Collaborate with Comments in Word 365
If you are working on a document with colleagues or clients, for example a proposal, report or workbook, clear communication is vital. However, if feedback on the document is spread out amongst phone calls, meetings and emails, managing all the changes and who said what can become a challenge. But not if you know how to use the Comments feature in Microsoft Word 365! In this post I want to share why you should use comments, how to add them and I’ll share a link to a video how to, so if you are like me and need to see …
Need to Recover a Previous Version of an Excel File but Didn’t Save it?
Has there ever been a time where you felt sick in the stomach realising you have saved over the perfect Excel file? Maybe it was a simple edit, or a realisation at a later stage that the previous version of the spreadsheet really was what you needed after all? You aren’t on your own. The amazing news is, if you saved your file to OneDrive or SharePoint, Excel 365 has got your covered! Even if you didn’t save the file separately, Excel 365 has a built in feature often enabling you to easily recover what you thought you had lost. …
Don’t Sort Columns in Excel One at a Time – There’s a Much Easier Way
Ever found yourself sorting one column, then another in Excel trying to isolate the information you need? It’s a common task, but one that could be wasting time and creating unnecessary stress and frustration. There is a better way: Excel 365’s Custom Sort option. In one of my Excel videos, I take you through how using Excel’s Custom Sort it is easy to sort multiple columns in one action. This simple change can significantly enhance the way you work with data. Why Is Custom Sort A Better Solution? Although sorting via multiple filters might seem comfortable, it is not that …
The Art of Consistency in Word 365: Painting Calm Over Your Documents
Ever opened a document in Word 365 and felt like it was all over the place?Perhaps there were different fonts, strange spacing and random colours. It is enough to make you reach for an energy drink! What if I told you that there is a simple tool in Microsoft Word 365 that, like the magic of Harry Potter, can bring consistency and peace back to your documents with a few simple clicks? That’s where Word 365’s Format Painter comes it…. Your shortcut to formatting zen! So What Is Format Painter? Like a digital paintbrush, the format painter makes lets you …
How to Unlock the Power of 3 Dimensional Formulas in Excel 365: A Game-Changer for Quick Reporting
Looking to streamline your data analysis across multiple worksheets in Microsoft Excel 365? Then you MUST know about 3 Dimensional (3D) formulas! 3 Dimensional formulas allow the same cells to be referenced across multiple worksheets and is great for adding monthly data together with the result appearing on a summary sheet, reducing the risk of errors and helping you work more efficiently. In this post, I’ll share what 3D formulas are, how to use them, and why they are a game changer in Excel, particularly if you are working on consistent data added up over months, weeks, teams or departments. …
How to Easily Track Overdue Payments in Excel
Ever stared at a spreadsheet not sure what payments are overdue and which ones are not, you aren’t the only one. Regardless of whether you’re managing customer invoices, staff salaries or school fees, Excel can be a superpower if you know how to leverage it. Here’s a simple guide to make tracking overdue payments easy! Subscribe to my free eNewsletter for more regular tips and shortcuts… click here. Step 1 – Start with a Simple Table Layout Create columns for items such as: NOTE: Of course, you can also import data in from accounting programs such as Xero, Reckon, Quickbooks …
How do I merge data from multiple sheets in Excel without losing anything?
Merging data from multiple Excel sheets can sound and seem complicated, but it doesn’t have to be. If you are looking for an approach that is simple and involves no complicated formulas or heavy duty Excel tools, then I’m here to help. This simplistic approach offers a clear process that minimises stress and prioritises accuracy. Subscribe to my productivity eNewsletter for more tips and insights to make using Microsoft 365 programs easier. Click here. Step 1: Create a Main Worksheet Step 2: Consistency is Key Before merging there are a few things we need to check: Once the data is …
How to put text from one part of a Microsoft Word 365 document into another automatically.
So often we have documents that have text such as a client, customer, student or patient name that needs to be placed in several areas of a document. Rather than retyping the data in each location and risk missing one, watch this step by step video I created that involves setting up bookmarks to mark the specific text and then cross references to insert the bookmarked text into the relevant places in your document. PS The video also shows you how to update cross references to keep the document up to date! Check it out here Want more help with …
How to easily insert one document into another in Microsoft Word 365
When combining multiple documents from various sources into one document, so many people do it the long way via copy and paste. Not only is this clunky and cumbersome, it is also frustrating and time consuming…. especially if you are interrupted part way through and need to go back to check on which documents you have combined, and which need to be added! To make it easy I put together a quick little video (just over 2 minutes) to show you how to easily insert one or even more documents into another in Microsoft Word 365. But of course, everything …
