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This category will contain a growing number of free downloads of workbooks discussed on this site. But I need to set up each download. If you don’t see a download you need, drop me a note and I’ll move it to the top of my list.

Charley

Excel's dynamic range names give your formulas the power to adapt automatically in response to changes in your data or settings. Here's how to set them up.

How to Create and Use Dynamic Range Names in Excel

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(Download the example workbooks.) We Excel users often refer to ranges that need to move or expand in future versions of our reports. For example: ...
Using Excel's LET, SORTBY, and SEQUENCE functions, and dynamic arrays, you easily can list any number of top and bottom results from a Table.

How to Report Top and Bottom Results Using Dynamic Arrays in Excel

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In How to Use Excel’s LET Function, I showed several examples of a powerful function that Microsoft added to Excel 365 in the summer...
If you have seasonal sales, or other measures of performance, Cycle Plots can offer more insight into your performance than traditional charting techniques.

How to Create Cycle Plots in Excel to Chart Seasonal Sales Data

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If your company's sales are seasonable, you've probably seen a chart that looks something like the first one below. This Excel chart shows the continuous...
Term loans can have a variety of repayment periods, interest rates, amortizing methods, and so on. Here's how to calculate amortization schedules for the two most common types of amortizing loans.

How to Use Excel Formulas to Calculate a Term-Loan Amortization Schedule

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"How do I calculate cumulative principal and interest for term loans? I have scoured the web for a function that will perform this task,...
The LET function is the most powerful function that Microsoft has released for Excel in years. Here's an introduction to its features.

How to Use Excel’s LET Function

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In the summer of 2020, Microsoft introduced the LET function for Excel 365—one of the most-significant new worksheet functions that Microsoft has introduced in...
When you want to look up data in Excel, you should never use a worksheet function with "lookup" in its name. Here's why...

Why INDEX-MATCH Is Far Better Than VLOOKUP or HLOOKUP in Excel

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(Download the workbook.) Excel’s VLOOKUP function is more popular than the INDEX-MATCH function combination, probably because when Excel users need to look up data then a "lookup" function...
We compare Excel's five columnar lookup functions.

XLOOKUP vs VLOOKUP vs INDEX-MATCH vs SUMIFS

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SUMIFS? Really? Why is SUMIFS included among those lookup methods? I'll explain in a few minutes. But first, let's look at the lookup methods shown in...
Excel ranges can work like relational tables. You can join them by common fields. Query them with SQL. And use queries in PivotTables. Here's how.

Use MS Query to Treat Excel as a Relational Data Source

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Charley's Note: Because MS Query hasn't changed much since Marty Ryerson wrote this article years ago, his instructions are still quite accurate. I have,...
I used the FILTER function to give me IFS-like power for PERCENTILE.INC. But then I realized the same pattern brings IFS-like power to many functions—including MEDIAN, STDEV.S, GEOMEAN, and perhaps even the FORECAST functions!

Using the Hidden Power of Excel’s FILTER Function

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When you take the time to explore a new worksheet function, it's amazing what you can discover! And I won't tell you about the really...
Here's how to create an Excel array from two others, with the arrays stacked either one on top of the other, or side-by-side, like books on a shelf.

How to Stack and Shelve Dynamic Arrays

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While using Excel 365 recently, I needed to create one dynamic array that would consist of two arrays, with one stacked on top of...

Latest Articles

Excel Flowbook Revolution

Getting Radical with Excel

It's time to think about Excel in a radical new way—when we use it to work with business or economic data. It's time, in fact,...
Growing too fast can be dangerous to your company's health. Use the Sustainable Growth Rate ratio to track your company's financial ability to grow.

How Fast Is Too Fast?

(Originally published in Inc Magazine.) What typically tops the list of worries of the chief executive officers of fast growing companies? Financing that growth, according...

How to Smooth Data by Using the TREND Function

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Years ago, I read that Prof. William S. Cleveland had suggested that data could be smoothed by calculating a centered trendline through adjacent data—a...
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