Excel University Blog
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SUMIFS Between Two Dates: The Excel Pro’s Complete Guide If we regularly analyze data in Excel, several functions quickly become our go-to tools. Among these, SUMIFS stands out for its power and flexibility, especially when we need to sum data conditionally, such as calculating totals between two dates. We’ll cover this powerful capability in this…
Excel’s XLOOKUP function provides a flexible and powerful tool for retrieving data. It removes many of the limitations of older lookup functions (yes, I’m looking at you VLOOKUP). In this post, we’ll build a foundational understanding of XLOOKUP, walk through practical applications step-by-step, and unlock best practices for common scenarios. Video What is XLOOKUP? A…
How to Use the Claude Add-in to Supercharge Your Excel Workbook Audits We love helping users get the most out of Excel. These days, it means leveraging every available tool for efficiency and insight including AI. This post walks through the practical use of the Claude add-in, a powerful, AI-powered assistant for worksheet review, error…
As you know, we’re always searching for ways to help streamline complex financial workbooks in Excel. Today, we’ll dive into the Claude add-in, a powerful AI tool that can automate formula writing and scenario analysis, saving hours when building robust financial models. Video Tutorial In this walkthrough, we’ll demonstrate how to leverage Claude for an…
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…