Excel University Blog

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Posts

Excel for Budgeting

By Moss Levenson | November 23, 2021 |

Overview During an Excel University webinar, Jeff gave a demonstration of Power Query that related to a company’s annual budget process. Initially, I was not familiar with Power Query but decided to learn it. Ultimately, I was able to incorporate Power Query into our annual budget process, eliminating the need for the software we were…

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Excel Month List

By Jeff Lenning | November 2, 2021 |

In this post, we’ll create a list of months with a single Excel formula. To make it more interesting, we’ll allow the user to enter the desired number of months to display and create additional formulas to show the last day of each month, the number of days in the each month, the month number,…

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Excel Calendar with One Formula

By Jeff Lenning | October 20, 2021 |

In this post, we’ll see how to create an Excel calendar with a single formula. Specifically, we will write a formula that displays the days of any month in a graphical calendar format. Our graphical calendar displays the days of the specified month in 7 columns (Sunday through Saturday) and includes a row for each…

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PivotTable Text Values Alternative with FILTER

By Jeff Lenning | October 12, 2021 |

This is the third and final post in the PivotTable Text Values Alternative series, where we are discussing alternatives to displaying text values in PivotTables. In the first post, we used Power Query as an alternative. In the second post, we combined multiple text values. In this post, we’ll use the FILTER function as an…

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PivotTable with Multiple Text Values Alternative

By Jeff Lenning | October 5, 2021 |

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…

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PivotTable Text Values Alternative

By Jeff Lenning | September 28, 2021 |

This post show how to use Power Query instead of a PivotTable to display text values in a report.

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Retrieve QuickBooks Data with Genius Sheets

By Jeff Lenning | September 15, 2021 |

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…

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Mapping Table without a Helper Column

By Jeff Lenning | September 7, 2021 |

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…

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2021 Scholarship Winners

By Jeff Lenning | August 24, 2021 |

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…

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Speed Loop in Action

By Larry Peck | August 17, 2021 |

As a motorcycle safety instructor, I tell new riders that learning to ride a motorcycle is like showering. One shower does not keep you fresh and clean the rest of your life, just like taking one motorcycle class does not give you everything you need to stay safe on a motorcycle. You need to practice…

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