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

Life is hectic, and juggling dozens of apps for the "must-do" chores adds to the noise. Since I already work in Excel daily, I've expanded its use to automate three of my most boring tasks. These ...

What finally helped me break that cycle was learning to use named ranges in Excel not only as stable anchors but also as ...

Imagine investing in a promising project, only to realize years later that it’s taking far longer than expected to recoup your initial outlay. Wouldn’t it have been invaluable to know upfront how long ...

"Who doesn't want to be the spreadsheet champion?" That is what the co-founders of the UK Microsoft Excel chapter said when explaining how the everyday computer program Microsoft Excel became a ...

A relic of the not-so-distant past could determine the American championship and in turn which Group of Five team reaches the College Football Playoff. With five teams in the mix for the conference ...

New Year's Eve is my favorite holiday. I love a designated time to look forward and to reflect back, ideally while getting tipsy with friends. The turn of a new year is also a time when I’m grateful ...

Michael Schmidt, CFA, is a staff member of FINRA's Dispute Resolution Board with 20+ years of experience in the financial market. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor ...