By adding a few formulas to an accounts payable export and using Excel’s FILTER function, users can create a reusable report that automatically displays only the transactions meeting one or more exception rules.
Microsoft Excel
Using an Excel agent to clean, validate, and reconcile data
Follow step-by-step how an agentic AI tool prepares 59,157 rows of general ledger data for audit use in about 10 minutes.
Improve your Windows 11 productivity using Microsoft PowerToys
This column shows how to use Microsoft PowerToys to improve productivity in Windows 11.
4 Excel features that make reviewing large spreadsheets easier
This column explains how Excel’s Freeze Panes, Split, New Window, and Watch Window make navigating expansive spreadsheets more efficient.
Using Excel’s REGEX functions to clean accounting data faster
Excel for Microsoft 365 includes REGEX functions that can dramatically simplify many common accounting data-cleaning tasks.
How to use the SCAN function to replace running totals in Excel
Excel’s SCAN function provides a dynamic alternative that calculates running totals without copying formulas.
Using Excel to identify financial statement red flags
Excel is a great tool for integrating various financial statement analyses and
presenting the results in a way that emphasizes unusual trends.
Use Excel to automate financial statement analysis
By organizing source data into Excel tables and using structured formulas, you can refresh the analysis simply by pasting new statements into the model, without rewriting formulas or rebuilding schedules.
Use Excel dynamic arrays to build a revenue-testing schedule that auto-refreshes
This article shows how to use dynamic arrays in Excel to build a revenue-testing schedule that auto-refreshes.
Excel’s Dark Mode: A subtle change that makes a big difference
This column takes a look at Microsoft Excel’s
Dark Mode.
Create interactive dashboards with Excel PivotCharts and slicers
You can use Excel for creating interactive dashboards using PivotCharts combined with slicers to transform traditional, static reports into dynamic tools.
How CPAs can use exponential smoothing in Excel for better forecasts
This month’s column shows how to produce more accurate forecasts using exponential
smoothing in Excel.
Detecting anomalies with Benford’s Law in Excel
This article shows how to apply Benford’s Law to a dataset in Excel and how to interpret the results.
Using TEXTSPLIT to dissect Excel text strings
TEXTSPLIT is a very useful function for breaking down text cells that contain different lengths of text and delimiters.
Using Excel’s TEXTBEFORE AND TEXTAFTER functions to easily tame messy data
Excel’s TEXTBEFORE and TEXTAFTER functions allow users to quickly split up text in ways that used to require combinations of functions like LEFT, RIGHT, MID, and FIND, leading to some confusing formulas.
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