Spend less time on repetitive tasks with Excel macros
Make mundane tasks easier by harnessing the power of automation.
Microsoft Excel
Create your own Excel template
You can make templates in Excel for all sorts of preferred “defaults.”
Use VLOOKUP to help manage your gradebook
VLOOKUP is a formula that allows you to “look up” certain data and retrieve it into another table, by row. This function can be especially useful when you have a well-structured table with information organized by rows (such as a gradebook)!
Data preparation for CPAs: Extract, transform, and load
ETL tools can help accountants streamline the process of preparing data for analysis and aid in better decision-making.
Use the Quick Access Toolbar to increase your efficiency in Excel
Try this tip and have your most-used functions right at your fingertips.
Excel 365 has X-cellent upgrade over VLOOKUP
Kelly L. Williams, CPA, Ph.D., explains how to use XLOOKUP, a new function for Excel 365 users that essentially replaces VLOOKUP and HLOOKUP.
Using the Excel Camera tool
You can use Excel’s Camera tool to add images of Excel tables, charts, ranges, and single cells to your dashboard.
Using LEFT, MID, RIGHT to dissect Excel cells
It is very easy to dissect the contents of a cell in Excel using the functions LEFT, MID, and RIGHT. All three functions are easy to learn.
Answering 7 questions about remote work
Months after COVID-19 forced most accountants to work remotely, we answer questions on how to optimize working conditions at home.
Calculating depreciation using the SLN function
When teaching depreciation in Introduction to Accounting, faculty always cover a variety of different depreciation methods, including straight-line depreciation. Next time you teach this topic, build your students’ Excel skills by showing them how to use the straight-line (SLN) function in Excel.
Microsoft Excel: Record macros to quickly perform routine tasks
If you have simple tasks that you need to perform in Excel often, you can actually “teach” Excel to do them for you by recording a macro.
Microsoft Excel: Quickly bring blank cells to your attention
An easy way to bring attention to blank cells is to have them appear as a different color than the other cells on the worksheet.
Use conditional formatting in Excel to visualize letter grades
Highlight different letter grades with different colors so you can see at a glance how your students performed.
Understanding PivotTables and Excel’s Recommended Charts
These quick tips related to PivotTables and choosing the best charts for your data can help you become more efficient in Excel.
Adding bullet points to an Excel spreadsheet
Kelly L. Williams, CPA, Ph.D., explains how to insert bullets into an Excel spreadsheet.
Obtain a Distinct Count
How to obtain a Distinct Count in Excel using a basic PivotTable.
Use Excel’s sparklines to quickly show trends in data
Simple to create, sparklines are tiny graphs that help you make sense of data at a glance.
Creating a data-entry form in Excel
The use of a data-entry form makes data entry faster and more efficient because you don’t have to go to multiple different cells to enter data, row by row.
View and edit 2 worksheets in the same workbook side by side
How to view and edit two worksheets from the same Excel workbook side-by-side.
Reaching the SUMIF
The SUMIF function provides a quick and simple way to create a sum based on a specific criterion, such as the type of audit.
