s how to do it VERY quickly. Use the Go To Special command. Press F5 or Ctrl+G to display the Go To Special dialog box. Click […]

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Make Small Changes to a Hand-Drawn Line

Excel , Shortcuts , Tips

Excel has some excellent drawing tools. In fact, there is a Japanese artist who has created amazing artwork using Excel. But, getting the drawing tools to do exactly what you want takes a little finesse. Here are a few tricks. First, draw an arc, curve, or scribble. To do this, 1. On the Insert tab, […]

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