Most companies today are using Excel as their primary tool for budgeting. It’s familiar and easy to use, and can be applied to companies of all sizes, from different industries. We are always looking for ways to help our clients make budgeting in Excel an easier process, so we have…
Read MoreMicrosoft Excel is one of the most preferred tools for business budgeting, and for good reason. It’s familiar, so it requires less training time. It has flexibility and can work as a basic tool for any size of business. And it is easy to create formulas that meet your specific…
Read MoreHow To Move Columns Into Rows (And Vice-Versa) Excel Tips and Tricks We’re getting back to basics with Excel- the tool we all love and hate. Over the next few weeks, I’ll be posting different tips and tricks in Microsoft Excel that will hopefully make your life easier. Often times…
Read MoreHow Can You Eliminate Updating Your Chart In Different Documents? We’re getting back to basics with Excel- the tool we all love and hate. Over the next few weeks, I’ll be posting different tips and tricks in Microsoft Excel that will hopefully make your life easier. Let’s say you want…
Read MoreSo you’ve worked long and hard to complete an Excel workbook. You have gathered input from multiple sources, incorporated changes from high-level management and finally, you have arrived at the final version. Hooray! But wait! Someone in your company missed the deadline on their changes and decided to access the…
Read MoreExcel Tip #12 – Where can I find a Complete List of Keyboard Shortcuts? We’re getting back to basics with Excel- the tool we all love and hate. 1) Click the Question Mark at the top right of your book (or F1) 2) In the Excel Help Menu, search for…
Read MoreExcel is a great tool and over 80% of companies are using Excel as their budgeting solution. However, in our 20+ years of experience working with financial systems, we’ve seen some challenges in using Excel. So we’ve compiled our Top 5 and what you can to do about them. 1) Budget…
Read MoreWe’re getting back to basics with Excel- the tool we all love and hate. 1) Select the list that you want to summarize. 2) Under the Insert tab, select PivotTable. 3) Make sure the correct table is selected, then choose a destination for your new list. 4) Select OK. 5)…
Read MoreWe’re getting back to basics with Excel- the tool we all love and hate. 1) Locate the data that you want to isolate in your Excel string. 2) On another column insert the Excel text function =mid(Cell #, Start #, Length of Sequence) Cell #: Refers to the cell of the data you are dealing…
Read MoreHow do I Split Columns? We’re getting back to basics with Excel- the tool we all love and hate. 1) Identify the item that separates the columns (for instance, # in the example below) and highlight the range of cells you would like to split in your spreadsheet. 2)…
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