Get the most out of Excel with these how-to articles, videos and sample spreadsheets
The Format as Table icon on the Home ribbon tab was added in Excel 2007. Unfortunately, most people think it is a formatting feature. Rather, it is a database option. By using the Format as Table icon you instruct Excel to treat a table like a basic database.
Power Query is an underutilised Excel tool. Here are a few user interaction tips to add flexibility to your queries.
A variance chart plots both monthly and year-to-date variances for two metrics over time. Here's how to create a variance chart in Excel.
Excel is known for the power of its numeric calculations, but it can also perform calculations based on dates and times.
Capturing logic in a row, then referring to it in a formula, can halve the length of your formulas and stop you getting head spins.
Excel has become a powerful data manipulation and reporting package, and as its functionality has grown, so have the number of shortcuts that enable users to save time. Read on for some handy Excel shortcuts.
Scanning across information is much easier when you can quickly highlight a row. Here’s how.
New features have transformed Excel into a business intelligence tool with some surprising and very powerful applications.
Validation tasks are simpler when you use a centralised validation sheet and formulas that account for rounding errors.
Excel remains popular because it is continually being updated but it can be difficult to stay on stop of all the updates and how they might work best for you. There are some Excel functions that I believe all accountants should know and the following updates will be ones they want to use:
You can create sentences, codes, and more in Excel 2016 using two text functions, CONCAT and TEXTJOIN.
Fine-tuning your date tables with public and school holidays could help improve forecasting accuracy and add an extra level of useful information.
Flexibility and constant updating lie at the heart of Excel’s success, says Neale Blackwood CPA, who in October 2017 marked 15 years of writing Excel Yourself columns for INTHEBLACK.
The SUBTOTAL function is the smarter option when it comes to calculating grand totals in Excel.
Upgrade your skills and use Excel’s visualisation capabilities to add bling to your presentations and make them more effective.
Charts are a fast way to visualise data, and with Excel 2016 creating a waterfall chart is easy.
Handling multiple data sets can often be a complex task, but with a few simple steps using Excel’s Power Query, importing and organising your data couldn’t be simpler.
This solution formula combines advanced techniques to summarise values from a reasonably common layout.
The little used but versatile MOD function in Excel can be used to specify end-of-quarter dates and even handle periodic payments.
Take the time to learn new Excel skills and functions. Not only will it cut your workload, it might earn you a promotion, says a management accountant-turned Excel expert.