Profitwyse Advanced Excel & Access Tip Series #6

Excel SUMIF With Multiple Criteria Analysis

This Advanced Excel tip from Profitwyse will show you how to utilize multiple criteria when utilizing the SUMIF function.  Most Excel users do not know how to create more complex criteria which, when used properly, can expand your application of the SUMIF function.  In the video example, we show you how to create a report that performs a SUMIF by department by G/L account.

Learn how to use Excel's SUMIF with multiple criteria analysis to to deepen your financial reporting expertise. Click to Tweet


Please comment below and send us a message if you have questions or would like assistance with your Excel application.

Gaining a competitive edge, which can be as simple as following a formula, will require some infrastructure and tools.  At Profitwyse, we specialize in implementing these tools around profitability improvement initiatives.  If you are a business owner that is struggling to develop processes that deliver goals, contact us today.

About the Author
About the Author
Chase Morrison provides CFO services, utilizing Profitwyse’s 3D Growth Platform™, enabling his business owner clients to more readily achieve their goals for wealth creation and family legacy.  Contact him today to learn how your business can hit the accelerator using Profitwyse’s proven platform.

Profitwyse Advanced Excel & Access Tip Series #5

Excel Conditional Formatting For User Interfaces

In this Advance Excel Tip Video #5, I am going to show you how you can help your users better navigate your Excel workbook applications using Conditional Formatting.  Utilizing Excel Conditional Formatting for user interfaces reduces the need for custom Visual Basic solutions to this common problem.  One thing to note that many experience Excel users do not completely understand is that you can layer your conditional formatting over the same range of cells.  This technique takes advantage of this capability within Excel.

Using Excel Conditional Formatting for user interfaces is a smart way to leverage a common Excel functional to control your user actions while negating the need to resort to a Visual Basic solution to this problem. Click to Tweet

Please comment below and send us a message if you have questions or would like assistance with your Excel application.

Gaining a competitive edge, which can be as simple as following a formula, will require some infrastructure and tools.  At Profitwyse, we specialize in implementing these tools around profitability improvement initiatives.  If you are a business owner that is struggling to develop processes that deliver goals, contact us today.

About the Author
About the Author
Chase Morrison provides CFO services, utilizing Profitwyse’s 3D Growth Platform™, enabling his business owner clients to more readily achieve their goals for wealth creation and family legacy.  Contact him today to learn how your business can hit the accelerator using Profitwyse’s proven platform.

Profitwyse Advanced Excel & Access Tip Series #4

Excel Automatic Defined Name Resizing

In this Advance Excel Tip Video #4, I am going to show you an advanced tip you can use to create automatically resize an Excel Defined Name range. This is helpful for a number of purposes, the first being the situation where someone else is managing your workbook applications. If you Excel application needs to leverage lists, such as a product list, a list of managers for a drop down box or some other object, then you need to be able to automatically resize the defined name range as items are added and deleted. Without this technique of using the Offset function to resize the ranges, your defined name ranges will be static and require you to manually update the range size when the list changes.

Manually modifying your Excel Name references can be a tedious chore. Learn how to use Excel automatic Defined Name resizing technique for better reporting. Click to Tweet

Gaining a competitive edge, which can be as simple as following a formula, will require some infrastructure and tools.  At Profitwyse, we specialize in implementing these tools around profitability improvement initiatives.  If you are a business owner that is struggling to develop processes that deliver goals, contact us today.

About the Author
About the Author
Chase Morrison provides CFO services, utilizing Profitwyse’s 3D Growth Platform™, enabling his business owner clients to more readily achieve their goals for wealth creation and family legacy.  Contact him today to learn how your business can hit the accelerator using Profitwyse’s proven platform.