From Spreadsheets to Sales : Create a Working CRM Inside Excel

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.
JournalofAccountancy

Using Excel’s What-If Analysis with Data Table for data analysis

Q. You explained Excel’s Scenario Manager in your November 2024 Tech Q&A article and Goal Seek in your December 2024 Tech Q&A article. Can you please explain the final What-If Analysis tool: Data ...

Excel’s Advanced Filter Features Made Easy : From Criteria Ranges to Copying Results

Learn advanced filtering in Excel with a criteria area, OR and AND logic, and copy results to isolate the right rows fast.
How-To Geek on MSN

How to use Excel's Power Query to tidy up messy spreadsheet data

New columns are always added to the right edge of the dataset. Simply click and drag a column by its header to move it. Also, ...
JournalofAccountancy

Data mining your general ledger with Excel

The general ledger is a vast historical data archive of your company’s financial activities, including revenue, expenses, adjustments, account balances, and often much more. The detailed transactions ...
Forbes

Free Online Excel Courses with Certificate

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...
How-To Geek on MSN

I use this single Excel tool to avoid sharing personal data

Document Inspector is only supported for unsigned and unprotected workbooks in Excel for Windows and Mac. It is not available ...
TechRepublic

How to export a Microsoft Excel table to Microsoft SharePoint for easy collaboration

How to export a Microsoft Excel table to Microsoft SharePoint for easy collaboration Your email has been sent If you’re the author of Microsoft Excel data that others in your organization need to view ...