September 27, 2022 Georgia Society of CPAs - Excel Data Analysis

Excel PivotTable - Table VS. Range as source - Which is better?

In Excel, a PivotTable can be based on a Range or on a Table. I encourage you to base your PivotTable on a Table. Initially, both a range and table will be correct.

Excel - IF Function using AND and OR

One of my favorite functions is the IF function. The IF function allows you to use true and false conditions. For example, if the value in cell B2 is over $5,000, give them a 2% discount.

Excel - Advanced Filters

Excel filters are great for seeing just a subset of your data. You can use filters for text, numbers, and dates, but also by color. You can use font color or fill color (the paint can). You can also use Advanced Filters. You Advanced Filters when you are looking at multiple fields but for different criteria. For example, I want to filter and only see people in Georgia and New York. That is easy to do and can be done with the drop-down filter. But, for Georgia, I want to see people who are Single, and for New York, I want to see Family. That requires an Advanced Filter.

Excel 3D Reference - easily reference data on another worksheet

A 3D reference in Excel is a simple method to pull data from another cell, another worksheet, or a range of worksheets. Changes in the source will reflect in the destination.

Outlook on the web - 3 Calendar features the desktop version doesn't have

Outlook on the web has many features that Outlook desktop doesn't have. I'll cover three calendar features that Outlook on the web has that Outlook desktop doesn't provide.

Outlook - Manage your Inbox using Ignore, Archive, Block, Delete, and Clean Up

Your inbox in Microsoft Outlook can become overwhelming to manage. The average office worker receives around 121 emails every workday. Microsoft Outlook has some easy commands located on the Home tab to help manage your inbox.