Excel University Blog

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Techniques

Speed Loop 1: Invest Time

By Jeff Lenning | March 30, 2020 |

To work fast in Excel, you need two things: process and skills. Having one without the other means you may not be maximizing efficiency. By process, I mean the overall framework, strategy, or approach you use to optimize your workbooks. By skills, I mean Excel skills like XLOOKUP, SUMIFS, PivotTables, and Power Query. Both process…

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Fuzzy Match with Power Query

By Jeff Lenning | July 19, 2019 |

A few years ago, I wrote a post about how to perform fuzzy lookups using the “Fuzzy Lookup Add-In for Excel.” However, this capability is now available in Power Query!! Wait, what? Yes! Performing a fuzzy match is so much easier and far more intuitive in Power Query. This post walks through the basics ……

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Create Dependent Drop-Downs with Spill Ranges

By Jeff Lenning | February 12, 2019 |

A while ago, I wrote about creating dependent (aka cascading, dynamic, or conditional) drop-downs using data validation. This is where you have a primary drop-down, and the choices in the related secondary drop-down depend on the selection made in the first drop-down. Well, this process became MUCH easier with the introduction of dynamic array functions…

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Power Query Calendar

By Jeff Lenning | February 6, 2019 |

A few weeks ago I wrote a blog post on how to create a graphical calendar using a PivotTable. I received a few questions about how to insert event names into the calendar. Generally, PivotTable value fields support numeric values (such as day 1, 2, 3), and not text values (such as Filing Deadline or…

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Tips from 17 Excel Experts

By Jeff Lenning | January 22, 2019 |

My Excel-friend John Michaloudis has compiled a podcast with tips from 17 Excel experts and MVPs. He does this annually, and this year he has put together a great collection of tips. This year, you’ll hear tips from: Bill Jelen John Michaloudis Mynda Treacy Jeff Lenning Jon Acampora Danielle Stein Fairhurst Ken Puls Kyle Pew…

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Dynamic Chart Title with Slicers

By Jeff Lenning | November 7, 2018 |

Here’s the situation. We have created a PivotTable and related PivotChart, and, since we are nice, we have also provided a Slicer so that the user can easily make selections. But, we’d like the report titles to dynamically update based on the selections made. As with anything in Excel, there are multiple ways to accomplish…

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Create Dynamic Rows for an Amortization Schedule with Power Query

By Jeff Lenning | June 19, 2018 |

Sometimes in Excel, we want to use formulas to compute row values, but, the number of rows is dynamic and changes periodically. For example, let’s say we want to create an amortization schedule and use it for a variety of loans. Some loans are paid in 36 months, some in 120 months, and some in…

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Tips from 20 Excel Experts

By Jeff Lenning | February 7, 2018 |

My Excel-friend John Michaloudis does an annual interview of Excel experts from all over the world. The format of his interview is an audio podcast. This year, you can hear directly from 20 Excel experts as they share their best Excel tips and ideas. The tips include shortcuts, functions, and features, and it is a…

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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…

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Use Get & Transform to Reconcile Two Lists

By Jeff Lenning | February 2, 2017 |

In this post, we’ll use a Get & Transform query to help with our reconciliation. The idea for this post came from a question from Laura (thanks Laura!) The basic idea is that we have two worksheets. One contains the invoice totals and the other contains line item details, where there are many line items per…

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