Get the most out of Excel with these how-to articles, videos and sample spreadsheets
Excel is way more than just spreadsheets. It can be used for data analysis and to transform numbers to graphics you can use in presentations. That makes it a valuable tool for your finance career. Here are nine handy demonstrations on how to use Excel better.
Using icons in Excel spreadsheets enhances your ability to get your message across. This step-by-step tutorial shows you how.
The slope chart is a popular way to compare past and present performance in Excel.
The INDIRECT function can update your carried forward balances in Excel automatically.
Liam Bastick is one of only 104 people in the world recognised as an Excel MVP. Ahead of his appearance at the World Congress of Accountants (WCOA), Bastick outlines how he uses Excel and a two-stage technique he has developed using “tornado” charts and sensitivity analysis.
PivotTables are one of Excel's most powerful features. They have the ability to summarise huge data sets into a table-based report with a few mouse clicks.
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.