Excel University Blog
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Did you know that PivotTables can automatically group date fields by month? And by quarter and year? This date group capability makes it easy to summarize data in monthly columns without writing a single formula. Check out my recent California CPA Magazine article for the details. Publication: California CPA Magazine Author: Jeff Lenning CPA Date: May 2015…
I’m excited to announce the Excel University scholarship program! Excel University will recognize outstanding accounting students enrolled in an accredited college or university in the US, and will provide a $500 cash award as well as free enrollment into our online training program. These scholarships are awarded annually. Please help me spread the word by forwarding…
I’m pleased to announce the introduction of Excel University guest lectures! Until now, all of the Excel University courses were written by a single instructor (me). Moving forward, Excel University will also offer guest lectures by my Excel friends and recognized Excel experts. They will be talking about their areas of interest and expertise. Guest…
I am pleased to announce the immediate availability of the Excel University Volume 3 online course! This online course teaches the content of Volume 3 through online videos, homework activities, quizzes, and includes instructor-moderated forums in case you get stuck. It picks up right where Volume 2 ends. More Info The topics include PivotTables, external…
The charting capabilities of Excel are remarkable. During the course of my career, I have developed only a cursory knowledge of Excel charts and graphs. I recently took an online Excel dashboard course, and I wanted to share my experience and provide a link so you can check it out…plus….a 20% discount is now available!…
I’m pleased to announce the immediate availability of Excel University Volume 3 on Amazon! Amazon link: amazon.com/dp/1500399434 The third installment in the Excel University series picks up right where Volume 2 leaves off. At the end of V2, we used many features and functions (SUMIFS, EOMONTH, data validation, concatenation, named references, DATE, and so on) to…
Hi guys! Just wanted to draw your attention to a recent California CPA Magazine article I wrote about comparing lists using Excel. Have you ever wanted to ask Excel to identify which items from one list appear on another? For example, which check numbers on the check register appear on the bank download, as illustrated…
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
To help celebrate the conclusion of the traditional busy-season, I’m pleased to announce that we are giving away free digital copies of Excel University Volume 2 on April 16, 2014. You can download the book directly from Amazon and read it with a Kindle device or with the free Kindle app. The book can be used…
Excel University Volume 3 is far enough along for me to share the table of contents. I have to say, I’m very excited about this volume as we cover some very cool things. I can’t wait for this volume to make its way through the editing and interior design stages. We are targeting a Q3…