Category: Microsoft Excel

  • Stop Excel from opening “Book1”

    This #TipTuesday post is about a minor irritant which is how to stop Excel from opening a blank workbook and enable the start screen instead. (continue >)

  • Power BI, Excel & GP – SQL sources

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    Today’s post combines the topics of the previous two posts and moves into Power Query to connect to SQL directly instead of connecting to static, exported SmartLists or flat files. Previous posts in the series Introduction Starting from scratch Data Access What this post covers In this post, I am using the same context of… (continue >)

  • Power BI, Excel & GP – Data Access

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    The third post in the series, discussing data access considerations and options to securely handle your data in a report. (continue >)

  • Power BI, Excel & GP – Starting from scratch

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    The first part of my series around Power BI, Excel & Dynamics GP begins with some of the basics, and a way to start learning Power Query, starting from scratch. From my experience, an audience that is often overlooked is users who want to learn more or improve their skills but don’t know where to… (continue >)

  • Power BI, Excel & Dynamics GP

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    Soon I will be starting a new series of posts around Dynamics GP and how to get data out of it with Power BI or Excel via Power Query. There is no shortage of reporting options available for Dynamics GP customers, with many ISV (3rd party) products out there to augment some out-of-the-box options (Report… (continue >)

  • Excel – where did my workbook go?

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    A #TipTuesday post about Excel and hiding workbooks. (continue >)

  • Excel Background Refresh & Pivot Tables

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    A post about Excel and the Enable Background Refresh setting as it relates to Pivot Tables. (continue >)

  • SmartList Export Options

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    A tip about using the Export Options feature in Dynamics GP to automate some of the Excel steps after exporting a SmartList. (continue >)

  • How to copy budgets

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    Today’s #TipTuesday comes courtesy of a question on the GPUG open forum about how to copy a budget in Dynamics GP. Method #1 – Export/Import The method described in one of the thread answers is exporting the budget to be copied and then importing it back in with a new Budget ID. Does it work?… (continue >)

  • Excel tip – is X in the list?

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    Today’s #TipTuesday is a detour from my recent SmartList tips for Dynamics GP, and I’m going back to Excel for this one. I have been working on a project recently where some data validation is needed to ensure that user-entered data on some forms is valid. I want to have some visual validation for Accounting… (continue >)

  • Excel Navigation tips

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    Today’s #TipTuesday is yet another Excel tip. This one is about navigation, and some tips around things I use every day when I’m working in Excel. Some of these are particularly useful for Excel users to get a set of data ready for an integration, which often is the world I’m living in. Sometimes I’ve… (continue >)

  • Excel’s hidden gem – IFERROR

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    This #TipTuesday post explains the fantastic formula IFERROR and how it can help return meaningful data to users. (continue >)

  • Excel VLOOKUP – numbers as text & vice versa

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    This #TipTuesday is about looking up numbers in text and text in numbers when the data types are not matching. (continue >)

  • Excel tip – “corner” copy

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    This #TipTuesday post is about one of my favourite shortcuts in Excel: “Corner Copy”. (continue >)

  • Excel Paste Special – Operations

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    This #TipTuesday post is how to Paste Special with a multiply or divide operation to quickly change the sign on a set of data. (continue >)

  • Excel tip – copy & paste unique values

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    This #TipTuesday is for Excel users, and it is a tip about how to copy and paste only the unique values from a list. (continue >)

  • Flash Fill in Excel

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    Today’s #TipTuesday post is a Microsoft Excel tip, instead of the usual Dynamics GP tips! I do have a tie-in to Dynamics GP on where users could use this in a pinch in GP from an exported Smartlist, at the end of this post! Flash Fill came out in Office 2013 (as far as I… (continue >)

  • Upload Pending issue in Excel with OneDrive

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    This post is about the annoying “upload pending” issue in Excel with OneDrive. (continue >)

  • Cool Excel Tip – dates without holidays included

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    Have you ever wanted to put a schedule together in Excel with planned dates for something over a period of time, and then manually reviewed the formula, to change dates so they didn’t fall on a holiday? A client of mine prepares a billing schedule a year in advance where they have to incorporate certain… (continue >)