Sunday, June 20, 2021
To use Account Groups in Excel formulas, you first must define the groups. Here’s how to do it using either simple lists or Dynamic Arrays.

How to Define General Ledger Account Groups in Excel

In Part 1 of this series, How to Report GL Account Groups in Excel, we explored the strategy for creating financial reports that use...
How to aggregate named groups of GL accounts.

How to Report GL Account Groups in Excel

Believe it or not, this income statement is quite sophisticated. It's not nearly as simple-minded as it looks. In fact, this income statement illustrates a...
Simple spreadsheet edits can introduce costly Excel errors. Here are three techniques that can help you to reduce your errors in Excel.

Three Ways to Reduce Errors in Your Excel SUM Formulas

If you aren't careful, simple edits to your reports and analyses can cause significant errors. Years ago, for example, I heard about an expensive error...
Does your company need to make scheduled payments to companies that don't send invoices? This worksheet will help to plan those cash requirements.

Manage Periodic Payments with an Excel Cash Calendar

Most companies must write checks periodically to companies that don't send invoices. Often, their accounting systems provide little help in keeping track of these...
Excel's range names offer great power and flexibility. And they're not hard to use. Here's an introduction to the power that Excel provides.

Introducing the Power of Excel Range Names

Many Excel users seldom use range names. This fact always surprises me because Excel names are powerful, flexible, and easy to use. Excel offers two...
Most range names in Excel apply to the entire workbook. But you also can define them to apply only to one worksheet. Here's why and how to do that.

How and Why to Define Excel Range Names with a Worksheet Scope

In Excel, a name can be global to a workbook or local to a worksheet. The traditional method we all use when we create...
Excel's dynamic range names give your formulas the power to adapt automatically in response to changes in your data or settings. Here's how to set them up.

How to Create and Use Dynamic Range Names in Excel

(Download the example workbooks.) We Excel users often refer to ranges that need to move or expand in future versions of our reports. For example: ...
Pivot Tables aren't merely a way to interact with your data. You also can use them as a rich source of data for standard reports and analyses. And you don't need to limit formulas to GETPIVOTDATA; you also can use SUMIFS, SUMPRODUCT, and all other Excel functions with pivots. Here's how.

How to Set Up a Pivot Table as an Excel-Friendly Database

You can use a Pivot Table as a database in the same way that you can use Excel Tables and other Excel-Friendly Databases (EFDs). In...

Latest Articles

A Lesson in Excel Analysis Learned from Rising US Inflation

Looking at the trends in the annual rate of change (ROC) of business and economic measures is an excellent way to reveal hidden information...
Here's how you can split delimited text into an array with a short Excel formula, and then wrap the formula with the INDEX function to return any value from the array.

How to Split and Index Delimited Text with Excel Formulas

For the longest time I've wished that Microsoft would add a SPLIT function to Excel. The function would have a syntax like this... =SPLIT(text, delimiter,...
Berkshire Hathaway is raising prices, and their costs are increasing. Inflation is on the rise. These Excel charts illustrate the the problem.

Warren Buffett, Inflation, and Excel

On May 3, 2021, CNBC quoted Warren Buffett saying, “We are seeing very substantial inflation. We are raising prices. People are raising prices to...
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