Excel University Blog

Read on for in-depth articles, tutorials, and videos. Search or browse for specific topics. Be sure to subscribe if you'd like to be notified when we write something new.

EOMONTH

Create a Dynamic Month List for Reports or KPIs

By Jeff Lenning | January 30, 2024 |

In this tutorial, we will learn how to create a dynamic list of months in Excel using various functions including TAKE, EOMONTH, and SEQUENCE. This list can be used for reporting or pulling key performance indicators (KPIs) with lookup functions such as XLOOKUP. If you create the same basic report each month, and would like…

Read More
Man sitting at a computer with an hourglass trying to learn how to get better at Excel

How to Get Better at Excel (Without Wasting Time)

By Excel University | April 25, 2022 |

Wondering how to get better at Excel? Whether you’re a new user or a pro, these are some easy steps to help you quickly master new skills.

Read More

These Are the Top 9 Most Useful Advanced Excel Functions

By Excel University | March 15, 2022 |

Looking to make work easier? Instead of trying to do it all, focus on learning these nine useful advanced Excel functions.

Read More

Split Amount into Monthly Columns

By Jeff Lenning | May 12, 2020 |

Let’s say you need to take an amount and split it evenly into monthly columns. For example, perhaps you need to recognize revenue over time. Or, perhaps you have spent some money and you need to allocate the expense over time. There are other illustrations, but the basic idea is that you have a total…

Read More

Date Data Validation Drop-Down

By Jeff Lenning | September 18, 2014 |

In this post, we’ll create two data validation drop-down cells that provide the ability to select From and To dates based on the transaction dates stored in the source data. This will ensure that the date selections fall within a valid range of dates, that is, those months with data in the table. This technique…

Read More

Excel Formula to Allocate an Amount into Monthly Columns

By Jeff Lenning | September 26, 2013 |

If you have ever needed to allocate an amount over time, and split the amount into monthly columns based on the number of days, you’ll quickly realize that this simple idea is tricky to actually implement. As with anything in Excel, there are many ways to accomplish this task, and this post walks through one…

Read More

Compute the Last Day of the Month in Excel

By Jeff Lenning | March 7, 2013 |

As you probably know, I like converting manual input cells to formula cells in Excel. To me, the more I can delegate to Excel the better off I am.  Some workbooks can benefit by automatically computing the last day of the month, eliminating one more manual input cell. As you also know, it seems that…

Read More