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Techniques

PPMT Explained: Dynamic Loan Schedule

By Jeff Lenning | June 10, 2025 |

Managing loans and tracking monthly payments just got a whole lot easier. In this tutorial, we’ll explore the PPMT function in Excel—a lesser-known but incredibly powerful function that calculates the principal portion of a loan payment for a specific period. Even better, we’ll show how to transform this function into a fully dynamic loan amortization…

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Free Project Tracker Template

By Jeff Lenning | March 4, 2025 |

If you’re managing projects and need a simple way to track progress, Excel’s Agile Gantt Chart template can be a great starting point. This built-in template provides a visual representation of tasks, milestones, and progress, making it easier to stay organized. Video Step-by-step Guide In this guide, we’ll walk through how to: Let’s dive in!…

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Free Personal Budget Template

By Jeff Lenning | February 18, 2025 |

Managing your personal finances is easier when you have a structured budget in place. Fortunately, Excel provides built-in budget templates that can help you track your income, expenses, and savings without starting from scratch. In this guide, we’ll walk through how to find, use, and customize a simple annual budget template in Excel to fit…

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Sum Positive Numbers Between Dates

By Jeff Lenning | December 3, 2024 |

In this post, we’ll dive into the following Excel question: How do you sum positive values between two dates? Using the SUMIFS function, we’ll walk through three exercises to build a solution step by step. By the end, you’ll have a clear understanding of how to sum data based on multiple conditions. Let’s get started!…

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Max Date for per Category

By Jeff Lenning | October 15, 2024 |

Hello, and welcome to our latest Excel tutorial! I was recently asked the following question: how do I see the max date for each vendor assuming each vendor has multiple dates? So, in this post, we’ll learn how to find the maximum date for each category — in this case, each vendor with multiple transactions.…

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Count Occurrences between Dates

By Jeff Lenning | October 8, 2024 |

Hello, Excel enthusiasts! Welcome back! Today, we’re diving into an interesting question I received recently: “How do I count occurrences between two dates in Excel?” As with most things in Excel, there are multiple ways to accomplish this task. In this post, I’ll focus on how to achieve our goal with a PivotTable. If you’re…

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Turn a Table of Events into a Graphical Calendar

By Jeff Lenning | July 16, 2024 |

Today, we’re tackling the following question: How do you create a calendar that can show multiple events per day in Excel? We’re going to transform a simple table of events into a dynamic, graphical calendar. Let’s dive right in! Objective In summary, we have a list of events stored in a Table named Table1, like…

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Automate File Cleanup

By Jeff Lenning | June 18, 2024 |

I was recently asked the following question: I download an excel file every week and make changes like deleting columns, counting and adding rows and so on. Can I automate this repetitive task ? In this post, I’ll attempt to answer this question. The built-in Excel feature we’ll use to accomplish this is Power Query.…

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Highlight Correct Answer with Conditional Formatting

By Jeff Lenning | February 6, 2024 |

Time to walk through another exciting Excel adventure 🙂 Today, we’re zooming in on an interesting question I recently received: “How can I highlight correct answers on an Excel worksheet for my granddaughter’s multiplication tables?” Sounds like a marvelously practical application of Excel, doesn’t it? Well, let’s dive in and find out how we can…

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Excel How To Compare Two Columns (3 ways)

By Jeff Lenning | July 18, 2023 |

Using Microsoft Excel to compare two columns is a great way to look for discrepancies or similarities between two different sets of data. This post provides 3 different ways to accomplish this so that you can use the one that is most appropriate for your data and workbook. Video Step-by-step guide Let’s work through each…

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