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Learn Excel
FormulaSurge learning hub - topic clusters on Excel functions, dashboards, Power Query, Power Pivot, VBA, audits and modeling. Each cluster links the related articles and tools.
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Topic clusters from the FormulaSurge blog - each cluster links the related articles and tools. Practical Excel from hands-on experience, written by a senior practitioner, not a content team. Articles cluster by what you want to do in Excel, not by alphabetical topic browse.
Excel Functions
8 articlesXLOOKUP, SUMPRODUCT, dynamic arrays and the ten functions every analyst masters first.
- 10 Excel Functions Every Analyst Should KnowMaster these ten functions and 80% of your daily analysis gets faster.
- VLOOKUP vs XLOOKUP: 7 Differences + 4 Migration Steps (2026)What is the difference between VLOOKUP and XLOOKUP? Side-by-side comparison with 7 concrete differences 4 migration steps 5 real examples and the one reason VLOOKUP is still useful.
- Dynamic Arrays: The Excel Feature You Didn't Know You HadFILTER SORT UNIQUE SEQUENCE and the spill range - the modern way to build reports that update themselves.
- SUMPRODUCT: 5 Jobs It Does Better Than SUMIFS (2026)The mental model that makes Excel SUMPRODUCT click - 5 jobs it does better than SUMIFS COUNTIFS AVERAGEIF MAXIFS with worked examples and the 4 mistakes to avoid.
- What-If Analysis in Excel: 3 Tools + 5 Examples (2026)What is What-If Analysis in Excel? Goal Seek Data Tables and Scenario Manager - three built-in tools explained with 5 worked examples for sensitivity break-even and forecasting.
- INDEX MATCH vs VLOOKUPINDEX MATCH vs VLOOKUP - structural differences why INDEX MATCH is more flexible and when XLOOKUP replaces both.
- Excel TRIMRANGE and Trim References (A:.A) ExplainedTRIMRANGE and the trim-reference operators cut blank rows off range edges - syntax, examples and the mismatched-size trap.
- Excel GROUPBY and PIVOTBY: Pivot Tables as FormulasGROUPBY and PIVOTBY build a summary table with one formula that recalculates on its own - syntax, five finance examples and what to check before replacing a PivotTable.
Excel Dashboards
8 articlesKPI design, chart selection, conditional formatting that highlights what matters.
- Excel Charts That Tell a StoryChoose the right chart and your data explains itself.
- Conditional Formatting That Actually Highlights What MattersColor scales and data bars are decorative.
- Designing a KPI Dashboard That People Actually OpenMost Excel dashboards die in the 'final' folder.
- Excel for CFOs: 7 Reports Every Finance Team Actually UsesA working finance team needs seven reports - not sixty.
- Power Pivot for People Who Hate Power PivotThe most powerful feature in Excel.
- Excel Dashboard for Manufacturing Plant IndiaHow to build an executive Excel manufacturing dashboard that tracks daily production yield scrap % and machine downtime.
- Excel Consultant for Small Business (US UK AU)Four ways small businesses in the US UK and Australia use custom Excel automation to save thousands.
- Excel Heatmap Conditional FormattingExcel heatmap with conditional formatting - colour scales data bars and icon sets that turn tables into visual at-a-glance maps.
Power Query
6 articlesReplace manual copy-paste with a one-click refresh. Multi-source pipelines and validation rules.
- Automate Monthly Reports with Excel MacrosAutomate monthly Excel reports with Power Query and VBA - from recurring exports and refreshes to PDF delivery.
- Power Query: Stop Copy-Pasting From Your InboxReplace hours of manual copy-paste with one click - Power Query is the most underrated feature in Excel.
- Excel File Too Slow? 7 Fixes Before You Buy a New ToolSeven fixes in order - turn nine out of ten slow files around before you migrate to Power BI or Tableau.
- Power Query Tutorial for Indian Finance TeamsStep-by-step Power Query tutorial for Indian finance teams - automate data cleaning and ledger consolidation.
- Excel REGEX Functions: REGEXTEST, REGEXEXTRACT, REGEXREPLACEExcel's three regex functions with worked examples - validate a GSTIN, extract emails, strip phone numbers - and the compatibility check before sharing.
- Excel IMPORTCSV and IMPORTTEXT: Load a File With One FormulaIMPORTCSV and IMPORTTEXT load a CSV or text file into a dynamic array with one formula - syntax, examples and why they are not ready for shared reports yet.
Power Pivot
2 articlesThe most powerful feature in Excel. The one nobody uses. Three concepts and five DAX functions.
VBA Macros
3 articlesOne-click month-end close, custom report generation, workflow chaining across workbooks.
- Automate Monthly Reports with Excel MacrosAutomate monthly Excel reports with Power Query and VBA - from recurring exports and refreshes to PDF delivery.
- Power Query: Stop Copy-Pasting From Your InboxReplace hours of manual copy-paste with one click - Power Query is the most underrated feature in Excel.
- Power Query Tutorial for Indian Finance TeamsStep-by-step Power Query tutorial for Indian finance teams - automate data cleaning and ledger consolidation.
Spreadsheet Auditing
3 articlesThe seven-check pattern before you trust the numbers your CFO signs.
- Data Validation: Save Rules and Stop Bad Data at the DoorHow to save data validation rules in Excel, copy them across sheets, and set up drop-downs with dependent lists and custom error messages.
- How to Audit a Spreadsheet in 10 Minutes (2026)How to audit a spreadsheet in 10 minutes - the 7-step Excel checklist that catches the common errors before the CFO signs.
- Excel for CA Firms: 5 Automation WinsFive high-ROI Excel automations Indian CA firms use to eliminate manual GST TDS and ledger reconciliation.
Financial Modeling
6 articlesThree-statement models, budgets, what-if analysis and CFO reports.
- Excel for CFOs: 7 Reports Every Finance Team Actually UsesA working finance team needs seven reports - not sixty.
- What-If Analysis in Excel: 3 Tools + 5 Examples (2026)What is What-If Analysis in Excel? Goal Seek Data Tables and Scenario Manager - three built-in tools explained with 5 worked examples for sensitivity break-even and forecasting.
- Power Query Tutorial for Indian Finance TeamsStep-by-step Power Query tutorial for Indian finance teams - automate data cleaning and ledger consolidation.
- Excel Month-End Close: How Indian SMEs Do It FasterHow Indian SMEs reduce month-end close from 5 days to under 4 hours using structured Excel pipelines.
- Excel Financial Model Freelancer RemoteWhat to demand when hiring a remote financial modeling freelancer - FAST standards 3-statement integration and audit checks.
- Excel Sensitivity AnalysisExcel sensitivity analysis with one-input and two-input Data Tables.
What-If Analysis
3 articlesGoal Seek, Data Tables and Scenario Manager - three tools for sensitivity and break-even.
- What-If Analysis in Excel: 3 Tools + 5 Examples (2026)What is What-If Analysis in Excel? Goal Seek Data Tables and Scenario Manager - three built-in tools explained with 5 worked examples for sensitivity break-even and forecasting.
- Excel Financial Model Freelancer RemoteWhat to demand when hiring a remote financial modeling freelancer - FAST standards 3-statement integration and audit checks.
- Excel Sensitivity AnalysisExcel sensitivity analysis with one-input and two-input Data Tables.
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