CPA Australia

•

Kanal • 4 Sendungen

Bildung

Bildung

1. Juni
Wirtschaftsnachrichten

Wirtschaftsnachrichten

Zweiwöchentlich
Wirtschaft

Wirtschaft

2. Juni
Karriere

Karriere

Monatlich

02.06.2025

Excel's GROUPBY and PIVOTBY explained

Excel's new functions, GROUPBY and PIVOTBY, offer a smarter way to build reports. Instead of relying on traditional pivot tables, these new tools allow you to summarise datasets using dynamic, formula-based solutions that update automatically when the underlying data changes. In this episode: Understand the key differences between GROUPBY and PIVOTBY See how these tools can save time and reduce manual errors Explore practical applications for accountants and analysts Discover how to modernise reporting with flexible, auto-updating formulas For fast reference use the episode timestamps.  00:17 - Two new functions that can change report creation 00:35 - PivotTables can create summary report based on a data set 00:52 - The limitation of PivotTables – Refreshing the data 01:06 - New functions GROUPBY and PIVOTBY 01:12 - Use a function to create a PivotTable report – no Refresh needed 01:36 - GROUPBY reports – row-based reports 01:41 - PIVOTBY reports - row and column-based reports 01:59 - Best practice data source – a formatted table 02:14 - GROUPBY arguments listed and explained 02:46 - Multiple columns and subtotals are possible but require other functions 03:09 - Two functions that combine columns – HSTACK and CHOOSECOLS 04:03 - Structured references include table names and column names 04:18 - Formatted tables automatically expand when new data is added 04:35 - Formatting subtotal rows differently using conditional formats 05:05 - Filtering and sorting is possible in the GROUPBY report 05:25 - Companion video has an example of a Slicer as filter 05:43 - Controlling sorting 06:18 - New function to add percentages to reports called PERCENT OF 06:42 - Companion video has a hack to easily combine SUM and PERCENT OF 07:02 - Multiple calculations add headings to the report – they can be removed 07:09 - Remove heading with the DROP function 07:25 - PIVOTBY function description and explanation 08:09 - Dates can be problematic as you want to group them by month 08:31 - Companion video shows the TEXT function solving the problem 08:53 - Allowing the user to modify the report 09:15 - INDIRECT function solution 10:05 - Explanation of the INDIRECT function 10:38 - Adding extra calculations to the report 11:07 - The LET function allows you to capture and modify the report Whether optimising month-end processes or improving team workflows, GROUPBY and PIVOTBY help turn complex datasets into clear, actionable reports. Listen now to stay up to date with these Excel capabilities. Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. You can find a CPA at our custom portal on the CPA Australia website. Would you like to listen to more Excel Tips episodes? Head to CPA Australia's YouTube channel. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au

02.06.2025

•

13 Min.
1. Juni

Why Excel macros still matter in 2026

Excel macros are far from obsolete. And here's why. This episode explores why VBAs (Visual Basic for Applications) still play an important role in workflow efficiency for accountants and finance professionals. Key learnings: Why macros still matter in modern Excel workflows How VBA compares with Power Query The limits of Power Query for in-situ data fixes How AI can help write and debug VBA code How to automate data cleansing tasks in Excel Why VBA is a useful entry point into programming How to store macros in the personal macro workbook Ways to run macros from the quick access toolbar Listen now to help level up your Excel skills with macros. Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. For more, check out the accompanying YouTube video of this episode. Read more of Neale's Excel articles on INTHEBLACK. Loving this content? Don't forget to subscribe to EXCEL TIPS and share this episode with your colleagues and friends in the business community. Would you like to listen to more Excel Tips and other CPA Australia podcasts like INTHEBLACK and With Interest? Head to CPA Australia's YouTube channel. And don't forget to subscribe to the channel. You can find a CPA at our custom portal on the CPA Australia website. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance and accounting: With Interest INTHEBLACK Excel Tips INTHEBLACK Out Loud Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au

1. Juni

•

10 Min.
14. Apr.

The future of accounting in an AI-driven world

AI is reshaping finance faster than most accounting and finance organisations are prepared for. This episode explores what that means in practice and how professionals can stay relevant as roles evolve. From automation and agentic AI to cybersecurity risks and sustainability pressures, this expert-led discussion highlights the shifts happening across finance, accounting and business in a volatile and rapidly changing world. You will learn: The biggest forces changing the profession right now What AI fluency looks like in practice and why it matters now The emerging technologies or trends reshaping how finance teams work How finance roles are evolving towards judgement and decision making The impact of automation on career pathways and hiring patterns Practical steps to future-proof your career capability in a reshaped profession Listen now. Host: Patrick Viljoen, sustainability lead, CPA Australia Guests: Amantha Imber an innovation specialist and Anders Sormann-Nilsson, a futurist and keynote speaker. Loving this episode? Listen to more INTHEBLACK episodes and other CPA Australia podcasts on YouTube. Head to our podcast page CPA Australia - YouTube And of course, click subscribe to the channel today. We deliver regular content that will help boost your career skills and capabilities. You can also head to INTHEBLACK online for 10 accounting trends reshaping the profession and other insightful articles celebrating 140 years of the designation in our special April edition. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting https://www.cpaaustralia.com.au/tools-and-resources/podcasts INTHEBLACK https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack INTHEBLACK Out Loud https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack-outloud Excel Tips Excel Tips | CPA Australia With Interest https://www.cpaaustralia.com.au/tools-and-resources/podcasts/with-interest Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au

14. Apr.

•

25 Min.
30.09.2025

Tax Forum 2025: Australian tax reform and fiscal sustainability

Australia's tax system is under pressure. In part one of this With Interest conversation, Jenny Wong is joined by two of the country's leading voices in tax policy — David Bradbury and Paul Tilley. Together, they explore the structural flaws in Australia's tax system, the economic and political barriers to reform and the urgent need for a tax mix shift. Key takeaways include: Why Australia's tax system may not be fit for "dangerous times" The single biggest structural flaw in Australia's tax system today The risks of over-reliance on personal income tax How capital income tax impacts productivity and investment Why Australia has gone 25 years without meaningful change From capital taxation challenges to the erosion of GST revenue, this conversation offers deep insights into the future of tax reform in Australia. The discussion was held at CPA Australia's inaugural Tax Forum in August 2025. Listen now. Host: Jenny Wong, Tax Lead, Policy and Advocacy, CPA Australia Guests: David Bradbury, partner at KPMG Australia, former Federal Minister and Assistant Treasurer, former Deputy Director of the OECD's Centre for Tax Policy and Administration Paul Tilley, former economic advisor to Treasury and the Department of Prime Minister and Cabinet, and author of Mixed Fortunes: A History of Tax Reform in Australia. You can find a CPA at our custom portal on the CPA Australia website. Stay tuned for part two as David Bradbury, Paul Tilley, Dale Pinto and Jenny Wong discuss the global tax reform debate, unpacking the challenges and opportunities facing Australia. Coming soon. Would you like to listen to more With Interest episodes? Head to CPA Australia's YouTube channel. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au

30.09.2025

•

31 Min.
2. März

Master your messy data

Messy, unstructured data. It slows reporting, creates errors, and tests everyone's patience. Right? This episode breaks down how the new Regular Expressions (REGEX) work and how they help you find patterns in unstructured text, from email addresses to dates and hidden white space. You will learn: what REGEX is and why it matters for accountants and analysts how to use REGEXEXTRACT, REGEXTEST and REGEXREPLACE when to combine REGEXTEST with FILTER for smarter analysis how REGEX now works inside XLOOKUP and XMATCH ways to manage white space and non-standard characters why building a reusable pattern library will save time. Programmers have been using REGEX patterns for decades, but they've only just come to Excel. The good news is Excel's new REGEX functions give finance teams a practical way to take back control. Listen now to help improve your Excel skills. Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. For more, check out the accompanying YouTube video of this episode. Read more of Neale's Excel articles on INTHEBLACK. Loving this content? Don't forget to subscribe to EXCEL TIPS and share this episode with your colleagues and friends in the business community. Would you like to listen to more Excel Tips and other CPA Australia podcasts like INTHEBLACK and With Interest? Head to CPA Australia's YouTube channel. And don't forget to subscribe to the channel. You can find a CPA at our custom portal on the CPA Australia website. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance and accounting: With Interest INTHEBLACK Excel Tips INTHEBLACK Out Loud Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au

2. März

•

6 Min.
17. März

Economic outlook for 2026: Australia and APAC

Gain a clear view of where the Australian and Asia-Pacific economies are heading and what it all means for finance leaders in 2026. The headlines say volatility. The data tells a more nuanced story. Inflation, interest rates, productivity and more are all explained in plain terms, translating macroeconomic signals into what matters for business leaders today. Listen for an expert view of: The economic cycle that Australia and APAC are entering The likely direction of interest rates over the next 12 months Which indicators matter most when tracking inflation The key skill you need to help you prepare for the year ahead These insights will help you understand where the Australian and APAC economies are heading, and how this may influence decision-making this year. Host: Tahn Sharpe, editor INTHEBLACK, CPA Australia Guest: Paul Bloxham, chief economist, Australia, New Zealand and global commodities, HSBC To read online articles by Paul Bloxham, head to his news page on the AFR. For more economic insights visit INTHEBLACK https://intheblack.cpaaustralia.com.au/economy Loving this episode? Listen to more INTHEBLACK episodes and other CPA Australia podcasts on YouTube, where you can subscribe to the channel for regular content. And don't forget to subscribe to INTHEBLACK and share this episode with your colleagues and friends in the business community. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au

17. März

•

24 Min.
10. Feb.

INTHEBLACK: Do you want to be happier at work? New research shows how

We all want to be happy at work. Or at least happier, don't we? Across this conversation, listeners will learn about a foundational concept: Success often follows happiness rather than causes it. Drawing on research in positive psychology, the episode outlines how mindset, habits and self-awareness account for a large share of overall wellbeing, far outweighing external circumstances. It also explains how small, consistent practices such as learning to be grateful can recalibrate the brain's natural bias toward the negative. Listeners will learn: The relationship between happiness and leadership Positive psychology as a field of research Research data on happiness and how it's a 'skill' The key components of developing workplace happiness and contentment How to recognise 'green-light moments' Ways to shift out of work-related ruts, regain perspective and avoid catastrophising This Career Hacks episode is a must-listen for anyone looking for that elusive happiness factor at work. Host: Jacqueline Blondell, Editor, CPA Australia Guest: Declan Edwards, happiness researcher, speaker, coach and consultant. He is founder of the BU Happiness College, which has a vision of making the skills and science of happiness more accessible to individuals, organisations and the world. For more information, head to the BU Happiness College on LinkedIn. Loving this episode? Listen to more INTHEBLACK episodes and other CPA Australia podcasts on YouTube. Click subscribe on the channel to stay updated on the latest episodes. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au

10. Feb.

•

21 Min.
31. März

From ledgers to the new AI world

Accounting has evolved dramatically, but its core purpose stays unchanged - enabling trust and better decision-making. In this episode, hosted by Australian comedian Lehmo, learn how the profession has moved from manual record keeping to a strategic role centred on judgement, governance and value creation. Additionally, explore why AI is transforming tools rather than replacing expertise. Key learnings from this episode: How accounting has evolved from bookkeeping to strategic decision support Why trust, integrity and governance sit at the centre of the profession How global crises have expanded the role of accountants over time The shift from financial data to broader enterprise data responsibilities Why AI enhances accounting rather than replacing it The growing importance of professional scepticism in an AI-driven world How accountants can contribute to AI governance and auditing Why communication and judgement remain critical skills What the next generation of accountants needs to succeed Listen now for more. Host: Anthony "Lehmo" Lehmann, popular Australian comedian Guests: Dr Jasvinder Sidhu, accounting academic and historian Kaushika Jayalath CPA, principal solutions consultant, Oracle, and a CPA Australia board member Head to Lehmo's site for more information on his services. And learn more about this episode's guests Kaushika Jayalath CPA and Dr Jasvinder Sidhu at his staff profile. Loving this episode? Listen to more INTHEBLACK episodes and other CPA Australia podcasts on YouTube. And don't forget to click subscribe on the channel. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au

31. März

•

44 Min.
31.10.2024

Master calendar creation in Excel

Calendars are your go-to tool for planning. In this Excel Tips episode, you'll learn the steps to create a single-month calendar from scratch. Discover how to combine advanced functions to build a two-dimensional calendar structure, and how to format your dates and highlight weekends and holidays. You'll also gain knowledge of how to customise the calendar to fit your specific needs. For quick reference, here are the timestamps: 0:17 – Introduction to building a calendar 2:12 – Functions used in this tutorial 4:29 – How the different functions work 8:11 – Using formulas to create headings 10:30 – Changing the calendar to start the week on Monday 11:53 – Building a custom function with LAMBDA 13:28 – Applying conditional formatting for weekends 14:59 – Shortcuts covered in the tutorial 15:58 – Recap and summary of what we've learned Tune in now to easily create personalised calendars that suit your planning needs. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: INTHEBLACK INTHEBLACK Out Loud With Interest Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au

31.10.2024

•

17 Min.
01.08.2024

The power of heat maps for sales and costs data

Looking for ways to gain deeper insights from your sales and costs data in Excel? This episode explores the power of heat maps, a data visualisation technique often used for climate data, but equally effective for business analysis. For fast access, use these timestamps: 0:15 – Using heat maps for sales and cost information. 1:59 – Colour scales options and settings. 5:15 – Conditional formatting and top and bottom rules. 7:27 – Using the large and small function. Listen now for insights into this multi-functional Excel tool. Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: INTHEBLACK INTHEBLACK Out Loud With Interest Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au

01.08.2024

•

10 Min.

CPA Australia podcasts provide commentary and thought leadership across business, finance and accounting.

Kanal-Website

CPA Australia

Top-Sendungen

Excel's GROUPBY and PIVOTBY explained

Why Excel macros still matter in 2026

The future of accounting in an AI-driven world

Tax Forum 2025: Australian tax reform and fiscal sustainability

Master your messy data

Economic outlook for 2026: Australia and APAC

INTHEBLACK: Do you want to be happier at work? New research shows how

From ledgers to the new AI world

Master calendar creation in Excel

The power of heat maps for sales and costs data

Info

CPA Australia

Top-Sendungen

Top-Folgen

Info