Microsoft Excel tips and tricks for accountants

TOPICS

May 1, 2023

Fill blank cells in Excel

Learn how to fill blank cells in Excel.

April 7, 2023

Build ChatGPT into Excel

Many online resources demonstrate multiple codes or other ways to build ChatGPT into Excel and other applications.

March 1, 2023

Improve audit sampling efficiency with Excel’s Solver tool

Artificial intelligence capability can significantly reduce the time and effort auditors devote to sampling estimation tasks.

March 1, 2023

Quick Excel tips for accountants

This article offers a few quick Excel tips for varying levels of proficiency.

February 1, 2023

Convert dates using Arabic numerals to dates with Roman numerals

If you have several dates written with Arabic numerals, there are steps to convert them all to Roman numerals.

February 1, 2023

Update AutoRecover setting in Microsoft Excel

By default, AutoRecover is set to save every 10 minutes, but you can set it to save more often.

January 30, 2023

Using ChatGPT with Excel

This month’s column explains how the new AI tool known as ChatGPT can help with challenging Excel tasks such as creating PivotTables and writing macros.

January 1, 2023

Calculating double-declining balance depreciation for tax purposes in Excel

Variable-declining balance uses the double-declining factor but also initiates the automatic switch to straight-line depreciation once that is greater than double-declining.

December 1, 2022

Automatically create subtotals in Excel

There are several reasons to use SUBTOTAL instead of SUM when inserting subtotals in your spreadsheet.

December 1, 2022

Automatically color-code cells in Microsoft Excel

You can automatically have cells turn certain
colors based on the text within those cells. This
is easily done using one of the many types of
conditional formatting.

December 1, 2022

Using Power BI for advanced QuickBooks data analytics

Try these two ways of analyzing and reporting QuickBooks Online data using Microsoft’s Power BI Desktop Version.

November 1, 2022

Using Advanced Filter in Excel

Learn how to filter data using wild cards and other complex criteria using Advanced Filter in Excel.

October 1, 2022

Using COUNTIF and COUNTIFS in Excel

COUNTIF is used to count items based on one criterion, while COUNTIFS is used to count items based on multiple criteria.

September 1, 2022

Efficient ways to open Microsoft Excel

There are a couple of ways to have Excel open most conveniently for you.

September 1, 2022

Smart Lookup in Microsoft Excel

You can quickly look up text from your Excel spreadsheets from several online sources.

FROM THIS MONTH'S ISSUE

Clean data faster using Excel’s REGEX functions

Excel’s REGEX functions provide a simpler, flexible solution to text-cleaning tasks, reducing the need to combine multiple functions when cleaning imported data. This JofA Technology Q&A article shows the way with step-by-step instructions and a video walkthrough.