Category Archives: Excel




Dollar Unit Sampling

This post will demonstrate how to use Excel formulas to determine sample selections based on dollar units. The basic idea is that each dollar is a sampling unit, and as such, this method is more likely to select higher dollar items for testing. This method goes by several names, including monetary unit sampling, dollar unit […]



Excel Breakout Puzzles!

Are you aware of the Escape Room trend, or the similar breakout logic puzzles that teachers use in classrooms? Here is the basic idea of the escape room. You and some friends or colleagues go to a company that has created an escape room. Like, in the real world, physically, you go to a place. […]


2017 Excel University Scholarship Winners

I am thrilled to announce this year’s Excel University scholarship winners! These scholarships are supported by Excel University enrollments, so thanks to all of you who have helped make these awards possible! Both of our winners this year are great examples of the type of accounting student that the scholarship program was designed to assist. […]


Skipping Excel CalCPA Article

Excel is used for all sorts of things, including budgeting, reporting, reconciling bank statements and more. Sometimes, it’s used as a bridge between two applications … that is, to export, clean and import data between two different systems. This type of process is so common it even has its own acronym: ETL (Extract, Transform and […]