Tag: Productivity

bookkeeping template image

Small Business Bookkeeping Template | Excel Spreadsheet | Financial Tracker | Profit & Loss | Income Expense Tracker | Digital Download | TWO FREE BONUSES

Posted on by Bb
bookkeeping template image
bookkeeping template preview

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Transform Your Business Finances in Minutes – Not Hours!
Stop losing sleep over messy finances! This comprehensive bookkeeping template is designed specifically for small business owners, entrepreneurs, and freelancers who want to take control of their money without the headache.

✨ What You Get:
Complete Excel Bookkeeping Template Spreadsheet with 9 pre-built worksheets
Easy Setup Guide – just fill in your business details and go!
Income Tracking for multiple revenue streams (Shopify, Amazon, Etsy, consulting, etc.)
Expense Categories covering all business costs
Monthly Profit Goals with automatic calculations
Annual Overview for tax preparation
Inventory Management system
Materials & Products tracking
Sales Tax calculations

🎯 Perfect For:
Etsy sellers & online shop owners
Amazon FBA sellers
Freelancers & consultants
Service-based businesses
E-commerce entrepreneurs
Anyone tired of shoebox accounting!

💪 Why This Template Works:
✅ Plug & Play Ready – No complex formulas to figure out
✅ Comprehensive Coverage – Income, expenses, profit goals all in one place
✅ Tax-Time Friendly – Organized for easy tax preparation
✅ Scalable – Grows with your business
✅ Time-Saving – Set up once, use all year
✅ Professional – Clean, organized layout

🚀 Benefits You’ll Love:
Save 10+ hours every month on bookkeeping
Never miss a deduction with organized expense tracking
Set and track profit goals monthly
Low stress tax season with organized records
Make better business decisions with clear financial data
Professional presentation for investors or loans

📋 What’s Included:
Setup Sheet – Quick entry of accounts and goals
Income Tracker – Multiple revenue streams
Expense Manager – Add as many categories as you need
Monthly Overview – Profit/loss at a glance
Annual Summary – Year-end totals
Sales Tax Tracking – Breakdown by month
Inventory Tracker – Stock management
Materials Cost – Inventory and cost tracking
Products – Item inventory management

💻 Technical Details:
File Format: Excel (.xlsx) – works with Excel
Instant Download – No waiting!
Lifetime Access – Download anytime
Commercial Use – Use for your business
No Macros – Compatible with all versions of Excel
Compatible with Google Sheets & Numbers, but works best in Excel 🙂

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Don’t leave money on the table! This comprehensive checklist covers 80+ often-missed business deductions that could save you hundreds or even thousands on your taxes.

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Don’t just track your numbers – understand them! This professional template helps you analyze your financial data and create action plans for growth. Turn your bookkeeping into business intelligence!

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Stop procrastinating on your accounting! This bookkeeping template helps many small business owners get their finances organized and profitable.

💬 What Customers Say:
“Finally, a bookkeeping system that actually makes sense! Set up in 15 minutes and saves me hours every month.” – Sarah K.
“Perfect for my Etsy shop. Love how it tracks everything I need for taxes.” – Micah D.
“I wish I had this template when I started my business. Would have saved me so much stress!” – Keiko L.

📞 Questions?
Send a message here on bonbonsguide.com or Etsy if you have any questions about the template!
⚡ Instant Download – Start Organizing Today!

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🏷️ Tags: bookkeeping template, excel, financial planner, profit loss tracker, income expense sheet, business accounting, etsy seller tools, tax preparation, budget tracker, small business, bookkeeping tool, simple bookkeeping, easy bookkeeping, amazon fba tracker, freelancer finances, entrepreneur tools, business spreadsheet, accounting template, financial organizer, expense tracker, revenue tracker, business planner, digital download

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multiply an entire column

Multiply an Entire Column by a Number in Excel (without using a formula)

Posted on by Annie D

Are you looking to multiply an entire column or range by a number? Get ready for a quick and easy tutorial!

You could always use another column and have the formula to do this, but this way is quick and easy if you do not plan on changing the values.

  1. All you need to do is have the number that you want to multiply in a cell (any cell).
  2. Now copy this cell and paste as special in the cells/range/column where you want to multiply it.
  3. In the Paste Special dialog box, choose the multiply option (in the Operation section) and click OK.  Your column/cells/range should be multiplied!
  4. If desired, can delete the cell that has the value which you multiplied by.

The resulting data is static/fixed so there’s no need to change any formula to value after multiplying using the paste special function.

Multiply An Entire Column

As always, I hope this helped you! Simple solutions are the best!

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Delete Every Other Row or Column in Excel (using Formula or VBA)

Posted on by Bb

Today we are going to explore various ways to delete every other row or delete every other column in Excel. VBA macro code is included to help you on your way if that is the path you choose.

Additionally, we will also cover how to delete every third/fourth/fifth row or column in Excel.

To delete alternate rows, you can use a helper column and use a formula that helps you identify alternate rows. This could be done by using the ISEVEN function that checks each row number and returns TRUE if the row is even and false if it isn’t.

Once you have this, you can easily filter the rows with FALSE in the helper columns and delete these.

In case you want to delete every third row, you need to use the MOD function to identify every third row. Once you have it, you can easily filter and delete every third row or every fourth row.

I also cover a method to use a simple VBA code to delete alternate rows in Excel.

Below is that VBA CODE TO DELETE ALTERNATE ROWS:

Sub Delete_Every_Other_Row()
Dim Rng As Range
Set Rng = Application.InputBox("Select the Range (Excluding headers)", "Range Selection", Type:=8)
For i = Rng.Rows.Count To 1 Step -2
If i Mod 2 = 0 Then
Rng.Rows(i).Delete
End If
Next i
End Sub

When it comes to deleting alternate columns, you cannot filter these. You can instead sort and bring all those columns together that you want to delete.

I cover a simple method that uses the MOD function to identify alternate columns and then sort these from left-to-right to bring these together. Once you have these in one place, you can select and delete these.

And there is also a VBA code that you can use to delete alternate columns.

Below is the VBA CODE TO DELETE ALTERNATE COLUMNS

Sub Delete_Every_Other_Column()
Dim Rng As Range
Set Rng = Application.InputBox("Select the Range (Excluding headers)", "Range Selection", Type:=8)
For i = Rng.Columns.Count To 1 Step -2
If i Mod 2 = 0 Then
Rng.Columns(i).Delete
End If
Next i
End Sub

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You can find a lot of useful Excel resources on the following site: https://trumpexcel.com/

#Excel #ExcelTips #ExcelTutorial

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Create A Gantt Chart In Power BI With A Matrix Visual

Posted on by Annie D

Managing projects effectively requires clear visuals that communicate timelines and task progress at a glance. While Power BI offers many visuals, building a Gantt chart using the built-in Matrix visual is a powerful technique for showing detailed project timelines without needing custom visuals. This blog post walks through the key concepts and steps for creating a Power BI matrix Gantt chart, perfect for project managers and data analysts alike.

What is a Matrix Gantt Chart in Power BI?

A Gantt chart visually represents project schedules by showing tasks as bars mapped over calendar dates. Unlike using custom Gantt chart visuals, you can cleverly use Power BI’s matrix visual combined with DAX formulas and conditional formatting to mimic a Gantt chart. This approach is advantageous because it leverages native visuals without extra installation, is highly customizable, and integrates seamlessly with your existing data models and filters.

Why Use a Matrix Gantt Chart?

  • Native Power BI Visual: No need for third-party downloads or licensing.
  • Dynamic and Interactive: Integrates with slicers and filters for dynamic timeline updates.
  • Detailed Task View: Offers drill-down capabilities across project hierarchies.
  • Full Control Over Design: Customize colors and styles through conditional formatting rules.

Step-by-Step Guide to Creating a Power BI Matrix Gantt Chart

  1. Prepare Your Data Model
  2. Your dataset should include at least these columns:
    • Project or Task Name
    • Start Date
    • End Date or Duration(Optional)
    • Task Status or Category
    • You also need a Date table in your data model to serve as a timeline backbone.
  3. Establish Relationship sConnect your Date table to your Project table using the Start Date (and possibly End Date) fields to enable time intelligence across visuals.
  4. Create a Matrix Visual
    • Place Project Name (and subcategories if needed) in the Rows.
    • Place Date from the Date table in the Columns.
  5. Create a DAX Measure to Highlight Task DurationWrite a measure that returns 1 if a given date falls within the task start and end dates and 0 otherwise. This will be the basis for your Gantt bars.Example simplified logic: TaskActive = IF( SELECTEDVALUE('Date'[Date]) >= MIN('Projects'[StartDate]) && SELECTEDVALUE('Date'[Date]) <= MAX('Projects'[EndDate]), 1, 0 )
  6. Apply Conditional Formatting Use conditional formatting on the Matrix’s Values field. Format the background color to:
    • Show a distinct color (e.g., gold or blue) when the TaskActive measure equals 1. Show a lighter or neutral color when 0.
    This creates the visual bars of the Gantt chart within the matrix cells.
  7. Enhance Your Visual
    • Turn off subtotals for clarity.
    • Use slicers to filter projects or timelines dynamically.
    • Add tooltips with task details.
    • Customize colors by task status or category using additional measures and formatting rules.

Benefits of Using a Matrix Gantt Chart in Power BI

  • Cost-effective: No licensing or external visuals needed.
  • Integrated experience: Aligns with your Power BI reports and dashboards perfectly.
  • Scalable: Works well from small projects to complex multi-phase portfolios.
  • Customizable: You control colors, interactivity, and granularity.

By leveraging Power BI’s matrix visual combined with smart DAX measures and conditional formatting, you can build a robust, customizable Gantt chart tailored to your project management reporting needs. Start experimenting with your project data today and unlock richer timeline insights right inside Power BI!

Other Options/Resources

For those interested in alternative approaches, there are also custom Gantt chart visuals available in Power BI Marketplace, but the matrix method provides unmatched flexibility and control for many project reporting scenarios.

Delete Rows Based on a Cell Value (or Condition) in Excel [With and Without VBA]

Posted on by Annie D

Managing data efficiently in Excel often means removing unwanted rows that meet certain criteria—such as rows with specific text, dates, numbers, or even partial matches. Whether you’re cleaning up a small spreadsheet or preparing a large dataset for analysis, understanding how to delete rows based on cell values will help you keep your data tidy and relevant. This guide explores multiple techniques to remove rows in Excel according to specific cell values, making your data management tasks faster and more accurate regardless of your proficiency with Excel features or VBA automation.

This tutorial explains several methods to remove rows from an Excel worksheet based on the value in a specific cell or according to set conditions.

Here are four different approaches you can use to delete rows depending on their cell values:

  1. Using Filters:
    Apply a filter to your data, select the criteria you want to remove (for example, rows where “Status” is “Inactive”), and delete all the filtered rows at once.
  2. Sorting Data:
    Sort your data by the column you want to filter (e.g., sort by “Department” so all “Sales” records are grouped together) and then delete all the matching rows in one go.
  3. Finding Cells with Specific Values:
    Use Excel’s “Find” feature to locate cells with a value like “Expired”, select those rows, and delete them all together.
  4. VBA Automation:
    Automate row deletion by using a VBA macro that filters and deletes based on your criteria (e.g., remove all rows where “Order Status” is “Cancelled”).

Tip:
Choose the method that best fits your dataset’s structure and your workflow. Remember, deleting a row removes everything in that row—including all data to the left and right. If you only want to clear certain cells but keep the row and other information, consider using the filter and dummy column trick, or manually clearing cell contents instead of deleting the row.

Wildcard Matching Example:
With Find and Replace, you can use wildcards for powerful matching. For instance, to find every region ending with “East” (such as “North-East” or “South-East”), type “*-East” (the asterisk stands for any sequence of characters).

Example VBA Codes

Delete All Rows Where “Status” is “Inactive”:

textSub DeleteRowsWhereInactive()
    ActiveCell.AutoFilter Field:=3, Criteria1:="Inactive" 'Assumes the Status column is column 3
    ActiveSheet.AutoFilter.Range.Offset(1, 0).Rows.SpecialCells(xlCellTypeVisible).Delete
End Sub

Prompt User before Deleting Rows Where “Order Status” is “Cancelled” Without Deleting the Entire Row:

textSub DeleteCancelledStatusCells()
    Dim MsgboxAns As Integer
    ActiveCell.AutoFilter Field:=4, Criteria1:="Cancelled" 'Assumes Order Status is column 4
    MsgboxAns = MsgBox("Are you sure you want to delete these cells?", vbYesNo + vbQuestion)
    If MsgboxAns = vbYes Then
        ActiveSheet.AutoFilter.Range.Offset(1, 0).Rows.SpecialCells(xlCellTypeVisible).Delete (xlShiftUp)
    End If
End Sub

Delete Rows in an Excel Table Where “Department” is “Support”:

textSub DeleteRowsinTableForDepartment()
    Dim Tbl As ListObject
    Set Tbl = ActiveSheet.ListObjects(1)
    ActiveCell.AutoFilter Field:=2, Criteria1:="Support" 'Assumes Department is column 2
    Tbl.DataBodyRange.SpecialCells(xlCellTypeVisible).Delete
End Sub

**#Excel #ExcelTips #A #ExcelTutorial

Let me know if you need more tailored code or examples for your data!

Cross Selling Matrix Deep Dive – Power BI & DAX Tutorial

Posted on by Annie D

In this tutorial we cover how to create a cross selling matrix.

This requires a full understanding of the concept of ‘context’ and much more.

Some advanced DAX formulas are covered in detail, especially table functions.

Plenty of great techniques to learn about during this one.

Enjoy!

Sam

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Formula.Firewall Error in Power Query & Power BI: Rebuild This Data Combination Solved (MSPTDA 9.5)

Posted on by Annie D

Learn how to deal with Power Query Error: Formula.Firewall: Query references other queries or steps, so it may not directly access a data source. Please rebuild this data combination. Two solutions are presented in this video.
Download Files: Excel Start: https://ift.tt/2L7OwpO
Zipped Folder: https://ift.tt/2PShOvY
Download Excel FINISHED Files: https://ift.tt/2MsL7Hs
Download pdf Notes about Power Query: https://ift.tt/2wkNW2K
Assigned Homework – these are problems for you to practice your new M Code skills:
Download Excel File with Homework: https://ift.tt/2MmtxFf
Example of Finished Homework: https://ift.tt/2L7OxtS

Chris Webb’s blog about this topic: https://ift.tt/2NATkG3
Ken Puls blog about this topic: https://ift.tt/2PShRb8

Comprehensive Microsoft Power Tools for Data Analysis Class, BI 348, taught by Mike Girvin, Excel MVP and Highline College Professor.

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