Less is more

Did you wonder what more can you do with Excel 2007 Lists and PivotTables? Here it is!

Microsoft Excel 2007 offers many unique capabilities in managing lists, ranging from validating the data, formatting it, using filters to viewing desired subsets of the data, to using powerful database functions and summarizing important information quickly and easily. But it doesn’t stop here. PivotTable Reports get into the picture to help you build useful reports in minutes and modify them easily to answer a variety of business questions and therefore get unique insights from your data. 

 

Kim Silverman, VP of Productivity at People-OnTheGo, who has taught hundreds of the People-OnTheGo webinars helping thousands of participants take their skills to the next level  in many of the Microsoft Office Applications, shared some important insights about Excel 2007 lists in our weekly lunch & learn webinar this week, and gave an overview of what PivotTables can do.

 

Webinar Recording is now on Facebook

 

If you missed this session, you can see the recording on Facebook at the Accomplishing more with less group. Search for the group, and join it, and then once you're in the group page, scroll down to the videos (on the left side of the page) and find Kim's session.

 

Want more comprehensive Excell 2007 techniques

 

These three online live workshops (via web/phone conferencing) are coming up soon (soon as in next week--see below how you can get a free class):

 

The Excel 2007 Techniques

The Excel 2003 Techniques

The Advanced Excel PivotTables(covers both Excel 2003 & 2007)

 

Do you want to get in one of the above Excel workshops for free?

 

All you have to do is purchase The Accomplsihing More With Less Workbook at Amazon.com($24.95) and as soon as you get the workbook, please forward the Amazon confirmation e-mail to  training@people-onthego.com, and indicate which workshop you would like to attend at no charge (value is $69 to $99). By the way, your free seat will still be valid in the first quarter of 2010 if you don't get to attend your free workshop before then!

 

See what others are sayingabout the book on Amazon.com!

Special offer, today only (Fri. 10/16): Outlook, Excel, SharePoint Webinars!

Today's special offer not only gives you access to these webinars at the reduced $35 fee, but if you purchase one seat, you get to attend all three at no extra charge.

Once you purchase one seat at the $35 fee (in any of the three Webninars that are taking place next week), you can forward your receipt to training@people-onthego.com and request to be registered for the other two.

Microsoft SharePoint Techniques

October 20, 12:00pm PT, 2 hrs ($35 if purchased today)

Microsoft Excel 2007 Techniques

October 22, 9:30am PT, 90 min ($35 if purchased today)

Managing & Organizing Your Inbox in Outlook 2003

October 22, 11:30am PT, 90 min (35 if purchased today)

Hope you will be able to join us!

Questions? E-mail training@people-onthego.com or call 415.503.1649

Sign up for the special "Excel Bundle"--3 online classes covering budgets, lists, advanced PivotTables, macros, and more ($35.00 special)

Please note that the Excel bundle has been extended, and that no more spaces are available in the April workshops, so please note the new workshop dates below. The Excel bundle includes the three workshops listed below, and can be purchased online at:

-------------> Register online now ($35 special expires on 4/18 at 5 pm Pacific Time)

• Workshop 1: Microsoft Excel Techniques, June 12, 9:30 am Pacific Time, 90 min
• Workshop 2: Advanced Excel PivotTables, June 24, 9:30 am Pacific Time, 2 hours
• Workshop 3: Excel Macros, July 29, 9:30 am Pacific Time, 2 hours

They are made available for a nominal registration fee of $35.00 (this includes all three workshops). This is a special offer and seats are limited. You can order up to 10 seats.

Once you place your order, and receive the confirmation e-mail, please forward the confirmation e-mail you receive to training@people-onthego.com indicating which of the three workshops you would like to attend, and if you order for a group of participants, please include the names and e-mails of the additional participants, and which workshops each participant would like to attend. As a result, you and the other participants will each receive their individual login information for the desired workshops (for the web and phone conference).

-------------> Register online now ($35.00 special expires on 4/18 at 5 pm PST)

PS: Please note that these workshops are also availale as corporate workshops. Feel free to e-mail us at training@people-onthego.com if you have questions, or if you would like to discuss bringing the workshops to your team.

We look forward to your participation!

Please note that the Excel bundle has been extended, and that no more spaces are available in the April workshops, so please note the new workshop dates below. The Excel bundle includes the three workshops listed below, and can be purchased online at:

-------------> Register online now ($35 special expires on 4/18 at 5 pm Pacific Time)

• Workshop 1: Microsoft Excel Techniques, June 12, 9:30 am Pacific Time, 90 min
• Workshop 2: Advanced Excel PivotTables, June 24, 9:30 am Pacific Time, 2 hours
• Workshop 3: Excel Macros, July 29, 9:30 am Pacific Time, 2 hours

They are made available for a nominal registration fee of $35.00 (this includes all three workshops). This is a special offer and seats are limited. You can order up to 10 seats.

Once you place your order, and receive the confirmation e-mail, please forward the confirmation e-mail you receive to training@people-onthego.com indicating which of the three workshops you would like to attend, and if you order for a group of participants, please include the names and e-mails of the additional participants, and which workshops each participant would like to attend. As a result, you and the other participants will each receive their individual login information for the desired workshops (for the web and phone conference).

-------------> Register online now ($35.00 special expires on 4/18 at 5 pm PST)

PS: Please note that these workshops are also availale as corporate workshops. Feel free to e-mail us at training@people-onthego.com if you have questions, or if you would like to discuss bringing the workshops to your team.

We look forward to your participation!

Can I copy a Word Table into Excel? A question from one of our Microsoft Excel workshop participants

Can we convert text from a Microsoft Word Table into a Microsoft Excel worksheet? 

Good news.  The answer is yes.  Better news - it's easy!

To convert text from a table in Word, first select the table in Word, and then copy it using Ctrl C for instance (or selecting Edit, Copy from the menu). Please note that you can select the whole table easily by moving the mouse pointer to within the table until the square handle appears on the top left corner of the table, and then click on the handle:

   

Then swtich to Excel, and select the starting cell where you want the Word table to be copied to, and paste the Word table using Ctrl+V (or selecting Edit, Paste from the menu). Not only the Word table will be copied to Excel, but the formatting is preserved, and of course at this point, you might make some additional adjustments to column width or row height:

Learn more about our Excel online live workshops and other productivity workshops.

Submitted by Kim Silverman, VP of Productivity for People-ontheGo.  Kim facilitates online live workshops on increasing your productivity in Outlook/E-mail, Excel, Word, PowerPoint & Total Organization.

"The Macro Recording toolbar in Excel does not show up anymore" asked Bill

When you record a Macro in Excel, the Macro recording toolbar gets displayed, and enables you to stop recording, and use relative references if you wish. This toolbar looks like this:

What if this toolbar does not show up when you start recording a macro?

If this happens to you, and if you want to bring this toolbar back, then right-mouse click on any of the toolbars (after you start recording a macro), like the standard toolbar or formatting toolbars, and once the popup menu appears, click on the Stop Recording item which would enable the toolbar and display it again.

If you are interested in additional Excel tips and techniques, you can check our our Microsoft Excel Techniques class, the Advanced PivotTables class, and the Excel Macros class. They are available as online live workshops.

Lunch & Learn Webinar: "Managing Lists in Excel 2007"

The Microsoft Excel Techniques class and the Advanced Excel PivotTables class have been by far some of the most popular desktop application classes that we offer, and no wonder that the Managing Lists in Excel lunch & learn webinar has been one of our most popular lunch & learn webinars this year. Today, the Managing Lists in Excel focused on Excel 2007, demonstrating the new look & feel of Excel 2007, and the capabilities that allow Excel users to manage lists effectively including:

- Formatting
- Validation
- Named Ranges
- Sorting
- Auto-Filter
- Advanced Filters
- PivotTables Overview

Feel free to Download lunch_and_learn_excel_2007.pdf , and visit the complimentary lunch & learn webinars in the future. If you are interested in learning more about the Microsoft Office 2007 applications, please visit the online live Productivity Nano-Conference on July 31, 2007.

Lunch & Learn Webinar: Excel Macros in Action—Automating routine tasks and more!

While we have conducted several lunch & learn webinars about Excel already, including the Managing Lists in Excel and the Preparing Your Data for Excel PivotTables webinars, today was the first Excel Macros webinar, and from the enthusiasm of the audience, we can tell that this is an area that users are interested in and wanting to make use of in their daily work.

Excel Macros can be a great tool not only for helping automate routine tasks such as formatting a series of rows, printing a number of reports, or copying and updating summary data, but even to create Excel applications that can take user’s input via custom forms, and then use it to calculate and update worksheet data, as well as generate useful reports.

Feel free to check out our complimentary lunch & learn webinars schedule and the upcoming online public workshops including the Excel lineup (Microsoft Excel Techniques, Advanced Excel PivotTables, and Advanced Excel Macros).

Lunch & Learn Webinar: Managing Lists in Excel—Including an intro to Microsoft Excel PivotTables

Today’s complimentary lunch & learn webinar was about managing lists in Excel. Excel is the ideal tool for tracking lists whether contacts lists, registrations lists, customer service calls, or any list you can imagine. In today’s lunch & learn webinar, we explore the more advanced capabilities including sorting, filtering, advanced filtering, and eliminating duplicates in Excel lists.

In addition, we provided an overview of Excel PivotTables. When it comes to managing lists, Excel PivotTables provide a powerful reporting and analysis capabilities that can save you hours and provide you with valuable insights about your business.

Hope you will be able to join us in our upcoming lunch & learn webinars and the upcoming online public workshops and learn more about Excel and other office applications, and productivity tools.

Lunch & Learn Webinar: Preparing Your Data for Microsoft Excel PivotTable Reports

Today was our complimentary lunch & learn webinar  titled “Preparing Your Data for Microsoft Excel PivotTable Reports”. In addition to preparing the data for Excel PivotTable Reports, we ended up covering several key Excel PivotTable features including manual grouping. Excel PivotTables continue to fascinate me in their versatility and ability to easily answer important business questions.

In our Microsoft Excel workshops, I usually mention that most users use only a small percentage of Excel’s capabilities and Excel PivotTables are no exception. Our goal is to expose business users to additional capabilities, and help them take their skills to the next level.

One of the features we talked about today is “grouping”. If your PivotTable for instance is showing revenues by product and by location, and location happens to be in the row area (as shown below), you may want to group certain locations together based on how your business operates in the real world. Manual grouping allows you to do exactly that. If interested, refer to “How you can manually group your Microsoft Excel PivotTable entries to answer real business questions” for more details.

 

Hope you will be able to join us at upcoming lunch & learn webinars, and bring the People-OnTheGo training to your company.

How you can manually group your Microsoft Excel PivotTable entries to answer real business questions

If your PivotTable for instance is showing revenues by product and by location, and location happens to be in the row area (as shown below), you may want to group certain locations together based on how your business operates in the real world. Manual grouping allows you to do exactly that.

In this example, let us assume that you would like to group the locations as follows:

- Boston, New York, and San Francisco together as one group, and call it “National”
- Hong Kong, London, and Paris together as one group, and call it “International”.

The process is easy and consists of the following steps:

1. Select the Boston to San Francisco cells in the row area.

2. Right mouse click on the selected cells, and from the popup menu, select “Group and Show Detail” and then select “Group”.

3. Group1 is created as shown below, and now you can rename it “National” by clicking on the formula bar and editing the name.

4. Repeat the same process for the Hong Kong, London, and Paris locations. And rename this group “International”.

Here is the resulting PivotTable:

For more information on sorting, and adding subtotals, please visit the “Advanced Excel PivotTables” online live workshops we hold every month.