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I have learned many tips and tricks in my years of using Active Planner and I want to share them with you. This collection of training videos will provide the tips and tricks I use to speed up my work in Active Planner and to make my efforts more efficient.
In this video, I will show you how to copy/paste account numbers from Excel to Active Planner, something I do on a regular basis. Length 8:24
In this video, I will show you how to copy/paste Dates from Excel to Active Planner. It requires a small change to the default date format in Excel, but it is easy to do as you'll see in this video. Length 7:18
In this video, I will show you how to copy/paste Values (numbers or cell formulas that compute a number) from Excel to Active Planner, something I do on a regular basis. Length 3:43
In this video, I will show you the trick to copy/paste Formulas from Excel to Active Planner. Sometimes the customer I am working with has already created a very robust Excel file with complex formulas to compute the budget values and they want to use the same formula in Active Planner. This video shows you how it can be done. Keep in mind that not all Excel functions are available in Active Planner and Active Planner has many budget specific formulas that do not exist in Excel. Length 5:00
Template Derivative Definition in Excel
In this video, I will show you the tricks I use to create and maintain Template Derivative Definitions in Excel. Length 6:58
In this video, I will show you the tip of how to easily document your global formulas. Length 3:00
In this video, I will show you the tip on how to enter account ranges. Sometimes our accounts include alpha characters and spaces. Entering a range of 000 thru 999 will miss spaces and alpha characters. Learn how to enter the account range to include these. Length 8:48
Tricks When Using Excel for Database Queries
In a previous training session we learned how to use Database Query Formulas to retrieve data from Excel files, but this only works when the Excel data is nicely formatted in a tabular layout, which often is not the case. In this video, I will show you many tricks that I use easily put the raw data into a nice tabular layout. We also deal with the issue of inconsistent data types. Length 21:00
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