The last piece of this three-part article is about merging your custom Word documents with your client list (exported from Outlook to Excel) for distribution. Part One explains how to selectively ...

For the most part, you're probably accustomed to using Microsoft Excel for tasks such as preparing reports, forecasts, and budgets. However, Excel is much more powerful than that. It can be used to ...

I’ve been helping an administrative assistant (who also happens to be a close relative—see what comes of having a reputation for using technology?) who needs a database on her job to track employee ...

From Power Query to the Data Model, here are the five architectural gaps that keep me paying for Microsoft 365.

Microsoft's Excel software is an indispensable tool for small businesses because of its flexibility and the ease with which you can set up spreadsheets. Though you can use it to manage files ...

Upgrade from standard Excel workbooks to specialized formats that shrink, shield, and streamline your spreadsheets.

Have you ever found yourself drowning in spreadsheets, endlessly scrolling through rows of data, or manually fixing errors that seem to multiply by the hour? For many, Excel is both a lifeline and a ...

We all know that in uncertain times, a forecast underlies a company’s success or failure. Forecasts keep prices low by optimizing business operations—including cash flow, production, staff, and ...

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

Part Two of this three-part article covers how to import your Outlook contact list—the CSV file—into Excel, then how to refine, maintain, and manage that database so, in Part Three, you can merge it ...