Excel Features Spreadsheets
Prompts
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Excel Power Query Cleaning Plan for a Messy Export
Plan the applied steps that turn a monthly export into a clean, refreshable table.
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Excel Power Query Plan to Combine Monthly Files From a Folder
Combine many files with the same layout into one table.
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Excel Data Model and DAX Measure Design for a Sales Report
Plan tables, relationships and measures before building the PivotTable.
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Excel Solver and Goal Seek Setup for a Planning Decision
Frame a decision as a model that Goal Seek or Solver can handle.
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Excel PivotTable With Slicers and Timeline: Interactive Report Design
Design a one-page interactive report from a raw table.
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Excel Macro Specification Writer Before You Record or Ask for VBA
Define exactly what a macro should do, check, and never do.
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Excel Chart Brief: Choose the Chart and Format It for the Message
Pick the right chart and format it so the message is clear.
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Excel Print Layout and Page Setup Plan for a Report Sheet
Make a sheet print cleanly on one or more pages.
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Excel Get Data From a Web Page or PDF: Feasibility and Steps
Decide whether and how to import data from a page or file, respecting terms of use.
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Excel Training Plan for a Team: From Basic to Confident in Six Weeks
Plan short lessons around the team's real tasks.
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Excel Workbook Guide: Explain This Workbook to a New Owner
Write a handover guide from a description of the workbook.
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Excel Text to Columns and Flash Fill Cleaning Guide
Choose the right quick technique for splitting and reshaping text.
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Dependent Dropdown Lists in Excel Step by Step
Set up dependent dropdown lists in Excel so the second list changes with the first, with named ranges, formulas and fixes for common errors.
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Dependent Dropdown Troubleshooter: Why Is My List Broken?
Diagnose a broken dependent dropdown by answering guided questions, then get a ranked list of likely causes and a fix for each one.
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Conditional Formatting Rule Audit and Cleanup Plan
Audit a sheet with messy conditional formatting rules, find duplicates, overlaps and slow rules, and get a cleanup plan without losing highlights.
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Power Query: Combine Many Excel Files From a Folder
Combine many Excel or CSV files from one folder with Power Query, including step-by-step setup, cleaning steps and a refresh routine.
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Power Query Merge Two Tables Like a Lookup
Merge two tables in Power Query to replace slow lookups, with join types explained in plain words, a match check and refresh instructions.
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Power Query Refresh Failures: Diagnose and Fix Checklist
Troubleshoot a Power Query refresh that fails or returns wrong data with a diagnosis table, step-by-step checks and prevention habits.
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