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If there is one Excel function we use more than any other, it is probably SUM. And because we use it so often, it is worth learning how to insert it as fast as possible. In this tutorial, we cover the Alt+= keyboard shortcut that writes the SUM formula for us, how to sum multiple…
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If you’ve ever spent time manually filtering a data table, copying the results, and pasting them somewhere else every single month, this tutorial is for you. The FILTER function eliminates that entire copy-paste routine by creating a dynamic report that updates automatically whenever the source data changes. We’ll also layer in the SORT function so…
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If month-end consolidation means manually copying and pasting data from a new file into your report, there is a better way. In this tutorial, we walk through how to use Power Query’s From Folder feature to automatically combine monthly GL files into a single clean table. Once the setup is done, adding a new month…
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Month-end variance reporting is one of those tasks that eats up time every single period. We pull actuals from one source, budget from another, and then manually wire everything together. In this tutorial, we walk through three exercises that show how the Claude Excel add-in can change that workflow entirely. We start by asking Claude…
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