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Dynamic Arrays 2

By Jeff Lenning | August 17, 2020 |

This is the second post in the Dynamic Arrays series. In the first post, we talked about how formulas can return multiple values, the resulting spill range, and two dynamic array functions. In this post, we’ll talk about how to refer to the spill range with other formulas. Video Spill Range The spill range includes…

Dynamic Arrays 1

By Jeff Lenning | August 11, 2020 |

During the years we have been using Excel, we have come to understand that a formula calculates a value. Meaning, a single value. Right? Like … we write a formula, hit Enter, and the result is displayed in the cell. Easy … that is how we have been using Excel for decades. Multiple Values But…

Insert X Rows to Expand Table

By Jeff Lenning | July 15, 2020 |

I received a question from Sam, who asked how to insert a variable number of rows (X rows) into a table based on a column value. That is, by the number specified in a column. In this post, we’ll accomplish this request with Power Query. Objective Before we jump into Excel, let’s confirm our objective.…

Stack or Wrap Columns

By Jeff Lenning | July 8, 2020 |

I was asked how to prepare a table with 50 columns for printing. The specific request was to break each record in the data table into multiple printed rows with a blank row in between each record. Basically, we want the columns to wrap when printed. In this post, I’ll show how to define groups…

Link to Sheets using Defined Names

By Jeff Lenning | June 23, 2020 |

Hyperlinks are a useful way to expedite navigation. If you have ever created a hyperlink to a worksheet, you may have noticed that your hyperlink can break if you change the worksheet name. This post demonstrates how to use defined names to avoid this type of error. Objective Let’s say we want to make it…

Import PDF Data into Excel with Power Query

By Jeff Lenning | June 4, 2020 |

Historically we have been able to get PDF data into Excel using a standard copy/paste or some third-party tools. Now we have another option. We can use Power Query to retrieve values from PDF files. This post walks through the basics. Video Objective We have a PDF file, perhaps it looks like this:   We…

List of Worksheets in a Drop Down

By Jeff Lenning | May 27, 2020 |

In this post, I’ll answer a question I received from Sara about how to create a drop down with each worksheet name and reference it in a formula to retrieve values from the selected sheet. As this is Excel, there are a variety of alternatives to accomplish this. In this post, I’ll demonstrate one such…

Excel and Budgeting

By Jeff Lenning | May 19, 2020 |

I recently wrote an article for the Minnesota Society of CPAs about a technique that helps you create budgets faster. Even if you don’t prepare budgets, the underlying features and functions used can be applied elsewhere. In summary, we use a data validation drop-down to provide several Budget Methods. Once you select a budget method…

Split Amount into Monthly Columns

By Jeff Lenning | May 12, 2020 |

Let’s say you need to take an amount and split it evenly into monthly columns. For example, perhaps you need to recognize revenue over time. Or, perhaps you have spent some money and you need to allocate the expense over time. There are other illustrations, but the basic idea is that you have a total…

Retrieve First Occurrence After a Date

By Jeff Lenning | January 1, 2020 |

In this post, we’ll discuss one approach for retrieving the first occurrence (or min date) after a specified date. Let me back up. Michael asked for a way to find the first occurrence of an office visit (a date) after the date of being discharged from the hospital (and within 30 days). As this is…