Excel University Blog
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Power Query is one of the most valuable tools a CPA or accountant can learn in Excel — and it’s still underused in most accounting departments. With Power Query, you can automate the repetitive data cleanup and transformation work that consumes hours every month-end close, replacing manual steps with a repeatable, one-click process that runs…
Pivot tables are great, but they do not always produce the exact report layout that corporate requires. When the format is locked in and a pivot table simply will not fit, we turn to formulas. In this tutorial, we walk through three exercises that show how to use the SUMIFS function to build formula-based reports…
Month-end reporting often means the same tasks, repeated every single month. We pull data from a CSV, clean it up, build a summary, and maybe add a chart. If we are doing all of that manually, we are leaving a lot of time on the table. In this tutorial, we cover a three-exercise workflow that…
What if every new journal entry posted in QuickBooks Online landed in an Excel table automatically, no copy-paste required? In this tutorial we walk through exactly that workflow. We use Zapier to connect QuickBooks Online to an Excel workbook stored in OneDrive, loop through each journal entry line so it lands on its own row,…
Month-end reconciliations are a fact of life for anyone managing financial data. Whether we are comparing Shopify orders against QuickBooks invoices, matching a bank statement to a check register, or verifying inventory counts, the core task is always the same: take two lists and find what does not match. In this tutorial, we walk through…
Mastering Excel FILTER: Advanced Filtering with Multiple Conditions and Partial Matches Excel’s FILTER function is a game-changer for dynamic data analysis. Not only does it allow us to extract data sets that meet specific criteria, but it also empowers us to layer multiple conditions using AND/OR logic and perform partial text matches with the SEARCH…
Edit with Excel Copilot: Clean Data, Audit Formulas, and Create Pivot Tables If you’ve ever wished for an Excel helper that could quickly clean messy data, audit your formulas, or create robust pivot tables with a single prompt, you’re going to love Microsoft Copilot for Excel. Video Tutorial In today’s walkthrough, we’ll see how to…
SUMIFS Between Two Dates: The Excel Pro’s Complete Guide If we regularly analyze data in Excel, several functions quickly become our go-to tools. Among these, SUMIFS stands out for its power and flexibility, especially when we need to sum data conditionally, such as calculating totals between two dates. We’ll cover this powerful capability in this…
Excel’s XLOOKUP function provides a flexible and powerful tool for retrieving data. It removes many of the limitations of older lookup functions (yes, I’m looking at you VLOOKUP). In this post, we’ll build a foundational understanding of XLOOKUP, walk through practical applications step-by-step, and unlock best practices for common scenarios. Video What is XLOOKUP? A…
How to Use the Claude Add-in to Supercharge Your Excel Workbook Audits We love helping users get the most out of Excel. These days, it means leveraging every available tool for efficiency and insight including AI. This post walks through the practical use of the Claude add-in, a powerful, AI-powered assistant for worksheet review, error…