September 2023: Mastering Excel

October 6, 2023


Almost everyone has Microsoft Excel on their computer, but it’s capable of doing much more than just performing calculations. In this month’s IOFM Insider, we explore some of more creative ways this versatile tool’s capabilities can make your job that much easier.

This month’s question:

Do you have a tip about Excel that you’d like to share? What’s a creative way you use it that people may not have discovered?




Using Excel to File with the IRS

The IRS’s newest online filing program is called IRIS — Information Return Intake System. Previously, electronic filing required special software, but no longer. IRIS now allows submission in a variety of simple formats, including an Excel-generated CSV file.




Process Mapping with Excel

Process mapping is a key first step when looking to improve, yet many people struggle with it. Drawing out flowcharts by hand or buying specialized software are options, but did you know you can also do it easily with Excel?




FREE WEBINAR: Building Bulletproof Spreadsheets

One of the major concerns with spreadsheets is improper updates and changes. Whether it’s you, a coworker, or a client, making ill-advised changes to a spreadsheet can break its functionality. Join IOFM and Neil Malek, President, Knack Training on September 11th for this free this webinar where we’ll explore a suite of tools available to you to control your spreadsheet more effectively.




The Power of the Pivot

The pivot table is a fundamental tool within Excel, capable of doing a massive amount of data-crunching with a minimum of effort. Learn how one AP manager put it to work helping him measure departmental performance based on selected key metrics.


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