Category Archives: Add-Ins


Stock Quotes CalCPA Article

Microsoft recently updated the built-in tools for retrieving stock quotes into Excel. If you’re typing closing prices into Excel manually, my recent California CPA Magazine article may be able to help you get it done faster. Specifically, it talks about how the Stock data type retrieves current quotes and related information, and how Power Query […]





Impossible PivotTables 4 – Average of Distinct Count

This is the 4th and final post in the Impossible PivotTables series, where we are exploring Power Pivot by looking at some limitations encountered with traditional PivotTables. In this post, we’ll look at how to compute the average when there are multiple rows per item. That is, where a simple sum divided by the count […]




Impossible PivotTables 2 – Show Values As

This is the second post in the Impossible PivotTables series, where we are exploring Power Pivot. In the first post, we examined the limitation of calculated field references in a traditional PivotTable. In this post, we’ll address the limitation of using the Show Values As option for subsequent calculations. If we use the Show Values […]


Impossible PivotTables 1 – Calculated Fields

This is the first post in a series called Impossible PivotTables. The purpose of this series is to explore Power Pivot. I thought a fun way to do that would be to demonstrate how using the data model enables us to build PivotTables that are either impossible with traditional PivotTables or that require workarounds. I […]