Microsoft Excel tips and tricks for accountants

TOPICS

December 1, 2021

Using the Excel personal assistant

Excel Personal Assistant can help you locate all the features Excel has to offer.

November 9, 2021

Performing a simple linear regression in Excel

When teaching cost behavior in a managerial or cost accounting course, we explain that there are various methods a company can use to estimate its fixed and variable costs, including regression analysis. The next time you cover this topic, consider teaching students how to perform a simple linear regression analysis in Excel.

November 1, 2021

Journal-entry testing using Excel

In this example walk-through, learn how to use Microsoft’s spreadsheet application to perform several tasks, including sampling.

October 12, 2021

The Excel Advanced Filter function gives you flexibility

Advanced Filter allows you to generate a unique list of items and extract those items to another place in your worksheet or workbook.

October 1, 2021

Cleaning and joining data using Excel’s Power Query

This month’s column shows how to clean and join data using Excel’s Power Query.

September 14, 2021

How Excel COUNTIF function saves time when analyzing final grades

When analyzing grades (especially for a large class) the COUNTIF function in Excel can be extremely helpful.

September 1, 2021

Add Favorites to the Ribbon

You can add all your favorite or frequently used Excel features in one tab on your Ribbon.

September 1, 2021

Print comments and notes in one place

It is very simple to view and print all the notes and
comments within an Excel worksheet in one place.

July 1, 2021

Eliminate asterisks from data in Excel

One of the easiest ways to remove specific text, letters, or symbols from an Excel spreadsheet is to use the Find and Replace feature.

July 1, 2021

Use Clipboard history to easily paste multiple items

You can access and paste the last 25 items that you copied from Excel and other Microsoft Office applications.

June 8, 2021

Use the Camera tool in Excel to create dynamic screenshots

The Camera tool is a handy function that allows you and your students to see how part of one spreadsheet changes in real time when you make changes to another.

June 1, 2021

2 ways to recover unsaved Excel files

The good news is that, most of the time, your file can be recovered. You just have to know where to find it.

May 11, 2021

Format column headings in Excel to make them easier to read

Learn three simple formatting tricks to make column headings – or other cells – more readable in Excel.

May 6, 2021

Excel depreciation advice; risk management lessons learned

Hear more on calculation of depreciation in Excel from a Technology Q&A author, and hear from a risk management expert on what organizations have learned in the past year.

May 1, 2021

8 ways to calculate depreciation in Excel

The first section explains straight-line, sum-of-years’ digits, declining-balance, and double-declining-balance depreciation. The second section covers the remaining depreciation methods.

FROM THIS MONTH'S ISSUE

AI risks CPAs should know

Are you ready for the AI revolution in accounting? This JofA Technology Q&A article explores the top risks CPAs face—from hallucinations to deepfakes—and ways to mitigate them.