Excel University Blog
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If you export data to a CSV file every month and then copy-paste it into Excel, this tutorial is for you. That manual import and cleanup routine can be fully automated with Power Query. We load the CSV once, apply any transformations we need, and from that point forward it is a single-click refresh. No…
Excel Canvas is a powerful new feature that lets us create stunning, interactive dashboards straight inside our workbook. Using Copilot, we simply describe what we want, and Excel generates a polished HTML-based canvas sheet that is dynamically linked to our source data. No manual chart building, no layout wrestling. In this tutorial, we walk through…
A brand new capability has dropped in Excel, and it changes something we thought was a hard rule: every cell holds one value. Not anymore. Excel now lets us store multiple values, entire lists, and even full 2D tables, inside a single cell. This feature has a few names: Lists, Arrays in Cells, or Nested…
Have you ever typed a SUM formula, hit Enter, and stared in disbelief at a big fat zero? The culprit is almost always the same: numbers that are stored as text. Excel sees those values as words, not quantities, so it simply adds up nothing. In this tutorial, we walk through three practical ways to…
When we write Excel formulas, it is tempting to type a number directly into the formula. It works, sure. But the moment that number needs to change, we are stuck hunting down every formula across every worksheet. This tutorial shows a better approach: pulling those values out of our formulas, placing them in dedicated input…
If there is one Excel function we use more than any other, it is probably SUM. And because we use it so often, it is worth learning how to insert it as fast as possible. In this tutorial, we cover the Alt+= keyboard shortcut that writes the SUM formula for us, how to sum multiple…
If you’ve ever spent time manually filtering a data table, copying the results, and pasting them somewhere else every single month, this tutorial is for you. The FILTER function eliminates that entire copy-paste routine by creating a dynamic report that updates automatically whenever the source data changes. We’ll also layer in the SORT function so…
If month-end consolidation means manually copying and pasting data from a new file into your report, there is a better way. In this tutorial, we walk through how to use Power Query’s From Folder feature to automatically combine monthly GL files into a single clean table. Once the setup is done, adding a new month…
Month-end variance reporting is one of those tasks that eats up time every single period. We pull actuals from one source, budget from another, and then manually wire everything together. In this tutorial, we walk through three exercises that show how the Claude Excel add-in can change that workflow entirely. We start by asking Claude…
Most PivotTable reports stop at the sum. But Excel’s PivotTable engine has a whole layer of built-in calculations that most people never touch. In this tutorial, we work through three exercises that show how to display values as percentages of the grand total, percentages of a parent group, and running year-to-date totals, all without writing…