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Using 3 Excel View tools to manage large spreadsheets
This month’s column shows how you can use Microsoft Excel’s View features to more easily
navigate big datasets.
Real-life ways accountants are using AI
From mail automation to technical memos to data analysis and marketing, CPAs are transforming their work processes.
How to use Excel’s AGGREGATE Function
This month’s column shows how to use the remarkably versatile AGGREGATE function in Excel.
Doing accounts receivable aging reports in Excel
This article provides an example of building a dynamic AR aging schedule in Excel.
Writing advanced Excel macros with GPT-4
For a fee, the AI tool offers more computing power to help automate repetitive tasks such as cleaning data.
Build ChatGPT into Excel
Many online resources demonstrate multiple codes or other ways to build ChatGPT into Excel and other applications.
Quick Excel tips for accountants
This article offers a few quick Excel tips for varying levels of proficiency.
Using Advanced Filter in Excel
Learn how to filter data using wild cards and other complex criteria using Advanced Filter in Excel.
Using SUMIFS to sum with multiple conditions
If you need to create a sum based on more than one criteria, you can use SUMIFS.
What is so special about Paste Special in Excel?
This month’s column walks you through all the special ways you can paste text, data, and even application capabilities in Excel.
Reaching the SUMIF
The SUMIF function provides a quick and simple way to create a sum based on a specific criterion, such as the type of audit.
Power BI: An analytical view
Data visualization applications such as Microsoft’s Power BI and Tableau can unlock the value of data. This article explores how Power BI works.
Excel vs. Tableau: See your data differently
This article compares the data visualization program Tableau to Excel, examines their relative strengths, and provides a simple walk-through on how to use Tableau.
30 new Windows features you can test right now
Here is a summary of some of the more significant prerelease enhancements to Windows, which you can try right now by becoming a Windows Insider.
Round numbers: A fingerprint of fraud
This article explains how CPAs can find round numbers in large data sets and when those numbers should raise concerns about possible fraud.
How to boost Excel efficiency with Power Query
This article shows how Microsoft Power Query for Excel can streamline the ongoing delivery of additional data for analysis by PivotTables.
Basic Excel time-saving tips
This column offers tips on features, shortcuts, and tools that can save time, improve the integrity of workbooks, and simplify data analysis.
Expect the unexpected: Risk assessment using Monte Carlo simulations
Modern computing power, combined with software including Microsoft Excel, can produce advanced statistical models to analyze the risks of business opportunities.
Microsoft Excel: How to evaluate complex formulas
How to use Excel’s Evaluate tool to understand complicated formulas.
The single factor of most concern in the cloud
Our annual technology roundtable explores the importance of multifactor authentication and solutions for securing clients’ data in the cloud.
