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Exploring Excel’s dynamic FILTER function

The FILTER function has all the filtering power of the venerable filter feature but can perform more tasks, including setting up automated filters and showing results where the user wants them to be shown.

Hear all about it: What’s in the December JofA

The JofA’s editor-in-chief highlights the news, features and advice that CPAs will find useful in the December issue of the magazine. Listen to the podcast or read the transcript.

Join text in Excel

This article offers four methods to join usernames to the @ symbol and domain.

Use Forms to collect client feedback

Surveys are great for collecting information from your clients, and using software to collect responses makes generating reports and metrics a breeze.

Collaboration with an Excel workbook

A share feature in Excel allows you to share your workbook and specify sections, tables, ranges, charts, or worksheets that need to be addressed or viewed by someone else.

AutoFormat tables in Excel

An AutoFormat option in Excel will format your
table and allow you to choose from several options.

FROM THIS MONTH'S ISSUE

Real-life ways small firms use AI

Learn how four small firms use artificial intelligence to automate processes while maintaining strong oversight.