Excel Balance Sheet This post illustrates how to create a financial statement such as a balance sheet with built-in Excel features and functions. Our primary objective is to build a workbook that efficiently pulls values from the trial balance into the balance sheet. Overview For the purpose of this post, let’s assume we have a […]
I’m pleased to announce the immediate availability of the Excel University Chapter Evaluation Courses, which are online Excel lessons that cover a single chapter and topic and can be used to evaluate our online Excel training. These mini-classes typically take about 30 minutes to complete, and contain a lecture video, homework activities, the practice Excel […]
Let’s face it, Excel users probably insert the SUM function more often than any other function. As you know, we can improve our productivity by keeping our hands on our keyboards. This post discusses my favorite keyboard shortcut for inserting the SUM function. Keyboard Shortcut The SUM function is easily inserted into a workbook with […]
It is with great excitement we announce the immediate availability of Excel University On-Demand, the online Excel training course that teaches the content of Excel University Volume 2 through videos, homework activities, quizzes, forums, and blogs, in a fun, self-paced and social way. Overview Excel University Volume 2 continues exploring the Excel features, functions and […]
I am pleased to announce the immediate availability of Excel University Volume 2. The next installment in the series covers a task common to accounting and finance professionals: reporting. Since there are many different types of reports in Excel, let’s dig into the details a bit. This book focuses on how to build hands-free formula-based […]
If you have ever needed to allocate an amount over time, and split the amount into monthly columns based on the number of days, you’ll quickly realize that this simple idea is tricky to actually implement. As with anything in Excel, there are many ways to accomplish this task, and this post walks through one […]
If you have ever tried to return a value that physically lies to the left of the lookup column, you quickly realize that this task is difficult to accomplish with the VLOOKUP function. This is a perfect time to move beyond the VLOOKUP function and explore the INDEX and MATCH functions. Overview Consider the following […]
Have you ever split one column in to many columns, or vice versa, combined many columns into a single column? If so, you have likely relied on the text-to-columns feature to split a single column into many and the CONCATENATE function to join many columns into a single column. Beginning with Excel 2013, Microsoft provides […]
Have you ever wanted to allow the workbook user to pick the math that a formula should use? This post explores the CHOOSE function, which, among other things, enables us to allow the user to pick the math. CHOOSE Before jumping right into the function’s syntax, let’s get a little context. Let’s say that we […]
I’m so excited to make this announcement….the online training format for Excel University Volume 1 is now open for registration! We have converted the content of Excel University Volume 1 into an interactive self-paced training format, and it is now available through our online learning management system (LMS). If you have ever looked for an […]