Excel University Blog

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Add-Ins

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: 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…

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…

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…

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…

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…

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…

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…

Visio Diagram from Excel Data

By Jeff Lenning | June 22, 2021 |

This is the third 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 Microsoft Visio Data Visualizer add-in. In summary, it enables us to easily convert Excel data into a Visio diagram inside of Excel. It…

Bing Maps

By Jeff Lenning | June 8, 2021 |

This is the second 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 Bing Maps add-in. In summary, this add-in makes it easy to plot location data from a worksheet column onto a map. It supports…

People Graph

By Jeff Lenning | May 26, 2021 |

This is the first post in a series where we’ll be exploring various add-ins that enhance and extend the capabilities of Excel. There are different types of add-ins and in this series, we’ll focus on those available in the Excel app store. Excel app store? Yep! Well, it isn’t technically an Excel app store ……