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 …
What’s the difference between Microsoft’s Outlook app and Outlook 365?
With the introduction of Microsoft 365, Microsoft programs can be accessed in multiple ways. The most common ways to access Outlook and email are via the desktop, or via the web app, however Outlook can also be accessed via a mobile app. Firstly, some definitions. App – an app is the abbreviated term for application or program. Microsoft 365 – covers the range of Microsoft programs available as part of what is a Microsoft Office program subscription which is paid on an annual or monthly basis. It covers the core four programs Microsoft Excel, Word, PowerPoint and Outlook plus additional …
How to summarize your sales data by staff member
If you have a list of sales data that you want to analyze by staff member here’s how to make it easy. This may be a list of sales data you have downloaded from another system or could be a list that has been created in Excel and added to. Note: If this isn’t downloaded data, before you start, make sure you create a duplicate of the data just in case you need it. Do this by copying the worksheet or creating a duplicate of the file. First, Open Microsoft Excel 365. Step 1 – Before you start, make sure …
Need the Previous Version of a Word document?
Ever saved a Microsoft Word document and circulated it to colleagues only to get feedback that the previous version was better, or perhaps you need to get a paragraph or two from the previous version to add back into the updated document? I know as a former Executive Assistant, this has happened to me on more than one occasion! Don’t stress, I’ve got you covered! Did you know that Word 365 automatically saves versions of your document without you having to remember to save individual files? This is a life saver if you have a manager or colleagues who like …
