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Custom Excel Spreadsheets
United States
Приєднався 26 чер 2019
Custom Excel Spreadsheets is a spreadsheet development and consulting firm. Our channel is where we share tutorial videos for our available Templates, as well as how-to videos for using Excel in a business setting.
Data transformation Excel HACK to quickly distribute data from one column into many columns
In this video I introduce the INDIRECT formula in Excel and show how you can use it to turn thousands of rows of data from a single column into multiple columns. In this case, a client needed to split hourly temperature data exported from a sensor into individual columns for each day. Using the Indirect function in Excel we turned hours of data manipulation work into minutes with an automated approach that doesn't require vba programming.
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Don't forget to subscribe to our channel for more great content! ua-cam.com/channels/yAXwNXAH-js4yA5EhcjdHg.html
Follow us on social media:
CESpreadsheetswww.linkedin.com/company/custom-excel-spreadsheets
If you need help with a spreadsheet or have comments/questions, let me know in the comments below!
**************************************************************
Don't forget to subscribe to our channel for more great content! ua-cam.com/channels/yAXwNXAH-js4yA5EhcjdHg.html
Follow us on social media:
CESpreadsheetswww.linkedin.com/company/custom-excel-spreadsheets
If you need help with a spreadsheet or have comments/questions, let me know in the comments below!
Переглядів: 117
Відео
How to Create Financial Statements Using Excel
Переглядів 8 тис.5 місяців тому
This video is a step-by-step tutorial on creating essential financial statements for your business using Microsoft Excel! In this video, we'll guide you through the process of making a Profit & Loss Statement (Income Statement), Cash Flow Statement, and Balance Sheet. Whether you're a small business owner, entrepreneur, or accounting student, this tutorial will help you set up your financial st...
The BEST Way to Generate Quotes and Estimates for your Business
Переглядів 1246 місяців тому
In this video, I’m going to show you why you should stop using Excel Templates to generate quote forms or estimates for your business and what you should be doing instead. I’ll go over two different types of solutions for managing commissions that are much better than the free Excel Templates you can find online. This will be especially helpful to small to medium sized businesses in the service...
Calculate ANY Commission Structure in Excel
Переглядів 3 тис.7 місяців тому
How to set up any and every commission structure using Microsoft Excel. This video walks through how to layout and automatically calculate sales commissions for base rate, salary plus commission, draw against commission, gross margin, tiered commission and territory volume commission. Don't forget to subscribe to our channel for more great content! ua-cam.com/channels/yAXwNXAH-js4yA5EhcjdHg.htm...
Commission Tracking in Excel - Ultimate How-To Guide
Переглядів 1,3 тис.7 місяців тому
In this video, I show a detailed step-by-step guide on how to set up a commission tracking and sales commission management tool in Microsoft Excel. This is especially well suited for high ticket sales teams, agencies and coaches or consultants who need a fast, accurate, reliable and easy way to manage their team's sales and commissions. Don't forget to subscribe to our channel for more great co...
Automate Sales Commission Calculations Using Google Sheets
Переглядів 1,7 тис.7 місяців тому
Calculate your sales commissions in Google Sheets using this easy formula (XLOOKUP). This step-by-step tutorial will walk you through how to set everything up so that you can automate your commission calculations in Google Sheets. This method also works for Excel, so you can set this up in whichever spreadsheet platform you like the most. Don't forget to subscribe to our channel for more great ...
Automate Your Sales Commission Reports Using Excel - Generate Reports in Seconds
Переглядів 7538 місяців тому
Generating commission reports for your sales team is extremely valuable. In this video, I show two of the easiest methods for automating commission reporting using an Excel spreadsheet so you can have your reporting done in just a couple of minutes. Don't forget to subscribe to our channel for more great content! ua-cam.com/channels/yAXwNXAH-js4yA5EhcjdHg.html Also, check out our Commissions pl...
How to calculate sales commissions using Excel Formula
Переглядів 5 тис.8 місяців тому
Learn a simple and fast method for calculating sales commissions in Excel with this how-to tutorial that provides a step-by-step guide for generating commissions using an easy Excel Formula. This method works best for tiered commission calculations. Don't forget to subscribe to our channel for more great content! ua-cam.com/channels/yAXwNXAH-js4yA5EhcjdHg.html Also, check out our Commissions pl...
Excel Profit & Loss Tutorial: Add automated monthly and quarterly summaries
Переглядів 4,3 тис.Рік тому
Easy tutorial showing you how to view your Excel profit & loss statement monthly, quarterly and annually. In this video, we'll look at a quick and easy way to expand an annual profit & loss statement in Excel by adding fully-automated monthly and quarterly summaries. Part 1 where I show how to make the P&L Statement we start with in this video: ua-cam.com/video/oRGVBSmi7Iw/v-deo.html Don't forg...
Guide to Hiring an Excel Expert for Your Next Spreadsheet Project
Переглядів 314Рік тому
This video provides a comprehensive guide to hiring Excel and Google Sheets experts for your spreadsheet project. Instead of spending hours trying to learn how to do everything in Excel yourself, using this guide you can hire an Excel expert for your project in a matter of minutes. Once you realize you could benefit from hiring an excel freelancer or spreadsheet development company, the problem...
Delete Blank Rows in Excel FAST
Переглядів 48Рік тому
In this step-by-step tutorial, I'll show you how to delete blank rows by selecting all cells based on criteria you specify. Whether you are trying to remove blank cells or rows from your spreadsheet, or need to do something more complex like select all numbers ending in a specific integer, this method will help you clean up your data fast using Excel's built in Go To Special tool. Stuck and nee...
Tutorial: How to use SUMIF & SUMIFS formulas in Excel
Переглядів 726Рік тому
In this easy-to-follow tutorial, I'll show you exactly how to use the SUMIF and SUMIFS formulas in Microsoft Excel. These formulas are really easy to learn and are powerful tools for quickly summarizing datasets of any type/size in Excel. If you need help getting past a challenging problem in Excel or want to talk to one of our experts about building a custom spreadsheet for you, contact us at:...
How To Track Your Budget Using Excel And Save Money! Easy to Use and Make!
Переглядів 3652 роки тому
Need help tracking your budget? Using Excel, Its never been easier! CES shows you how, with this easy to use and make, beginners tutorial! Don't be fooled though, this can easily be scaled up for more advanced projects! Conditional Formatting video: ua-cam.com/video/K6-aw8xzLx8/v-deo.html Pivot Tables video: ua-cam.com/video/7KEA0aPJEtQ/v-deo.html Want more Excel tools, tips and tricks to help ...
5 TIPS and TRICKS to turn you into an Excel PRO!
Переглядів 1162 роки тому
5 tips and tricks that is sure you make you look like you know excel at job interviews, work, school or play. Take your excel game to the next level! Freeze cell video: ua-cam.com/video/SxZc6NEwgno/v-deo.html Want more Excel tools, tips and tricks to help you get the most out of Excel for your business? If you don't want to miss out on great content you won't find anywhere else, join us here: g...
How To Easily Calculate Mortgage Payments with Excel! Outsmart Your Lender and Save Major $$$!!!
Переглядів 422 роки тому
A easy method to simply and effectively, calculate your mortgage payment for your new home! Don't let your lender just give you a number, see how much money you can save today! Want more Excel tools, tips and tricks to help you get the most out of Excel for your business? If you don't want to miss out on great content you won't find anywhere else, join us here: go.customexcelspreadsheets.com/we...
How to use the Find/Replace tool in Excel: an easy beginners tutorial
Переглядів 692 роки тому
How to use the Find/Replace tool in Excel: an easy beginners tutorial
Concatenate (combine) cells in Excel: a beginners tutorial
Переглядів 772 роки тому
Concatenate (combine) cells in Excel: a beginners tutorial
How to create an EASY time stamp in Excel, NO VBA NEEDED! A beginner's tutorial
Переглядів 1,5 тис.2 роки тому
How to create an EASY time stamp in Excel, NO VBA NEEDED! A beginner's tutorial
HOW TO SET UP DROP DOWN MENUS IN EXCEL: Beginners Tutorial
Переглядів 3522 роки тому
HOW TO SET UP DROP DOWN MENUS IN EXCEL: Beginners Tutorial
VLOOKUP formula in excel, a tutorial for beginners
Переглядів 792 роки тому
VLOOKUP formula in excel, a tutorial for beginners
The secret alternative to VLOOKUP: INDEX/MATCH beginner excel tutorial
Переглядів 592 роки тому
The secret alternative to VLOOKUP: INDEX/MATCH beginner excel tutorial
How to make a Profit & Loss statement for any business using Excel
Переглядів 43 тис.2 роки тому
How to make a Profit & Loss statement for any business using Excel
Mastering IF functions in excel: a beginners tutorial
Переглядів 562 роки тому
Mastering IF functions in excel: a beginners tutorial
Excel basics: Math formulas, a tutorial for beginners
Переглядів 1332 роки тому
Excel basics: Math formulas, a tutorial for beginners
Freeze rows and columns in EXCEL: a tutorial for beginners
Переглядів 182 роки тому
Freeze rows and columns in EXCEL: a tutorial for beginners
How to sort Large Data sets in excel: a beginners tutorial guide
Переглядів 1,6 тис.2 роки тому
How to sort Large Data sets in excel: a beginners tutorial guide
how to utilize conditional formatting in excel, a tutorial for beginners
Переглядів 702 роки тому
how to utilize conditional formatting in excel, a tutorial for beginners
PIVOT TABLES in excel: a tutorial for beginners
Переглядів 812 роки тому
PIVOT TABLES in excel: a tutorial for beginners
Free Business Quote Template in Excel
Переглядів 16 тис.2 роки тому
Free Business Quote Template in Excel
Great videos - not seeing where you said I could download a copy of this particular spreadsheet.
Thanks! Just shoot me an email at Colton@customexcelspreadsheets.com and I’ll email it to you.
Thanks
Please send me a Quote form for my business
Just click the link in the video description and you’ll be able to download the file. Thanks for watching!
Great video, but for some reason the Category doesn't show up in my formula so I can't get this to work. I've even tried manually typing it in and it still doesn't pick up the numbers. Any suggestions?
Hey Stephanie, it’s hard to say without looking at it, but make sure the formulas are pointing to the right ranges (for criteria, summing, etc) and that the spelling etc is identical with no spaces or anything. Hope this helps!
@@CustomExcelSpreadsheets Thank you so much - I appreciate your help!
Thanks 😢
You’re welcome!
Soo helpful, Thanks for sharing 🙌
You’re welcome! Glad to help 🙂
thank you❤
You’re welcome!!
Thank you this was driving me nuts. You can also use this with a multi-status list. Just use a formula like this in each status. This one just shows a "Done" status. =CONCATENATE("Done"," - ",TEXT(NOW(),"MM/DD/YY h:mm:ss AM/PM"))
Thanks helps a lot
Glad to hear it! Thanks.
What about a tiered monthly commission based off annual sales? Example at the end of September you ended with $230,000 in sales. For your commission for the month of October you sold another $50,000, you receive 5% on sales up to $250,000 and 6% on everything over $250,000. Can you automate October to know that you receive 5% on the amount that gets you to $250,000 and then 6% on everything over? Maybe that’s confusing?
Yes, this can be done! Just need some creative formulas and the right layout. I can add this to my video queue but it will probably be a couple months out. If this is a significant problem you need to solve before then, feel free to reach out and see what it would take for my team to build it out for you. Colton@customexcelspreadsheets.com
You are amazing can you help me in preparing financial reports, cash inflows and outflows, cashflow forecasts, financial analysis and writing daily report. Mostly here all works are done in mas excel and i am finding dificulty in it. Is there any way you can help me on this.
Hi, thanks! Can you send me an email at colton@customexcelspreadsheets.com? This is definitely something we could help you with.
Automotive, thank you
Thanks! Hope this was helpful.
Great example! May I donwload it somewhere? Thanks :)
Hey David, thanks! Just email me at colton@customexcelspreadsheets.com and I'll send you the file I was working with.
What formula would I use if I need a signature automatically time stamped once the signature is entered? Signature is in F25 and time stamp is needed in K27.
Are you using the Signature tool in Excel (Microsoft 365)? To have a timestamp automatically recorded when another action is taken in Excel, you would need some custom vba code. Depending on how the signature is being entered it may be pretty simple code to implement.
You managed to quickly and clearly explain in under half an hour so many things I have been struggling with as an artist who is trying to run my own business. I have had so many conversations with accountants over the years, but they were so deep in their world that they even what they considered basic terminology made no sense to me (and I'm no math dummy, I actually loved doing psych stats, geometry, and calculus in college). But for some reason, the way math intersected with tracking business money never made sense to me. Today, I finally actually **understand** a P&L sheet but I also understand so many other concepts in business accounting and know so many more useful features in Excel. Thank you, thank you, thank you. I have been so frustrated for years. I could cry with relief. Definitely going to head here first for any Excel questions I have and hopefully, you have more accounting content for me to check out. You have my gratitude.
You are AMAZING thank you so much
Hey! Thanks for the kind words!
would you mind providing templates??
Sure! Just send me an email at colton@customexcelspreadsheets.com and let me know you need the financial statements templates.
Just discovered your channel, are you able to do a video or have a spreadsheet template for monthly cashflow forecast?
Hey! Check this out and let me know if this does the trick: How to Create Financial Statements Using Excel ua-cam.com/video/H5_L5WZ0RRE/v-deo.html
very helpful thanks, subscribed
How can I download this spreadsheet to practice formulas? I went to the website but did not find a spot to download, thanks!
Hey Emily, just email me at colton@customexcelspreadsheets.com and I can send you a file! Thanks for watching!
Nah you are to fast 😐
would like to know how to transfer these to use for my day to day operations
Hello! If you’d like to hop on a call to discuss how we can help you get set up and running with sheets like these for your business, just email me at colton@customexcelspreadsheets.com and I’ll get you set up!
Thanks so much for your videos!
You’re welcome! If you have any suggestions for videos you’d like to see me create in the future, just let me know.
Thanks! That worked well.
Glad it helped!
Thanks❤❤
You’re welcome!
U teached and say very fast, I can't understand much as a begginer.
Thank you so much for this AMAZING video, i liked and subscribed!
Thanks so much for the kind words! I’ve slowed down production temporarily, but should be putting out plenty more in the months ahead!
Hi, thanks for the info your giving us. Kindly attached for the clip that i can watch to creating financial statements to track my business health state
i do the sumif formula and it dont work, just say 0
If it is returning a 0 that means it isn’t finding any data matching the criteria you specify. This is typically caused by: (1) looking up a number in a column formatted as text or (2) some minor typo or difference in data such as an extra space. Hope this helps!
Dang i can't follow. I am a payroll specialist attempting to split commission 60/40 for my weekly payroll client to save me time and streamline the process for them.
Hey! Thanks for the comment. This sounds like something we could probably take care of for you pretty quickly. If you’re interested, just shoot me an email (colton@customexcelspreadsheets.com).
@@CustomExcelSpreadsheets Follow Up!..I kept listening and figured it out! I got the sheet out this am and the Client was really happy!!
Thank you for the insight
hello, the link doesn't work
Our hosting site had an error which has been resolved. Check back again in 24 hours and it should be up and running! Sorry about that.
Can you please email me this template the link does not work anymore
Our hosting site had an error which has been resolved. Check back again in 24 hours and it should be up and running! Sorry about that.
Another great video thank you! It would be awesome to have a link to your file to follow along. 🤗💃🕺
Thanks for the feedback! For future videos I’ll see if I can drop a link in the description to download the example file.
I wish this video was made several years ago. 😊🙏🙏
Glad you found it helpful! Hopefully better late than never :).
@@CustomExcelSpreadsheets With Excel, it's never too late to learn! :)
Super helpful- thank you! Do you do one- on- one consulting sessions?
Hey Jordan! Yes, actually our main business is one-on-one consulting. Just send me an email at colton@customexcelspreadsheets.com and I can give you more information on it.
I see you got set up with a consult so you should be all set! 🙌🏼 🙌🏼
Thank you.
Thanks a million please keep doing what your doing. I would love to see a video about charts!
Thanks, Austin! I’m planning to put out a video or two on the charts / dashboard within the next month, so stay tuned!
Love the content! Need some help with a spreadsheet can you help?
Thank you! As far as the spreadsheet help, absolutely. Just email me (colton@customexcelspreadsheets.com). Looking forward to it!
Thanks, a lot for this useful video, I am a linguist and I have been requested to send a quote I didn't know how to do that and shall I do it in Excel or what, then I watched your very useful and amazing video, thanks from Egypt
You’re welcome! Glad it was helpful. It’s neat to hear it’s impacting someone around the world!
Gracias 🎉
De nada! Glad you found it helpful
REALLY GOOD - thanks
You’re welcome!
So helpful thank you
You’re welcome, thanks for the feedback!
FANTASTIC - thanks
What about a combination of threshold and tiered. I.e. In one year you make 250k in sales, the first 120k is your threshold/ annual draw amount. So on the remaining 130k, the first 30k bracket is a 10% commission payout, the next 50k bracket is 25% commission payout and anything above 80k is paid out at 25%. Hopefully, I've made sense here. thanks
Jonny that’s a good one, thanks! I’ll have to make a separate video showing the setup on that one. Definitely doable, just have to combine a few concepts from this video and lay it out a little differently. If you haven’t already, hit subscribe and the notification icon so you’ll get notified once I’m able to publish the new vid.
@@coltoncauthen8696 Adding my comment here. In case this is posted.
i want to consolidate 5 different companies p/l which is in 5 workbook. compile in one workbook #6 in diff columns as Co.A,Co.B... how to do that?
Unless all the workbooks have identical layouts and very clean data, your best bet is going to be to set up the compiled workbook #6 then tabulate or copy/paste the data from the individual companies into it manually.
Please kindly do the visualization tutorials
Will do! Just make sure you are subscribed to our channel and have notifications turned on so you don’t miss it when it gets published.
@@CustomExcelSpreadsheets for me no difference from audio tutor.
good job sorry you can make me budget of computer shopping
Thank you❤
You're welcome 😊!
What is customer ID?
Customer ID would be any unique identifiers you use for your customers. If you don’t use a customer ID, it could be their name or email address as long as you don’t have 2 customers with the same info.