Microsoft Excel

Creating a data-entry form in Excel

The use of a data-entry form makes data entry faster and more efficient because you don’t have to go to multiple different cells to enter data, row by row.

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.

Sort by color to group highlighted cells in Excel

Highlighting cells with different colors can help you quickly identify information in a spreadsheet. Excel also lets you sort by color to easily group all the information you’ve highlighted with a given color. Learn how.

The easy way to join text in Excel

If you have Excel 2019 or Excel 365, you can use the function TEXTJOIN to quickly join text in one cell and separate the text with any delimiter, even if you have many rows or columns of data to join.

Use IFS function to calculate letter grades in Excel

Added by Microsoft in 2016, the IFS function replaces the need for multiple nested IF statements. You can put all your conditions (percentage grade cutoffs in this example) in one function, making it easier to follow.

2 simple ways to visualize data

Supplementing spreadsheet data with visual representation aids the user in identifying trends and patterns that may not be evident otherwise.


Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.


Getting leases in line

ASC Topic 842 is a relatively simple standard that can mean profound changes for organizations with leases. This report examines what makes this standard challenging and describes new ways for CPAs to add value.