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## How to Use Pivot Tables to Streamline Your Work

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...

VLOOKUP As a CONTROL When closing for the month, many use an Excel workbook to reconcile balances to the general ledger.  As the general ledger changes, do you have a process in place to easily determine that balances previously reconciled still tie to the general...

## Using TextJoin

TextJoin() TEXTJOIN is a text function that was introduced in Excel 2016 to join text in cells together. Initially, you may think that the function is not that worthwhile. After all, we already have the ampersand (& ) as well as...

## SUBTOTAL() and AGGREGATE() -TimeSavers

Many people are only aware of the Subtotal icon and have never looked at the Subtotal function itself. After all, the icon, lets you add, average and count a list so who needs more? Well if you are one of the people who subtotal data a lot then you may want to look at...

## Using TRUNC()

This is an excerpt from our Excel CPE course – Must Know Excel tips Tricks and Tools for CPAs. TRUNC() No Decimals If you don’t want the pennies in your calculation you can use =TRUNC(), short for TRUNCATE, or =INT(), short for INTEGER,  to turn your data into...

## Understanding Excel Time Value of Money Functions

Understanding Excel Time Value of Money Functions Below is an excerpt from our  Excel Time Value of Money Functions for CPAs course. There are certain terms and conventions in Excel that are extremely important to understand prior to working with Excel time value of...