Excel University Blog

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SUMIFS

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…

Use the Column Header to Retrieve Values from an Excel Table

By Jeff Lenning | January 24, 2014 |

This post discusses ways to retrieve aggregated values from a table based on the column labels. Overview Beginning with Excel 2007, we can store data in a table with the Insert > Table Ribbon command icon. If you haven’t yet explored this incredible feature, please check out this CalCPA Magazine article Excel Rules. Frequently, we…

VLOOKUP on Two or More Criteria Columns

By Jeff Lenning | January 10, 2014 |

If you have ever tried to use a VLOOKUP function with two or more criteria columns, you’ve quickly discovered that it just wasn’t built for that purpose. Fortunately, there is another function that may work as an alternative to VLOOKUP depending on what you want to return. Video Multi-Column Lookup Objective First, let’s confirm our…

Create a Balance Sheet with Excel

By Jeff Lenning | November 21, 2013 |

Excel Balance Sheet This post illustrates how to create a financial statement such as a balance sheet with built-in Excel features and functions. Our primary objective is to build a workbook that efficiently pulls values from the trial balance into the balance sheet. Overview For the purpose of this post, let’s assume we have a…

Multiple Condition Summing in Excel with SUMIFS

By Jeff Lenning | March 15, 2013 |

The SUMIFS function is for sure, without a doubt, one of my most favorite Excel functions of all time.  I’m sure I use it in well over half of my workbooks, and it is a must-know function for Excel users.  I’ll try to get you warmed up, but just know that this post only gets…