Excel® Tips and Tricks

Category: Excel®

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Calculating Compound Interest in Excel





Categories: Excel®

Whether for personal or business application, it’s a good idea to know how to calculate compound interest for loans and investments. There are two methods you can use, the long form and the FV (future value) function. Download ExcelCompoundInterest.xlsx to see the examples. Long Form In this first example, we’ll assume a one and a […]

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Accounting Magic – What You Need to Know About Accounting Excel Formulas





Categories: Excel®, Formulas

Accounting is more than just debits and credits. It is the calculation and analysis of those debits and credits that generate accounting information an organization can act upon. Let’s take a look at two types of reports a professional in the Accounting Department might be asked to generate. Then, we’ll see how that information can […]

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How to Work with Excel PivotTable Dates





Categories: Excel®, Pivot Tables

With the most recent versions of Excel, you have gained more and more functionality with Pivot Tables. It is now much easier to work with dates. There are two features that you can put to work right away:  data filtering (2007) and timeline slicer (2013). There’s also a change to the way dates are displayed […]

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Excel Finance Formulas





Categories: Excel®, Formulas

Given the number crunching power of Excel, you might surmise that when it comes to calculating money matters, it really shines. And, so it does. In order to understand how the various financial functions, work, there are a few components to understand. Most of the fifty-five functions that are classified as financial functions in Excel […]

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How to Create Excel Graphs Templates





Categories: Charts, Excel®

We might not normally think of creating templates for Excel charts and graphs. But if you’re a frequent user of the charts feature in Excel, you may spend quite a bit of time getting the colors, appearance and elements of a chart just right. Who wants to keep doing that over and over?! You can […]

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Excel PivotTable Formulas





Categories: Excel®, Pivot Tables

It’s easy to create formulas with PivotTable data. The key is to remember that you are working with aggregate values, not individual ones. We’ll take a look at how to create a simple formula using something called a Calculated Field. And then, we’ll take a look at two common causes of confusion and errors with […]

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Interactive Excel Charts: Create a Chart Selector





Categories: Charts, Excel®

More and more data has led to more and more opportunities to present it in visually understandable ways. However, it can get frustrating having to navigate through a large workbook, just to find the exact chart you need. In this tutorial, you’ll learn how to create an interactive chart selector. If you aren’t familiar with […]

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PivotTable from a PivotTable





Categories: Excel®, Pivot Tables

While it is not technically possible to pivot a pivot table, you can reduce the number of records to analyze by using some of the functionality available in Excel 2010 and later versions. Download Pivot Table from Pivot Table.xlsx to work along. The Steps To accomplish the goal of reducing the amount of data to […]

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List of Essential Excel Formulas





Categories: Excel®, Formulas, Functions

There are hundreds of functions in Excel that can be very helpful in crunching numbers and transforming data into information. Here are three categories of critical functions that every savvy Excel user should know how to read and use: Logicals and Conditionals. See these formulas and functions in action by downloading: List of Excel Formulas.xlsx […]

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