Excel University Blog

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Add-Ins

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…

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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…

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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 ……

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Pivot Text Values with Power Query

By Jeff Lenning | March 23, 2021 |

In this post, we’ll talk about how to Pivot text values with Power Query. We would like to do this even if there are a variable number of fields per record. This can be REALLY hard to visualize based on a short text description, so I think it is best to show screenshots of the…

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Treasure Maps 2

By Jeff Lenning | October 19, 2020 |

This is the second post in the Treasure Maps series, where we are discussing various ways to implement mapping tables. In the first post, we covered SUMIFS. In this post, we’ll talk about Power Query. Overview Let’s say we have a list of transactions in a CSV file, like this: We would like to use…

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Sample Selections

By Jeff Lenning | February 18, 2020 |

For many decades, Excel has shipped with an add-in called the Analysis ToolPak. But, by default it is disabled. When you enable it, you get access to a bunch of cool stuff … including the ability to have Excel make sample selections. I recently received a question from Jo (thanks Jo!) asking about how to…

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Stock Quotes CalCPA Article

By Jeff Lenning | July 15, 2019 |

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…

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Stop Wasting Time 2

By Jeff Lenning | April 9, 2019 |

This is the second post in the Stop Wasting Time series. In this post, we learn how Power Query can help us update our report in less time. After all, why would we want to spend more time than necessary updating it? That is called “wasting time” and we just don’t like wasting such a…

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Power Query Calendar

By Jeff Lenning | February 6, 2019 |

A few weeks ago I wrote a blog post on how to create a graphical calendar using a PivotTable. I received a few questions about how to insert event names into the calendar. Generally, PivotTable value fields support numeric values (such as day 1, 2, 3), and not text values (such as Filing Deadline or…

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Power BI CalCPA Article

By Jeff Lenning | January 9, 2019 | Comments Off on Power BI CalCPA Article

You’ve heard the terms “Power BI,” “Power Query” and “Power Pivot,” but maybe aren’t sure what they are. Good news! They are free tools from Microsoft and this article will talk you through them. And, while we’re at it, we’ll also talk about Pivot Tables and Pivot Charts. Power and Pivot  

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