Excel University Blog
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Techniques
Let’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…
These top 8 Excel tips and tricks will free up tons of time and allow you to get more work done even faster.
Historically, 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…
My 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…
My 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…
Overview 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…
This post show how to use Power Query instead of a PivotTable to display text values in a report.
A mapping table is a handy way to automatically translate labels between systems and reports. As with just about anything in Excel, there are many ways to implement a mapping table. For example, we could create a helper column to store the amounts with the SUMIFS function as I discussed in this Journal of Accountancy…
As a motorcycle safety instructor, I tell new riders that learning to ride a motorcycle is like showering. One shower does not keep you fresh and clean the rest of your life, just like taking one motorcycle class does not give you everything you need to stay safe on a motorcycle. You need to practice…
In this post, we’ll talk about how to Pivot text values with Power Query. We would like to do this even if there are a variable number of fields per record. This can be REALLY hard to visualize based on a short text description, so I think it is best to show screenshots of the…