Author and award winning instructor Jeff Lenning CPA has written several books and 40+ articles featured in various publications. We've compiled them all in a single place for easy reference.

Pivot to the Next Level

By Jeff Lenning | May 16, 2018 | Comments Off on Pivot to the Next Level

I’m assuming you love PivotTables. I mean, who doesn’t, right? Well, traditional PivotTables are amazing, but they’re not without limits. Instead of using a traditional table as the PivotTable source, you can take your PivotTables to the next level when you use Power Pivot instead. Check it out. Before we get too far, let’s clear…

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Beyond Numbers

By Jeff Lenning | October 4, 2017 | Comments Off on Beyond Numbers

Often when we use Excel, we think of its ability to operate on numbers. But, Excel is also good at operating on other data types, such as dates and text strings. When we limit our use of formulas to numbers only, we miss out on many opportunities for efficiency. In this article, I’ll talk about…

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Skipping Excel

By Jeff Lenning | July 5, 2017 | Comments Off on Skipping Excel

How to Take a Process from 30 to 0 Minutes Excel is used for all sorts of things, including budgeting, reporting, reconciling bank statements and more. Sometimes, it’s used as a bridge between two applications … that is, to export, clean and import data between two different systems. As an example, maybe you export transactions…

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Mind. Blown.

By Jeff Lenning | June 1, 2017 | Comments Off on Mind. Blown.

Stop Doing Manual Tasks Excel can do Faster Imagine this scenario: There are 120 CSV files in a folder on your network. Each CSV export contains the transactions for a single month, and there are 10 years’ worth of files. Your mission, should you choose to accept it, is to combine all of the transactions…

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Clocking In

By Jeff Lenning | January 4, 2017 | Comments Off on Clocking In

Have you ever tried to do some type of calculation with a time value in Excel, only to receive a strange result? Two examples are adding up hours on a time sheet and multiplying the number of hours worked by a pay rate. If you’ve tried something like this and encountered an unexpected result, the…

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Get & Transform

By Jeff Lenning | September 6, 2016 | Comments Off on Get & Transform

If you haven’t played with the “Get & Transform” commands in Excel 2016 for Windows, they’re  probably worth checking out. I don’t want to sound overly dramatic here, but this set of capabilities is a game changer. These tools provide new ways to approach tasks, and enable us to do things that were previously time-consuming, impractical or required macros. Formerly available as the “Power…

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Market Share

By Jeff Lenning | June 2, 2016 | Comments Off on Market Share

If you get stock quotes into Excel by typing or copy/pasting from your web browser, you may be able to get your work done faster if you use a built-in Excel feature. Excel’s external data feature enables you to retrieve data from a variety of sources—one of which happens to provide stock quotes. Let’s check it out. In any blank worksheet,…

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Link It

By Jeff Lenning | May 2, 2016 | Comments Off on Link It

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. I  remember feeling very organized because every document was indexed and part of a collection. Now, things are different. I get annoyed when I need to print something. And, when…

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Tech Talk: Excel 2016

By Jeff Lenning | November 2, 2015 | Comments Off on Tech Talk: Excel 2016

Microsoft recently released Office 2016, and with it, the next version of my favorite program—which is, of course, Excel. The user interface is about the same as 2013 and you’ll feel right at home. Microsoft focused on expanding Excel’s data visualization capabilities by introducing several new chart types and on Excel’s ability to import and transform…

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Tech Talk: Software Savvy

By Jeff Lenning | June 12, 2015 | Comments Off on Tech Talk: Software Savvy

If you haven’t checked out Excel’s conditional formatting feature recently, you’re missing out on some nice enhancements. The feature formats a cell based on its value. Excel continuously monitors the cell value and updates the formatting as the cell value changes. Conditional formatting has traditionally been limited to basic cell formatting such as fill and…

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