Excel University Blog
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Techniques
Mapping credit card charges to GL accounts is one of those month-end tasks that is tedious enough once, and exponentially more painful every month after that. Raw credit card descriptions are cryptic, the volume is high, and the manual effort adds up fast. In this tutorial, we walk through three exercises that show how to…
Pivot tables are great, but they do not always produce the exact report layout that corporate requires. When the format is locked in and a pivot table simply will not fit, we turn to formulas. In this tutorial, we walk through three exercises that show how to use the SUMIFS function to build formula-based reports…
Month-end reporting often means the same tasks, repeated every single month. We pull data from a CSV, clean it up, build a summary, and maybe add a chart. If we are doing all of that manually, we are leaving a lot of time on the table. In this tutorial, we cover a three-exercise workflow that…
What if every new journal entry posted in QuickBooks Online landed in an Excel table automatically, no copy-paste required? In this tutorial we walk through exactly that workflow. We use Zapier to connect QuickBooks Online to an Excel workbook stored in OneDrive, loop through each journal entry line so it lands on its own row,…
Month-end reconciliations are a fact of life for anyone managing financial data. Whether we are comparing Shopify orders against QuickBooks invoices, matching a bank statement to a check register, or verifying inventory counts, the core task is always the same: take two lists and find what does not match. In this tutorial, we walk through…
Mastering Excel FILTER: Advanced Filtering with Multiple Conditions and Partial Matches Excel’s FILTER function is a game-changer for dynamic data analysis. Not only does it allow us to extract data sets that meet specific criteria, but it also empowers us to layer multiple conditions using AND/OR logic and perform partial text matches with the SEARCH…
Combining text data from different cells is a common task in Excel, especially when dealing with employee directories, codes, or summarized reports. While we’ve often relied on functions like CONCATENATE or the ampersand (&) to accomplish this, Excel’s TEXTJOIN function provides a more flexible, powerful, and streamlined approach. Video What is the TEXTJOIN Function? In…
By the end of this post, you’ll be able to enter a zip code into a cell and Excel will automatically populate the city and state cells! Specifically, we’ll use Excel’s WEBSERVICE and COPILOT functions. Think of this as combining the power of AI with Excel’s brilliant data connectivity. Video Overview of the Solution This…
Managing loans and tracking monthly payments just got a whole lot easier. In this tutorial, we’ll explore the PPMT function in Excel—a lesser-known but incredibly powerful function that calculates the principal portion of a loan payment for a specific period. Even better, we’ll show how to transform this function into a fully dynamic loan amortization…
If you’re managing projects and need a simple way to track progress, Excel’s Agile Gantt Chart template can be a great starting point. This built-in template provides a visual representation of tasks, milestones, and progress, making it easier to stay organized. Video Step-by-step Guide In this guide, we’ll walk through how to: Let’s dive in!…