Excel University Blog

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Posts

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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Public Company Financials with XBRL Filed Data

By Jeff Lenning | August 11, 2021 |

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…

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Excel to Word Document Automation

By Jeff Lenning | August 3, 2021 |

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…

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Text Toolkit by Ablebits

By Jeff Lenning | July 20, 2021 |

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…

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CalCPA LET Article

By Jeff Lenning | July 6, 2021 |

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…

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Geographic Heat Map

By Jeff Lenning | June 30, 2021 |

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…

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Visio Diagram from Excel Data

By Jeff Lenning | June 22, 2021 |

This is the third 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 Microsoft Visio Data Visualizer add-in. In summary, it enables us to easily convert Excel data into a Visio diagram inside of Excel. It…

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