I am about to start using the Annual planner and I have watched both the videos that are on the site and they are both informative about what the worksheets can do for you but I could really do with a “how to start” video from scratch to make sure I am using the worksheet correctly from the start.
Thanks for the feedback. I can try to make one additional on the empty workbook. The ‘key’ is to leave table reference intact when you add/remove new data, but Excel does this automatically when you enter new rows in tables.
Also, John Lythe should be doing review soon of the Annual Planner – hopefully better than me.
One thing to note, and I think I mentioned it in the video, is that you might get ‘Error message’ when you don’t have enough data. This is caused by ‘=OFFSET’ function in rolling metrics sheet. It is harmless, but annoying 🙂 Once enough of data is in the DB it will stop.