Update once, see everything. Excel dashboard, paste new transactions into tables, refresh pivots & optional Power Query ...

There are many ways to find and retrieve data from a table or range based on a lookup value. In fact, because Microsoft often comes up with new, modernized alternatives, there are too many ways! So, ...

Excel has always been my go-to for charts and graphs. It gets the job done, and for quick internal reports, Excel templates ...

Sometimes you need to scan some files for a piece of data like a string, phrase or some number, and one of those files just happens to be an Excel spreadsheet. You could open up the file, launch the ...

Microsoft Excel’s Data Analysis Toolpak is an invaluable add-in for those who require complex statistical or engineering analyses. This powerful feature allows users to execute a variety of data ...

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 ...

Dana Miranda is a Certified Educator in Personal Finance, creator of the Healthy Rich newsletter and author of You Don't Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money ...