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...

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...

Find Files Easily

by CPA Self Study | Jan 9, 2018 | General, Miscellaneous Excel Tips, Navigating Around

Are you an organized person? Is everything at your fingertips? If so, good for you. I, unfortunately, am a bit more unorganized and can spend quite a bit of time looking for a specific Excel file. I have found that adding keywords to a file when I create it, can help...

SUBTOTAL() and AGGREGATE() -TimeSavers

by CPA Self Study | Sep 7, 2017 | Functions, Misc Functions, Miscellaneous Excel Tips

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...

Sort Left to Right

by CPA Self Study | Jul 10, 2017 | Excel, General, Miscellaneous Excel Tips, Worksheet Design

Who knew how many different ways there are to sort? Let’s talk about changing the Sort Option Orientation. Typically you don’t have to change the orientation of sorting as the default works just fine. However, everyone in awhile, you have that one...

Using TRUNC()

by CPA Self Study | May 12, 2017 | Excel, Functions, Misc Functions, Miscellaneous Excel Tips

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...