Dashboard Design

I just finished updating my Excel Dashboards course, Drive Your Dashboard with Excel,  and thought I would share an excerpt. Dashboard Design Creating a dashboard is NOT the same things as creating an Excel spreadsheet. By this, I mean that people tend to open an...

Leasing Question – Anyone have a recommendation?

Hey, I had a question and was hoping that someone could answer it for me. I have someone looking for a low-cost system to to calculate lease assets and liabilities and related accounting under the new lease standard. Any recommendations are appreciated....

Fixed Decimal Places

MACRO TIP FOR FIXED DECIMAL I have a Fixed Decimal Place tip, in my Must Know Excel Tips Tricks and Tools for the CPA Ebook.  Eric Robinson read my tip and sent me his own tip on fixed decimal places. If you are unfamiliar with the Fixed Decimal feature in Excel, it...

DATEVALUE Function

Excel has a number of date functions.  Unfortunately, they don’t all work if Excel treats the date as text.  When working with downloaded data, sometimes the date must be converted from text to a format recognized by Excel. One method is to use the...

Quick & Dirty Charts

CREATING A CHART QUICKLY There are a couple of ways to create a chart. We are going to discuss the  two quickest methods. This is an excerpt from our course  “Creating Effective Charts in Excel”. Often you just want a quick and dirty chart –one that...

Searching on Google

Google Search Tips Many of us search on Google every day for research and/or fun.  There are certain embedded features in Google that can make your search more specific and help return more items that are of interest to you.  With the ability to use more specific...

LEN Function

LEN Function – Counting Characters in a Cell LEN() is one of those functions that you wonder about. LEN is a text function and depending upon what you are doing it is so useful. It counts the number of characters in a cell.  I use it all the time if I want to...

X Axis Units in Excel Charts

X Axis Units- Excel Charts I thought I would share this problem I ran into charting so that you don’t start banging your head against the wall as I considered doing. I have used this same data in a many different versions of Excel and never had a problem until...

GETPIVOTDATA Function

I am in the process of updating my Pivot Table course and decided that I take another look at  the GetPivotData function. GET PIVOT DATA is an Excel function that pulls data from your pivot table. I personally don’t use it  because if you hide a field you referenced...

AGGREGATE Function

The AGGREGATE Function The AGGREGATE function is a very powerful function for summarizing an array of data. It combines 19 different ways to summarize data into one function! While it is a powerful function, my favorite reason for using AGGREGATE is its ability to SUM...