From Spreadsheets to Sales : Create a Working CRM Inside Excel

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.
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Excel as a database

While Excel is renowned for its versatility in calculations and data visualization, it can also do the job just fine as a database. Small businesses, non-profits, and even departments within larger ...
JournalofAccountancy

Using Excel’s What-If Analysis with Data Table for data analysis

Q. You explained Excel’s Scenario Manager in your November 2024 Tech Q&A article and Goal Seek in your December 2024 Tech Q&A article. Can you please explain the final What-If Analysis tool: Data ...
JournalofAccountancy

Data mining your general ledger with Excel

The general ledger is a vast historical data archive of your company’s financial activities, including revenue, expenses, adjustments, account balances, and often much more. The detailed transactions ...
TechRepublic

How to export a Microsoft Excel table to Microsoft SharePoint for easy collaboration

How to export a Microsoft Excel table to Microsoft SharePoint for easy collaboration Your email has been sent If you’re the author of Microsoft Excel data that others in your organization need to view ...
Computerworld

How to use slicers in Excel

Slicers provide an intuitive, user-friendly interface for filtering data in a spreadsheet. Here’s how to create slicers, format them, and use them to filter data in Excel. Spreadsheets’ greatest ...