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

For the most part, you're probably accustomed to using Microsoft Excel for tasks such as preparing reports, forecasts, and budgets. However, Excel is much more powerful than that. It can be used to ...

What if you could take the chaos of a sprawling Excel spreadsheet and distill it into exactly the information you need—no fluff, no manual sifting, just precision? For anyone who’s ever wrestled with ...

While Excel is renowned for its versatility in calculations and data visualization, it can also do the job just fine as a ...

The last piece of this three-part article is about merging your custom Word documents with your client list (exported from Outlook to Excel) for distribution. Part One explains how to selectively ...

Importing data into Excel from other sources can a real headache, especially if you’re copying and pasting from an Internet source. Data that’s exported from a mainframe; from another program such as ...

We all know that in uncertain times, a forecast underlies a company’s success or failure. Forecasts keep prices low by optimizing business operations—including cash flow, production, staff, and ...

Microsoft's Excel software is an indispensable tool for small businesses because of its flexibility and the ease with which you can set up spreadsheets. Though you can use it to manage files ...

You can use Excel to store, organize, and analyze data. Excel is Microsoft's spreadsheet program, a part of the Microsoft 365 suite of products. Here's a crash course in the basics of using Microsoft ...