Excel University Blog

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Features

Basic Excel Time-Savings Tips

By Jeff Lenning | January 24, 2018 |

If you like shortcuts, features, and tools that can save you time in Excel, I’d like to call your attention to a Journal of Accountancy article that includes tips from several Excel experts. I’m honored that my tips were included in the article 🙂 The article includes these main categories of tips: Keyboard shortcuts Quick…

Comparing Lists with Conditional Formatting

By Jeff Lenning | January 17, 2018 |

Comparing lists is a fairly common task in Excel, and as with anything, there are many ways to approach it. When we compare two lists, we are essentially trying to find out which names appear in both lists, or, which names appear in only one list. Tony posted a blog comment about how to perform…

VLOOKUP Hack #10: Maslow’s Hammer

By Jeff Lenning | January 10, 2018 |

Psychologist Abraham Maslow wrote a line that is often referred to as Maslow’s Hammer. It goes something like this: “I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” I’ve heard the simplified version more often: “If all you have is a…

Get & Transform: An Alternative to Simple PivotTable Reports

By Jeff Lenning | September 27, 2017 |

I love PivotTables, and use them all the time. But, when our needs are simple, we can easily summarize data with a Get & Transform query instead. Why? To simplify our workbooks and improve our efficiency. Let me demonstrate. Objective Before we dig into the mechanics, let’s just be clear about our goal. Let’s say…

FlashFill Meets Get & Transform

By Jeff Lenning | June 20, 2017 |

Do you love FlashFill? Do you love Get & Transform queries? If so, you’ll love the most recent Excel update pushed out by Microsoft: New Column by Example. It is essentially FlashFill inside PowerQuery. It is way cool. Check it out. Objective Let’s say we have some data. It doesn’t matter where it is, it…

Mind Blown CalCPA Article

By Jeff Lenning | June 1, 2017 |

Imagine this scenario: There are 120 CSV files in a folder on your network. Each CSV export contains the transactions for a single month, and there are 10 years’ worth of files. Your mission, should you choose to accept it, is to combine all of the transactions in these 120 files into a single Excel…

Use a Get & Transform Query to Transpose Values

By Jeff Lenning | April 26, 2017 |

Recently, I’ve been on this kick of using Get & Transform queries to accomplish tasks that we previously performed with other methods. It is clear that the Get & Transform commands provide new ways to solve old problem. In this post, I’ll demonstrate how we can use a Get & Transform query to transpose values.…

Retrieve Values from Many Workbooks

By Jeff Lenning | April 6, 2017 |

Alright my friends, this week I’ll tackle a question I received about retrieving values from workbooks. Here is the basic idea of the question. I have a folder with several hundred workbooks, and each workbook may contain any number of worksheets. For example, some workbooks have two sheets, some have three sheets, and some have…

Most Recent Transaction Date

By Jeff Lenning | March 9, 2017 |

I recently received a question about how to find the most recent transaction date of a list of items. There are a few fun ways to accomplish this, and so I thought I’d walk through three options. Thanks Darrell for your question! Objective The exact question from Darrell is: “I have a data table of…

Clear the Input Cell Style for Printing

By Jeff Lenning | February 16, 2017 |

I really like to highlight input cells by applying the Input Cell Style. I also like to try to place all of the input cells for a workbook on a single worksheet. That way, it is easy to update the input cells, and since they aren’t on any of the sheets I need to print,…