Resources
Practical guides on Excel formulas, Power Query and reporting, written for finance teams who want fewer manual steps and numbers they can trust.
Showing all 9 guides
XLOOKUP vs. INDEX/MATCH: which should you use?
A side-by-side look at both approaches on a real lookup, where each one breaks, and a simple rule for choosing.
6 min readRead the guide
SUMPRODUCT for multi-condition sums
Add up values that meet several conditions at once, without helper columns, and see why it often beats SUMIFS.
7 min readRead the guide Excel formulasLET and LAMBDA: make long formulas readable
Name the pieces of a formula so the next person can audit it, then turn the pattern into a reusable function.
8 min readRead the guide Power QueryClean a messy bank export with Power Query
Turn a sloppy monthly export into a tidy table once, then refresh it every month with one click.
9 min readRead the guide Power QueryCombine monthly files automatically
Point Power Query at a folder and let new monthly files append themselves.
7 min readRead the guide Power QueryUnpivot a report layout in three steps
Reshape a wide, report-style sheet into rows you can actually analyze, filter and chart.
5 min readRead the guide Reporting and financeWhy month-end reports break
The five most common causes of reports that disagree with each other, and how to design them out.
8 min readRead the guide Reporting and financeBuild a variance bridge people trust
A step-by-step approach to explaining the gap between budget and actual so the numbers tie out.
10 min readRead the guide AI at workUsing AI on spreadsheets safely
Where AI helps with formulas and cleanup, where it quietly goes wrong, and a checklist before you trust the output.
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