You know the drill…
Create your spreadsheet, then go through the process to set it up for printing (either hardcopy or digital). Over and over and over…
Fortunately, these steps can be easily automated and done with a keyboard shortcut or button click!
Imagine the time these simple automation steps…
I recently developed a client’s financial management reporting package and implemented the LET function to simplify the formula development.
The best way to understand these new functions (LET is in MS 365 version of Excel only), is to see them used in real world business situations!
In the variance calculations…
I am frequently coming across tips & tricks for all the different programs and tools that I use. Especially Excel!
I am accumulating these tips to create a resource down the road…so much great content to review and share!
So, I’ve decided to share some of the content that has…
Data and data tools seem to be THE hot topic in the business world today. Accounting and finance folks work with data a lot on a daily basis, yet only a minority have heard of or utilized PowerQuery in #excel or #powerbi (that’s my experience from speaking and consulting, and…
With the introduction of iOS 14, Apple introduced a new accessibility feature. You can enable certain actions to occur when you double-tap or triple-tap the back of the iPhone. 😳🔥
I had not activated this option since I use a case on my phone. …
When was the last time you cleaned up your PC or network drive of folders and files on your computer? Probably never, if you are like most professionals I know.
Why? It’s not easy.
Let’s change that!
I’m coordinating a data cleanup project with a client and the effort involves…
A new function introduced on December 3, 2020 by the Excel team at Microsoft is getting rave reviews. 🔥
And it appears warranted.
It is essentially VBA (Visual Basic) without needing Macros to create User-Defined Functions (customized calculations) within plain Excel (.xlsx) files.
Review the content below to start to…
Continuing from Part 1 — “Use #PowerQuery to IMPORT .csv formatted data from the web”
Once I have extracted data (a list of failed banking institutions), it needs to be transformed in order to simplify analysis.
In this case, a table of date dimensions would prove very useful. …
When getting data from the web, a lot of sites provide the ability to DOWNLOAD a csv formatted file of the data.
Rather than download it though, you can simply connect to it and import the data using PowerQuery.
Why import? Because the data can be refreshed and updated anytime…
Conditional formatting is a great way to highlight items for the spreadsheet user. But, setting the conditions up can be tricky.
It’s even more confusing when you introduce variables into the formatting (so that user can define what to format).
But, persevere and the payoff is significant!
Two of my…
