Excel University Blog

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Techniques

Income Tax Formula

By Jeff Lenning | December 31, 2014 |

In this post, we’ll examine a couple of ideas for computing income tax in Excel using tax tables. Specifically, we’ll use VLOOKUP with a helper column, we’ll remove the helper column with SUMPRODUCT, and then we’ll use data validation and the INDIRECT function to make it easy to pick the desired tax table, such as single or married…

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Heat Maps in Excel

By Jeff Lenning | October 29, 2014 |

In this post, we’ll recreate a heat map presented in Stephen Few’s Information Dashboard Design, 2nd Edition, using an Excel PivotTable and a bit of conditional formatting. Objective Before we get too far, let’s take a look at our objective. We are trying to create a heat map that uses variation in color intensity to…

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Select Drop Down Item and use VLOOKUP to Return Multiple Attributes

By Jeff Lenning | October 2, 2014 |

In this post, we’ll explore a method to allow a user to select an item from a drop-down list and then use formulas with the VLOOKUP function to retrieve multiple values from the related item table. Objective Before digging into the mechanics, let’s review our objective with an example. We would like to allow our…

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Date Data Validation Drop-Down

By Jeff Lenning | September 18, 2014 |

In this post, we’ll create two data validation drop-down cells that provide the ability to select From and To dates based on the transaction dates stored in the source data. This will ensure that the date selections fall within a valid range of dates, that is, those months with data in the table. This technique…

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Unique Data Validation Drop-Down From Duplicate Table Data

By Jeff Lenning | September 10, 2014 |

In this post, we’ll explore a method for generating a drop-down that contains a unique list of choices derived from a table column with duplicate values. Objective Before we get started on the mechanics, let’s take a look at what we are trying to achieve. We have a data table that is exported from our…

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Transpose Values and Formulas in Excel

By Jeff Lenning | September 4, 2014 |

In this post, we’ll explore three methods for transposing data in Excel. The first method can be used when you just want to quickly to transpose the values manually. The second method can be used when you want formulas to perform the transposition automatically based on the labels. The third method can be applied when…

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SUMIFS with OR

By Jeff Lenning | August 14, 2014 |

Of all the functions introduced in Excel 2007, 2010, and 2013, my personal favorite is SUMIFS. The SUMIFS function performs multiple condition summing. The function is designed with AND logic, but, there are several techniques that allow us to use OR logic instead. This post explores a few of them. Note: if your version of…

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Format Locked or Unlocked Cells

By Jeff Lenning | May 7, 2014 |

This post explores options for formatting cells that are locked, or unlocked, in an Excel worksheet. Scenario Let’s pretend we have a worksheet that helps a user compare three different loans. The user is required to enter information, such as interest rate and number of years, into designated input cells, but shouldn’t be allowed to…

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Recent CalCPA Article

By Jeff Lenning | May 2, 2014 |

How do you ensure your workbook is accurate? One approach is to set up a structured error check sheet. My recent California CPA Magazine TBRG (May 2014) article discusses the ingredients needed to build a reliable error check sheet. Here are the relevant links: Article: Put Errors in Check Sample workbook: Download Excel File  

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Recent JofA Article

By Jeff Lenning | April 24, 2014 |

Hi guys! Just wanted to draw your attention to my April 2014 Journal of Accountancy article that discusses the power of mapping tables. If you’ve not experimented with this technique, it is worth checking out. In summary, a mapping table sits between the data and report sheets and enables you to translate labels and aggregate…

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