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

Forbes contributors publish independent expert analyses and insights. Lindsay Philips is a founder and change leader In 1979, a new tool called VisiCalc landed on finance desks. For the first time, ...

With a new set of Microsoft 365 features, knowledge workers will be able to generate complex Word documents or Excel spreadsheets using only text prompts to Microsoft’s chatbot. Two distinct products ...

Excel is the world’s most versatile data modeling tool—powering everything from household budgets to Fortune 500 profit and loss statements (P&Ls). Yet, the full power of Excel is available only to ...

Here we will go through how Excel is structured, where you will find important and smart functions, and various peculiarities you should know. In short, we’ll show you how to make the program work for ...

Apple's Numbers spreadsheet for Mac, iPhone, and iPad, is not as powerful as Microsoft Excel, but most users will be hard-pressed to find its limitations — and will immediately see how much easier ...

There's a new AI agent on the block for people who spend their waking hours inside spreadsheets. Navigate to Shortcut AI's website, and you'll find a page that looks almost exactly like an empty ...

Here's how to build smarter checklists in Excel using checkboxes, conditional formatting and task dependencies to help with multi-step processes. In my previous article in this series, I walked you ...

Forbes contributors publish independent expert analyses and insights. Aleksandra Bal covers indirect tax and technology developments. Despite the growing presence of AI and large language models (LLMs ...