Excel Workflow Guides
Practical Excel guides for the recurring spreadsheet work that shows up in operations: cleanup, matching, reporting, automation, inventory, and payroll.
47 guides across 8 categories.
8 guides
Excel Automation
Workbook syncs, VBA macros, invoice filling, billing statement generation, and other repeatable Excel tasks.
7 guides
Power Query
Combine files, merge tables, import PDFs, reshape data, and automate recurring spreadsheet prep with Power Query.
10 guides
Data Cleaning
Fix duplicates, blank rows, broken imports, inconsistent lists, and cleanup steps that slow teams down before upload or reporting.
6 guides
Data Matching
Compare files, reconcile sheets, match lists, and use lookup workflows when spreadsheet data needs to agree across systems.
9 guides
Reporting
Pivot tables, dashboards, recurring report packs, change history, survey summaries, and chart workflows for business reporting.
3 guides
Payroll
Timesheets, semi-monthly payroll workflows, and payroll calendars for recurring spreadsheet operations.
2 guides
Inventory
Stock in, stock out, inventory movement analysis, and spreadsheet workflows that help teams stop manually reconciling inventory.
2 guides
Forms
Drop-down lists, dynamic list updates, and form-like Excel controls for cleaner internal spreadsheet workflows.