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Techniques
My friend John Michaloudis does an annual survey of Excel MVPs and experts and asks for their best Excel tip. He compiles the tips into an audio podcast along with show notes and related links. This is a great resource and I love sharing it every year. This year, he rounded up tips from: You’ll…
Read MoreYou’ve probably come across situations where Excel didn’t allow you to make certain changes to your data because some of the cells you selected were merged. But, it can be tough to find merged cells in Excel because they often look so similar to others. Working with large datasets makes it even more difficult as…
Read MoreIn this third and final post of the Skipping Excel series, we’ll connect all the dots and use Zapier to complete our automation. In case you are just joining the series … I’ve been documenting my journey for getting my e-commerce sales into QuickBooks Online. In an ideal situation, there would be a direct built-in…
Read MoreIn this post, the second in the Skipping Excel series, I’ll walk you through the details of the next iteration of this process. In case you are just joining this series, in the first post Skipping Excel 1, I reviewed the manual process of getting my e-commerce transactions into QuickBooks Online. It took about 30…
Read MoreLet’s say you’ve been building a worksheet to share with your coworkers. When you share it, they’ll be able to see, edit, and change everything that’s in the workbook, including your formulas. It can sometimes be a little too easy to make those changes accidentally. That’s why it’s a good idea to lock and even…
Read MoreThese top 8 Excel tips and tricks will free up tons of time and allow you to get more work done even faster.
Read MoreHistorically, we’ve had two basic ways to create reports in Excel. We could enter the report labels and use formulas to compute the report values or we could use a PivotTable. Both options had pros and cons. We’d have to pick the report type based on the context of our workbook. In this post, I’ll…
Read MoreMy friend John Michaloudis does an annual survey of Excel MVPs and experts and asks for their best tip. He compiles the tips into an audio podcast along with show notes and related links. This is a great resource and I love sharing it every year. This year, he rounded up tips from: You’ll definitely…
Read MoreMy name is Penny Li, a cross-border tax accountant, and I often come across instances in my work where I need to convert foreign currencies to US dollar. I have decided to build a foreign currency conversion tool in Excel that is capable of generating single-day as well as average foreign exchange rates for multiple…
Read MoreOverview During an Excel University webinar, Jeff gave a demonstration of Power Query that related to a company’s annual budget process. Initially, I was not familiar with Power Query but decided to learn it. Ultimately, I was able to incorporate Power Query into our annual budget process, eliminating the need for the software we were…
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