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Multi-criteria lookups are one of the most common challenges Excel users face. Whether we need to find a single matching record, retrieve a full list of matching rows, or sum up values across multiple conditions, the approach changes depending on the goal. In this tutorial, we walk through three exercises that show how Copilot in…
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For accountants building financial reports in Excel, choosing between a PivotTable and a formula-based approach is one of the most consequential decisions you’ll make. The wrong choice creates reports that break on refresh, resist auditing, or require manual rework every month. The right choice depends on three factors: whether your output format is locked, how…
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When you need to reconcile two lists in Excel — matching transactions, comparing account balances, or identifying exceptions — Power Query offers a more reliable and repeatable approach than manual VLOOKUP formulas. For CPAs and accountants who run the same reconciliation every month, Power Query turns a tedious, error-prone process into a structured, refreshable workflow.…
Excel remains the most widely used tool for financial reporting among CPAs and accountants — and when built correctly, an Excel-based financial report can pull updated data, recalculate automatically, and deliver consistent, audit-ready output every single period. The key is moving beyond static, manually updated spreadsheets toward structured, refreshable report models that ...
Copilot in Excel can save a tremendous amount of time on routine finance tasks. In this tutorial, we walk through three exercises that show how Copilot can assign expense categories from a reference table, generate a formula-based summary, build a PivotTable report, and even write step-by-step documentation for future updates. If your team processes expense…
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