CPA Australia

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Chaîne • 4 émissions

Éducation

Éducation

1 avr.
Actualité économique

Actualité économique

Toutes les 2 semaines
Affaires

Affaires

31 mars
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Carrière

Tous les mois

01/12/2025

Unlock 7 underused Excel features you still need today

Handy new Excel features are added regularly – but some "older" functions are still particularly useful to your workflows. Smart power users know these older functions and their value – which is why this episode highlights some of the overlooked Excel features that are still valuable to your spreadsheet work today. Tips include: How multiple windows make it easier to copy and compare How the grouping feature works well with rows and columns How auto outline and subtotals automate structure and hierarchy in datasets Techniques for selecting visible cells to avoid errors during copying How custom lists save time and support non-alphabetic sorting This is a practical guide for anyone looking to sharpen their Excel capability, streamline reporting and improve their workflow efficiency. Listen 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 YouTube video of this episode. Read more of Neale's Excel articles on INTHEBLACK. Loving this content? 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

01/12/2025

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16 min
2 FÉVR.

Build Better Excel Models

You may know The Seven Habits of Highly Effective People as a cornerstone of modern business thinking. But what happens when those same principles from this book are applied to one of the most widely used tools in finance: Excel? In this episode, we explore how the seven habits framework can be applied by accountants and finance professionals to design and build Excel models. The focus is practical and grounded in real work, with key learnings including: How asking better questions leads to stronger Excel models Why planning and prioritisation matter before building anything Designing reports first and working back to the data Building proactive features that reduce errors and improve usability Using automation and AI thoughtfully to support the process The episode also looks at where Excel fits alongside tools such as Power BI, and why judgement and planning still matter even as AI becomes more capable. Listen 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 YouTube video of this episode. Loving this content? 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. Read more of Neale's Excel articles on INTHEBLACK. 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 févr.

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12 min
23/03/2023

How to use custom functions without macros

Along with the LAMBDA function, other new functions make Excel's function language behave more like a programming language. Which can help you in various ways. Want to learn more? Excel expert Neale Blackwood CPA steps you through. Listen 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. 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. Email the podcast team at podcasts@cpaaustralia.com.au And you can read the accompanying online article of this podcast. Other Excel articles by Neale can be read on the INTHEBLACK website .

23/03/2023

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12 min
01/06/2023

22 Excel shortcuts to supercharge your efficiency

Unlock your Excel efficiency with these 22 time-saving shortcuts for everyday work tasks. Tune in now to supercharge your productivity. Timestamps: Files and folders: 1:05 Quick access toolbar: 4:17 Keyboard types: 7:20 Keyboard shortcuts: 9:06 Save as: 12:54 Control key: 13:45 More control key shortcuts: 14:46 Copying: 15:55 Date shortcut: 17:36 Control key combinations: 18:12 The ALT key: 19:46 Grouping: 21:39 Accessing the ribbon with ALT: 22:55 Remove filters: 24:45 Pasting values: 25:01 Queries and connections: 25:07 Digital validation dialog: 25:28 Mouse shortcuts: 25:54 The format painter: 26:42 Border navigation: 27:39 Double clicking the fill: 28:28 Right clicking: 29:14 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. There is also an accompanying online article and video of this podcast, which includes a 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 in your podcast app. You can email the podcast team at podcasts@cpaaustralia.com.au

01/06/2023

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32 min
06/04/2023

Learn Excel's built-in artificial intelligence feature

Artificial Intelligence (AI) has come to Microsoft Excel, and it will make your life easier when working with data. The AI function can easily create PivotTables and PivotCharts, which is useful for analysis and audit work. You can also generate reports at the click of a button. Listen here to learn more. 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 also read the accompanying online article and video tutorial of this podcast. BOILERPLATE COPY (REPEATS EVERY EPISODE) 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

06/04/2023

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11 min
1 AVR.

Increment dates easily in Excel

What if you could simplify Excel date calculations with one powerful custom function? Well, this episode explains how. You'll learn: How to handle different date increments including days, weeks and months in one function Using the SWITCH function to create a lookup table How the LAMBDA function can be deployed Best practice tips for this custom function Listen now to 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 video for 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 avr.

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7 min
31/03/2025

Elevate your Pareto analysis skills with Excel

The Pareto principle is a powerful concept for business. In this episode we'll explore this principle (also known as the 80/20 rule) and learn how to apply it effectively in Excel for smarter, data-driven decisions. Discover how to pinpoint vital data – such as the 20 per cent of clients generating 80 per cent of your revenue as an example – to create valuable insights. We'll also dive into Excel's powerful analytical tools, including Pareto charts, the UNIQUE function, SUMIFS, and the power of PivotTables to bring your Pareto analysis data to life. You'll understand how to combine these features with techniques such as conditional formatting and custom charting to segment your data, visualise the 80/20 distribution and prioritise your efforts for maximum effect. For fast reference, use the episode timestamps: 0:07 – Introduction to the Pareto principle and Excel 0:40 – Explanation of the 80/20 rule 1:10 – Background on Pareto and the principle 1:40 – Overview of Excel features related to Pareto analysis 2:25 – Explanation of the Pareto chart 3:25 – Limitations of the built-in Excel Pareto chart 4:00 – Creating a combo chart to mimic the Pareto chart 4:15 – Use of UNIQUE, SORT and SUMIFS functions in Pareto analysis 4:45 – Overview of pivot tables and their role in Pareto analysis 5:10 – Adding cumulative percentage to pivot tables 6:25 – Tracking client progression over time with Pareto analysis 6:55 – Using pivot table filters to identify top 80% clients 7:45 – Introduction to slicers in pivot tables for segmentation 8:22 – Segmentation with formulas and the FILTER function 8:43 – Overview of conditional formatting related to Pareto analysis 9:05 – Adding interaction to conditional formats 9:44 – Importance of investigating the universality of the 80/20 rule 10:00 – Conclusion and encouragement to focus on key factors in analysis Listen to this episode now to gain practical tips and techniques to apply the Pareto principle across various business scenarios, helping you work smarter, not harder. Listen 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. 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

31/03/2025

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11 min
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

01/05/2024

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11 min
01/12/2024

Handy hack to create timeline charts

Excel doesn't have a built-in timeline chart but we'll show you how to create one. In this episode you'll learn how using a scatter chart can help you build a timeline chart. For easy reference, here are the episode timestamps: 0:17 - About timeline charts in Excel 1:33 - Hacking the scatter chart to make a timeline chart 2:43 - Formatting dates using the range 3:32 - Universal formatting shortcut 4:27 - Working with the data series and points 5:40 - The structure of the data to build the chart 7:21 - Linking the title to the cell 8:07 - The date format used by Excel and keyboard shortcuts 9:29 - Timeline charts overview and recap Whether you're tracking historical events or planning future milestones, a timeline chart is a useful tool to create in Excel. Tune in now to learn this simple technique and start creating your own timeline charts. 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.

01/12/2024

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10 min
09/03/2023

How to create vertical lines in line charts

When creating a line chart in Microsoft Excel, do you need to insert a vertical line to mark something on the chart? To explain how is Excel expert, Neale Blackwood CPA. Listen 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. 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 provider. Email the podcast team at podcasts@cpaaustralia.com.au And you can read the accompanying online article of this podcast. Other Excel articles by Neale can be read on INTHEBLACK online.

09/03/2023

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11 min

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

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Meilleures émissions

Unlock 7 underused Excel features you still need today

Build Better Excel Models

How to use custom functions without macros

22 Excel shortcuts to supercharge your efficiency

Learn Excel's built-in artificial intelligence feature

Increment dates easily in Excel

Elevate your Pareto analysis skills with Excel

How to create a dashboard using Excel's dynamic arrays

Handy hack to create timeline charts

How to create vertical lines in line charts

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