Category Archives: Training


Excel Breakout Puzzles!

Are you aware of the Escape Room trend, or the similar breakout logic puzzles that teachers use in classrooms? Here is the basic idea of the escape room. You and some friends or colleagues go to a company that has created an escape room. Like, in the real world, physically, you go to a place. […]



Volume 4 Available!

Alright…Excel University Volume 4 is available! Well, this volume has taken two years to create, but, I believe the time spent was well worth it. It is, without a doubt, my favorite volume in the Excel University series. We mainly focus on internal-use workpapers, and how to get them done the fast way! I think […]


Three Excel University Announcements

I have three exciting Excel University announcements! They are about QBConnect, Top 10 CPE Courses, and Volume 4. First up, QBConnect! QBConnect I’ll be presenting an Excel session at the QBConnect conference in San Jose, and if you are going, I’d love to see you there! The title of the session is Excel: The Power […]


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 […]


Xtreme PivotTables Guest Lecture

I’m happy to announce the immediate availability of Excel University’s next guest lecture: Xtreme PivotTables by John Michaloudis. Earn 16 CPE hours while learning more about PivotTables…what could be better? This course provides a comprehensive examination of Excel’s PivotTable feature and explores many powerful capabilities. This course digs into so many details that even experienced PivotTable […]


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 […]