Author: BenBarnes

Excel Recruitment Made Easy

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Excel recruiting is a process of using Microsoft Excel software to manage and track job applicants. The excel spreadsheet can be used to keep track of applicant contact information, cv submissions, interview scheduling, and more.

By using Excel to manage your recruitment needs, you can save time and money by automating this process. Excel can help you quickly identify qualified candidates, schedule interviews, and make hiring decisions.

If you’re looking for an easy way to improve your recruitment process, excel recruiting is a great option. You can streamline your recruitment process and make it more efficient.

The Excel Experts work with leading recruitment agencies to deliver custom-made templates and automation to keep track and manage recruitment processes from start to finish.

Please get in touch to see if we can help you to streamline your recruitment drive!

Excel Recruitment Made Easy

What is Excel Recruitment?

As mentioned above, excel recruitment is simply the act of using Microsoft Excel in order to track the progress of the applicants or respondents that you have had apply for a vacancy within your business. 

You can easily build a spreadsheet that houses all of the pertinent information such as their contact info, education level, whether they have experience or not, interview scheduling and results. You can update the spreadsheet throughout the process to track the progression of the applicants. 

The Benefits of Excel Recruitment

Utilising Microsoft Excel throughout your recruitment process has a number of benefits. First and foremost,  it really does have the potential to make the process easier and more streamlined.  

  • Keeps all of the necessary information in one place.
  • Makes it easier to track the progression of the applicants.
  • Allows you to rank applicants, making it easier to work out your first, second and third choice.

In short, it makes it easier to measure the applicants against each other. If you then found that your first choice was unavailable, you could consult the spreadsheet and reach out to your second choice without having to go back through reams of paperwork and information.

How to Use Excel for Recruitment Purposes

Using Microsoft Excel for recruitment purposes might sound a little daunting or confusing, but it couldn’t be simpler. You don’t necessarily have to know all of the spreadsheet codes either; with a bit of time and help from the right people and resources, and you can easily construct a recruitment spreadsheet.

For example, the Excel Experts offer solutions to large or small businesses in order to automate the recruitment process or offer solutions to help.

How to Use Excel for Recruitment Purposes

Applications & Notes

First things first. Think about your person specification for the role. Use thins to create headings like ‘experience’, ‘necessary qualifications’ or ‘desired skills’. Then as you go through the applications, you can input the names of the applicants onto the spreadsheet and whether or not they have the attributes that you want. 

Applicant Tracking

Depending on your recruitment process, you might have different requirements like an online questionnaire, a brief test or portfolio submission. An excel spreadsheet allows you to keep track of what applicants have done what and what the results were like, whether they passed the test or not. 

Storing Candidate Information

Instead of having to go through each application individually to find the person you were looking for, you can keep everyone’s contact information in one place. This makes it a lot easier and a lot quicker when it comes to looking up a candidate and their info.

Interview Processes

Every business has its own approach to the interview process. For some businesses, it’s a formality, an opportunity to get a feel for the person behind the CV. For others, it is streamlining process designed to weed out unsuitable candidates.

Either way, you can use an Excel spreadsheet to keep track of the interview schedule and whether the interview went well or not. 

Excel Recruitment Tips and Tricks

Luckily, there are several tips and tricks that you can embrace to ensure that you are making the most out of your Microsoft Excel efforts, especially when it comes to your recruitment processes. 

  • Consult the internet or a business like the Excel Expert for help in constructing the spreadsheet.
  • House the spreadsheet in a shared space to allow for collaboration from other members of the team
  • Ensure that it is comprehensive, with all the relevant information
  • Update the spreadsheet regularly
  • Consider using a template to create the spreadsheet
Excel Recruitment Tips and Tricks

Advanced Excel Recruitment Functions

Depending on your skill level, whether or not you have a template or have outsourced the production of your spreadsheet, you might find that there are several advanced functions for you to explore. The advanced features can make it even easier to find the frontrunner or best candidate for the role.

Comparing Candidates

Microsoft Excel has a number of different functions. For example, in addition to the mathematical equations that you can do and use in Microsoft Excel, you can also compare data.

This capability then makes it easy to compare candidates; you can compare them in each of your desired specifications to continually weed out unsuitable candidates until you are left with the strongest pool of applicants. You can then use this to decide who to offer an interview to. 

Managing Responses & Submissions

An excel spreadsheet can also be used to determine the replies to the ad, how they found the job ad and whether they have fulfilled all of the submission requirements, including cover letters, assessments, portfolios and questionnaires.

If your applicants cannot fulfil said requirements or they fail them, then you can make a note of this on the spreadsheet and terminate your efforts with that candidate. 

Conduct Screening Tests

As mentioned above, you can use your Excel recruitment process to monitor the results of screening tests. For example, you can keep track of who passed what element.

You can also look for trends; for example, if more people are passing the initial screening test than the interview, it could be a sign that the initial screening test needs to be re-evaluated. 

Excel Recruitment

Is Excel Recruitment Right for Your Business?

Any business that regularly takes on new staff would benefit from the use of an Excel recruitment system – especially if you routinely receive a high number of applicants. It can make it a lot easier to weed out unsuitable candidates as well as helping the best candidate to stand out more. 

If you do not have the capabilities to create your own, or you can’t find a template that works, then you should approach the Excel Experts. They can provide you with a bespoke solution 

FAQs

How might Excel be used in recruitment efforts in a HR department?

It can be used to track the progress of applicants, analyse the recruitment process as a whole as well as helping to find the strongest candidate. 

What’s the process to keep track of job candidates?

That depends entirely on your current processes. You can keep track of your job candidates in any way that you desire. Using an Excel system does arguably make the most sense; it allows you to keep track of the applicants, their contact info and the progress of their application.

Can I connect Excel Recruitment to a database?

It depends entirely on your knowledge base. For example, if you create the spreadsheet yourself or use a template, but your excel knowledge is lacking, then in truth, you probably won’t be able to connect it to a database.

However, if you use a solution from someone like the Excel Experts, they can provide you with a solution that is designed to be integrated with other in-house or external systems.

Microsoft Excel Tuition & Training Courses

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If you’re looking for an experienced expert that offers a wide range of Microsoft Excel tuition, then the Excel Experts can help!

We offer a wide range of training courses designed to help beginners and advanced users take the next step in their career – or simply improve their current Excel knowledge.

Our Excel tuition is available in person or online, so we can cater to your needs no matter where you are in the world. We also offer bespoke training courses, so if you have specific requirements, then please get in touch, and we’ll be happy to help.

So whether you’re looking to improve your Excel skills for work or you want to learn how to use excel for personal use, we can offer you the guidance and support that you need.

If you’re ready to take your Excel knowledge to the next level, then contact the Excel Experts today!

Excel Tuition for Beginners

Microsoft skills are among the most basic IT skills that most working professionals today need to possess. Most people have mastered the other Microsoft programmes like Word or PowerPoint, but Excel continues to elude a lot of people.

This is simply because a lot of people are unaware of the potential that Excel holds. It holds a lot of potential. While data analysis is one of the core functions, it isn’t the only thing that Excel does. As a beginner, there is a lot to learn. 

excel tuition

Understanding Excel Workbooks

The terminology used in Microsoft Excel can feel a little confusing at times. An excel workbook is simply a collection of worksheets. The workbooks themselves have different limitations to the worksheets and the data analysis options that it offers.

Understanding workbooks is one of the first things you should learn. 

Easy Formulas

A lot of beginners know a few of the basic formulas; however, in order to ensure that you are utilising Excel properly, you really ought to know more than the easy formulas.

Obviously, Excel has a section in the programme dedicated to formulas, and the internet can be a great resource when it comes to finding other formulas. Or you can take a course and learn more from the Excel Experts. 

Formatting

Formatting your Microsoft Excel worksheets correctly is important because it directly affects the data produced, and therefore all processes which then use that data will be misinformed, and the findings will be false. This can be incredibly detrimental to your business. 

Charts & Graphs

Another element of Microsoft Excel that a lot of beginners are unaware of is the possibility to make charts and graphs using the data on your Excel worksheets or workbooks.

With the right knowledge, you can make the data in your worksheets into a graph that is more user-friendly and easily understandable for those who aren’t Excel savvy or don’t have time to poor over the data themselves. 

excel charts and graphs

Working With Data

Working with data can be daunting, especially for beginners. Using Excel properly is all about working with the data to make it as understandable and clear as possible. 

Reports

The data collected on an Excel worksheet can also be used to create reports. Again, there is an insert on the programme that you can use to create the reports. It is another method that you can use to transform the data into more manageable and readable information.

Excel Training Courses for Advanced Users

After you have grasped the basics, or if you already consider yourself somewhat knowledgeable in Microsoft Excel, you can start to think about learning more about the advanced functions.

Below is a look at some of the more advanced concepts and techniques. Taking a class like the ones provided by the Excel Experts can really help to make it more accessible by providing support and clarification when needed. 

Pivot Tables

An Excel PivotTable is a tool which can be used to analyse, summarise or calculate data provided in a spreadsheet. It can be used to find patterns, trends or comparisons in the data.

Conditional Formatting

Conditional formatting is essentially as it sounds. The data collected in your spreadsheet is formatted using conditions that you have set out previously. It can help when it comes to visualising data, searching for specific pieces of information, or highlighting differences

Advanced Formulas

There are a lot of formulas that can be used in an Excel spreadsheet, depending on what you want to do with the data. Some of those formulas are more advanced than others. 

excel formulas

Visual Basic

Visual Basic is an umbrella term for a number of computer programming languages. These languages have several applications, including in allowing you to develop solutions to customise your Microsoft Excel use to suit your personal or professional needs. 

Power Query

Microsoft Power Query is an add-on for Excel that can be used to enhance the application and your use of it by simplifying the process.

Excel Tuition for Businesses

Excel skills are all but essential in many industries and businesses today. It has a number of applications for businesses which can help the business to achieve its goals, whatever they may be. 

Accounting

Excel can be used to support a number of accounting functions like invoicing, balance sheets, financial statements and budgeting too. In fact, most accounts use Microsoft Excel daily to accomplish their tasks.

Inventory Tracking

You can also use Microsoft Excel to keep track of your business’s inventory. It can be used to record sales and orders as well as keeping tabs on the items in the warehouse. This is perhaps more practical for smaller businesses, with bigger businesses graduating to an automated POS system

Mailing & Contact Lists

It is also an excellent place to keep track of your mailing and contact lists. You can use tabs to document how each person found your business and whether they have made an order or not too. 

Excel Tuition for Businesses

Visualisations

There are a number of tools, most of them have been mentioned somewhere in this blog post, that can help you to transform the data into something that is easier to visualise, like reports, graphs or charts. 

HR Management

Microsoft Excel can be used to make HR management easier. This is because you can create calculations using metrics which devise analytics to provide a snapshot of your HR processes. After creating the solutions, you can set them to automate, which then requires less input from you, freeing you up for other tasks.

Checklists & Task Lists

Excel is also a great place to house your checklists or task lists. It keeps them all in one place, and you can mark them off as you go. This is especially relevant for those that have varying tasks depending on the day; it ensures that you haven’t forgotten anything.

Time Logs

A lot of smaller businesses use Microsoft Excel to produce time sheets. There are a number of templates that you can use. It ensures that employees are being paid correctly. 

Excel Tuition & Training Courses for Personal Use

The Excel Experts offer tuition for Excel – obviously – and other Microsoft Office applications for both personal and professional use. This means you can take a course to further your own career prospects and increase your earning potential. 

On the other hand, if you are a business owner wanting to train your employees or yourself in Excel, then the Excel Experts also offer tuition to help. You can learn all the techniques necessary to aid in your business’s growth. 

Why Choose To Learn With The Excel Experts

While learning more about the various Microsoft Office applications online is possible, teaching yourself isn’t always the best course of action. Learning from professionals and benefitting from their tutelage is often a lot quicker and requires far less trial and error, and the Excel Experts are aptly named.

Online & On-site Excel Tuition

You can benefit from both onsite and online tuition. The Excel Experts have three locations in London, Bristol and Somerset. You can learn onsite if you are local to one of these locations, then you can head over to learn in person; if not, you can learn online or a hybrid of the two.

Whichever will work best for you. Some people do prefer to learn in person, but not everyone excels under in-person tuition. 

Flexible Learning

The Excel Experts offer flexible learning solutions so that you can fit the learning around your other responsibilities. Or you can also adjust the learning to fit a timescale if you have one. 

VBA Excel Training

VBA stands for Visual Basic for Applications, and, essentially, it is the computer programming language which is used for the various Microsoft Office Programmes.

Having a better understanding of VBA and its uses simply means that you will be able to customise the Microsoft Office programmes to your or your business’s needs. This is because you will then be able to automate tasks, adjust the interface and develop solutions using the programmes. 

Microsoft Office

If you don’t know much about Microsoft Office at all, you can take courses which helps to further your knowledge of each Microsoft Office application, including programmes like Word, Outlook and PowerPoint too.

Refresher Excel Courses

If you already have a pretty good knowledge base, then you could opt to do a refresher course. This, as the name suggests, simply refreshes your knowledge if you haven’t used Excel in a minute. You might also learn some new skills as the industry progresses. 

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    FAQs

    How can I learn Excel quickly?

    By taking a course from a reputable and certified business like the Excel Experts, you can learn everything you need to know much more quickly than you would if trying to learn it alone. 

    Is getting Excel certified worth it?

    If you want to increase your career and salary prospects or if you already know that you are going to need these skills in the career of your choice, then yes, obviously, it is worth it. 

    How long will it take to learn Excel?

    The answer depends on the course and largely on you. Some people are quicker learners than others. You can find courses to suit your time requirements too. There are single-day courses and longer courses depending on how much you want to learn.

    Are Excel skills in demand?

    This is hard to answer because it depends on the industry and the roles that you are interested in. Excel skills are advantageous in a number of careers, but they aren’t necessarily needed in others. 

    Microsoft Excel Tutoring Tips & Advice

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    If you’re like many people, you probably use Microsoft Excel for a variety of tasks in your personal and professional life.

    Whether you’re tracking your monthly budget or managing a team at work, Excel can be an extremely useful tool. But if you don’t know how to use all of its features, you might be missing out on some of its most powerful capabilities.

    Our courses can teach you everything from the basics of using formulas and functions to advanced tips and tricks that will let you automate tasks more efficiently.

    A Microsoft Excel tutor will be able to show you how to use the software to its full potential and help you become more confident and proficient to master excel.

    Our online Microsoft Excel tutors will guide you every step of the way so you can learn at your own pace in the comfort of your own home.

    And best of all, our online lessons can be tailored to meet your specific needs, so you get the most targeted and relevant help.

    From beginner excel lessons to more advanced Microsoft Excel classes, we have something for everyone.

    Employers love people who have some knowledge of Microsoft Office, and with our teaching experience, you’ll be an Excel rockstar in no time at all!

    If you’re interested in learning how to use Excel more effectively, consider taking a Microsoft Excel tutoring course with us, The Excel Experts!

    Microsoft Excel For Beginners

    If you have never used Excel before, let’s quickly break down the basics. Microsoft Excel allows you to create and edit spreadsheets. It can be used to organise, interpret, and present information. It is most commonly used to sort data, create graphs and charts, and to make budgets.

    Microsoft-Excel-Tutoring

    An Introduction To Microsoft Excel Lesson Plans

    Our Microsoft Excel Lessons can help you to develop and hone your skills whether you are a beginner or advanced. Our courses and training sessions are available both online and on-site, and we can tailor our courses to meet your specific needs and requirements. 

    Learn Key Excel Skills

    If you are starting from the beginning, there are five different key skills to learn about. These will give you the tools you need to use Microsoft Excel in your place of work. 

    • Data Organisation
    • Keyboard shortcuts
    • Basic formulas
    • Charts and Graphs
    • Pivot Tables

    These will have a firm handle on what Excel is most commonly used for and how you can make it work for you. These are the basics from which you can take your learning much further.

    If you are picking up Excel for the first time, it may seem intimidating. However, with our tutoring, you will quickly see that it unlocks so many different tools. 

    Your First Lesson

    Your first lesson will bring you up to speed with how a Microsoft Excel spreadsheet works. We will help you to understand the basics of inputting data and make you comfortable with the layout. 

    Once you have a handle on the landscape, we will teach you how to modify the cells and columns. This will include dragging and dropping and how you can use the fill handle. By the end of the first lesson, you will feel confident modifying and formatting columns, rows, and text.

    Online Tutor vs Classroom-Based Learning

    We are all pushed for time and learning online allows you to be more flexible regarding the scheduling of your lessons. However, there are some key differences between using an online tutor and class-based learning.

    • Classroom-based learning allows you to learn with others.
    • Online-based tutoring allows you to go at your own pace.
    • Online tutoring makes it easier to practice in your own time.

    We know that everyone has specific needs when it comes to learning and that everyone is approaching this subject from different starting points. By offering both online tutoring and classroom-based learning, we can ensure that you go at the right pace for you.

    Advanced Microsoft Excel Lessons

    If you are comfortable with the basics of Microsoft Excel and you are looking to take your skills to the next level, we recommend that you take one of our advanced lessons. 

    An advanced Microsoft Excel lesson will focus on teaching you the formulas you need to use Excel for business. These formulas will allow you to analyse data and create prediction models. 

    There is a big difference between knowing your way around Excel and using it to create the kinds of graphs and models that finance experts need.

    We can tailor our advanced Microsoft Excel levels to your current skill set and to the business area that you will be working in. We also offer advanced Microsoft Excel lessons to businesses who want to take their team’s skills to the next level.

    VBA Excel Training Courses

    Microsoft Excel is about more than putting a spreadsheet together. One of our most popular course options is VBA Excel Training. For the uninitiated, VBA stands for Visual Basic for Applications.

    VBA is used in Excel when you want to write macros. It can be time-consuming to keep doing the same tasks repeatedly, whether it is copying and pasting or getting your data uploaded.

    Learning VBA in Excel will teach you how you can automate these tasks to save you time and effort. You can programme macros to do these tasks for you. 

    Users can customise their own controls and shortcuts to save time and energy. With our VBA in Excel training course, you will develop the confidence and skills you need to get on top of your workflow in no time. 

    Microsoft-Excel-Online-Tutoring

    Microsoft Office Training Courses

    There is a lot more to Microsoft Office than Excel, and one of the most important skills that you can learn is how to manage the Office Suite. If you are launching a business with new staff, you will want to know that they know their way around it.

    With our Microsoft Office training courses, we can help your team learn how to integrate Microsoft Office applications with Excel, including Outlook, PowerPoint, and Word.

    We offer basic training which will give your employees the essentials in these four programmes, as well as advanced training sessions which can be tailored to suit the specific needs of your team and their relevant existing skill sets.

    We know that there can be a gap between a candidate putting “Microsoft Office skills” on their CV and them having the specific skills you need for your business. We will work with you to ensure that everyone is on the same page. 

    Why The Excel Experts Are Your Ideal Excel Tutor

    There are a lot of tutors out there but there we are a company that can offer the personal touch to provide quality education.

    At The Excel Experts, we pride ourselves on working with our clients to ensure that we are helping them to meet their goals. Whether you are looking for an hour of advice for a specific problem or looking to learn the basics from scratch, we can help. What’s more, we have a passion for the possibilities that Excel provides, and we are constantly looking to learn more ourselves.

    We have over ten years of experience, and we are ready and willing to work with you remotely or on-site. We have hundreds of satisfied customers, and we can provide a quote ahead of time to ensure that we are working within your budget.

    Whether you are an individual looking to boost your employability by adding some skills to your resume, or a business looking to take your team’s knowledge to the next level, The Excel Experts are the ideal choice. 

    Conclusion: Learn Microsoft Excel With The Excel Experts

    Microsoft Excel can seem a little daunting for anyone who has never used it for more than a basic data spreadsheet before. It can also be the missing piece of the puzzle for any business looking to take their company further. 

    Search our website to learn more about the different courses and services that we have on offer. If you have any queries at all, we would love to help. We care about your business, and we have the experience to deliver on our promise. 

    FAQs

    Is Microsoft Excel easy to learn?

    With the right attitude and approach, Excel can be relatively easy to learn. Our experts break down every topic in an easy-to-understand manner, whatever the experience level you are at.

    How long does it take to learn Microsoft Excel?

    This depends on your level of expertise and experience. For beginners, we recommend at least a few hours of training to get started. For more advanced users, we recommend at least several days or weeks of additional tutoring and practice to become an expert.

    Can I learn Microsoft Excel on my own?

    Yes, you can learn Microsoft Excel on your own, but it may take longer and be more difficult than learning with a tutor or taking a class. If you are struggling with Excel, we recommend that you seek out an expert – like us!

    What’s Microsoft Excel used for?

    Microsoft Excel is a spreadsheet application used for storing, organising, and manipulating data. It is commonly used in businesses for financial analysis, budgeting, and tracking expenses. It can also be used for personal tasks such as creating a budget, tracking your investments, or managing your household bills.

    Will I learn about Excel charts and graphs too?

    Yes! In addition to covering the basics of Excel, our experts can also teach you about more advanced topics like creating charts and graphs.

    Intermediate Excel Skills That Will Boost Your Job Prospects

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    Excel is a powerful program for handling complex data. The data can be in the form of numbers, text, or both. But there are many features of Excel that are not immediately obvious, and these can be extremely useful in analysing and manipulating data.

    If you want to get ahead in your career, it is essential to learn how to use these features such as pivot tables, advanced charting, macros, and of course – VBA!

    Excel can be used for a wide range of tasks, from managing simple lists to complex financial models. It is a versatile program that can help you improve your work efficiency, reduce errors, and save time.

    So, if you want to learn intermediate Excel skills today, whether you are reading this from a business perspective and want to improve your team’s productivity or from a personal perspective and want to stand out in your next job interview, this guide is for you.

    In this guide, we’ll look at the advanced excel features that will help you become more productive and efficient in your work.

    Let’s get started!

    Intermediate-Excel-Skills

    Learning Basic Excel Functions

    The better your understanding of the basic functions of Excel, the more confident and comfortable you will be when it comes to executing more complicated actions and tasks. 

    You are going to want to get comfortable with these functions if you want to stand out from the competition. These are the functions that will help you organise your data into something that makes data work for you.

    There are five key basic Excel functions that can take your skills to the next level and put you or your team in the position to take the next step and unlock the real potential of this programme. 

    SUM Function

    The SUM function allows you to add values. If you are managing a budget spreadsheet, for example, you can add the contents of a column or a range of cells to give you the final total. 

    TEXT Function

    This helps you make long or complex numbers more comprehensible. There are different TEXT functions to help you round up numbers to decimal places or combine them with symbols and text such as dates and times.

    VLOOKUP

    VLOOKUP helps you to find specific data in a row or a table, such as the amount of money spent on a product or the name of the person working on a project. You can search for an approximate match or an exact match.

    AVERAGE Function

    This is a great help for anyone processing a large amount of data, on a database for example. As you would expect, it will give you the arithmetic mean of the numbers in the cell range that you have selected.

    CONCATENATE Function

    This helps you to join the words or data in a series of cells into a sentence. You can insert any missing words into the string of cells that you want to join. 

    Why Excel Knowledge Looks Good On Your CV

    Everyone is looking for a way to stand out and having Excel knowledge will help you to stand out. Excel is one of the most versatile pieces of software and also one of the most widely used.

    Employers will want to teach you their specific way of doing things, but it will look great if you can demonstrate that you have skills beyond the basics.

    • Employers will not have to waste time training you.
    • You can learn new skills more quickly.
    • It demonstrates experience in your field.

    Most people have some experience with Microsoft Office products, but surprisingly few can use Excel properly. Having intermediate skills will put you ahead of the competition. 

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    Benefits of Learning Advanced Excel Skills

    If you really want to stand out to any prospective employers, then you should think about taking your Excel skills to the next level. 

    Businesses are looking for ways that they can improve efficiency and cut down on wasted time. Having advanced knowledge of Excel means that you will be an important asset to them.

    • You can find better solutions to data management.
    • You can be more efficient and productive.
    • You can work on more complex projects such as financial predictions.

    If you are looking for a job in finance, or if you are launching a small business and want to stay on top of your budget projections, then advanced Excel skills are essential. 

    7 Excel Skills Employers Look For

    It is rare that you will find a job advert that does not mention Microsoft Excel. It is such a key element of day-to-day business operations and knowing what they are looking for ahead of time will help.

    Here are seven key Excel skills that employers are looking for when they put “Microsoft Office skills” as a requirement. Let’s break them down. 

    Formula Functions

    You will need to show an understanding of the functions of the most common Excel formulas. The ones we have listed above are the most important, but any additional functions you can master will be a bonus. 

    Data Validation And Protection

    You will need to show that you can validate data according to their specific requirements. You will also need to demonstrate that you understand how to protect and lock data.

    PivotTables

    You will be using PivotTables to summarise your data. This is one of the most important steps to help you turn a mountain of data into something that is organised and easy to comprehend. 

    Proper Formatting

    Every company is going to be different, but if you are going to be presenting spreadsheets to bosses or clients, understanding how to format data is crucial.

    Essential Macros

    Macros save time when putting a complicated spreadsheet together. These are the actions that you can create which will cut out the need to perform the same task over and over again.

    Charts And Graphs

    To demonstrate an advanced understanding of Excel, knowing how to create a chart or a graph is key. A visual representation of data is one of the best ways to communicate complicated information.

    The IF Function

    If you really want to show that you are confident with Excel, learn about the IF function. This helps you to create a comparison between what you expect and the actual value. This is a great tool for comparing budgets to actual spend, for example.

    Beginner vs Intermediate Excel Skills

    You may be asking yourself if your current business requirements make learning intermediate Excel skills necessary. There are so many reasons why you should take the next step.

    Beginner Excel skills will give you the tools you need to put a basic spreadsheet together. You will be able to search the data that you have and to create clean, comprehensible information. These are valuable skills.

    Moving to intermediate will allow you to harness the power of Excel to make software work for you. It is the difference between creating a list of data and creating the kind of graphs and comparisons that show you what that data really means.

    Excel has so many different uses, and a beginner tutorial is a good place to start. But if you are a business owner or if you are looking to stand out from the crowd, you should seriously consider learning the intermediate skills.

    Beginner-vs-Intermediate-Excel-Skills

    What To Expect On An Intermediate Excel Skills Test

    When you are applying for a job that requires knowledge of Excel, you should expect to be given a Microsoft Excel test. Your employers will be looking to see how capable and comfortable you are with the software.

    If you are taking an intermediate Excel skills test, the tasks will be more complex. These tests require you to understand how the more sophisticated actions and formulas in Excel work.

    It is worth noting that an intermediate Excel skills test will still cover many of the skills that you will have learned as a beginner. You will be asked some questions on formatting and cell protection, for example.

    However, the real test will be showing that you understand macros, that you can put a formula together, and that you can create a graph or table, but it will not be as intensive as an expert level test.

    An Intermediate Excel Skills Checklist

    There are some key skills that you will need to have mastered if you want to pass an intermediate Excel skills test. While the specifics may vary, here are the most common areas. 

    • Charts, graphs, and bars
    • Pivot tables
    • VLOOKUP
    • COUNTIF
    • SUMIF
    • Filtering information to provide quality data
    • Creating macros
    • Managing data

    You will need to organise large quantities of data and present it in a graph or table. You will also need to demonstrate that you understand the more advanced tools that can help you to save time. 

    Microsoft Excel Digital Skills

    At The Excel Experts, we know you’ll love our MS Excel Training Courses!

    This is because we uniquely deliver our courses, tailored to each learner. We use our total combined experience of 25 years to make sure that we cater to your needs.

    Excel can be a great tool for any professional or business, and with the right set of skills such as learning conditional formatting and data validation, you will find Excel is much easier to use.

    Our training course is designed to give you a better understanding of some of the more complex features that Excel has to offer.

    Some of the topics that we will be covering include:

    Pivot Tables

    Learn how to use pivot tables to your advantage and make data analysis a breeze. Pivot tables are used for organising and summarising huge amounts of data into a clear, easy-to-understand format.

    Arguments

    Learn how to write arguments that will make your formulas more dynamic and easier to use. Arguments are used in conjunction with functions to give your formulas more flexibility.

    Array Formulas

    An array formula is a type of formula that allows you to perform multiple calculations with a single entry. Array formulas can be used for a variety of tasks, such as finding the sum of a range or returning multiple pieces of data.

    Macros and VBA

    Create custom macros to automate tedious tasks and use Visual Basic for Applications to truly take your understanding of Excel to the next level.

    These are just a handful of Excel topics you can expect to learn and explore further.

    If you want cutting-edge MS Excel training that is tailored specifically to your needs, look no further than The Excel Experts.

    Get in touch today!

    Conclusion: What Are Considered Intermediate Excel Skills?

    It can be difficult to tell what your potential employer will consider intermediate or advanced skills. What you need to remember is that intermediate Excel skills are the skills that help you to really engage with the data. 

    The intermediate Excel skills you will learn with us will help you to create visual representations of your data, organise information in easy-to-read tables, save time through shortcuts and quick commands, and protect the information on your spreadsheets.

    FAQs

    What is intermediate Excel knowledge?

    Intermediate Excel knowledge is the step beyond simply inputting data into a spreadsheet. That means knowing how to format properly, use formulas for mathematical equations, and create graphs and tables. 

    What is the difference between intermediate and advanced excel skills?

    When you learn advanced Excel skills, you will use formulas for more complex actions. For example, you will be able to analyse data and create simulations and projected spending, as well as understanding Visual Basics for Applications.

    What qualifications are available for learning intermediate excel skills?

    There are a lot of courses out there for anyone looking to learn intermediate Excel skills, which is why it is so important to find an online tutor that can work with you to achieve your specific targets. Visit The Excel Experts to learn more about the courses we have available!

    Any likely intermediate excel skills interview questions?

    You should expect to be asked to explain functions of Excel such as VLOOKUP, SUMIF and COUNTIF. You will be asked to explain what a pivot table is and what you would use it for, and to give an example of a macro that you have used in your previous place of work.

    How To Lock Cells In Excel & Keep Your Data Safe

    what is vba in excel

    If you are using a spreadsheet at work, there is a chance that you may have to share it with other people. It can be difficult to keep track of changes made by others and if they accidentally enter the wrong data, it could lead to an inaccurate result.

    You can protect your data from being accidentally modified by locking the cells. When a cell is locked, it cannot be edited unless the lock is removed.

    In this mini-guide, we’ll teach you how to lock cells in Excel, so your data is kept safe.

    How To Lock Cells In Excel

    Locking cells in Excel is very important if you are sharing your spreadsheet, which is a common requirement in most businesses. It can also come in handy if you are a beginner and you want to avoid losing any progress that you have already made. 

    Let’s start by talking you through how to lock an entire spreadsheet. When you protect a spreadsheet, all of the cells will be locked, and no one will be able to edit them.

    Find the review tab at the top of the screen. In the dropdown, click Protect Sheet. A pop-up will prompt you to set a password and offer you a list of actions that you can allow for users.

    Click OK to lock the whole spreadsheet. If anyone tries to edit cells, they will see a pop-up informing them that the sheet is protected and that they need a password to unlock it.

    How-To-Lock-Cells-In-Excel

    Locking & Unlocking Specific Cells

    Locking and unlocking specific cells is simple. Select the cells that you want to lock, right click, and open the Format Cells window.

    Here, you can find the Protection tab. Click Locked and then click OK. This will close the pop-up window. These cells are now locked.

    Locking Format Cells

    If you want to prevent other users from editing cells that have specific controls and formulas, then you will need to lock formatting. Follow the same steps as above and clear the Locked checkbox.

    Go to the Home tab and find Go To Special. Click Formulas, and then click OK to select every formula in the spreadsheet. Now, return to the Protection tab and click Locked again. Now, the formatting and formulas cannot be changed. 

    Locked Check Box

    You may want to lock any checkboxes on your spreadsheet. There are two cells to protect here. First, you must protect the cell with the check box. Second, you must protect the cell that this check box is linked to.

    Select both cells, and then find the Format Cells window. Open the Protection tab and click Locked. This will mean that the status of the check box in the cell cannot be altered. This is very important if you are sending a sheet with survey results, for example.

    The Protection Tab

    The protection tab in Excel offers you different options depending on how completely you want to protect your project. If you choose Protect Workbook, the entire file will be protected if you click Protect Structure.

    If you click Protect Sheet, you will be given many more options for allowing users access. By default, it will allow users without a password to select cells. You can choose to grant access for tasks such as inserting rows and links, deleting rows and columns, and formatting. 

    How To Lock Colour Formatting

    Sometimes you will want to grant another user the ability to edit a spreadsheet, but you will want the colour formatting to remain unaltered. 

    Remember that colours count as formatting, so select the cells in question and find the Protection tab. Here, you will see a list of actions you can allow users to do. Make sure that the format cells box is not checked and hit OK.

    How-To-Lock-Colour-Formatting-in-Excel

    Shared Excel Sheets

    When you want to share an Excel sheet, you need to head to the Review tab and click Share Workbook or Share. You will then be prompted to set share permissions.

    Here, you can allow people to edit or format cells or make it read-only. You can also allow changes by more than one user at the same time for co-authored projects. To see what has been changed, select Protect and Share Workbook, which will prevent track changes from being removed. 

    Conclusion

    It is easy to prevent anyone from making any changes to your workbook, but things can get a little fiddly when you want to allow specific changes.

    The protection tab will give you the options you need to prevent formatting changes, allowing you to keep the structure of your project while still allowing for data changes and edits. If you want to learn more about how to lock cells, get in touch with us! We have a range of Excel courses and tutorials to help you develop your skills from beginner to advanced.

    FAQs

    How to lock cells in excel when scrolling?

    Go to the View tab at the top of your workbook and hit Freeze Panes. This will keep the columns and rows that you want locked in place while you are scrolling. Select the cell or column adjacent to the ones you want to remain visible and click Freeze Panes. 

    Can you lock cells in excel and still sort?

    If you want to sort cells that have been locked, you will need to select the cells and head to the Data tab. Click Filter, then head to Review and click Allow Users to Edit Ranges. You can give the range a name and go to the Protection pop-up, where you can allow any user to sort and use an auto-filler in this range.

    How to lock cells in excel using a shortcut?

    If you want to lock a formula, then press F4. This will lock both the row and the column. If you want to lock the column, press F4 again, and press F4 again if you just want to lock the row. 

    Can you lock cells in excel for certain users?

    Yes! You will need to select the locked cells and set a password to gain permission to edit the cells. When someone tries to edit these cells, there will be a prompt for access.

    Excel Duplicate Finder Using VLOOKUP

    enabling excel macros

    A common problem when working with data in Microsoft Excel is working out how to remove duplicates. In case you’re still looking, this is where the VLOOKUP function (vertical lookup) helps you find duplicate cells.

    The tool ‘searches’ for a value declared by you in a column, and then returns a value from a different column in the same row.

    How To Use VLOOKUP TO Find Duplicates

    To use VLOOKUP, simply type =VLOOKUP() in the formula bar. You will need to enter your ‘lookup value’ between the brackets (parentheses) followed by a comma. This can be an actual value, or a blank cell that will hold a value, for example:

    =VLOOKUP(H2,) – we’ve chosen to use cell H2.

    Now you should enter your table array, or lookup table, the range of data you want to search, plus a comma. For example:

    =VLOOKUP(H2,B3:F25,) – So, we have our H2, which can either hold data or be blank, and now we’ve included the range of data we want to search for duplicates, i.e. B3:F25.

    So, we now need to enter a column index number. This will be a column to the right of your data where you think the answers are. Our VLOOKUP formula should now look like this:

    =VLOOKUP(H2,B3:F25,3) – the 3 denotes column 3 where your answers are located.

    The final part to complete a simple VLOOKUP is to determine whether we want to find a partial match (FALSE), or an exact match (TRUE). If we opt for an exact match, are VLOOKUP formula will look like this:

    =VLOOKUP(H2,B3:F25,3,TRUE)

    Excel-Duplicate-Finder-

    Why We Love VLOOKUP

    Simply put, think of VLOOKUP as using a phone directory that has over 1 million entries. You know the person’s name (data you know), but not their phone number (data you don’t know).

    You can use VLOOKUP to search the data using what you already know (the person’s name), and then the VLOOKUP function will display something you don’t know – the person’s phone number.

    Of course, you then need to tell VLOOKUP where to display that data!

    So now you know how to perform a simple VLOOKUP, how do you use this tool to find and even replace duplicate values?

    We’ll show you this next.

    Find & Remove Duplicate Values

    One of the great things about VLOOKUP is that you can use it to find and remove duplicate data values, ensuring that your information is more accurate and that there’s no crossover

    It’s quick and easy to create a formula in Excel to identify duplicate data across a spreadsheet. Once you’ve identified duplicates, you can easily remove them, either by manually deleting them or by replacing them with fresh data. As you can find where the duplicates are in the data, you can also identify their source, which makes it easier for you to improve your spreadsheet and ensure that any mistakes don’t happen again. 

    Using VLOOKUP To Find Duplicates

    With VLOOKUP it’s easy to find duplicates in your data. If you’re using one sheet, you can easily identify duplicates by adding an extra column to the end of your table. 

    Name each list simply, for example, list 1, list 2 etc. 

    Then you need to create a simple formula and add this to the blank column at the end of the table. 

    So, if we only had two lists, we would create a formula similar to the one below:

    =VLOOKUP(List1,List2,TRUE,FALSE)

    You then need to drag down, so that the formula runs across the entirety of each list you’re checking. 

    When you press enter, the formula will identify any duplicate data between the two lists and place it in the third column. 

    Using VLOOKUP To Remove Duplicates

    Once you’ve identified duplicates in your data, you can remove them using VLOOKUP. This is useful for when the duplicates aren’t required and were a mistake. 

    All you need to do is click on Sort & Filter, then select the Filter function.

    Once you do this, a dropdown menu will appear at the top of each column. 

    Click on the dropdown for the duplicate column, and then select all and click N/A.

    Your duplicate values will then be replaced with the phrase N/A throughout the workbook, and you can then search the sheet to remove all N/A data or leave it in to highlight where duplicate data was included.

    Use-VLOOKUP-TO-Find-Duplicates

    Conditional Formatting To Highlight Information

    If you want to highlight specific information if it conforms to a rule, then you can do this by combining VLOOKUP and conditional formatting. 

    Conditional formatting allows you to set a rule, and then highlight data within your Excel workbook that meets your criteria. 

    To do this using VLOOKUP, you need to select the data you want to run your conditional formatting on, then go to Conditional Formatting under Home. 

    Go to New Format, and select Use a formula to determine which cells to format in the Select a Rule Type list box

    Then, enter your formula, which you can create depending on the function you want it to have. Include VLOOKUP at the start, then add your formula in brackets, outlining the rule and data involved. 

    Click on format, and then go to fill and select a colour so that you can easily see the cells that meet your criteria. 

    Then, you’ll be able to apply your formula and see which cells contain data that meets your needs.

     How To Duplicate Rows

    When you’re applying a VLOOKUP formula, it’s possible to apply it to duplicate rows in your Excel worksheet. 

    To do this, you need to simply copy and paste the same formula to the new section of the worksheet, adjusting the target cells to suit. 

    Then you’ll easily be able to apply your VLOOKUP formula to multiple rows and use it for several data points. 

    This approach only applies if you’re keen to use the same formula: if you need to make a new one, then you can create it using the tips in this article. 

    Search & Find Duplicate Data

    Duplicate data can crop up in even the most well-maintained of Excel sheets, but if you don’t want duplicates, then it’s easy to find and identify them. 

    Using VLOOKUP, you can quickly search your data sheet for duplicate values and find them, then remove or analyse them, depending on your preference. 

    If you have two lists, named 1 and 2, and need to check for data across each, this is easy. Just create the formula =VLOOKUP(List-1, List-2,True,False) and add it to a third column. 

    The List-1 data will be searched in List-2. If there are any duplicates, then these will be listed in the third column where the formula was placed.

    With this duplicate data in your third column, you can understand the workings of your datasheet and eliminate the duplicate data if you want to. 

    How To Find Case-sensitive Duplicates In Excel

    If you want to find a case-sensitive duplicate, then it’s possible to update your VLOOKUP formula to account for this. 

    A case-sensitive duplicate is one that is the same word as another but has been written partially or fully in capital letters. So, for example, the words EXCEL, excel and Excel are all the same term, and might refer to the same program, but VLOOKUP won’t automatically identify them as duplicates as it is not case-sensitive. 

    As such, if you want to identify all the duplicates in a data set, no matter what case they are, you need to either create a helper column or by adapting your formula. Both approaches are similar in that they both include semi-colons to make the formula account for capital letters. 

    How To Count Duplicates In Excel

    If you want to count duplicate examples in Excel, then you can use the COUNTIF function and create a formula and place it in an additional column on the end of the workbook, such as:

    =COUNTIF($C$2:$C$8,E2)

    All you need to do then is highlight the cells you want to count, and the formula will give you numerical data on how many duplicates there are for each piece of duplicate data. 

    This formula can be used in conjunction with VLOOKUP and will count how many instances of duplication are included for each value that VLOOKUP identified. 

    Conclusion

    Duplicates are bound to crop up in any data, and whether you want to know where they are to find and assess them, or you want to get rid of them, VLOOKUP can help. 

    This useful tool can make the process of identifying duplicates in your data and eradicating them, if required, simple and straightforward. If you’re still not sure about how to make the most of VLOOKUP after reading this article, then consider using the Excel Experts’ Excel consultancy services

    FAQs

    Why does Excel not recognise duplicates?

    Excel does not recognise duplicates in raw data as it assumes that the user who made the sheet added the duplicates in deliberately. However, if you need to identify and remove duplicates that are in the data by accident, Excel has handy tools to help, incuding VLOOKUP. So, you get the best of both worlds with this versatile tool. 

    How do I filter duplicates in Excel?

    To find duplicates in Excel, you can use VLOOKUP to create a custom formula. If you have two lists, 1 and 2, and need to check for data across each, you use the formula =VLOOKUP(List-1, List-2,True,False).

    The List-1 data will be searched in List-2. If there are any duplicates, then these will be listed in the third column where the formula was placed. 

    How to find duplicates across multiple Excel sheets?

    Finding duplicates across multiple Excel sheets using VLOOKUP is similar to doing it in one sheet, only you’ll need to desginate each sheet a name, and then include this name in the VLOOKUP formula. 

    How to find Excel duplicates, but ignore blanks? 

    If you’re using the VLOOKUP tool to find and remove duplicates, but want to keep any blank cells, then you’ll need to find a blank cell next to the data you’re removing duplicates from, and type the filter =A3=A2. Drag down to autofill this next to every cell you’re removing duplicates from, then select the entire data range, including the formula cells. Go to Data, then Filter, then enable the filter function. 

    How to find duplicate email addresses in Excel?

    To find and remove duplicate email address data in Excel using VLOOKUP, you can use the same technique as mentioned above. 
    For more tips and tricks about how to use VLOOKUP to identify and remove duplicate data and more, follow our regularly updated blog.

    Learn How To Convert XML To Excel In Minutes

    what-is-a-macro-enabled-workbook

    XML is a great way for systems and apps to work with, but it can be difficult for people because we don’t understand XML data very easily.

    Excel, on the other hand, is a popular spreadsheet application which is designed to make working with data much easier for humans. So converting XML data into Excel makes sense!

    There are two main ways to convert XML files into an Excel spreadsheet. One is to use a converter tool, or by manually editing the file. 

    Converter Tools

    Converter tools are pieces of software which can take an XML file and turn it into another format – in this case, an .xls or .xlsx file which can be opened in Excel.

    The advantage of using a converter tool is that it’s usually much faster and easier than doing it yourself. All you need to do is download the converter, open your XML file, select the output as an Excel file, and then click convert. 

    Your file will be ready in a few seconds or minutes, depending on its size.

    Manually Editing The File

    The other way to convert XML to Excel is by manually editing the file. This is a more complex process, but it gives you more control over the final outcome.

    To do this, you’ll need to open the XML file in a text editor (we recommend using Notepad++)

    Once you have the file open, you’ll need to find and replace all of the tags with commas (which can be cumbersome), for example, if your XML file looks like this:

    [insert example here]- this will presumably require a screenshot, we don’t provide these for standard content

    You ‘ll need to replace all of the “<” symbols with commas, so that it looks like this:

    [insert example here]- this will presumably require a screenshot, we don’t provide these for standard content

    Then you can save the file as a .csv file, which can be opened in Excel.

    Manually editing an XML file is definitely more complex than using a converter tool, but it does give you more control over the final outcome!

    What Is An XML File?

    Extensible markup language (EML) is a file that can be used for storage and transportation purposes. The file consists of tags and text. Tags give structure to the data stored in the file, while the text is the core part of the document.

    Take a look at the example below:

    <employees list>
    <employee id=”1”>
    <FirstName>Molly</FirstName>
    <LastName>Copoc</LastName>
    <certificate>True</certificate>
    <scores>
    <module1>50</module1>
    <module2>70</modeul2>

    The file contains tags and texts. The plain text is the data that is being stored, while the tags indicate what the data is. This example shows the XML is storing employee names and their test scores.

    What-Is-An-XML-File
    What-Is-An-XML-File

    XML Data Types

    A data type is an attribute of data that informs a computer system how to interpret its value. There are many different XML data types, and all have different values. Take a look at some examples below:

    Boolean

    Boolean, also known as Bool, is used to represent logical values. The two values it usually denotes are true or false. Boolean expressions use common operators, which are simple words like OR, AND, XOR, and NOT as conjunctions. These words are used to either combine or exclude words in a keyword search so users can access results that are more focused and productive. 

    Integer

    Integer is a data type used for whole numbers and is commonly used to store numbers without a fractional component. Examples of this data type include 33, 21, and 55. The whole number can be zero, negative, or positive. So, -456 would be valid integers. However, 4.2 would not as it is not a whole number. 

    Decimal

    The decimal data type is exact numeric data defined by its total number of digits and the number of digits to the right of the decimal points (precision and scale). You would tend to use this data type if you wanted to store or complete operations on precise decimal values. 

    String

    String, also known as str or text, is used for alphanumeric characters. It is a popular data type that is used in programming. However, it represents text rather than numbers. A string is a set of characters that contains characters and often numbers too. For example, the word “cake” and the phrase “I baked 3 cakes” are both string data type examples. 

    Duration

    This data type represents the difference between one point in time to another. It is intended for use with time durations measured in seconds, minutes, hours, or days. 

    DateTime

    DateTime stores a value that contains both date and time parts together. It allows programmers to store dates from 01/01/1753 to 31/12/9999 and time information from 00:00:00.000 to 23:59:59.997. It is ideal if you want to serve your data together regardless of different time zones. 

    Date

    This data type is the most self-explanatory of the group. It stores a date in the following format – YYYY/MM/DD. 

    Time

    This stores time in an hours, minutes and seconds format. This data type can also be used to store time intervals between two events. 

    How-To-Convert-XML-To-Excel
    How-To-Convert-XML-To-Excel

    Importing An XML Data File

    • Open the Excel file that you want to import your XML data into then select the “data” tab.
    • Click on the “Get Data” section. A list should appear. 
    • Click the “From file” option and from there click on “From XML”.
    • An input data dialogue box will open up. This is where you will locate your XML file that you wish to import. Once you find it, select the file.  
    • As you click import the file will import into the power query and the Navigator dialogue box will open.
    • Select the data that you wish to import from your XML file. 
    • Click on load and you are finished. 

    How To Convert XML To An Excel File

    • Open Microsoft Excel and click “File” on the top left of the screen. 
    • Click open to view your files and double click the XML file you wish to convert. 
    • Again, click “File” and select the “Save as” button. 
    • Find the file in the folder you have saved it in. 
    • Click on the file and select “Excel workbook” from the “Save as type” in the drop-down menu.
    • Once you click save your XML file will now be converted to an Excel file. 

    FAQS

    How To Convert XML To An Excel Table?

    Click on ‘File’ and open the Excel document you want to import your XML data into; make a new one if required. Click the Data tab, then go to the Get & Transform group, where you click on the ‘Get Data’ option. From there, you need to go to the ‘From Other Sources’ option and click ‘From Web’ In the ‘From Web’ dialog box, copy and paste the URL that has the XML data, and you’ll then be able to import that data into your Excel table and use it. 

    How To Convert XML To Excel On MAC?

    Click “File” and select “Open”. Locate your XML file and click “OK”. Once the file opens, you need to click on “File” again and choose “Save as”. After typing in a new name for your file, you will need to click “.CSV” in the file pop-up menu. Once you have done this, click “Save”.

    Convert XML To Excel Using Powershell?

    First, you need to use the XML cmdlets to import and parse your XML file. You can do this by downloading and using one of the many XML modules from the MS PowerShellGallery.com.

    Convert XML To Excel Python?

    It is possible to convert XML to Excel Python: you’ll need to make sure that you have all the software you need to make the conversion possible. You can then run the Python code that converts XML spreadsheet to Excel in your chosen software. You can learn more about selecting software for Excel by checking out our blog.

    9 Power Bi Tips to Find Key Insights For Your Business

    dashboards in power bi

    When it comes to business intelligence, Power BI is one of the most popular tools on the market. And for good reason – it’s incredibly powerful and versatile, and can help find key insights into your data that you might otherwise miss. 

    But Power BI is also complex and can be overwhelming for some users who are new to business intelligence, or data visualisation. For example, Power BI reports can be confusing when working with multiple visuals, such as pie charts, and data sets or data analytics. 

    To make the most of Power BI, it’s important to understand how to use the tool to its full potential. From understanding key metrics, working with data types and data modelling, you should know how to use Power BI to your advantage. 

    If you want to learn more about Power BI, the Excel Experts have years of experience in this field. We have drawn on that expertise to offer eight invaluable Power BI tips and tricks.

    Get To Know The Power BI Interface 

    One of the great qualities of the Power BI interface is that it is user-friendly. There are three main building blocks to the Power BI interface: your dashboard, reports, and datasets. You can connect as many datasets to the Power BI interface as possible. Upon entering the interface, you will be greeted by your dashboard. Your dashboard will display a range of visualisations from your many datasets. The interface is equipped with drag-and-drop capabilities and preloaded templates that you can use to build your custom reports. Accessing data has never been so easy! Click here to learn more about the Power BI Interface over on our blog. 

    Power BI Dashboard Tips 

    Power BI continues to evolve each year. So, in order for you to get the most out of this software, you must understand how to use each feature effectively. These dashboard tips below will help you stay one step ahead. 

    • Tip 1 – Avoid using multiple features at once. This makes your dashboard less user friendly and you will also find that it slows it down. 
    • Tip 2 – You should always take your audience into account. Only give them the relevant information that will help them make decisions. Consider the device they are using the dashboard on. If it’s being viewed on a smaller device like a laptop, use less tiles as this will make the information easier to read.
    • Tip 3 – Think carefully about the page layout. Ideally, you will place the most important data at the top left of the screen as most people read left to right. 

    Take a look at some dashboard examples to give you some inspiration. A user-friendly dashboard that uses minimal features is the key to success. 

    Power-Bi-Tips

    Power BI Bookmarks 

    You can create report bookmarks in Power BI to share insights and build stories. Bookmarks capture the current state of the report page. So, when others view the report, you can still revisit it, and it will remain in its original form. If you want to create a bookmark, start configuring your chosen report page. Select “Add” from the Bookmarks pane and give it a name. 

    Three Examples of Power BI Bookmarks 

    • Report Bookmarks  
    • Use Bookmarks As A Slideshow 
    • Assign Bookmarks To Buttons  

    Enabling Tooltips 

    A tooltip demonstrates contextual data in the form of a pop-up when you hover over or click on a chart that is presented on a report in your dashboard. If you want to manually set up a tooltip, you will first need to select the visual that you want to specify – usually, this would be a chart. Select “Format” and expand the tooltip card in the visualisations pane – finally, select the tooltip page in the Page dropdown. 

    5 Popular Tooltips 

    • Share context for numeric using tooltips  
    • Include an instruction for workbook users 
    • Assign tasks using tooltips 
    • Explain a formula or calculation with tooltips  
    • Highlight anomalies in data and explain them 

    Using Power Pivot 

    Integrated into Power BI, Power Pivot is used for importing and shaping data. It takes huge volumes of data from various places and analyses the information very quickly. After analysing the data, Power Pivot processes it and offers valuable insights. Power Pivot has many uses. As well as performing robust data analysis, it creates sophisticated data models – and writes advanced formulas using data analysis expressions language. 

    Using-Power-Pivot-

    Creating Reports in Power BI 

    Understandably, you want to get the most out of your data when using Power Bi. Below are three top tips to assist you in creating reports. 

    • Tip 1 – Choose the correct dataset. Identify what you are trying to show your audience from your report. Failure to choose the right data can make your report redundant.
    • Tip 2  – Highlight the purpose of your report. Why are you creating it? What questions are you trying to answer? This will help you find the right audience and assist you in choosing the right information to include.
    • Tip 3 – Choose how you will visually represent your information. Some popular visuals include Comparisons, Correlation, Part-to-whole, Data Over Time, Distribution, and Ranking. 

    Power BI Cross-filtering Techniques 

    Cross filtering in Power BI provides interactivity among visuals on the page. They allow report makers to encourage interaction from their audience. The visuals you use in your reports will react to the user’s selection of other visuals on the page. Below are three examples of Power BI cross-filtering techniques: 

    • Highlight holiday days due to be taken by selecting a specific name  
    • Adjust prices to suit a selection made by the user
    • Show stock numbers of selected products 

    Exploring Data Analytics Using Hierarchies 

    Hierarchy visualisations have many uses, from powerful visualisations to improving data science productivity. You can visualise hierarchical data using Power BI such as datasets that contain records with multiple subcategories. If you want to create Power BI visualisations with hierarchies, there are two ways you can achieve this: Manual hierarchies and Automatic hierarchies. You can learn more about this by getting in touch with one of our Power BI consultants over on our website. 

    Power BI Desktop 

    Power BI Desktop integrates the proven Microsoft query engine, data modelling, and visualisation technologies. It is a free application that allows users to connect multiple pieces of data together – a term called data modelling. It differs from Power BI as the data that is visualised cannot be shared with others. 

    Typically, most users will use the Power BI desktop to create visuals that will be shared with a broader audience using the Power BI service. Power BI desktop has many great uses. It can connect to data, create data models, create reports using visuals, share reports using the Power BI service and allow the user to provide visual representations of data. 

    FAQS 

    Is Power BI good for analytics? 

    Power BI is a fantastic tool for analytics. It can help your business generate quick analytics and insights regardless of how big or small your business may be. 

    How to make the Power BI dashboard faster? 

    You can speed up your dashboard by following some simple steps. Try to remove anything that is not used and use integers where possible. Using too much data and graphics will naturally slow your dashboard down. 

    Turn off snapping in Power BI? 

    This feature cannot be turned off, but they are useful for anyone who uses Power BI. If you want to learn more about these features, check out our blog or contact us.

    Integrate Power BI & Google Analytics For Deeper Insights

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    Are you looking for a better way to present and interact with your Google Analytics data? Power BI Desktop and mobile are powerful solutions for visualising website data and other data sources.

    Using a Power BI dashboard, you can gain deep insights into your data to uncover new opportunities and potential issues that are holding your website back.

    Is Power BI the same as Google Analytics?

    No, Power BI is a business intelligence and data visualisation tool, while Google Analytics is a web analytics service. That said, the two tools can complement each other quite nicely.

    For example, you could use Power BI to visualise your Google Analytics website traffic data in new and interesting ways or combine GA data with other data sources for even deeper insights.

    Will Power BI Show Me Different Data Than Google Analytics?

    Yes and No! If you only have Google Analytics connected as a data source, then that is the only data you will see in your Power BI dashboard.

    Having said that, if you add additional data sources from a third-party service or your own company data (for example, from external data trends, email marketing platforms, digital marketing platforms, or social media), you will have a holistic view of your online activity because all the data can be visualised in one place – Power BI.

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    Does Power BI Integrate with Google Analytics?

    Yes, but to connect with Power BI, you will need a Google Analytics account. Once you have set up or logged into our account, you can use the Google Analytics connector to connect Google Analytics to Power BI.

    You can also use Google Data Studio to access your marketing data from Google Analytics and other online services. One key benefit is that in one click, you can pull in select Google Analytics metrics that you’re tracking or your full suite of metrics and goals from online campaigns.

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    What Are the Benefits Of Using Power BI For Data Visualisation?

    There are many benefits to using Power BI for data visualisation, including:

    • The ability to see all your website data in one place
    • The ability to combine multiple data sources for even deeper insights
    • Powerful visualisation that goes beyond what’s possible with Google Analytics
    • The ability to create customised dashboards and reports
    • The ability to share dashboards and reports with colleagues or clients
    • The ability to access your data on the go with Power BI Mobile Apps

    If you are looking for a better way to visualise and interact with your Google Analytics data, then Power BI is definitely worth considering. It is a powerful solution that can help you uncover new insights and opportunities and keep an eye on potential issues that could be holding your website back.

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    How Much Do Power BI & Google Analytics Cost?

    Power BI is free to download and use, but there are pricing tiers. You can connect a Google Analytics account to Power BI using the free tier. A Google Analytics account is also free, although there is a premium version (Google Analytics 360) that costs $150,000 per year.

    If you’re new to Power BI or want to know more about the pricing structure, you can find out more in our Power BI for business article.

    Is Power BI The Best Way To Visualise Website Data?

    There is no definitive answer to this question as it depends on your specific needs and requirements. However, Power BI is a very popular solution for visualising website data and other data sources. It offers a wide range of features and benefits that make it an excellent option for many businesses.

    Summary

    So, there you have it – our brief overview of Power BI and Google Analytics. Our experts are ready and waiting to help with your Power BI and Google Analytics questions! If you need help using or connecting these services, importing data or adding data in power BI please get in touch with our Power BI Experts via our contact page.

    We can also build custom Power BI dashboards and set you up with a Power BI account and implement Power BI desktop access for your organisation.

    The Latest Small But Powerful Microsoft Excel Update

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    Microsoft, the international software giant that provides some of the most popular programs available today, including Excel, Word, Outlook and SharePoint, has recently shared the news that it’s working on a small but mighty update to its system. 

    This latest change will affect Microsoft Excel and make it easier than ever before to use formulas to calculate data and create percentages, totals and other important figures. 

    The company is currently working on this new update, which it hopes to launch later this month, and the announcement has been met with excitement from IT experts and tech enthusiasts. 

    Keep reading to find out more about this update and how it will affect you. 

     

    What New Updates Does Microsoft Have Planned For Excel?

     

    As part of its update roadmap for its 365 suite of products, Microsoft has announced that it will be making an update to Excel and the way its formulas work. 

    There are two key features that will characterise this development. The first is an innovative resizable formula toolbar, which can be spread across multiple lines. 

    It can be resized and moved, making it convenient for anyone working on long and complicated formulas. You’ll be able to see what you’re doing easily, rather than viewing your formula in the small cells as many people do currently. 

    Additionally, Microsoft is also adding a card view that will appear when users are writing formulas and help them to be more efficient and effective. 

    Known as the ‘Argument Assistance’ tool, this upcoming development will offer Excel users descriptions of the formula and clear examples of the arguments currently being used in it. This tool could save time and reduce the risk of error when inputting new formulas or amending existing ones. 

    It will remain on screen until the user is finished making their formula, meaning that it can help them throughout every stage of the insertion and editing process. 

    This upcoming development will be particularly useful for businesses, as it can help to reduce the chances of a mistake that could lead to a loss of data or corruption of an important Excel database. 

    With increasing numbers of organisations relying on Excel as a database in which to store and manage their numerical information, rather than paying for expensive alternatives, it’s clear that this update could be incredibly valuable to leaders from across the corporate landscape. 

     

    How Else Does Microsoft Help Users To Make The Most Of Formulas?

     

    Updates are a great way for Microsoft to help its users to make the most of its tools and to improve the user experience, but they’re not the only way that the company works to support its customers. 

    Since launching Excel, Microsoft has been dedicated to helping users to make the most of its unique features, including its formulas and has launched a range of initiatives to go alongside its updates and make using Excel as simple and straightforward as possible. 

    As part of this focus, the company offers a formula tutorial to users and is constantly reviewing its tools to adapt them to the needs of its users. 

    With Microsoft’s learning portal, users can find the latest tips, tricks and templates to help you to make the most of all of the company’s software tools, including Excel. 

    As a result, users can learn about every software solution that Microsoft offers and how they can work together to streamline workflows, save man-hours and much more. 

     

    Start Making The Most Of Excel Formulas Today

     

    If you’ve not been making the most of Excel’s formulas, then now is the time to start. Microsoft’s latest upcoming update will make it easier for novices to use formulas and make the most of all the innovative features that Excel has to offer, but it’s still worth learning some basic skills. 

    If you don’t understand formulas and how they work, then you won’t be able to apply them to your data and work out innovative ways to make the most of Excel’s extensive array of functions. 

    Learning about formulas might seem tough, but it doesn’t have to be that way. Microsoft offers a range of resources on its learning portal to help its customers, and there are plenty of dedicated professionals out there to guide you through the process if you need tailored advice. 

    As a leader in Excel consultancy services, we’re here to help. The Excel Experts offer a regularly updated blog that gives you insight into the latest tricks and techniques you can use when managing data in Excel. 

    For more information about our Excel consultancy and training services, contact us on 0800 772 3782 or by emailing info@theexcelexperts.com. We can get you on the road towards making the most of Excel formulas and show you how to use these upcoming updates to your advantage.