Excel for Success

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True or False

TRUE and FALSE Logical Tests

Learning Excel Logical tests - True False with INIT LearningExcel logical tests are an ideal way to test if something is true or false. Using the operators below will return a TRUE or FALSE:

=         Equal
>         Greater than
<         Less than
>=       Greater than or Equal to
<=       Less than or Equal to
<>       Does not Equal

The content of cells can be tested and returns the word TRUE or FALSE. TRUE and FALSE are “Boolean Functions”, and therefore TRUE = 1 and FALSE = 0

Sometimes it’s more beneficial to display a 1 or 0. This can be achieved in several ways:

  • =–(logical_test)
  • =(logical_test)/1
  • =(logical_test)*1
  • =(logical_test)+0

My Top Five Excel Shortcuts

Excel Shortcuts

My top Five Excel ShortcutsThese are my top five shortcuts I use while working on Excel. Depending on the work I am doing at the time my top five does change but this is how they stand at the moment.

Ctrl + D Duplicate cell above

Ctrl + ; Enter today’s date

Ctrl + 1 Open ‘Format Cells’ dialog box

Shift + F11 Add new worksheet

F12        Save As


Conditional Formatting in Excel

Help Focus the eyes with Conditional Formatting

Excel Conditional FormattingMicrosoft have made conditional formatting very easy with many preset formats. These are an ideal way to get started and will bring your spreadsheet to life and get the spreadsheet working for you. You can change the font and cell formatting based on the contents of cells. Many companies I have worked with use the Red, Amber and Green colours (traffic light system of colours). Red normally meaning some action needs to take place immediately, Amber showing that you need to keep an eye on the figures and Green is okay. There are so many ways that conditional formatting is used it would be impossible to list them all. If you sit at work changing colours to help highlight certain parts of your spreadsheet then you might find conditional formatting will save you time.

Remember to highlight the cells that you are going to conditionally format and then click the Conditional Formatting  command, from here you can make your choice from all the Microsoft presets or select New Rule to set your own rule and formatting/colours.

Most of the conditional formats are based on the contents of the cell being formatted; however, there is one choice where you can format cells based on other cells using a formula that is True or False.

Training or a course with this in is really useful as this really opens your Excel spreadsheet use and what you can get out of it.


Importance of Excel in Business

Importance of Excel in Business

The Importance Of Excel In Businesses Today

Excel has come a long way since it was released by Microsoft back in 1985. Despite it’s unquestionable importance it had at that time, many people and businesses are wondering if they should continue to use Excel or if there is a better tool that is able to replace it.

Keeping things short, there are many different tools that can, together, replace Excel. However, there’s no one single tool or software that is able to replace Excel completely.

Here are 4 reasons why you should continue to use Excel in your business:
#1: Most Businesses Use Excel:

Although you may think this isn’t a real reason (just because everyone’s doing it it doesn’t mean I need to do it as well), the truth is that it will be a lot easier when you need to share some data with another business. When you both use the same software, the data exchange will be quicker and easier.

#2: Excel Is A Lot More Than A Spreadsheet:

Besides being a spreadsheet, Excel is, above all, a problem-solving tool. Although accountants use Excel simply as spreadsheets, the fact is that Excel can and is used for many other things. You can use it to send out emails, lists that need to be reconciled with other sources, create information for PowerPoint presentations automatically, just to mention a few.

#3: Excel Is A Time Saver:

When you know how to use Excel, it can be a real time saver. However, this is one of the main problems that businesses have. Their own employees only know the basic stuff that Excel offers. Luckily, there are great Excel Courses that will teach them how they can take the most advantage out of Excel and still have a lot of time to do more important things.

#4: Looking At Your Data:

You know that there isn’t small data anymore when we’re talking about a business. There is data about every single aspect of your business that needs to be processed and analysed. This is one of the few software that is usually accepted when you need to import and analyse your data.

Excel is an amazing software that you can use that will save you a lot of time and will make your life easier. And this becomes especially true when you have a small or medium-size business. So, in case you or your employees don’t have a good knowledge of Excel (you just have the basics), make sure that you get you and them an Excel Training Course that will teach you how you can actually do everything you already do in less time, with a better quality, and still have time to do other important things within your business.

Ctrl Enter Tricks

Keep Active Cell on the same cell

This combination of keyboard keys is really useful. If you enter data, a function or formula and you wish the active cell to remain on the cell you are entering in,  hold the Ctrl key down and press Enter.

Enter a replica of text, numbers, formulas or functions across a selected range

Select the required range of cells and then enter the data in the active cell (the white one in the range) hold the Ctrl key down and press Enter.

Simple but effective use of the Ctrl and Enter keys

Excel in Business

Excel in Business
Excel Spreadsheets in Business

There are many uses of Excel at work:

Charts and Graphs

They say a picture paints a thousand words, I say a chart paints a thousand numbers. Excel charts are an ideal way to demonstrate comparisons, trends, proportions and so on without showing the numbers. Its all about selecting the right type of chart and how that is display. Presenting charts is a very powerful way to get a message across. The chart can add much more meaning to the data.

Data in One Place

Data from various sources can be brought together into one place or one report, making it easier to understand how the various parts of the company effect each other. It’s much easier to send one spreadsheet report or chart that shows everything than keeping them separate and then asking staff to understand. Learning how to import data, analysing it and displaying it in an easy to understand way really helps with decision making etc.

Formatting Data

Formatting data is an ideal way to help our eyes focus on the important parts of the data. Excel uses a great feature called conditional formatting that changes the format of the cells and font depending on the content. Data jumps out at you so you do not miss crucial information.


Of course we must not forget formulas that carry out calculations across the spreadsheet allowing one piece of data to change and updating all the associated data in a flash.

Uses of the spreadsheet

There are just so many reason companies use the spreadsheet, here are just some:

  • Stock control
  • Time sheets
  • Mileage record
  • Customer database
  • Holiday record
  • Project management
  • Company income and expenditure

Can you add more?

Welcome to Excel for Success

Excel for Success

VisiCalc SpreadsheetHi
My name is David and I have been working with spreadsheets for many years. I started to use spreadsheets virtually as they became available. using the various spreadsheets available at the time, like VisiCalc, Lotus 123, SuperCalc  and onto Microsoft Excel. From a training point of view there have been some interesting changes over the years. In my previous companies I worked for we started training accountants and administration staff. This moved fairly quickly to other vocational areas and finds me now training in just about all areas from builders, warehouse staff, engineers and the list goes on. It seems that most staff are analysing, manipulating, calculating and reporting data.

Since redundancy I decided to start my own business with the focus of training employees in the use of Microsoft products with Excel being the main course. I absolutely love doing what I doing. I get to meet some really nice people and never find myself not wanting to go to work. Excel just captures my interest so much and hope that comes across as I publish posts and of course while delivering training courses in Excel to businesses in the UK.