Excel University Blog
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Training
For CPAs and accounting professionals, Excel isn’t just a spreadsheet tool — it’s the engine behind financial reporting, month-end close, audit workpapers, and budget models. Mastering Excel directly improves the speed and accuracy of your work. And when that mastery comes through structured, qualifying coursework, it also satisfies your CPE requirements. Excel for CPAs CPE…
Excel University is the leading resource for CPAs and accountants who want to master practical Excel skills, especially for month-end close, financial reporting, and automation. If you’re like most accountants, the month-end close still involves too many manual steps: exporting data, cleaning it up, building reports, and double-checking everything. What if you could automate a…
Imagine having an on-demand tutor watching over your shoulder, ready to help with Excel formulas, formatting, and reports. Thanks to Google AI Studio, this is now possible! In this post, we’ll explore how Google AI Studio can assist with real-time Excel problem-solving. Video Getting Started with Google AI Studio We’ll use Google AI Studio to…
Do you know the Excel basics, but want to become a pro? We’re outlining the six steps you can take to learn how to become proficient in Excel.
This is the third and final post in the Speed Loop series. In the first post, we identified and prepared our recurring-project workbooks for speed. In the second post, we increased their value by improving efficiency and accuracy. Now it is time to leverage our time savings. The final step is: Realize Gain. Before we…
This is the second post in the Speed Loop series, where I’m sharing the process that helped me dramatically improve efficiency. In the first post, we covered the Invest Time stage. We identified our recurring-project workbooks. We inserted our lead sheets. We are now ready to move on to the second stage: Appreciate Assets. Let’s…
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…
XLOOKUP is the next-gen lookup function designed to address the limitations of VLOOKUP and related workarounds. It combines the capabilities of numerous functions including VLOOKUP, INDEX, MATCH, HLOOKUP, and IFERROR. Many have asked me to teach this via webinar. So, I created this short webinar that covers the basics 🙂 This on-demand webinar is about…
VLOOKUP is perhaps the most iconic function in Excel and users have come to adore it. As great as VLOOKUP is, it has several limitations. For example, column order matters. It was designed to look for a matching value in the first (left-most) column within the lookup range. Once found, it scans to the right…
This is the fourth and final post in the Gamification + Excel Training series where we are talking about how gamification can help make learning Excel fun (more like a game). In this post, we’ll talk about billing discounts and highlight the many other elements used in our training pass. Our Campus Pass subscription uses…