Excel University Blog
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Jeff Lenning
If you have tried to insert a text field into the values layout area of a PivotTable, you may have noticed that the text string itself is not displayed. Instead, the count is displayed by default. In this series, we are talking about how to display the desired text values by using Power Query instead…
This post show how to use Power Query instead of a PivotTable to display text values in a report.
This is the next post in the add-in series, where we are exploring various add-ins that expand the capabilities of Excel. In this post, we’ll take a look at the Genius Sheets add-in. In summary, it enables us to get QuickBooks Online data into our Excel workbooks. The add-in provides several custom functions that we…
A mapping table is a handy way to automatically translate labels between systems and reports. As with just about anything in Excel, there are many ways to implement a mapping table. For example, we could create a helper column to store the amounts with the SUMIFS function as I discussed in this Journal of Accountancy…
I am excited to announce this year’s Excel University scholarship winners! These scholarships are supported by the Excel University Alumni Association, so thanks to all of you who have helped make these awards possible. Each will receive a cash award plus an Excel University training pass. The recipients are terrific examples of the type of…
This is the next post in the add-ins series, where we are exploring various add-ins that enhance and extend the capabilities of Excel. In this post, we’ll take a look at the XBRL Filed Data add-in. In summary, it enables us to get public company financial data (and more) into Excel. Objective Before we get…
This is the next post in the add-ins series, where we are exploring various add-ins that enhance and extend the capabilities of Excel. In this post, we’ll take a look at the Excel-to-Word Document Automation add-in. In summary, it enables us to get Excel data into a Word (or Power Point) document. It creates a…
This is the next post in the Add-Ins series, where we are exploring various add-ins that enhance and extend the capabilities of Excel. In this post, we’ll take a look at Text Toolkit by Ablebits. In summary, it enables us to easily make changes to text without writing formulas. What types of changes? Many! Examples…
Often, our Excel formulas are simple and short. As such, they are easy to read, understand and maintain over time. But, as the complexity of our workbooks increases, so can the complexity of our formulas. Sometimes, we end up with unwieldy formulas that are long and difficult to understand and maintain. One cause for such…
This is the fourth post in the Add-Ins series, where we are exploring various add-ins that enhance and extend the capabilities of Excel. In this post, we’ll take a look at the Geographic Heat Map add-in. In summary, it enables us to easily visualize data on a map. Objective Before we examine the details, let’s…