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00:00:00 Track who owes you how much and  for how long and also how much you owe to others. This is the latest version  of my accounts receivables and payables tracker with a bunch of powerful  new features. So let's check it out. Hi everyone. Welcome to this latest  version of my accounts receivables and payables tracker. This tracker now has dashboards  to give you a bird's eye view of who owes you how much and for how long. You have a main  dashboard which shows you Accoun

Overview In this session, we will build a fully functional invoice template in Excel. By the end of this exercise, you will be able to: Design a professional invoice layout Use formulas to calculate totals and VAT Apply conditional logic Format a clean business document Prepare a reusable invoice template STEP 1 – Set Up the Workbook Open Excel. Click Blank Workbook . Save the file as: Invoice Template Training.xlsm (If using macros, save as .xlsm. If not, .xlsx is fine.) Re

Macros in Excel are used to automate repetitive tasks . Instead of performing the same steps repeatedly, a macro records your actions and allows you to replay them with a single click. Macros save time, improve efficiency, and reduce manual errors. What Is a Macro? A macro is a recorded sequence of actions stored in Excel using VBA (Visual Basic for Applications) . When you record a macro, Excel captures every click, format change, and command you perform — and turns it into

An Excel Dashboard  is a visual summary of key information, designed to present data clearly and quickly. Instead of scrolling through rows of numbers, a dashboard displays charts, totals, and performance indicators all in one place. Dashboards help turn data into decisions. What Is an Excel Dashboard? A dashboard is typically a single worksheet that includes: Key performance indicators (KPIs) Charts and graphs PivotTables or summary tables Slicers for interactive filtering C

Power Query  is one of Excel’s most powerful tools for importing, cleaning, and transforming data. It allows you to automate repetitive data tasks and prepare large datasets quickly and accurately. If you regularly copy, clean, or combine data, Power Query can save you hours of manual work. What Is Power Query? Power Query is Excel’s data transformation and automation tool. It allows you to: Import data from multiple sources Clean and reshape messy data Combine multiple files

PivotTables are powerful on their own — but Advanced PivotTables  take your data analysis to a professional level. They allow you to perform deeper analysis, create dynamic reports, and build interactive dashboards with ease. If you work in finance, operations, or reporting, advanced PivotTable skills are essential. What Makes a PivotTable “Advanced”? Advanced PivotTables go beyond simple totals. They include features such as: Calculated Fields Grouping (Dates and Numbers) Cu

The SORT  function is a modern Excel formula that allows you to sort data automatically using a formula. Unlike manual sorting, SORT creates a dynamic, live version of your data that updates whenever the source data changes. It’s a simple but powerful tool for building professional reports and dashboards. What Does the SORT Formula Do? SORT arranges data in ascending or descending order based on a column or row you specify. For example: Sort sales from highest to lowest Arran

The UNIQUE  function is a modern Excel formula that extracts distinct values from a list. It allows you to remove duplicates automatically and create clean, dynamic lists without manual sorting or filtering. If you work with large datasets, UNIQUE is a simple but powerful tool. What Does the UNIQUE Formula Do? UNIQUE returns a list of values that appear only once in a range — removing duplicates automatically. For example: Generate a list of unique departments Extract distinc