Tuesday, September 30, 2025
Excel offers two powerful worksheet functions that can return the data you need from any type of worksheet database. One is more powerful, but calculates slowly. The other is nearly as powerful, but much faster.

The Two Functions You MUST Know to Return Values from Excel Tables

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“Export to Excel is the 3rd most common button in BI apps…after OK and Cancel.” —Rob Collie, one of the founding engineers behind PowerPivot at...
In one SUMPRODUCT formula, you can summarize any number of specific accounts in a list. This makes it easy to summarize financial data from an accounting trial balance.

How to Create Summarized Financial Statements with SUMIFS Criteria Lists

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In How to Use SUMIFS with Criteria Lists, Summarizing Sales, I explained how to use the SUMPRODUCT function with SUMIFS to return the sum of...
In this final article of the SUMIFS, SUMPRODUCT series, you'll learn more reasons to use advanced multi-criteria lists in marketing and finance.

Advanced SUMIFS Calculations with Criteria Lists

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In Part 1 of this series, you learned how to use criteria lists for marketing data. In Part 2, we looked at financial data. And now, in Part...

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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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