Excel University Blog

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Functions

Perform Lookups with FILTER 1

By Jeff Lenning | September 23, 2020 |

This is the first post in a series where we’ll talk about how to use the FILTER function as an alternative to lookup functions including VLOOKUP. Why? Well, as we’ll discover in this series, the FILTER function offers several key benefits. For example, FILTER supports: Multiple return columns Multiple lookup columns Multiple matching row values…

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Historical Stock Quotes with STOCKHISTORY

By Jeff Lenning | September 9, 2020 |

Let’s say we want to retrieve historical stock quotes for a specific security into Excel. Since this is Excel, there are of course several options. Before the STOCKHISTORY function, we could pull data from relevant web pages using Power Query (which I’ve written about before here). But, the most current versions of Excel now have…

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Dynamic Arrays 3

By Jeff Lenning | August 24, 2020 |

This is the third post in the Dynamic Arrays series. In the first two posts, we discussed the spill range and the spill reference operator. If you’ve enjoyed the first two posts, I think you’ll enjoy this one even more because we get to talk about the FILTER and XLOOKUP functions. Video Overview So far,…

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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…

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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…

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Find Last Occurrence

By Jeff Lenning | July 28, 2020 |

I was recently asked how to find the last occurrence of a value in a column. Although there are multiple ways to accomplish this, in this post, I’ll talk about how to use XLOOKUP. Objective Before we jump into Excel, let’s confirm our objective. Let’s say we have a bunch of transactions that look like…

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CONVERT Units of Measure

By Jeff Lenning | July 22, 2020 |

There are times I need to quickly convert a quantity from one unit of measure to another (inch, foot), or from one system of measurement to another (metric, imperial). For example, when I am entering meals into MyFitnessPal, preparing a meal in the kitchen, or working on a project in the garage. When I need…

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Initial STOCKHISTORY Announcement

By Jeff Lenning | June 10, 2020 |

Microsoft just announced a new Excel function called STOCKHISTORY. This function provides a way to retrieve historical stock quotes directly into Excel. As it is being rolled out over time, I haven’t had a chance to use it yet. But as soon as my copy of Excel receives the function, I’ll write a post about…

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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…

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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…

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