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VLOOKUP and Wildcards

In a previous post, we explored how to use the TRIM function to remove trailing spaces from lookup values used in a VLOOKUP function. In this post, we’ll tackle the reverse issue, where the values in the lookup column contain trailing spaces, by using wildcards in the VLOOKUP function. Objective Before we get started, let’s […]


List Comparisons CalCPA Magazine Article

Hi guys! Just wanted to draw your attention to a recent California CPA Magazine article I wrote about comparing lists using Excel. Have you ever wanted to ask Excel to identify which items from one list appear on another? For example, which check numbers on the check register appear on the bank download, as illustrated […]




Table Total Row

The Table feature of Excel remains one of my favorites. This post explores one very specific aspect of the feature, the total row. Overview One of Microsoft’s greatest gifts of Excel 2007 was the introduction of the table feature. It allows us to convert an ordinary range into a table (Insert > Table, or, Ctrl+T). […]


Format Locked or Unlocked Cells

This post explores options for formatting cells that are locked, or unlocked, in an Excel worksheet. Scenario Let’s pretend we have a worksheet that helps a user compare three different loans. The user is required to enter information, such as interest rate and number of years, into designated input cells, but shouldn’t be allowed to […]


Recent CalCPA Article

How do you ensure your workbook is accurate? One approach is to set up a structured error check sheet. My recent California CPA Magazine TBRG (May 2014) article discusses the ingredients needed to build a reliable error check sheet. Here are the relevant links: Article: Put Errors in Check Sample workbook: Download Excel File  



Conditional Averages with AVERAGEIFS

The AVERAGEIFS function can compute averages for transactions that meet a set of criteria. In this post, we’ll use it to create a report by customer that ignores zero value transactions. Overview Although SUMIFS was probably the most popular multiple condition function introduced in Excel 2007, it wasn’t the only one. Microsoft released AVERAGEIFS which […]