Josh (Your CFO Guy)
Josh (Your CFO Guy)

@YourCFOGuy

15 Tweets 7 reads Oct 26, 2023
The Excel Formulas Cheat Sheet
This cheat sheet contains close to every formula Iโ€™ve ever used in Excel ๐Ÿ‘€๐Ÿ˜ฎ
Letโ€™s go through the different categories, and when to use each...
โžก๏ธ SUM
These are fairly simple - they allow you to sum values in a range
โžก๏ธ LOOKUPS
These are really common โ†’ they return a value that you enter into your lookup formula
*Note: there's no reason to use vlookup anymore!
โžก๏ธ DATES
These are formulas that allow you to work flexibly with dates
My favorite here is EOMONTH
โžก๏ธ ROUND
These formulas help you round values
โžก๏ธ CONDITIONAL / BOOLEAN
These are also really popular, and allow you to return results that meet a specific true / false criterion
โžก๏ธ SPILL ARRAYS
These formulas #SPILL! into other cells.
These are really useful, and are unique in the way they feed into other cells
โžก๏ธGeneral Math
These formulas are basic math operators, but make no mistake...they can be really powerful.
โžก๏ธText
These formulas are helpful when dealing with
text.
Trim is especially helpful when working with accounting softwares that add a space before / after your GL account
โžก๏ธFinance
These formulas are useful in the context of finance.
I'll often times use one of these when building out a debt schedule.
โžก๏ธCustom Function Creation
These formulas help you create functions.
I LOVE using LET, as it helps me create variables that I can rese in my formulas
โžก๏ธIndirect Cell/Range Reference
These formulas allow you to refer to cells, both directly and indirectly.
I like to sometimes create a reference to a tab in a cell, and use that text in my formulas using indirect.
โžก๏ธCombine
These formulas allow you to combine values
โžก๏ธ10 Formulas that I use EVERYDAY in Finance & Accounting
In my job, I am constantly using excel...
and when I go on vacation, I have withdrawal ๐Ÿคฃ
Here are the formulas I use everyday:
EOMONTH
SUMIFS
INDEX / MATCH
COUNTIFS
SUMPRODUCT
LET
FILTER
UNIQUE
SORT
IF
๐——๐—ถ๐—ฑ ๐˜†๐—ผ๐˜‚ ๐—น๐—ถ๐—ธ๐—ฒ ๐˜๐—ต๐—ถ๐˜€ ๐˜๐—ผ๐—ฝ๐—ถ๐—ฐ?
๐—Ÿ๐—ฒ๐˜ ๐—บ๐—ฒ ๐—ธ๐—ป๐—ผ๐˜„ ๐˜„๐—ต๐—ฎ๐˜ ๐—ฑ๐—ผ ๐˜†๐—ผ๐˜‚ ๐—น๐—ถ๐—ธ๐—ฒ ๐—บ๐—ฒ ๐˜๐—ผ ๐—ฐ๐—ผ๐˜ƒ๐—ฒ๐—ฟ ๐—ป๐—ฒ๐˜…๐˜. ๐Ÿšฉ
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