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Excel University Volume 4 Update

Alright friends, I have an update about Excel University Volume 4. I’ve just about completed the initial draft, and am very pleased with how it is shaping up so far. Volume 1 is the foundations volume. Volume 2 is where we discuss formula-based reports. Volume 3 is where we cover PivotTable reports. Volume 4 is […]



PivotTable Month Groups Article

PivotTable article by Jeff Lenning

Did you know that PivotTables can automatically group date fields by month? And by quarter and year? This date group capability makes it easy to summarize data in monthly columns without writing a single formula. Check out my recent California CPA Magazine article for the details. Publication: California CPA Magazine Author: Jeff Lenning CPA Date: May 2015 […]



Announcing Excel University Scholarships

I’m excited to announce the Excel University scholarship program! Excel University will recognize outstanding accounting students enrolled in an accredited college or university in the US, and will provide a $500 cash award as well as free enrollment into our online training program. These scholarships are awarded annually.  Please help me spread the word by forwarding […]




Sum Last N Columns

If you have a data table that is updated frequently, for example, a new column is added each month, you may want to find the sum of the last three columns. But, you don’t want to rewrite your formula each time you add a new column. Fortunately, you can accomplish this task with two lookup functions, […]


Custom Date Formats

In this post, we’ll examine custom format codes that allow you to get your date values formatted exactly as desired. This post is inspired by Sidney, who asked how to change date formats in Excel. Format Cells To change the format of a date value, select the cell and then open the Format Cells dialog […]