Microsoft Excel

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.

Quick Excel tips for accountants

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

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.

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.

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.

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.

Automatically create subtotals in Excel

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

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.

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.

Using Advanced Filter in Excel

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

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.

Increase time increments by minutes in Excel

You can incrementally increase times for your agenda by a certain number of minutes.

Efficient ways to open Microsoft Excel

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

Smart Lookup in Microsoft Excel

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

Using 3D formulas in Excel

Using 3D formulas is a easy way to manage files than summing each individual spreadsheet tab.

Change the case of text in Excel

You can change the case of a text string in Excel by using LOWER, UPPER, and PROPER, and they are all so simple to use.

Extract and present information about dates in Excel

This article looks at a few ways to extract and present information about the day, month, and then year.

When autocorrect is a problem in Excel

There are two ways to solve an autocorrect problem such as the one in the question above — a temporary solution and a permanent solution.

Using SUMIFS to sum with multiple conditions

If you need to create a sum based on more than one criteria, you can use SUMIFS.

Add color to your Excel workbooks

There are several ways to add color to your Excel workbooks.

Features

Where to find March’s flipbook issue

The Journal of Accountancy is now completely digital.

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This comprehensive report looks at the changes to the child tax credit, earned income tax credit, and child and dependent care credit caused by the expiration of provisions in the American Rescue Plan Act; the ability e-file more returns in the Form 1040 series; automobile mileage deductions; the alternative minimum tax; gift tax exemptions; strategies for accelerating or postponing income and deductions; and retirement and estate planning.

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