How to Use Pivot Tables to Streamline Your Work

by CPA Self Study | Jan 6, 2023 | Excel, Functions, Lookup Functions, Miscellaneous Excel Tips, Pivot Tables

What are pivot tables and how do they work?  The short answer: pivot tables enable you to summarize, analyze, explore and present key findings. By analyzing data in detail, you can spot trends and discover unanticipated findings. A few examples of pivot table...

Top Excel Tips

by CPA Self Study | Dec 12, 2019 | Excel

I should not even be telling this story but here goes. My husband took an Excel course yesterday and came home all excited to share the tips he learned. Yes, I too wondered why he was taking an Excel course when he could ask me a question or better yet – read my blog...

Plotting Empty Cells

by CPA Self Study | Apr 3, 2019 | Excel, General

I received a call from my daughter yesterday. She was totally frustrated as she was trying to plot data for a class project that contained a lot of empty cells. I told her how to fix it and then learned that these suggestions would not work on a MAC. As I helped her...

Find & Select Constants

by CPA Self Study | Jan 16, 2019 | Copying and Moving, Excel, Formatting, Miscellaneous Excel Tips

I just discovered this little timesaver and thought I would share it with you. Okay, to be honest, my husband told me about it. Suppose you have an Excel spreadsheet and you have a number of product codes all in one row and need to break them out. You can do text to...

What is a Pivot Table?

by CPA Self Study | Oct 17, 2018 | Excel, Pivot Tables

I have had a couple of people ask me what a pivot table is so I made a short video that walks you through the basics. One key bit of information that I left out of the video is that if your underlying data changes, all you have to do is right-click the pivot table and...

New Excel Functions Coming!

by CPA Self Study | Sep 26, 2018 | Excel

New Functions in Excel I just read a tweet from David Ringstrom and Joe McDaid about dynamic arrays and new Excel functions that are coming soon. Truly amazing and a huge time saver for many.  Check out this article which shows how each of the formulas works:...