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Household Budget using Microsoft Excel Course: Track Interest Rates, Expenses & Income

Learn how to use Microsoft Excel in our Beginners, Intermediate and Advanced Excel Training Courses

A household budget can keep you sane in times when major expenses are fluctuating. It is a requirement if you are applying for a housing loan and if you want to borrow to invest in an online business but it can also show you very clearly if you need to find new sources of income or get rid of some expenses.

If you have found yourself subscribed to too many online streaming services or software programs that you just don’t need or use your budget can help you identify those expenses.

Same goes with debt repayments for phones, household items or motor vehicles.

There are two budget templates in the Microsoft Excel Intermediate Training Course – one for your personal income and expenses and one for starting a small business.

Continue reading Household Budget using Microsoft Excel Course: Track Interest Rates, Expenses & Income
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Learn Microsoft Excel Beginners to Advanced for $1

Learn how to use Microsoft Excel Beginners, Intermediate, Advanced Training Courses video library for $1

It seems that we Aussies always get on the retail marketing bandwagon so here we go! For a limited time we’re making our full library of Microsoft Excel training course videos available for $1

To be fair, this gives us an opportunity to explore different ways of making our training available (digital marketing) and enables us to use some fantastic new technology.

Continue reading Learn Microsoft Excel Beginners to Advanced for $1

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EXCEL: Other Data Sources You Can Use to Create a Pivot Table

The latest versions of Excel are jam-packed with new features!

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How are your Excel skills? Brushing up or learning how to use Microsoft Excel as a business tool could see you brimming from ear to ear too.

WE’RE ALWAYS UPDATING OUR Excel training courses, and as we do so, we’re reminded of just how useful Excel continues to be for small business owners — particularly the latest versions of Excel which include a boatload of new features that make it easy to create and manage relational databases, which you can also use as the data source for a pivot table.

But supposing, for whatever reason, you don’t want to use an Excel database as your pivot table’s data source? Well, there are some other options to create a pivot table without manually entering the information into Excel first. Here are a few more data sources that you can use to create a pivot table in Excel.

Office data connection files

The office data connection (ODC) file extension was created by Microsoft and contains properties to connect to and retrieve data from an external data source. It contains a connection string, data queries, authentication information and other settings. Microsoft recommends that you retrieve external data for your pivot tables and reports using ODC files.

External relational databases

If, for instance, you’re using another relational database program, like Microsoft Access or Filemaker Pro, you can also import data directly from these programs into your pivot table, rather than manually entering the data into an Excel worksheet. In the case of connecting data from an MS Access database, you can do this quite simply by selecting Access from the ‘data source’ dialog box. For all other external databases, you would select the ‘from other sources’ dialog box and follow the steps in the data connection wizard.

Using another pivot table

Each time that you create a new pivot table, Excel stores a copy of the data for the report in memory, and saves this storage area as part of the workbook file. To use one pivot table as the source for another, both must be in the same workbook. If the source pivot table is in a different workbook, copy the source to the workbook location where you want the new one to appear. Keep in mind that when you refresh the data in the new pivot table, Excel also updates the data in the source pivot table, and vice versa. When you group or un-group items, or create calculated fields or calculated items in one, both are affected.

Create a database in Excel first

The easiest and most efficient way to create a pivot table is to create a database in Excel first. Here, you can update and manage as much information about your business — including customer data and financial data — and then use that as a data source for a pivot table.

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Creating databases and pivot tables are part of our advanced Microsoft Excel training course, but you can start your Excel journey with our FREE beginners’ Excel course. Read more about our beginners, intermediate and advanced Excel training courses on our website, or enrol to start learning by 5pm tomorrow!


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Our Xero online training courses include EVERYTHING for ONE LOW PRICE. Furthermore, if you select our Lifetime Membership option, you’ll have LIFETIME access to our ongoing course updates. All EzyLearn courses are accredited by the Institute of Certified Bookkeepers (ICB) and can be counted towards Continuing Professional Development (CPD) points. Find out more about our Xero online training courses. 


 

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Using Excel for Client Databases

Excel does great CRM

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Managing large amounts of client and business data is not only possible, but also something you can learn fast and with ease with the help of our comprehensive range of online Excel training courses – covering all skills levels.

MICROSOFT EXCEL IS THE most widely-used spreadsheet application in modern computing. It’s ubiquity means most people use Excel on a regular basis, despite never having had any formal training in its many, many, MANY functions.

While updating the content for our Excel training courses recently, we were reminded of just how powerful Excel remains, and in particular, how useful it is for small businesses.

With its 2013 release, Excel got a serious update, which made it the perfect application to create and manage client and customer databases. Although there are many CRMs available on a subscription that provide the same functions of a database created in Excel, just in a more visually appealing format, they often lack reporting and analysis functions, requiring you to export your data in a Excel sheet anyway.

Flat file databases

Excel’s original ‘flat file’ database still remains the easiest and most basic database to set up and manage, and depending on your business and how you’ll use your database, a flat file database may be all you’ll ever need. If set up correctly, a flat file database will allow you to easily import your customer data into Word, your accounting software, an email marketing service, and so forth.

Relational databases

A relational database is a database that’s structured to recognise relations among the information stored in them. Microsoft offers a relational database program, called Access, which is available with Microsoft Office Professional or higher, or can be purchased separately.

Alternatively, you can create your own relational database in Microsoft Excel, providing you have the 2013 version or newer. When Excel got its update in 2013, it became easier to link charts and cells and to perform searches — all essential features if you’re working with large amounts of business data.

Correct Excel set up is crucial

Once Excel has been set up, it’s as easy as it is powerful to use. Of course, the key is to set it up correctly, so you can avoid errors or having to re-enter large amounts of data to make the format suit another third party software application.

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Creating and managing databases is included as part of our Advanced Microsoft Excel training courses — and you receive access to ALL OF OUR COURSES, including ALL SKILLS LEVELS for ONE LOW PRICE. You can even start your Excel journey with our FREE Beginners’ Excel Course Workbook. Read more about our beginners’, intermediate and advanced Excel training courses on our website, or enrol to start learning by 5pm tomorrow!


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Learn Microsoft Excel from scratch or brush up your Excel skills, at your own pace, with our affordable Excel online training courses — where you get THE LOT (that’s 9 courses in total) for ONE LOW PRICE — everything included! Volume corporate discounts are available and our courses count towards CPD Points.


 

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What’s New in MS Office 2013? Here’s a Quick List

Frequent updates and infrequent use of software like Excel can really leave you stumped - that's where Lifetime Membership comes in real handy!
Frequent updates and infrequent use of software like Excel can really leave you stumped – that’s where Lifetime Membership comes in real handy!

At EzyLearn we offer online training courses for MYOB — the #1 Cloud-accounting software — but did you know we also offer training in Microsoft Excel and Word?

Just as we do with our MYOB training courses, we also offer Lifetime access to our MS Excel and Word training courses, which means each time Microsoft releases a new version of MS Office, we update our course content so you’re always totally up to date with the latest versions of Word and Excel.

Keeping Excel in Your Memory

Let’s be straight up here; once you get the hang of Word you probably won’t need to refer back to our course content all that much. Excel, on the other hand, is a different ball game.

In many ways Excel is a lot like algebra or a foreign language: if you don’t use it often, you’ll forget it. Sure, you’ll remember bits — J’adore Dior! E = mc2! — but you’re likely to struggle through your day-to-day if it’s something you rely on heavily at work.

Because many people use accounting software like MYOB, their use of Excel is fairly infrequent. For instance, suddenly trying to create a PivotTable will probably leave most of us stumped! And let’s not forget that by the time most users have mastered how to create macros in their worksheets, Microsoft will have released a new version of MS Office and we’ll be back to square one again. This, in large part, is a key reason why we offer Lifetime access to our training courses— because we, just like you, also forget stuff.

New Features in New MS Word and Excel (in a Nutshell)

Now that Microsoft has released their highly anticipated MS Office 2013, it’s likely you won’t be able to find the ‘Paste Special’ button again, so we’re updating our course content to reflect the new changes.

Here’s a low-down on some of the new features in the new MS Word and Excel:

Word:

  • Open and edit PDF files in Word – finally! Gone are the days of having an additional piece of software installed on your PC to enable this.
  • Threaded review comments
  • Read mode with page turning
  • Alignment guides – hallelujah! Why have they never had this before!
  • Placeholder

Excel:

  • Quick analysis
  • Flash fill – we’ve always had this to an extent, but flash fill just got a whole lot more intelligent!
  • PowerView – for the real Excel pro, but still a welcome addition.
  • New PivotTable tools
  • Improved functionality when opening new Excel windows
  • Recommended PivotTables and charts
  • New chart controls
  • Get a link
  • Publish Excel data to social media – we don’t recommend using this often, because snore. But it’s still great if you want to quickly share your yoy sales results with your Twitter followers or Facebook friends.

So whether you’re using MS Office 2013, 2010 or prior, if you’ve forgotten how to do a VLOOKUP, it’s time you educated yourself in the mystery that is Excel — enrol in one of our Microsoft training courses today!

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Will the Self-Education Cap Deter You from Further Study?

Online study is flexible and cost effective.
Online study is flexible and cost effective.

For a country that has long considered itself the “clever nation” — the land responsible for the cochlear implant, the hills hoist, and the black box flight recorder — the Federal Government’s proposed $2,000 cap on self-education expenses seems a little surprising.

The Government announced the self-education cap two weeks ago and since then, speculation has been rife that the cap will deter employees and businesses from undertaking further study.

Annette Tsouris, Director of Studies at Australian Workplace Training has been quoted in the website, Smart Company, as saying that though the $2,000 cap was reasonable, for people currently employed and looking to up-skill, “the average price of a course is around $3,000.” While the cost of post-graduate studies at university usually run into the tens-of-thousands.

Online Training — The Cost Effective Alternative

Of course, costly face-to-face study and post-graduate degrees aren’t the only learning methods available. Online training courses — in all kinds of areas for instance, MYOB, Excel and WordPress — have become popular, not just because of their flexible delivery method, but because online study companies don’t have the same overheads as face-to-face institutions and can offer courses at considerably lower prices — the average cost of an online training course at EzyLearn, for instance, is less than $270!

Although the cap on self-education expenses could do well to be a little higher — $5,000 per person, say — the cap itself won’t deter people from further study; from gaining the power of knowledge. It will only serve as an impetus for individuals and businesses to investigate other non-traditional learning options, such as online study and training methods.

Our Online Courses Below the Cap

For budding entrepreneurs or individuals seeking the skills to start their own business, or to manage a small business, our Small Business Management course is currently only $1,397 — well below the proposed cap.

We have reduced the price of our Small Business Management course, which is usually more expensive, for a limited time to allow you the opportunity to gain the necessary skills you need to start their own business or gain employment managing a small business without exceeding the self-education cap.

Take advantage of this great offer now and enrol in our Small Business Management course; discover the valuable skills you need to successfully manage a small business, including writing a business plan, conducting market research, legal and risk management, and much more!

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MYOB Training: Exporting MYOB Data for an Excel Mail Merge

MYOB Training Course Exported Accounts list

We recently created 9 new training videos for our online MYOB training course and one of them demonstrated how to export and import data from an MYOB training company datafile. Exporting and importing is used to extract transaction and sales information and also customer or supplier card files from MYOB to use with Microsoft Excel in performing mail merges.

We have included the simple accounts list that we use in our online MYOB bank reconciliation course as a file you can download and open up in Notepad or Microsoft Excel. The image above shows what the file looks like when opened up in Notepad. It’s called a TAB-DELIMITED text file and this example includes a header record that gives you the name of each field (column)

ACCOUNTS

If you want to learn more about TEXT format (including CSV – comma separated values) files and how to manipulate this type of data using Microsoft Excel, take a look at our Microsoft Excel course 307 (visit this link and scroll down until you see the course contents of course 307: http://ezylearnonline.com.au/courses/microsoft-excel/excel-course-outline-2/).

If you need training on Microsoft Excel and data storage types you’ll be thrilled to hear that this course is one of 9 courses that are all included for one low price and LIFETIME student membership at the EzyLearn online Microsoft Excel course. Click here to enrol.

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FREE Computer Software Training online for your community group

Computer software training is now available online for free. The video, training workbooks and exercises are created by Steve Slisar and EzyLearn and you can now enjoy the whole experience in your own home or office for no charge.

http://www.freecomputertraining.com.au

There is a tour at the website that shows you exactly how to use all the training tools available to you and shows you how to register for free.

This is the ideal training tool for schools to use to teach students or even make parents aware of it. It is also a good computer software training tool for seniors groups or other community groups or even experienced computer users to help members of their family like mums or grandparents.

Make sure you subscribe to our FREE Computer Training Newsletter to be kept up to date with new training placed online or Government funded training initiatives.