Excel University Blog
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Jeff Lenning
In a previous post, we explored how to use the TRIM function to remove trailing spaces from lookup values used in a VLOOKUP function. In this post, we’ll tackle the reverse issue, where the values in the lookup column contain trailing spaces, by using wildcards in the VLOOKUP function. Note: depending on your version of…
Hi guys! Just wanted to draw your attention to a recent California CPA Magazine article I wrote about comparing lists using Excel. Have you ever wanted to ask Excel to identify which items from one list appear on another? For example, which check numbers on the check register appear on the bank download, as illustrated…
Generally, you can improve your speed by keeping your hands on your keyboard. But, what do you do if there is no built-in keyboard shortcut to execute your favorite command? Well, one approach is to customize the QAT. This post discusses the Quick Access Toolbar and the related keyboard shortcuts it creates. QAT Shortcuts Microsoft…
I’m a huge fan of the VLOOKUP function, and am surprised by its day-to-day utility for accountants. In this post, we use the VLOOKUP function to convert or translate calendar year transaction dates into fiscal year periods, such as a fiscal quarter. To accomplish this, we’ll first need to investigate in detail the function’s fourth…
The Table feature of Excel remains one of my favorites. This post explores one very specific aspect of the feature, the total row. Overview One of Microsoft’s greatest gifts of Excel 2007 was the introduction of the table feature. It allows us to convert an ordinary range into a table (Insert > Table, or, Ctrl+T).…
This post explores options for formatting cells that are locked, or unlocked, in an Excel worksheet. Scenario Let’s pretend we have a worksheet that helps a user compare three different loans. The user is required to enter information, such as interest rate and number of years, into designated input cells, but shouldn’t be allowed to…
How do you ensure your workbook is accurate? One approach is to set up a structured error check sheet. My recent California CPA Magazine TBRG (May 2014) article discusses the ingredients needed to build a reliable error check sheet. Here are the relevant links: Article: Put Errors in Check Sample workbook: Download Excel File
Hi guys! Just wanted to draw your attention to my April 2014 Journal of Accountancy article that discusses the power of mapping tables. If you’ve not experimented with this technique, it is worth checking out. In summary, a mapping table sits between the data and report sheets and enables you to translate labels and aggregate…
The AVERAGEIFS function can compute averages for transactions that meet a set of criteria. In this post, we’ll use it to create a report by customer that ignores zero value transactions. Overview Although SUMIFS was probably the most popular multiple condition function introduced in Excel 2007, it wasn’t the only one. Microsoft released AVERAGEIFS which…
To help celebrate the conclusion of the traditional busy-season, I’m pleased to announce that we are giving away free digital copies of Excel University Volume 2 on April 16, 2014. You can download the book directly from Amazon and read it with a Kindle device or with the free Kindle app. The book can be used…