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

As a small business owner, you will often have to work with others on an Excel worksheet. For example, if you have hired a sales or marketing consultant, you can give them an interactive worksheet for ...

Excel used to be the poor schmuck’s database, with spreadsheets that just sort of sat there. You could create something more sophisticated with LOOKUP functions, but they were a huge hassle to set up.

There are several ways to create maps in Microsoft Excel 2007. While you can always paste map images into a worksheet or even draw your own maps using the shape and line tools, most businesses need ...

If you want to create a dashboard in Microsoft Excel, this post will help you. A dashboard is a type of graphical representation that depicts the key performance indicators for a particular topic or ...

Much of the data that you use Excel to analyze comes in a list form. You might need to sort the data, filter it, sum it, and perhaps even chart it. Excel tables provide superior tools for working with ...

Learn how Excel functions can act as data using LAMBDA, LET, and BYROW, so you reuse logic and cut formula edits.