Excel Help Topics

This list of Excel help topics will assist you in completing your Excel projects. This list of help topics includes:

If you are stuck and need additional help, we do offer support. A support call is $50 for a one hour Zoom meeting. We can help troubleshoot formulas and offer recommendations. For larger projects book a project with us to discuss your needs. For large projects we will provide you with a quote and estimated time of completion.

Excel Tips

These tips have been useful for past clients as well as ourselves, and will help you plan your Excel projects.

  • Use helper columns - Avoid using complex nested formulas where possible. Add helper columns to modify bits and prices of the data one a time. This will avoid confusion for other users and also make problems easier to troubleshoot.
  • Avoid TONS of nested IFs - If you formulas are dependent on many nested IFs consider a custom VBA formula. A custom VBA formula will be easier to add lots of logic and will also be easier to maintain and troubleshoot.
  • Remove duplicate data - Data should not be duplicated. Have one tabs with all hard coded data, then use formulas based around that source data.
  • Add conditional formatting - This will help give clarity to your datasets and make easy for other stakeholders to understand
  • Use SUMPRODUCT - Perfect for counts and summaries with both columns and rows. Using this one function alone can simply the layout of many workbooks

Functions

This is list of Excel functions separated by category. To learn more about each topic, click on the first column.

Logical

AND Test multiple conditions at one time. All conditions must evaluate to TRUE
OR Test multiple conditions at one time. At least one condition must evaluate to TRUE.

Math

SUMPRODUCT Multiply, then sum arrays. Commonly used to do SUMIFS or counts with both rows AND columns.

Formulas

This is list of Excel formulas that can be used to solve common problems. This list is also separated by category. To learn more about each topic, click on the first column.

Counts

Count birthdays by year
Count months by short name (MMM)

Sum

Sum by short month (MMM) for any year