Introducing Advanced Formulas 30 Day Challenge – My new, free Google Sheets Course

I’ve just launched Advanced Formulas 30 Day Challenge, my latest course.

Advanced Formulas 30 Day Challenge

It’s 30 bite-size tutorials, each focusing on an advanced formula or technique.

If you feel like your spreadsheet knowledge has plateaued after the VLOOKUP, then this is the course for you. You’ll learn everything from classics like the INDEX-MATCH through to more exotic advanced formulas like SUMPRODUCT or MMULT.

Best of all, it’s free! That’s right, this one’s on the house. ๐Ÿ˜€

Start today, and up your spreadsheet game over the next 30 days.

Check out Advanced Formulas 30 Day Challenge here.

Running Total Array Formulas (using the MMULT function)

In this post we’ll look at how to calculate a running total, using a standard method and an array formula method. We’ll cover the topic of matrix multiplication (take a deep breath, it’s going to be ok!) using the MMULT formula, one of the more exotic, and challenging formulas in Google Sheets.

If you like video tutorials, here’s the one on MMULT:

This is a lesson from my latest, Google Sheets course on Advanced Formulas 30 Day Challenge (it’s free!).

Continue reading Running Total Array Formulas (using the MMULT function)

10 techniques to use when building budget templates in Google Sheets

It probably won’t surprise you to hear that I use Google Sheets to build financial/budget templates and track my incomings and outgoing, both at home and for my business.

The dashboards available through online banking sites are pretty rudimentary and don’t give me much insight into what’s happening with my finances, particularly over longer time frames.

I like using Google Sheets, as opposed to another third party service like Mint, because it’s fully customizable, it’s easy to use and I can share any spending or budget templates easily with my wife.

Credit Card budget template with Tiller

I’m not a financial expert, so I won’t be dispensing any financial advice here. I won’t opine on what you should or shouldn’t show in your spending and budget templates in this post, nor will I talk about what your financial goals should be or how to get there.

What I will do in this post however, is show you some useful techniques in Google Sheets that you can use for building your own budget templates. Techniques to make them more insightful and more helpful for reaching your goals. They are:

  1. Why are you doing this?
  2. Invest time little and often
  3. Get basic formulas dialed
  4. Leverage power of more advanced formulas
  5. Don’t reinvent the wheel! Google has specific financial formulas
  6. Use comments to record specific details
  7. Get all your financial data into your Google Sheet with Tiller
  8. Set budgets and highlight spend over the budgeted amount
  9. Build drop-down menus to show different categories in your reports
  10. Use words!

Continue reading 10 techniques to use when building budget templates in Google Sheets

Community Connectors: Access all your data in Google Data Studio ๐Ÿ’ฅ๐Ÿ’ฅ

GitHub commit dashboard, built with the new native data Community Connector
GitHub commits dashboard, built in Data Studio using a native Data Connector

Data Studio is relatively new dashboard tool from Google, launched in mid-2016. It’s a superb tool for creating professional looking reports, easily and quickly, and it connects seamlessly to other Google data sources (e.g. Analytics, AdSense, Sheets, …).

Here’s an introduction to Data Studio and a look at the more advanced features.

Do you work with data outside of Google’s ecosystem though?

I’ll go out on a limb here, and say, yes, most likely you do.

Perhaps you’re a digital marketing analyst looking at Facebook, Twitter, Instagram, MailChimp data (etc…) for example.

Many of us work with other web services and that data has been unavailable or difficult to display in Data Studio (requiring a sub-optimal workaround of importing it into a Google Sheet and connecting that to Data Studio).

Until now!

Well, with the launch of native data Community Connectors today, you can now connect to your favorite web services and access data that lives outside the Google ecosystem directly!

What is a Data Studio Community Connector?

Continue reading Community Connectors: Access all your data in Google Data Studio ๐Ÿ’ฅ๐Ÿ’ฅ

Filtering with dates in the QUERY function

If you’ve ever tried to filter on a date column in the Query function in Google Sheets, then you know how tricky it can be.

In a nutshell, the problem occurs because dates in Google Sheets are actually stored as serial numbers, but the Query function requires a date as a string literal in the format yyyy-mm-dd, otherwise it can’t perform the comparison filter.

This post explores this issue in more detail and shows you how to filter with dates correctly in your Query formulas.
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