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… Read More »LEN Function
Patricia McCarthy
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… Read More »X Axis Units in Excel Charts
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… Read More »GETPIVOTDATA Function
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… Read More »AGGREGATE Function
-Professional Ethics- CPA Case Study
Professional Ethics – A Case Study for CPAs in Business CPAs in business have unique threats to ethical compliance. Many times, these threats come from… Read More »-Professional Ethics- CPA Case Study
– Privacy of Tax Return Data
Tax Return Data – Privacy Issues I read an interesting article the other day on the privacy of your tax return. Everyone, of course, needs… Read More »– Privacy of Tax Return Data
New Lease Accounting Standard
ASU 2016-02 In February, 2016, the FASB released its new lease accounting standard, ASU 2016-02. This standard changes most elements of lease accounting for lessees… Read More »New Lease Accounting Standard
3 Most Common Financial Reporting Errors
Three Most Common Reasons for Restating Financial Statements I just finished reading an interesting article in the Wall Street Journal on financial reporting. Did you… Read More »3 Most Common Financial Reporting Errors
Source Data in a Pivot Table
Pivot Table – Source Data When you close an Excel file, containing a pivot table, Excel can save the source data in the file or… Read More »Source Data in a Pivot Table
EOMONTH
Date Function EOMONTH displays the serial number of the last day of the specified month. You can use this to calculate maturity dates and due dates… Read More »EOMONTH
Ways to Sum Data with Errors
Excel Techniques to Sum Data with Errors There are times that you need to know the sum of numeric data even though there may be… Read More »Ways to Sum Data with Errors
Go To Special
The Special Uses of Go To Special in Excel Hidden on the Home ribbon in Microsoft Excel, within the Find & Select Button, is an… Read More »Go To Special
Gantt Chart for Project Scheduling in Excel
Gantt Chart using Excel A Gantt Chart is used in project scheduling. It takes each activity and provides a sideways bar to visually show when… Read More »Gantt Chart for Project Scheduling in Excel
Worksheet Design Tips
Excel Tips on Entering Data and Formatting Brian Cane’s Excel Tips show how to effectively enter information and to format more effectively. His source –… Read More »Worksheet Design Tips
Formatting Alternate Rows
Formatting alternate Rows Thanks to Diana Lawless for sending in this Excel tip. Using the Shift key and the Format Painter icon together allows you to format… Read More »Formatting Alternate Rows
An Automated Alternative in Excel
Automated alternative to FlashFill (and the “Text to Columns” Wizard) My Excel tip is not so much about a favorite “tip or trick” as it… Read More »An Automated Alternative in Excel
Copying Only Visible Cells
Go To Special Have you ever subtotaled data or produced a pivot table and wanted to use the summarized information for further calculations? Normally if… Read More »Copying Only Visible Cells
Flash Fill – Leaves Text Functions in the Dust!
FLASH FILL FEATURE Excel 2013 has a cool feature that will save a lot of time for those of you that are always using Text… Read More »Flash Fill – Leaves Text Functions in the Dust!
Grouping Data by Date
Techniques for Grouping Data by Date in Excel If you have a large data set that includes transaction dates, you may want to aggregate amounts… Read More »Grouping Data by Date
Only Copy Cells with Data
A Method to Copy Only Cells with Data Have you ever had a couple of columns of data that you wanted to combine into one… Read More »Only Copy Cells with Data
Federal Estate Tax Portability Act
Federal Estate Tax Portability Federal estate tax portability means that a surviving spouse can inherit the estate and gift tax exemption of a surviving spouse. … Read More »Federal Estate Tax Portability Act
Printing Orientation
I don’t know about you but I get very annoyed at how many times I have to click to change the page orientation to landscape.… Read More »Printing Orientation
The N() function. Comments Anyone?
Most people are familiar with Insert>Comment. Just right-click on a cell and select Insert>Comment. Very easy. Right-click on the comment to display it, edit it or… Read More »The N() function. Comments Anyone?
Deleting Blank Rows
Yes- Everyone knows how to delete a blank row but what if you have downloaded a lot of data and see that you have sporadic… Read More »Deleting Blank Rows
Computing a Loan Payment & Creating an Amortization Schedule
Computing the Periodic Payment for a Loan Excel Financial Function Computing the periodic payment is probably the most used Excel financial function simply because it… Read More »Computing a Loan Payment & Creating an Amortization Schedule
Dupont Model
Dupont Model The DuPont Model is a methodology that computes Return on Equity by component parts. Business owners and shareholders are very interested in their… Read More »Dupont Model
Conditional Formatting-Icons
Using ICONS- Conditional Formatting When I started writing my Excel Driven Dashboard course a couple of years ago I really started appreciating a more visual approach… Read More »Conditional Formatting-Icons
Using the Altman Z Score to Predict Bankruptcy
Using the Altman Z Score to Predict Bankruptcy – Guest Post by Joe Helstrom, CPA Background: The Altman Z score for bankruptcy… Read More »Using the Altman Z Score to Predict Bankruptcy
Password Protect an Excel Workbook
How to password protect an Excel workbook Everything these days seems to require a password.. and of course everyone has different specifications. I would love to… Read More »Password Protect an Excel Workbook
Using Workday to Calculate Invoice Dates
This is just a quick tip as Excel is not necessarily that date friendly. If you want to calculate an invoice date or a project… Read More »Using Workday to Calculate Invoice Dates
Repair Regulation Relief – Relief or Stomach Ache?
The IRS has revamped the tangible property regulations for the 2014 tax year. The new procedure allows small businesses to change a method of accounting… Read More »Repair Regulation Relief – Relief or Stomach Ache?
Preventing Duplicate Entries using Data Validation in Excel
If you are setting up a spreadsheet for someone else to enter data this is a neat trick. You can use the Data Validation and… Read More »Preventing Duplicate Entries using Data Validation in Excel
Welcome to my Blog for CPAs
Hello- Since we have redesigned our entire website, I thought I would change up my blog a bit and make it a bit different than Excel-Diva . This… Read More »Welcome to my Blog for CPAs