How to create a Gantt chart in Excel to plan projects
Two ways to build a Gantt chart in Excel: with a stacked bar chart or with conditional formatting, including each task’s progress and a today line.
How to make a shift schedule or work rota in Excel
Build a shift schedule in Excel with drop-down lists, automatic colors, hour totals and rest warnings, and protect it before you share it.
How to create a simple invoice in Excel and send it as a PDF
Build an Excel invoice that calculates amounts, tax and totals on its own, save it as a template and send it to your client as a PDF.
Small business expense tracking in Excel: template and method
An Excel template to log your business expenses, summarize them by category and month, keep an eye on unpaid invoices and catch duplicates.
How to build a monthly personal budget in Excel step by step
Build a monthly budget in Excel with income, planned and actual expenses, color-coded variances and a savings summary, with ready-to-copy formulas.
How to recover an unsaved or overwritten Excel file
Practical steps to recover an Excel workbook you closed without saving or overwrote, depending on where it was stored.
How to share Excel files securely by email, cloud or link
Check what hidden data your Excel file carries, share only what’s needed, encrypt it with a password and choose wisely between attachment, cloud and link.
Excel macros: what they are, their risks and how to open XLSM files safely
Which formats can carry macros, how to spot a dangerous attachment and the steps to open an XLSM file without running code you don’t know.
Budget vs. actual in Excel: how to analyze variances
Calculate the variance in amount and percentage, summarize expenses by line item and highlight anything beyond your threshold, with ready-to-copy formulas.
Compare customer or email lists: how to spot additions, removals and changes
A step-by-step method to compare two versions of a customer or subscriber list in Excel and find out who is new, who has left and which details have changed.