Publications

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.

PivotTable article by Jeff Lenning

PivotTable Month Groups

By Jeff Lenning | May 1, 2015 | Comments Off on PivotTable Month Groups

There are often several ways in Excel to accomplish any goal. For example, when building reports, we can use formulas or PivotTable. When building a formula-based report, we typically set up the report labels as desired and then write Excel formulas to compute the amount values and subtotals. This is a terrific approach when we…

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Comparing Spreadsheet Lists with Ease

By Jeff Lenning | July 23, 2014 | Comments Off on Comparing Spreadsheet Lists with Ease

Have you ever had two lists in Excel and wondered what items on one list appear on the other? For example, you’ve exported a check register from your accounting system and downloaded activity from your bank’s website, and you simply wanted to know which checks cleared the bank. That is, which checks on the checklist…

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Put Errors in Check

By Jeff Lenning | July 23, 2014 | Comments Off on Put Errors in Check

How do you know your workbook is accurate? This question is important because it’s our responsibility to ensure that data flows properly through the workbook, with numbers that tie out, and with reports that are internally consistent. One way to help ensure workbook accuracy is by creating a worksheet within the workbook dedicated to this…

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The Power of Mapping

By Jeff Lenning | June 20, 2014 | Comments Off on The Power of Mapping

Many financial systems do a fine job of generating standard reports, but accountants often need more. In those cases, accountants can create custom solutions in Excel, but that approach has drawbacks. For instance, a typical process may involve exporting some type of data, perhaps a trial balance, and then opening it in Excel. Once the…

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Spreadsheet Nerdiness

By Jeff Lenning | January 29, 2014 | Comments Off on Spreadsheet Nerdiness

Excel 2013 Highlights The next version of my most favorite program is here—it’s finally here! Excel 2013 is available, and I’m excited to review some of the highlights. Microsoft clearly invested a lot of time into this product. Here are just a few of the things you’ll notice about Excel 2013.   Microsoft Kept the…

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Excel and Access: Tools of our Trade

By Jeff Lenning | January 29, 2014 | Comments Off on Excel and Access: Tools of our Trade

What would you bring if you were stranded on a desert island? I would bring Microsoft Excel because it’s the only application I would need! It stores more than 17 billion cells in a single sheet, summarizes data with Pivot Tables, generates charts and has a built-in Web browser. Excel, in my opinion, is the…

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Excel on the Web

By Jeff Lenning | January 29, 2014 | Comments Off on Excel on the Web

Did you know Excel has a built-in web browser with a special feature other browsers don’t? The Excel browser visually identifies and allows you to select web tables, and then import them into Excel in a structured way. The best thing is that once you have imported a table, you can refresh the data range…

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Pivotal Advance Boosts Excel’s Power

By Jeff Lenning | January 29, 2014 | Comments Off on Pivotal Advance Boosts Excel’s Power

In today’s accounting world, financial and operational data typically is stored in a variety of programs and formats. When accountants need to prepare a report based on data from various systems, the first step is to export the data into Excel. Typically, it is fairly easy to export the required data into Excel. But, depending…

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Virtual Computing Virtues

By Jeff Lenning | January 29, 2014 | Comments Off on Virtual Computing Virtues

Many CPA firms install several years of tax preparation software on their desktop computers, in addition to perhaps a few different versions of QuickBooks. This often prevents firms from easily upgrading to new hardware because the prior year programs may not run well on new operating systems and it’s a hassle to find all of…

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SUM() No More

By Jeff Lenning | January 29, 2014 | Comments Off on SUM() No More

What is your #1 most-used Excel worksheet function? Is it the SUM function? Believe it or not, there is an Excel function that is superior to SUM and once you discover it, you’ll hardly use SUM again. I’m referring to the SUBTOTAL worksheet function and if you haven’t explored it yet, I would strongly encourage…

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