Excel University Blog

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Add-Ins

Skipping Excel 1

By Jeff Lenning | November 22, 2022 |

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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How to Perform a Frequency Distribution in Excel (no formulas)

By Excel University | September 13, 2022 |

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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Woman holding her face while trying to find out how to recover an Excel file not saved

Don’t Panic! Here’s How to Recover an Excel File Not Saved

By Excel University | July 5, 2022 |

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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How to easily Automate Your Customized Excel Financial Statements

By Jacques Nault | May 3, 2022 |

Although Excel provides a great deal of flexibility in creating financial statements, it has several limitations: It is not integrated with accounting data. It requires a substantial amount of data manipulation. It is difficult to ensure completeness of the financial statements without excessive review. Excel cannot easily and automatically update the financial statements. If you…

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Easily Create and Update Excel Reports from QuickBooks

By Trevor Lee | March 22, 2022 |

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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Retrieve QuickBooks Data with Genius Sheets

By Jeff Lenning | September 15, 2021 |

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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Public Company Financials with XBRL Filed Data

By Jeff Lenning | August 11, 2021 |

This is the next post in the add-ins series, where we are exploring various add-ins that enhance and extend the capabilities of Excel. In this post, we’ll take a look at the XBRL Filed Data add-in. In summary, it enables us to get public company financial data (and more) into Excel. Objective Before we get…

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Excel to Word Document Automation

By Jeff Lenning | August 3, 2021 |

This is the next post in the add-ins series, where we are exploring various add-ins that enhance and extend the capabilities of Excel. In this post, we’ll take a look at the Excel-to-Word Document Automation add-in. In summary, it enables us to get Excel data into a Word (or Power Point) document. It creates a…

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Text Toolkit by Ablebits

By Jeff Lenning | July 20, 2021 |

This is the next post in the Add-Ins series, where we are exploring various add-ins that enhance and extend the capabilities of Excel. In this post, we’ll take a look at Text Toolkit by Ablebits. In summary, it enables us to easily make changes to text without writing formulas. What types of changes? Many! Examples…

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Geographic Heat Map

By Jeff Lenning | June 30, 2021 |

This is the fourth post in the Add-Ins series, where we are exploring various add-ins that enhance and extend the capabilities of Excel. In this post, we’ll take a look at the Geographic Heat Map add-in. In summary, it enables us to easily visualize data on a map. Objective Before we examine the details, let’s…

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