Excel University Blog
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Jeff Lenning
Excel dashboards are essential for turning raw data into clear, actionable insights. But designing and populating a comprehensive dashboard can be time-consuming. The Claude add-in for Excel offers a powerful AI-based assistant that dramatically speeds up the process. Video Tutorial In this walkthrough, we’ll explore how to use the Claude add-in to plan, build, and…
In this post, we’ll walk through the game-changing workflow of using the Claude add-in for Excel to quickly generate first drafts for complex reports. Whether you need summarized spending, budget vs. actual analyses, or executive-ready management dashboards, the Claude add-in accelerates data transformation while leaving us firmly in control of accuracy and customization. Video What…
What if we could describe what we want in plain English and Excel builds the formulas for us? In this post, we’ll explore how to use the Claude Excel add-in to generate dynamic formulas, lookup models, and summary reports in seconds. Video Tutorial We’ll walk step-by-step through three practical exercises that demonstrate how AI can…
Sometimes, we need the flexibility of a PivotTable without actually building one. Whether we’re automating dashboards, preparing recurring reports, or just streamlining our workbooks, Excel’s PIVOTBY function gives us a powerful, formula-based solution. In this post, we’ll explore how to transform raw data into dynamic summary reports using a single formula — no PivotTable required.…
Microsoft Excel continues to evolve, and one of the most impressive additions to the Excel formula family is the GROUPBY function. With it, we now have the power to create fully dynamic and flexible summary reports—all with a single formula. If you’ve relied on pivot tables or manual formulas for reporting, you’re going to love…
When working with tabular data in Excel, there are often times we need to extract specific rows or columns based on custom logic. This is where the CHOOSEROWS and CHOOSECOLS functions come into play. These recently introduced dynamic array functions are powerful alternatives to functions like TAKE and DROP, offering more flexibility by letting us…
Bringing external data into Excel used to mean a lot of clicking: opening files, copy/pasting, or launching Power Query. But with Excel’s newer IMPORTCSV and IMPORTTEXT functions, you can now load external data directly into your sheet with a simple formula. Video Tutorial These functions are lightweight, fast, and flexible—great for quick access to structured…
Sometimes when we copy data into Excel—from websites, reports, or bank statements—it doesn’t arrive in a nice, neat table. Instead, it comes in as one long line of values, either in a row or a column. That’s where WRAPROWS and WRAPCOLS come in. Video Tutorial In this post, we’ll explore how to use these functions…
When we’re working with structured data in Excel—especially data that comes in from reports or exports—it’s not always in the best shape for analysis. Sometimes, the data we receive is cross-tabulated (months as columns, categories as rows), but we need it in a flat format. Video Tutorial In this tutorial, we’ll explore two powerful Excel…
Ever find yourself combining data from multiple reports—maybe quarterly exports or regional summaries? If you’ve been manually copy-pasting data together, it’s time to meet your new best friends: VSTACK and HSTACK. Video Tutorial These two functions make it easy to stack datasets vertically or horizontally without breaking a sweat. In this post, we’ll explore both…