Excel University Blog

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VLOOKUP Hack #2: Range Lookups

By Jeff Lenning | October 25, 2017 |

In the first VLOOKUP Hacks post, we talked about how the 4th argument impacts the sort order. But, there is more to uncover about this 4th argument. So, let’s pick up right where we left off. So far, we understand that the 4th argument tells Excel whether we are looking for a value between a…

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VLOOKUP Hack #1: Sort Order

By Jeff Lenning | October 18, 2017 |

VLOOKUP is one of the most popular Excel functions. It can do amazing things and help save time. But, there are some really cool hacks that make it even better. This is the first post in a series of VLOOKUP Hacks. Hope you enjoy 🙂 Issue VLOOKUP Hack #1 helps address the sort issue. Sort…

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Beyond Numbers CalCPA Article

By Jeff Lenning | October 11, 2017 |

Often when we use Excel, we think of its ability to operate on numbers. But, Excel is also good at operating on other data types, such as dates and text strings. When we limit our use of formulas to numbers only, we miss out on many opportunities for efficiency. In this article, I’ll talk about…

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Get & Transform: An Alternative to Simple PivotTable Reports

By Jeff Lenning | September 27, 2017 |

I love PivotTables, and use them all the time. But, when our needs are simple, we can easily summarize data with a Get & Transform query instead. Why? To simplify our workbooks and improve our efficiency. Let me demonstrate. Objective Before we dig into the mechanics, let’s just be clear about our goal. Let’s say…

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Dollar Unit Sampling

By Jeff Lenning | September 20, 2017 |

This post will demonstrate how to use Excel formulas to determine sample selections based on dollar units. The basic idea is that each dollar is a sampling unit, and as such, this method is more likely to select higher dollar items for testing. This method goes by several names, including monetary unit sampling, dollar unit…

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Excel University Graduate Certification + Breakout Puzzle :)

By Jeff Lenning | August 2, 2017 |

I am super excited to announce the next Excel University course! It is an Excel certification course, so upon completion, you’ll be a Certified Excel University Graduate. I want to cover some of the high points in this post, and then provide a link with additional information. Plus, I’d like to share my next Excel…

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Excel Breakout Puzzles!

By Jeff Lenning | July 26, 2017 |

Are you aware of the Escape Room trend, or the similar breakout logic puzzles that teachers use in classrooms? Here is the basic idea of the escape room. You and some friends or colleagues go to a company that has created an escape room. Like, in the real world, physically, you go to a place.…

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2017 Excel University Scholarship Winners

By Jeff Lenning | July 13, 2017 |

I am thrilled to announce this year’s Excel University scholarship winners! These scholarships are supported by Excel University enrollments, so thanks to all of you who have helped make these awards possible! Both of our winners this year are great examples of the type of accounting student that the scholarship program was designed to assist.…

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Skipping Excel CalCPA Article

By Jeff Lenning | July 6, 2017 |

Excel is used for all sorts of things, including budgeting, reporting, reconciling bank statements and more. Sometimes, it’s used as a bridge between two applications … that is, to export, clean and import data between two different systems. This type of process is so common it even has its own acronym: ETL (Extract, Transform and…

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FlashFill Meets GNT by Jeff Lenning

FlashFill Meets Get & Transform

By Jeff Lenning | June 20, 2017 |

Do you love FlashFill? Do you love Get & Transform queries? If so, you’ll love the most recent Excel update pushed out by Microsoft: New Column by Example. It is essentially FlashFill inside PowerQuery. It is way cool. Check it out. Objective Let’s say we have some data. It doesn’t matter where it is, it…

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