Episodes

  • Level up your custom functions skills
    Jun 3 2024

    Tune in to discover how mastering custom functions can help simplify two complex issues with Excel formulas.

    Improve your problem-solving skills by harnessing the power of custom functions. For fast access, use these timestamps:

    • 0:20 - Custom functions, episode overview.
    • 1:39 - Summing spill ranges.
    • 2:58 - Using prefixes in functions.
    • 4:07 - Setting up a switch function.
    • 5:31 - Financial year custom functions.
    • 6:27 - Setting up a financial year function.
    • 8:09 - Using custom functions across multiple files.
    • 8:53 - Custom functions overview.

    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.

    You can catch up on a previous episode that explained custom functions. There is also an accompanying article to this podcast episode.

    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

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    10 mins
  • How to create a dashboard using Excel’s dynamic arrays
    May 1 2024

    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:

    1. About the report template and using dynamic arrays - 0:17
    2. About dynamic arrays - 0:55
    3. Dynamic charts and dashboards using dynamic arrays - 1:33
    4. Variance charts and budget comparisons - 2:34
    5. Building the tables and chats - 4:26
    6. 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

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    11 mins
  • How to automate report building in Excel (part 2)
    Apr 2 2024

    Don’t miss this episode, the second in a three-part series that explains how you can use the power of dynamic arrays in report building. Learn how to review a report that’s using dynamic arrays to create an automated month and year-to-date report.

    For fast access, use these timestamps:

    1. About the report template and using dynamic arrays 00:18
    2. Range names for formatted tables 2:35
    3. Budget layout and structure setup 3:34
    4. The offset function 4:15
    5. The filter function 5:11
    6. SUM IF S function 6:54
    7. Using the wildcard character 7:49
    8. Variance calculations 8:41
    9. The ABS function 9:39
    10. Additional resources 10:49

    Tune in now to learn more about this handy Excel subscription version functionality.

    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

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    12 mins
  • How to automate report building in Excel
    Feb 29 2024

    Are you an accountant or finance professional looking to enhance your daily workflows?

    Don’t miss this episode, which delves into the exciting capabilities of dynamic arrays, empowering you to effortlessly build automated reports.

    For fast access, use these timestamps:

    1. The tutorial example report, and companion file 1:50
    2. Dynamic array calculation and spill ranges 3:12
    3. Referring to a spill range 4:05
    4. Building a structure to avoid spill errors 6:59
    5. Dynamic array formula tips 8:22
    6. Benefits of range formulas in limiting formulas 8:47
    7. Changing table structure to suit ranges and reporting 9:35
    8. Overview of the benefits of dynamic arrays 10:31

    Tune in now to learn more about this exciting addition to Excel’s subscription version.

    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

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    12 mins
  • Master the latest Excel changes: your ultimate guide
    Feb 1 2024

    For accounting and finance professionals, it’s vital that you keep up-to-date with changes to Microsoft Excel functionality. 

    This episode explains what you need to know, including the latest changes to three Excel functions, and opening and working with CSV files. 

    Tune in now for insights that will help enhance your productivity in 2024.  

    For fast access, use these timestamps:

    1. Importing and using CSV files – 0:38
    2. MAP, SCAN and REDUCE functions – 3:10
    3. Using the MAP function with ranges and LAMBDA – 4:01
    4. Using the SCAN and REDUCE functions – 9:16

    Tune in now.

    Read the companion article here.

    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

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    16 mins
  • How to master using different Excel techniques together
    Jan 4 2024

    Do you want to improve your Excel skills in 2024? Start the new year on a positive note with these essential tips that can help you master a couple of Excel techniques together. 

    In this episode, we show you how to build custom lists and use range names. 

    For fast access, use these timestamps:

    1. Custom lists explained – 0:29
    2. Creating custom lists – 1:34
    3. Automating lists with range names – 4:08
    4. Creating range names (method 1) – 4:52
    5. Transpose function – 7:30
    6. The downside of using range names (method 1) – 7:59
    7. Using formatted tables for range names (method 2) – 8:33
    8. Array based range names – 10:08
    9. Special values keyboard shortcut – 11:37
    10. Examples using the range names – 12:43
    11. Using helper cells and the index function – 13:45
    12. Repeating the range name sequence – 14:48
    13. Recap and benefits of automated custom lists 15:46

    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.

    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

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    17 mins
  • Top Excel tips for your first 100 days in a new job
    Dec 1 2023

    Starting a new role in accounting and finance? We understand it can be stressful as you try to make a good first impression. 

    This Excel Tips episode is specially designed with your first 100 days in mind, to help you hit the ground running. 

    For fast access, use these timestamps:

    1. Interface setup – 1:29
    2. Pin files and folders and quick access – 2:43
    3. Using checklists – 3:50
    4. INstruction sheets – 5:10
    5. Notes and comments – 6:24
    6. Setting up hyperlinks – 7:40
    7. Using colours in Excel – 8:58
    8. Centralise inputs – 9:54
    9. Validations – 10:25
    10. Save-as and copy-sheets for monthly reporting – 11:51
    11. Tips recap – 13:08

    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.

    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

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    15 mins
  • How to create improved data visualisations in Excel
    Nov 1 2023

    If you’re looking for ways to display diverse types of data using Excel’s charts and visualisation tools, this podcast, loaded with tips, will show you how.

    The example in this episode compares one month's data from this financial year with the corresponding month from the previous fiscal year.

    For fast access, use these timestamps:

    1. Column charts: 2:13
    2. Variance charts: 3:22
    3. Recommended charts: 4:23
    4. Cleaning up charts: 5:24
    5. Moving Labels: 6:58
    6. Sparkline charts: 7:51
    7. Waterfall (bridge) charts: 8:44
    8. Conditional format - data bar: 9:45
    9. Making charts for accessibility: 11:01
    10. Conditional format – icons: 11:28
    11. Emojis 😍: 11:28

    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.

    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

    Show more Show less
    15 mins