Category 'Excel'


Date formats

Excel, Google Sheets, Microsoft Office | Comments Off on Date formats

Custom date formats are often useful in your reports. Excel has two quick formats for a date, one is “Short Date” the other is “Long date.” Google Sheets has a simple “Date” format which looks just like Microsoft Excel’s Short Date. Hopefully, by the time you finish this post, you’ll be able to create a […]



Excel, Google Drive, Google Sheets, Microsoft Office, VLOOKUP | Comments Off on Using VLOOKUP

XLOOKUP is a newer function that surpasses the awesomeness of VLOOKUP, but it’s only available in the Office 365 (Excel 2019) versions (and newer as they’re developed). There is still great value in VLOOKUP (and HLOOKUP as well), it just takes nesting more functions. Read the XLOOKUP post to learn more about it. Manually eyeball […]



Excel, Microsoft Office | Comments Off on NEW! XLOOKUP

This is so cool. Mind Blown. XLOOKUP is conceptually similar to the other LOOKUP Functions, eXcept it doesn’t have the limitations of VLOOKUP and is easier to use! Use it in place of VLOOKUP or HLOOKUP. Default match is exact not approximate Match options are greater File_not_found options Searches a range for a match and […]


What’s in a Name?

Excel, Microsoft Office, Tips N Tricks | Comments Off on What’s in a Name?

Using Excel Names When using formulas or referring to a specific cell in your worksheet, you’ll typically reference ‘range’ or specific cell. For example, B6:B10 is a range reference, where B6 is a cell reference. A problem with this sort of reference is that it’s not very meaningful and easy to forget. If you want […]


Excel List Management

Excel, Microsoft Office | Comments Off on Excel List Management

What is a List? A list is a collection of related data. Examples might include your contact list, an inventory, or your price list. Lists are organized in Rows and Columns, with the first row containing labels. The labels identify the value, or data, directly below the columns. Features of a well designed List include […]


Formulas vs Functions

Excel, Microsoft Office | Comments Off on Formulas vs Functions

How They Differ The words Formula and Function are often used interchangeably, but they don’t mean the same thing. At the very core level, they are similar. However, it may help you understand them better if we break them down and view them as different from one another. Formulas Think of Formulas as mathematical calculations […]


Excel: Data Tab

Excel, Microsoft Office | Comments Off on Excel: Data Tab

The Excel Data Tab has tools to help you work with the data in your worksheets. There are tools to import data from external sources. Also, tools to sort and filter. As well as tools to separate data into more columns. Sorting and Filtering Sorting and Filtering are relatively simple tools at their face. However, […]


Pages From the Book

Excel, Microsoft Office, Uncategorized | Comments Off on Pages From the Book

When I teach groups, I generally create custom handouts for those in attendance. I’m in the process of developing two handouts for a new client right now. As a result, the training they get will be relevant to their organization. These images are in the Excel Essentials book that I put together for UNR Extended […]


Excel Spreadsheets

Excel, Microsoft Office, PivotTables | Comments Off on Excel Spreadsheets

Local Support with Excel Spreadsheets: The Power of Excel A spreadsheet is little more than columns and rows, comprised of lists and lists. The real power in Excel spreadsheets is when you use Formulas and/or Functions. Formulas and Functions aren’t the same Contact us using the form below or give us a call if you […]


Enforce Excel Formatting in Mail Merge

Excel, Word | Comments Off on Enforce Excel Formatting in Mail Merge

Advanced Mail Merge Settings Creating multiple documents with unique recipients, sales totals, or dates is accomplished with Mail Merge. Mail merge takes two files (the main document and the data source) and merges them into one. Basic addition: 1 + 2 = 3 1 Main Document (Start Mail Merge) + 2 Data Source (Select Recipients) […]