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1 mai

Template tips to boost workflows

Most finance professionals have made this mistake at least once. You open last month's file, update the numbers, hit save, and only then realise you should have saved it as this month's version of the file. This is where templates can help. In this episode, explore how Excel templates solve that problem while also improving consistency across your reporting. Main learnings: How Excel templates prevent accidental file overwrites The difference between workbook, sheet and task-based templates Where to find and manage built-in and personal templates How to create blank templates with pre-set formats and settings Using templates to embed headers, footers and branding Managing template storage, including system and shared folders How to apply templates across teams for consistency and control Tune in now. 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 video - https://youtu.be/RJdT6FF-w58 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
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
02/07/2023

Why Excel can be a university student's secret weapon

Are you a university student or recent graduate? Are you looking to gain a competitive edge in the job market, specifically in the fields of accounting and finance? Then this episode is what you need! Packed with practical advice tailored to your needs, it will equip you with valuable Excel tips that will enhance your employability as you move into your first accounting or finance role. Delve into the world of Excel and hear expert insights on how to leverage this powerful spreadsheet tool. Tune in now and unlock the secrets to succeeding with Excel. 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 three podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au
2 mars

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
22/12/2024

INTHEBLACK: Uncovering the staggering cost of food waste

Did you know that in Australia alone 312kg of food per person, per year is thrown away? In fact, food waste costs the Australian economy around $36.6 billion each year. Australian households spend around $2500 every year on food that's wasted. And most of that ends up in landfills. This episode explores the underlying causes that contribute to such shocking food waste and looks at some effective solutions that can be implemented to address the problem. Tune in now. Host: Garreth Hanley, CPA Australia Guest: Terence Jeyaretnam, an environmental engineer and Partner at EY in the Climate Change and Sustainability practice, based in Melbourne For more on today's topic, head to the National Food Waste Strategy, which aims to halve Australia's food waste by 2030. Further guidance is available on the Department of Climate Change, Energy, the Environment and Water site. Additional information: Reducing Australia's Food Waste by half by 2030 Food waste costs Australian households up to $3,000 a year Coles promised to feed Australian families for $10 in 2017. Can it still be done in 2023? 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. You can email the podcast team at podcasts@cpaaustralia.com.au
26/08/2024

The Board of Taxation explained

Ever wondered who advises the Australian government on tax policy from a business and tax community perspective? If so, you're in the right place: this episode delves into the role Australia's Board of Taxation plays. We're joined by the board's Secretary and Tax Counsel, who explains how this important non-statutory advisory body helps improve the design and operation of tax policy. Discover the board's origins, its charter, members, key focus areas, notable recommendations, current projects and more. Tune in now for a comprehensive overview. Host: Jenny Wong, Tax Lead, CPA Australia Guest: Paul Korganow, Secretary and Tax Counsel, Board of Taxation For more information, head to the board's website. And 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 INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au
01/09/2025

Unleash the power of Python in Excel

In this third and final episode of a three-part series, we explore how the integration of Python unlocks advanced tools for analysis, automation and visualisation. Listeners will learn: How Python connects with Power Query to extract and transform data Ways to preview and filter information using Pandas functions Techniques for reshaping horizontal data into usable formats with melt() Python in Excel can really help your data workflows. It allows you to work with connection-only Power Queries, cleanse and reshape messy datasets and generate dynamic charts in just a few lines of code. And with built-in libraries like Pandas and Matplotlib, you or your finance team can preview, filter and transform data in ways that are faster and more flexible than traditional Excel functions. Who doesn't love that? Packed with practical insights, this episode helps you harness Python in Excel to save time, improve analysis and elevate decision-making. Tune in now. 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. LINKS Listen to part one of this three-part series which covers the basics. Episode two discusses practical applications of Python in Excel. And you can read more of Neale's Excel articles on INTHEBLACK. 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 Excel Tips INTHEBLACK Out Loud Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au
04/05/2023

Excel and ChatGPT

Can ChatGPT give accurate and reliable answers to Excel questions? Neale Blackwood CPA puts this popular AI tool to the test. 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. Read the accompanying online article of this podcast, which includes a video tutorial and sample formulas. CPA Australia publishes three podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK Excel Tips Search for them on your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au
01/05/2024

How to create a dashboard using Excel's dynamic arrays

Do you want to improve your dashboard-creating skills in Excel? Look no further. This episode has all the expert tips you need to know using dynamic arrays to create a dashboard. For fast access, use these timestamps: About the report template and using dynamic arrays - 0:17 About dynamic arrays - 0:55 Dynamic charts and dashboards using dynamic arrays - 1:33 Variance charts and budget comparisons - 2:34 Building the tables and chats - 4:26 Additional resources 10:49 Tune in now. 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. You can listen to the first two in this dynamic arrays three-part series at the Excel Tips home page. 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
01/10/2025

Smarter, faster, easier: Here's what's new in Excel

In this episode of Excel Tips, we explore the latest Excel updates that can help to boost productivity and simplify workflows for finance and accounting professionals. Listeners will learn: How to use TRIMRANGE for flexible range selection What's new with pivot table formatting and an exciting update on auto-refresh How the TRANSLATE function works for multilingual data The simplified syntax for BYROW and BYCOL functions How three new Regex (regular expressions) functions can use patterns to identify data. Packed with practical insights, this episode helps you explore Excel's latest upgrades to save time, improve analysis and elevate decision-making. Tune in now. 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. The companion video and Excel file will go into more detail to demonstrate these techniques. Read more of Neale's Excel articles on INTHEBLACK. 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 Excel Tips INTHEBLACK Out Loud Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au

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

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CPA Australia

Meilleures émissions

Template tips to boost workflows

Master calendar creation in Excel

Why Excel can be a university student's secret weapon

Master your messy data

INTHEBLACK: Uncovering the staggering cost of food waste

The Board of Taxation explained

Unleash the power of Python in Excel

Excel and ChatGPT

How to create a dashboard using Excel's dynamic arrays

Smarter, faster, easier: Here's what's new in Excel

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