Have you ever struggled to make sense of a dataset with too many categories or time-based data? It’s a common challenge—how do you present individual contributions while still showing the bigger ...

We show you how to create a budget or personal finance dashboard in Excel to keep your expenses in sync with reality. Useful ...

Have you ever found yourself wrestling with Excel, trying to keep your total rows accurate as your data grows or shrinks? It’s a common frustration—manually updating totals every time something ...

Excel's PIVOTBY function allows you to group your figures without needing to recreate your data in a PivotTable. What's more, data summaries created via PIVOTBY automatically update to reflect changes ...

Running totals show how figures build over an extended period, one entry at a time, allowing you to see trends and patterns that raw data alone might not reveal. Creating running totals in Excel is ...

Forbes contributors publish independent expert analyses and insights. Rachel Wells is a writer who covers leadership, AI, and upskilling. As an aspiring leader, it's important to understand how ...