Pivot Tables: Your Secret Weapon in Microsoft Excel
So many clients I work with want to know how to create complex formulas or functions to analyze large data sets in Microsoft Excel. Reality is, you don’t need to be a math genius to do this, you just need to understand a powerful tool in Microsoft Excel called Pivot Tables. When I mention pivot tables I often see eyes glaze over! Like macros, pivot tables can seem overwhelming and complex. However, when you understand what they do and Excel’s tools to make creating them EASY, enormous amounts of time can be released to do other tasks. The bonus is, …
If you’ve been searching for longer than a year, it’s not that easy!
On a client visit, the CEO asked me for help. He opened a spreadsheet and showed me formulas and calculations. He explained his frustration at not being able to understand or locate the data the formulas related to. The formulas were not correct, and he couldn’t find the source of the information to make the changes. He figured having an “expert” in the office, I might be able to solve this question that had been bugging him for over a year! I looked at the formula, and after a few clicks found the problem. I instructed him to right click …
You’ll always find someone on the phone at parties
In 1978, Jona Lewie released a song called You’ll always find me in the kitchen at parties! I think today, it that song would be You’ll always find people on the phone at parties! I went to a friend’s house recently to connect with someone who was visiting for a couple of weeks from overseas. There were about 15 people there when I arrived, sitting around, chatting, having a few drinks and eating some snacks. During the evening, I was totally surprised by the number of people who, when pings sounded from phones, reached into their handbag or their pocket …
Productivity Bahamas Style
I joke in my presentations about Productivity, Bahamas style. I use it in the context of the volume of work we deal with in today’s business world and what happens when we have a pleasurable deadline looming. Productivity Bahamas style is the ability we miraculously acquire prior to going on a holiday. It is the ability to easily determine the MUST be done before you leave tasks and activities and isolate those that can wait until your return. But what if we applied it every day? When working with clients I often hear of processes that staff do a certain …
Reflection
The end of the year is a brilliant time to step back from the day to day and reflect on the year, both from a personal and a team perspective. For me, it’s a time to do 3 things: Recognise What are my top 2-3 things I’ve achieved, what are my top 2-3 things that I didn’t achieve and what are my 2-3 learnings for 2019? RemindRemind myself of the effort and work I’ve put in and the forward movement I’ve made in the past twelve months. RewardReward myself for my efforts. Whether it’s buying coffee or lunch, or a …
Is it time??
I recently spent a day in a room with 15 of my professional colleagues learning from them, sharing ideas and insights to make ourselves and our businesses better. I commit to doing this several times a year. I am also in several mastermind groups and attend professional industry conferences both in Australia and overseas. I’m often asked why? Connecting with others who ‘get’ what you do, whether it’s your team mates, industry buddies or even friends invigorates, inspires and energises me. It’s like pressing Ctrl + Alt + Delete and rebooting yourself. I do it because everyday I wake up to …
Everything is easy when you know how
Like riding a bike, everything is easy when you just now know to do it…. About 30 minutes into a recent one on one coaching with an executive, they shared that a colleague had recently raved about pivot tables in Excel. When the colleague tried to explain them, the executive told me of eyes glazing over, and head nodding but no comprehension. The executive shared that the concept of pivot tables remained one of those “mystery” in their mind. They wondered did they really need them and if so, how were they ever going to understand them? We chatted for …
You don’t need more work!
I recently worked with a sales manager who was a specialist in their industry. On a regular basis (twice a month) they would receive data from their IT department detailing sales by representative in a single Excel worksheet. The sales manager would save a copy of the file for each staff member, rename it with the staff member’s name, remove all the worksheets for other staff, then email the file to the relevant staff member for them to update current status of returns or claims. This task was done on average once a week. When the files were sent back the sales …
It will take more than 5 minutes!
One of the challenges with being a professional speaker, trainer and educator in the field of productivity with everyday technology is managing expectations. I’ve lost track of the number of presentations where at the end someone comes up and says, “I just have a [quick/simple/easy/or insert other related word] question.” Most of them want to explain their document or spreadsheet to me. What it is doing or not doing and want me to tell them in that exact moment how to fix it. When I tell them I need to ask questions or require more information, they are often disappointed. Some will even say, I “Googled it, …
Time vs Money
I recently keynoted at a professional industry group luncheon on a range of quick Word & Excel tips, tricks and shortcuts. As part of the presentation I asked people to share their top 3 tips from the presentation on a card, which they gave back to me at the end of the program. I mention the 3 tips card at the start of my presentations to act as a reminder that I want them to walk away with tools they can immediately use. I want to make their investment of time worthwhile, because I believe time is more valuable than …
