Excel University Blog

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Mind Blown CalCPA Article

By Jeff Lenning | June 1, 2017 |

Imagine this scenario: There are 120 CSV files in a folder on your network. Each CSV export contains the transactions for a single month, and there are 10 years’ worth of files. Your mission, should you choose to accept it, is to combine all of the transactions in these 120 files into a single Excel…

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By Jeff Lenning | May 25, 2017 |

There are numerous lookup functions in Excel, and often, their capabilities overlap. And, that is true with many things in Excel…there are often multiple ways to accomplish any given task. Performing lookups is no exception. So, how are we supposed to know which lookup function to use? Often, Excel users try to decide between VLOOKUP…

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Learn Macros with the VBA Pro Guest Lecture

By Jeff Lenning | May 4, 2017 |

I’m happy to announce the immediate availability of Excel University’s newest guest lecture: VBA Pro by Jon Acampora. Earn 16 CPE hours while learning how to have macros do your work for you…what could be better? Macros offer the biggest opportunity for automation in Excel, and can help you get your work done faster. And…

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Use a Get & Transform Query to Transpose Values

By Jeff Lenning | April 26, 2017 |

Recently, I’ve been on this kick of using Get & Transform queries to accomplish tasks that we previously performed with other methods. It is clear that the Get & Transform commands provide new ways to solve old problem. In this post, I’ll demonstrate how we can use a Get & Transform query to transpose values.…

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Retrieve Values from Many Workbooks

By Jeff Lenning | April 6, 2017 |

Alright my friends, this week I’ll tackle a question I received about retrieving values from workbooks. Here is the basic idea of the question. I have a folder with several hundred workbooks, and each workbook may contain any number of worksheets. For example, some workbooks have two sheets, some have three sheets, and some have…

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Most Recent Transaction Date

By Jeff Lenning | March 9, 2017 |

I recently received a question about how to find the most recent transaction date of a list of items. There are a few fun ways to accomplish this, and so I thought I’d walk through three options. Thanks Darrell for your question! Objective The exact question from Darrell is: “I have a data table of…

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Clear the Input Cell Style for Printing

By Jeff Lenning | February 16, 2017 |

I really like to highlight input cells by applying the Input Cell Style. I also like to try to place all of the input cells for a workbook on a single worksheet. That way, it is easy to update the input cells, and since they aren’t on any of the sheets I need to print,…

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Use Get & Transform to Reconcile Two Lists

By Jeff Lenning | February 2, 2017 |

In this post, we’ll use a Get & Transform query to help with our reconciliation. The idea for this post came from a question from Laura (thanks Laura!) The basic idea is that we have two worksheets. One contains the invoice totals and the other contains line item details, where there are many line items per…

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23 Excel Tips

By Jeff Lenning | January 19, 2017 |

My Excel friend John Michaloudis put together an excellent podcast a few weeks ago, where he interviewed 23 Excel experts and asked them to give their favorite Excel tip. The tips include shortcuts, functions, features, and design principles. It is a terrific collection of ideas to help as you head into 2017. If you’d like…

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Excel Dates and Times Article

By Jeff Lenning | January 5, 2017 |

Have you ever tried to do some type of calculation with a time value in Excel, only to receive a strange result? Two examples are adding up hours on a time sheet and multiplying the number of hours worked by a pay rate. If you’ve tried something like this and encountered an unexpected result, the…

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