Blog


Hyperlinks Article

Back in the old days, when I used workpapers that were made with, you know, paper, I used a red pencil to create cross-references that made it easy to navigate to related documents. Today, I use Excel hyperlinks instead. Check out this CalCPA Technology and Business Resource Guide article where I describe how to use Excel hyperlinks to cross-reference digital […]


Interview

I recently had the immense pleasure of being a guest on the My Excel Online Podcast with John Michaloudis. He is a PivotTable master and an Excel friend. If you’d like to listen to the audio interview, I’ve provided the link below. While you are there, be sure to subscribe to John’s podcast, he does an amazing […]


Sort by Color

Sort by color

In this post, I’ll answer a question submitted by reader Chérie about sorting by color. The basic question is this. “I have created a color coded list, where yes=green, no=red, maybe=orange, and other is any other color. How can I sort the list so that all the yes rows are first, then no, then maybe, […]


Number Format Macro

Excel users often spend a bunch of time applying the same format to number cells. Some numbers are stored values and others are calculated with formulas. The task of manually applying the same format to all of the numbers in the worksheet, especially when the numbers aren’t in a continuous range, can feel quite repetitive. […]


Default Workbook

Excel users find themselves making the same customizations over and over again. This post demonstrates how to store customizations such as cell formatting, headers, print preferences, the default PivotTable style, and cell styles, in a template workbook. Plus, we’ll see how the name and location of the template determines when it is used, and, if it […]


Macro Toolbox

Record Excel Macro by Jeff Lenning

When storing utility macros, Excel users often elect to save them in the Personal Macro Workbook. The advantage is that the macros are available whenever Excel is running. The disadvantage is that if you switch or upgrade computers, you may forget to take a backup of the Personal Macro Workbook and thus lose your macros. In […]




Sum by Color

Excel SUBTOTAL function by Jeff Lenning

If you need to compute the total for certain cells based on their font or fill color, you may have noticed that Excel formulas operate on stored values, not displayed values. That means that functions such as SUM and SUMIFS operate on the underlying cell values and disregard cell formatting, such as font or fill […]