CPA Australia

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1 THG 1

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

Excel Tips Summer Season Encore presentation from October 2025 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

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14 phút
2 THG 2

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 thg 2

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12 phút
30/06/2024

3 powerful macros to streamline your workflow

There's a misconception that Excel macros are outdated or unnecessary. In this episode we set the record straight and explore their continued value. Delve into three practical macros that can streamline various tasks in your Excel workflow. More importantly, you'll come away with the knowledge to decide when creating a macro makes sense for optimising your efficiency. For fast access, use these timestamps: 0:20 - Why macros aren't dead. 1:39 - Macro warning! 2:18 - The problems macros solve. 3:07 - Macro 1 - editing column headings in pivot tables. 3:57 - Macro 2 - macro to format spill ranges. 5:07 - Macro 3 - building an index sheet in excel. 6:19 - Macro message boxes and examples overview. 7:35 - When to use macros. 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 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

30/06/2024

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9 phút
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 phút
10 THG 2

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 thg 2

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21 phút
01/07/2025

Getting started with Python in Excel

Unlock the potential of Python in Excel with this essential first episode in a three-part series. Designed for accountants, finance professionals and Excel power users, this episode introduces the basics of integrating Python code directly into Excel cells. Learn how Python enhances Excel's capabilities for data handling and visualisation without replacing core Excel functions. You'll discover how Python in Excel works and how code is processed using Microsoft's Azure platform. Understand the key steps to get started, including how to enter code using the =PY function and the role of the new Python editor in the Formulas tab. Also explained is how Python variables behave across sheets, the concept of data frames and how Python's popular Pandas library comes into play when working with datasets. You'll also learn how to manage calculation options and understand the new dependency logic within Python-enabled workbooks. Whether you're completely new to Python or already familiar with this programming language, this episode gives you the foundational knowledge needed to begin using Python confidently inside Excel. And don't miss the fun trivia at the end to learn the surprising origin of Python's name. 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. 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

01/07/2025

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9 phút
3 THG 2

Cognitive bias in decision-making

Cognitive bias. It quietly shapes many of the decisions made in accounting and finance – often without you realising it. This unintended bias can become a risk if left unchecked – especially in professions built on precision, trust and ethical responsibility. Drawing on real-world examples, this episode explores the diverse types of cognitive bias, and how they can impact accounting and finance professionals in our day-to-day work. Key learnings include: Why cognitive bias exists and when it becomes a professional risk How common biases affect financial judgement The ethical consequences of bias in accounting and finance How organisational culture can reduce or reinforce biased thinking Practical steps individuals can take to challenge assumptions and improve decisions How the rise of AI and automation adds a new layer of complexity to decision-making The discussion also shows how biases such as confirmation bias, anchoring and overconfidence quietly influence decisions, often without conscious awareness. Host: Tahn Sharpe, Editor, CPA Australia Guest: Dr Victor Goh Weng Yew, a PhD in applied psychology and Associate Professor at the Department of Psychology at HELP University in Malaysia, where he is also the acting dean. For more, head to HELP University online and to its page on LinkedIn. And there is a CPA PD course on AI and Ethics in Malaysia featuring expert local speakers, case studies and examples. Loving this episode? Listen to more INTHEBLACK episodes and other CPA Australia podcasts on YouTube. And don't forget to click subscribe to the channel for a wide range of content that will help your career. 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

3 thg 2

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21 phút
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 phút
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

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13 phút
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

01/10/2025

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14 phút

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

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CPA Australia

Top Chương Trình

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

Build Better Excel Models

3 powerful macros to streamline your workflow

Unlock 7 underused Excel features you still need today

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

Getting started with Python in Excel

Cognitive bias in decision-making

22 Excel shortcuts to supercharge your efficiency

Excel's GROUPBY and PIVOTBY explained

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

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CPA Australia

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