Excel University Blog

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Posts

Create Dependent Drop-down Lists with Conditional Data Validation

By Jeff Lenning | February 7, 2014 |

This post explores macro-free methods for using Excel’s data validation feature to create an in-cell drop-down that displays choices depending on the value selected in a previous in-cell drop-down. Overview As with just about anything in Excel, there are several ways to achieve the goal. This post explores three such solutions, and if you have a…

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Volume 3 Table of Contents

By Jeff Lenning | January 31, 2014 |

Excel University Volume 3 is far enough along for me to share the table of contents. I have to say, I’m very excited about this volume as we cover some very cool things. I can’t wait for this volume to make its way through the editing and interior design stages. We are targeting a Q3…

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Use the Column Header to Retrieve Values from an Excel Table

By Jeff Lenning | January 24, 2014 |

This post discusses ways to retrieve aggregated values from a table based on the column labels. Overview Beginning with Excel 2007, we can store data in a table with the Insert > Table Ribbon command icon. If you haven’t yet explored this incredible feature, please check out this CalCPA Magazine article Excel Rules. Frequently, we…

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VLOOKUP on Two or More Criteria Columns

By Jeff Lenning | January 10, 2014 |

If you have ever tried to use a VLOOKUP function with two or more criteria columns, you’ve quickly discovered that it just wasn’t built for that purpose. Fortunately, there is another function that may work as an alternative to VLOOKUP depending on what you want to return. Multi-Column Lookup Objective First, let’s confirm our objective…

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Find the Last Occurrence of a Delimiter to Retrieve the Lowest Sub Account from Quickbooks in Excel

By Jeff Lenning | December 19, 2013 |

In this post, we’ll explore a formula-based approach that does not use VBA to find the last occurrence of a delimiter and use it to retrieve the lowest sub account from a Quickbooks account list in Excel. When I was doing some research for a project I had a couple of years ago, I was…

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Excel Conditional Formatting Based on Another Cell

By Jeff Lenning | December 12, 2013 |

When you want to format a cell based on the value of a different cell, for example to format a report row based on a single column’s value, you can use the conditional formatting feature to create a formatting formula. This post explores the details of formatting a cell or range based on the value…

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Free Kindle Version of Excel University Volume 2

By Jeff Lenning | November 27, 2013 |

Just wanted to let you know that Friday November 29, 2013, Amazon will be making the Kindle version of Excel University Volume 2 available for free! http://www.amazon.com/dp/B00FX8X1LE  Pssst….pass it on!

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Excel Balance Sheet

Create a Balance Sheet with Excel

By Jeff Lenning | November 21, 2013 |

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…

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Online Excel Lessons

By Jeff Lenning | November 7, 2013 |

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…

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Quickly Insert the SUM Function

By Jeff Lenning | October 31, 2013 |

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…

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