Budgeting & Forecasting
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How to make a sortable table in email
I need to include a table with prox 100 rows and 5 columns in html email. How do I create it so that people can click on the column top, header, row to sort by that column? Col 1, Col 2, etc.
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Using Excel on a Macbook
Does anyone use Excel on a Macbook Pro? I'm an old pro on PCs, but I'm tired of carrying around two computers or running Windows on my Mac. Has anyone had success building financial models on a Mac OS running Excel? Are there any great macros/custom shortcut setup that has worked well?
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What can't I do with Google Spreadsheet that I can do with Microsoft Excel?
Obviously the more advanced tools (like pivot tables and macros) are Excel only, but for basic spreadsheets, is Google on par with Excel?
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Terminology, phraseology, or just using language
From time to time I'll throw out a term that I see constantly used. How would you a) define the term (meaning) and then better explain it so most readers would understand what you want. This could be fun... Advanced Pivot Table
2
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What's your greatest challenge with Excel?
Excel blogs are filled with specific questions about using Excel. So I thought it might be useful to back up and ask a more general question: What types of spreadsheet tasks are causing particular problems at your company, and why? Where do you or your Excel co-workers seem to waste most of your ti…
3
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What level of proficiency do you consider to be intermediate excel skills
Here's a question that can be very entertaining and educational for all. Excel, every white and many blue collar workers needs to know how to use the product to successfully integrate into today's business world. "How to use" is obviously very subjective, so if we can define intermediate, it goes w…
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Advanced Excel Skills Employers Need Most
What advanced Excel abilities do you find employers need most, but often find lacking? Also curious about your views on how the lack of those skills impacts organizations. I have to give a presentation on this topic.
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For our Excel Guru's, fixing formulas that change from underlying sheets
I inherited some pretty funky spreadsheets for a client of mine. One sheet is a summary of certain other worksheets (same spreadsheet), where the number being transferred to the summary moves. Think of taking Gross Sales from a Income Statement spreadsheet, Each month the cell changes from B5 to C5…
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Macros to help getting reports from Microsoft dynamics
Hello, Can any one please provide any macros to get reports from microsoft dybamics into excel i.e. i am currently using macros to transfer txt file from microsoft dynamics into excel and working on it. but if someonah has already some tools on this, it would be great to have it for my help thank y…
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Fantasy Excel Shortcuts
I was having a drink with a fellow CFO and we got to the subject of Excel and what type of shortcuts we would want and what types our employees might want. We came up with several, here's a few: ALT MB which would (our/there) "MUTE BOSS" CTL FFM which would hopefully "FAST FORWARD the MEETING" and …
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Import Capabilities for Word
We currently use Excel for much of our periodic reporting, including a number of supplemental schedules. We are developing a management report ( a narrative md&a) and I was wondering how easy it would be to link this document so that it pulled/merged numbers for our excel workbooks, as opposed …
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To our Excel Gurus...
Someone I'm connected to on LinkedIn is sourcing a job. One of the myriad of requirements is that the person had experience with Excel sheets containing 100K+ rows. Why would you trust your business to a 100K row spreadsheet? Wouldn't recalc take a very long time? The chance for file corruption inc…
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Do you use Excel less or more often as you progress in seniority of your position?
As you progress from an analyst to a manager to a FC to a CFO (i.e. gaining more senior position), do use* Excel less or more? *Use is define as creating and maintaining reports and models or manupilating data in Excel or TM1-Excel, Hyperion-Excel linked programs. The act of having another person c…
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Excel 301 Question
I am using a very large excel file to do our annual budgeting (yes, a program is on tap for future years). We have turned off the automatic calculate formula and either use F9 or save to force an update at various points in time to our work. We are finding that some cells on some worksheets won't u…
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Does anyone have an MS Excel formula for calculating sales organization commissions for proforma forecasting?
I'm in the process of "evolving" a 5-year proforma model that projects sales commissions as a percentage of the sales organization's base compensation, for a telecom software development company, starting with the EVP of Sales/Marketing, International Regional Directors of Sales/Marketing, Business…
3
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Help using Excel to find semi-structured data in a database
Hey folks. I have a database of names and companies and i am trying to normalize the list against a reference list of companies (the Fortune 500). The data looks like the following: John Doe Abbott Labs Jane Doe Abbott Laboratories Jeff Doe Abbott Medical Devices and so on…
5
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Favorite keyboard moves: cover a lot of territory in a spreadsheet quickly w/o using the mouse
I don't like using the mouse. I guess that makes me a PC guy (as opposed to a Mac guy). I find it more efficient to keep my fingers on the keyboard at all possible times. My favorite keyboard shortcuts for moving around a spreadsheet involve moving using the control + arrow keys to zip from end-…
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