Top 13 Excel Hacks for Accounting & Finance (from a fellow Finance Professional)!
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Published 2021-09-20
Excel tricks and hacks specifically designed for accountants and finance professionals.
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Top 13 Excel Hacks from an Accounting and Finance professional. Some of these Microsoft Excel tricks, I learnt much later in my professional life, and would have saved me hours had i known these tips and tricks earlier. Some features, I did not even know were possible in Microsoft Excel. This video is a must watch for all Accounting and Finance professionals and students, or anybody who uses Microsoft Excel frequently.
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Chapters / Index:
00:00 Intro
00:15 #1 - Jump to referenced cell (same file and another file)
02:33 #2 - Show all formulas in an Excel sheet
03:41 #3 - Review linked files and break links
05:01 #4 - Quickly convert numbers stored as text
07:20 #5 - Error proof vlookup column reference
10:31 #6 - Add or subtract cells across multiple sheets (Consolidation)
14:07 #7 - Find and replace multiple entries of text
17:07 #8 - Use Goal seek for Formula or Circular reference error
20:21 #9 - Compare and reconcile reports with Pivot Tables
24:51 #10 - Auto refresh Pivot Tables when file is opened
26:03 #11 - Filter Zeros out from Pivot table reports
28:31 #12 - Open multiple windows of same Excel file
29:35 #13 - Advanced filtering with customized selection
As you can see from the chapters summary above, we cover quite a few different areas starting from quick Excel keyboard shortcuts, to dealing with some problems when data is downloaded from ERP or other IT systems. We also work with some advanced pivot table tricks and hacks. Finally, we work with advanced filtering. All these tips and tricks are great for anyone working with Microsoft Excel, but specially for accountants, accounting students and finance professionals, as these are some of the tricks that can help them save time on a daily basis.
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All Comments (15)
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Some really useful tips on using pivot tables for reporting and analysis ... https://youtu.be/j_ugVlcfm0k
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Learned a lot!
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all of the hacks are so useful. Thanks for the posting. Thank you so much. One of the best video i have seen so far..
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RE #4 → you can select the Column of 'numbers stored as text,' then click the Yellow [!] sign and select 'Convert to Number:' I believe this is considerably faster than the multiply by 1 hack. I do use a similar hack of sorts, I'll multiply by -1 to switch ranges between positive & negative numbers with the secondary ability to convert number formats. This is useful for an accountant if they're trying to convert a dual column (DR/CR) trial balance into a single column (+/-) trial balance. Just multiply the Credit side by -1, then copy the resulting (negative) credit balance and Paste Special (Values & Subtraction) unto the debit side and it should give you a nice single column t/b that sums to 0 without having to go line-by-line down the accounts. IMO, #8 is the best tip. Thank you!
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Very informative and easy way of doing.
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Amazing work...had a great value addition to excel knowledge...excellent...keep posting such useful vedios for excel and SAP fico
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Much appreciated!
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Great Tutorial. Thank you. :) If you upload the excel file you used in the tutorial that will be even better.
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best for learners.
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Some fantastic methods. I am sure your viewership will grow. The name of your channel doesn't match my perception of what you are offering.... super excel training and insights, from an accounting perspective. This may be causing some YouTubers to overlook you which if true, is very unfortunate. You are one of the best Excel teachers.
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Pj /1)8
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nice. Given the file Sir
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Hello i want to buy your course, will i get enough for my money ?
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Osama
