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POWER Excel Training – Fort Myers, Florida – July 24, 2014

written by "Smitty"

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I’m happy to announce that I’ve been invited to speak at the IMA conference in Fort Myers Florida on July 24.  (IMA – Association of Accountants and Financial Professionals in Business).

Our full-day session will cover how to make Excel work for you vs. you for Excel.  If you spend your life in Excel, than this training will save you at least 50 hours per year!  I actually got to a point where I automated a 40-hour a week job into the first 10 minutes of my day on Monday mornings, and I’ll show you how to do that!

The event is open to anyone and you can find sign-up details here: POWER Excel Training

If you need it, the course also qualifies for 8 CPE credits!

Here’s the day’s agenda:

Morning Course Description: Power Excel 8:30 AM to Noon (continental breakfast included)

– Learn fantastic tips and tricks to speed up your daily Excel usage
– Create Charts with 1-Click!
– See how to apply multiple levels of Sub-Totals to thousands of records.
– Explore Excel’s Data Tables and Structured References
– Quickly remove Duplicate Data and create Sample sets
– Add visual clues to data with Conditional Formatting and Sparklines
– Learn to use Data Validation Lists and AutoFill
– Deal with missing data (a frequent headache with database reports/queries from corporate systems)

Afternoon Description: Advanced Data Analysis Using Excel 1:00 PM to 4:30 PM
– Explore the power of Pivot Tables for Data Visualization and reporting
– See how to use Slicers and Timelines for creating self-service reports
– Dealing with Text Functions (FIND, RIGHT, LEFT, MID)
– Understanding when and when not to use IF statements, including AND, OR and NOT-
– Conditional IF statements (COUNTIF(S), SUMIF(S), AVERAGEIF(S)).
– Dealing with formula Errors
– Set up dynamic VLOOKUPs that can automatically adjust
– See the power of INDEX/MATCH to perform reverse and multi-dimensional lookups.
– Explore PowerPivot, one of the most exciting new tools Microsoft has released

And time permitting, we’ll talk about VBA (Visual Basic for Applications), which is the underlying programming language behind most Office applications. It allows you do things like create customized reports on the fly and send them via Outlook all while you get a cup of coffee!

I look forward to seeing you all there!


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Excel AMA on Reddit – April 4, 2014

written by "Smitty"

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Come join the Microsoft Excel Development team on Friday, April 4 at 1:00PM (PST) for the first Excel hosted AMA (what is an AMA?  Yes, this will be run by the folks who actually work on developing and maintaining the Excel application!

Microsoft depends heavily on user feedback when they’re developing new features for the product, so this is your chance to talk directly to the team, and this is the first time they’re interacting broadly, and in real-time with Excel users at large.

Dan Battagin, Program Lead extraordinaire, and his team at Microsoft will be starting a thread on at 12:50 PM PST, and they want to hear from you, so please take time to participate.

I can tell you that having the opportunity to interact with the Excel development folks at Microsoft is always a real treat, and one that shouldn’t be missed if possible.

OK, so Dan couldn’t resist having a bit of fun…







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Introduction to VBA/Excel Programming – Free Online Course

written by "Smitty"

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Dr. Paul Nissenson, from CalPoly Pomona’s Mechanical Engineering Department, will be offering a free online Introduction to VBA/Excel Programming course through the university.  The 10-week course begins April 1, with enrollment though April 4, and a final exam available from June 7-11.  Non-CalPoly Pomona students with a passing grade will receive a certificate of completion from CalPoly.

Course Overview:

Introduction to VBA/Excel Programming

In this free 10-week online course, you will learn the fundamentals of computer programming using the Visual Basic for Applications (VBA) language in Microsoft Excel.  Although many homework problems deal with mechanical engineering concepts, no prior knowledge of programming or engineering is required to succeed in this course.  You can self-enroll by clicking on the link below.

Upon completion of this course, you will be able to get more out of Excel by writing your own computer programs in the VBA language.  Even more importantly, you will understand the logic of programming, enabling you to learn other computer languages rapidly in the future.

Software requirements: for PC’s, Excel 2007 or later.  For Macs, Excel 2011.

Enrollment Period: January 20-April 4
Early preview of course material: March 15
First day of class: April 1
Final Exam: June 7-11 (the Final Exam can be taken any time during this period)

Here’s a link if you’re interested:





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Mastering Excel for Analytics Success (with 20% off!)

written by "Smitty"

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Do you want to make Excel work a little harder and faster for you? Do you spend way too much time forcing Excel to bend to your will instead of automating reporting and performing valuable analysis and discovery work? Are you positive that there are better ways to spend your time than manually formatting and configuring your data in Excel? Finally, are you anywhere near the Bay Area?

If so, then you can spend a day with Microsoft MVP’s Jordan Goldmeier and Zack Barresse at the eMetrics conference in San Francisco on Thursday, March 20, 2014.

It’s not a day-long review of Excel’s over 300 formulas and funcitons, but an opportunity to get hands-on, down and dirty with two experts who are passionate about Excel. Whether you get lost in nested formulas, have never worked on a Pivot Table or are a master of macros, you will walk away from this workshop armed with more methods for manipulating data in Excel than you knew existed.

•Capitalize on Pivot Tables
•Control Filters with finesse
•Correct common error messages
•The new face of Business Intelligence
•Conduct 300 million rows in Excel like a boss

Come to this workshop with a laptop full of data and these two Microsoft Excel MVP’s will show you how to overcome the obstacles that are holding you back on a daily basis. If you’re ready to learn how to break old habits, develop new skills and gain a whole new appreciation for the familiar old tool you take for granted then you need to spend some time with these guys.. Get a glimpse into the newest plug-ins that can help you make smarter marketing decisions and save time. Some are sure to impress your co-workers and boss.

I’ve worked personally with Jordan and Zack, and can guarantee that you will walk away with a newfound passion for Excel and putting it to work for you.

If you want to learn more, you can check it out here:

Seats will be limited, because these guys are GREAT!  And if you use this Offer Code: EMSSF1415 – you’ll get 20% off.

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Welcome to, your one-stop for solutions concerning anything from beginner to extremely advanced Microsoft Excel issues and programming. Topics covered include Excel, Access, VBA, and (every now and then) some amazing observations or "Smitticisms" that might dumbfound you and send ripples of excitement or intrigue around the world.



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