Excel University Blog

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Aggregate with OR Logic

By Jeff Lenning | December 14, 2020 |

The family of IFS functions, such as SUMIFS and COUNTIFS, use AND logic when evaluating multiple conditions. In other words, all conditions must be true to be included. And generally, this logic works well. However, there are situations when we’d like to use OR logic instead. That is, any of the conditions can be true…

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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…

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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…

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