Excel has several advanced sorting options, but most of us never venture beyond the ordinary alphabetic and numeric sorts. If you need more than a simple sort, check out Excel’s advanced sorting ...

Have you ever grouped data in Excel only to find your months sorted alphabetically instead of chronologically? It’s a frustrating quirk of the GROUPBY function, one that can turn a clean dataset into ...

Maintaining a budget is crucial for a strong financial plan. As you set goals for your spending, saving, investing, and other financial objectives, your budget makes it possible for you to put your ...

Creating a monthly budgeting and forecasting model in Excel is a crucial skill for effective financial planning and management. This step-by-step guide by Kenji will walk you through the process of ...

In last month’s issue, we walked you through cell formatting, conditional formatting and more using a small business balance sheet example. This month however we teach you the A to Zs of creating and ...

Income and expense spreadsheets can be useful tools to help you see where your personal or business finances stand. After you've assembled all your financial data and created a worksheet to contain ...

Automate repetitive data entry and fix broken sorting hierarchies using Excel's powerful, hidden Custom Lists tool.