Excel University Blog

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Jeff Lenning

Skipping Excel 3

By Jeff Lenning | December 13, 2022 |

In this third and final post of the Skipping Excel series, we’ll connect all the dots and use Zapier to complete our automation. In case you are just joining the series … I’ve been documenting my journey for getting my e-commerce sales into QuickBooks Online. In an ideal situation, there would be a direct built-in…

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Skipping Excel 2

By Jeff Lenning | November 29, 2022 |

In this post, the second in the Skipping Excel series, I’ll walk you through the details of the next iteration of this process. In case you are just joining this series, in the first post Skipping Excel 1, I reviewed the manual process of getting my e-commerce transactions into QuickBooks Online. It took about 30…

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Skipping Excel 1

By Jeff Lenning | November 22, 2022 |

Excel is used for many different tasks, such as budgeting, reporting, comparing bank statements, and other things. It can also be used to export, clean, and import data between two separate systems. For example, suppose you export transactions from an e-commerce system, open them in Excel, tidy up the information a little, and then transfer…

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CalCPA Article Instant Reconciliations

By Jeff Lenning | November 1, 2022 |

When you have two different lists that you need to compare, how do you do it? For example, you want to identify which items on one list (e.g., a check register) appear on the other (e.g. bank activity)? I used to print both lists, grab a ruler and go down row by row ticking items…

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List of files in Excel (easy way, no VBA macros or formulas)

By Jeff Lenning | September 27, 2022 |

In this post, I’ll answer a question about how to create a list of files in a folder (and any subfolders) in Excel. For this illustration, we’ll use Power Query instead of VBA/Macros. Objective Before we jump into the details, let’s look at the objective. We want to create a list of files in a…

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Use an Excel formula to insert pictures into cells with the IMAGE function

By Jeff Lenning | September 6, 2022 |

Microsoft recently announced the rollout of the new IMAGE function. It enables us to write a formula that inserts an image directly into a cell. This opens up many new interesting possibilities.

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2022 Scholarship Winner

By Jeff Lenning | August 11, 2022 |

I am excited to announce this year’s Excel University scholarship winner! This scholarship is supported by the Excel University Alumni Association, so thanks to all of you who have helped make these awards possible over the past 7 years. The winner will receive a cash award plus an Excel University training pass. This year’s recipient…

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Import Data from a Picture Image

By Jeff Lenning | July 12, 2022 |

Microsoft recently announced the ability to import data from a picture in Excel for Windows … yay! Let’s say you have an image that contains text or numbers. Perhaps the image is a file (like PNG, GIF or JPG). Or, perhaps you copied it to the clipboard or took a picture with your phone. You’d…

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14 New Excel Functions CalCPA Article

By Jeff Lenning | May 9, 2022 |

Microsoft recently introduced 14 new functions for Excel—they are sure to help you save some time. We’ll start with a short description of each and then jump into some demonstrations. TEXTSPLIT: splits text into columns and/or rows based on one or more delimiters. TEXTBEFORE: returns the text before the specified delimiter. TEXTAFTER: returns the text…

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Create a Dynamic PivotTable Style Report with One Formula

By Jeff Lenning | March 29, 2022 |

Historically, we’ve had two basic ways to create reports in Excel. We could enter the report labels and use formulas to compute the report values or we could use a PivotTable. Both options had pros and cons. We’d have to pick the report type based on the context of our workbook. In this post, I’ll…

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