Microsoft Excel tips and tricks for accountants

TOPICS

February 1, 2022

Transposing data in Excel

You can easily convert horizontal data to
vertical and vertical data to horizontal by using the
Transpose feature in Excel.

February 1, 2022

How to spill formulas in Excel

With spilling, you can create a formula in one cell, and that formula will then spill over into other adjacent cells when a set of values is calculated.

January 11, 2022

Using range names in Excel

Using range names in Excel allows you to quickly navigate to areas of your worksheet and makes formulas much easier to create.

December 7, 2021

Calculating the issue price of a bond using the NPV function in Excel

When teaching financial accounting, faculty often discuss bonds payable and how to calculate the issue price of a bond. Consider teaching students to calculate the issue price by using the net present value function in Excel.

December 1, 2021

How to hide zero values

In certain scenarios, showing zero values can be
very distracting. They can be easily hidden in Excel.

December 1, 2021

Using stocks and other data types in Excel

You can convert text in Excel to linked data types. This is referred to as “linked” data types because the data is connected to an online data source.

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.

FROM THIS MONTH'S ISSUE

How to set up a simple automation in Zapier

When automating apps within the same tech ecosystem, that system’s automation options are highly effective. Tools like Zapier, though, allow automation across ecosystems. Learn how in this Tech Q&A article.