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About Steve Chase

Steve Chase grew up in Dayton, OH but now calls San Antonio, TX home along with his entrepreneur wife, Erin, and their 4 sons. Steve founded Sequentia Solutions in 2017 to help small business owners grow their business with practical and effective solutions. Steve's #1 Clifton StrengthsFinder skill is Learner which comes in handy while he teaches others how to best use various business software applications like QuickBooks Online and Excel. Steve is an active volunteer leader with the Boy Scouts and treasures the lessons he learned while participating in Scouts as a youth on his path to Eagle. Steve enjoys drinking coffee, a good book, visiting art museums, and doing math problems using a brand new sharpened #2 pencils.
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Add Gold Star Icons to Your Excel Reports

This post will teach you how to add gold stars to cells that meet a certain condition. In my example below, I want to highlight any cell that is greater than 90 for the customer service grade. First I select the cells. Then I click the Home tab–>Conditional Formatting–>New Rule. I select Icon Sets from the Format Style drop down and 3 Stars from the Icon Style drop down. Next I change the percentage to number so that it reads Gold Star is when value is  >=90 Number. I select no cell icon from the other icons to block any other number from showing a half star. The final output is displayed as.

By |2018-06-07T23:51:46-05:00September 25th, 2017|Excel|0 Comments
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Create a Status Report with Green Checks and Red Flags in Excel

Imagine we have a spreadsheet that records a purchase date for when your customer places an order and a ship date for when the product ships. We would like to have a red flag in column A for orders that currently have not been shipped. And if the product has shipped we would like a green check mark. See the below the example and then keep reading and I’ll show you how to create this spreadsheet using either Excel 2007, 2010, 2013 or 2016. Note that row 6 and row 10 displays a red flag because those orders have not been shipped. Step 1: Click in cell A2 and write a formula =IF(G2=””,-1,G2-F2). This IF function checks if the Ship [...]

By |2018-06-07T23:51:31-05:00September 25th, 2017|Excel|6 Comments
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