Excel Tips: 7 habits to better Excel files

Описание: Learn how to design better Excel models by applying principles from classic self-help book The Seven Habits of Highly Effective People.

00:23 7 Habits book and Excel both released in 1980’s.
00:43 7 Habits included in the Time magazine Top 25 Influential Business Management books.
01:43 First habit – seek first to understand – questions to ask.
02:35 Next habit - first things first.
02:48 Eisenhower Matrix - urgent vs important.
04:30 Create a specification and pass it through your AI platform.
04:58 Next habit - begin with the end in mind.
05:25 Solution may not be Excel - it might Power BI.
05:50 Excel as a prototype or “proof of concept”.
06:09 Next habit – be proactive.
07:30 Macros (VBA) not dead – automation options enable easier delegation.
08:05 AI platforms can write useful macros for you.
08:20 AI can also assist with writing formulas and functions.
08:30 Power Query, the data model and Power Pivot are also part of Power BI.
09:00 Build in validations, use drop-down and handle errors in formulas and macros.
09:50 Next habit – synergise – can the data be used for other things.
10:30 Some organisations ban Macros for security reasons.
11:25 Next habit – sharpen the saw – based on a story in the book.
12:24 Abraham Maslow quote.
13:23 Last habit – think win-win.

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