Excel University Blog
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Add-Ins
If you’re managing projects and need a simple way to track progress, Excel’s Agile Gantt Chart template can be a great starting point. This built-in template provides a visual representation of tasks, milestones, and progress, making it easier to stay organized. Video Step-by-step Guide In this guide, we’ll walk through how to: Let’s dive in!…
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If you’ve ever wondered how to track your loan payments and balances, you’re in the right place! In this post, we’ll walk through how to get, use, and customize a free loan amortization schedule template directly from within Microsoft Excel. Let’s dive in! Video Step 1: Downloading the Free Amortization Schedule Template Did you know…
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I recently discovered that you can upload an Excel file to ChatGPT, ask it to perform tasks on the file, and then download the updated file. In this post, I wanted to share what I discovered and demonstrate it with a few examples including unprotecting a worksheet, writing formulas, and creating a chart. Microsoft’s Copilot…
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Today we will tackle a common question: “How can we combine numerous tables that are in the same workbook?” Let’s dive right in and learn how to easily combine tables, even if they have different column orders! Video Step-by-step Process In this guide, we’ll explore how to use Power Query to combine several tables from…
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Excel is used for many different tasks, such as budgeting, reporting, comparing bank statements, and other things. It can also be used to export, clean, and import data between two separate systems. For example, suppose you export transactions from an e-commerce system, open them in Excel, tidy up the information a little, and then transfer…
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Are you a school administrator who wants to see how student test scores are distributed, or maybe an accountant who needs to analyze trends in spending or accounts receivable? If so, creating a frequency distribution in Excel is one of the easiest ways to do it! Essentially, frequency distributions come in handy whenever you need…
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Have you ever worked on an Excel project for hours, only for all of that effort to be lost because of one power outage that shut down your system? Everyone knows the panic that sets in when they’ve accidentally deleted important work. But, the good news is that not all is lost! There are a…
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Although Excel provides a great deal of flexibility in creating financial statements, it has several limitations: If you use Excel to create financial statements, you will want to read on. In this article, we’ll show how the patented FSM technology allows you to easily produce exactly the custom financial reports you need in Excel. They…
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In this article, we’ll show how to easily create and update Excel reports from QuickBooks. But, let’s back up a second. When QuickBooks has the report you want, awesome! But, when it doesn’t, we often turn to Excel. This can happen when QuickBooks doesn’t have all of the data you need for the report, for…
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This is the next post in the add-in series, where we are exploring various add-ins that expand the capabilities of Excel. In this post, we’ll take a look at the Genius Sheets add-in. In summary, it enables us to get QuickBooks Online data into our Excel workbooks. The add-in provides several custom functions that we…
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