Create an Excel Sales Dashboard With Claude (One Prompt)

With one detailed prompt, Claude can build a complete sales dashboard inside Excel: a helper column, five PivotTables, five formatted charts and a slicer, laid out on one screen. Here is the exact prompt I used, the sample data to try it on, and why the prompt is written the way it is. ToolClaude in … Read more

Excel Template With Alerts for Expiry and Renewal Dates

This Excel template works out when each policy, subscription or document expires, counts the days left and flags anything Expired or Expiring Soon in colour. Because it uses TODAY, the alerts update every time you open the file. FunctionsEDATE, TODAY and IF AlertsConditional formatting: red for expired, yellow for due within 7 days Works inExcel … Read more

How to Create a Simple Dashboard Report in Excel

A one-page sales dashboard in Excel needs only three things: PivotTables to summarise the data, PivotCharts to show it, and a slicer connected to every chart, so one click on a month updates the whole page. Built withPivotTables, PivotCharts and a slicer ChartsLine, column, bar and pie Works inExcel 2013 and later, Microsoft 365 TimeAbout … Read more

How to Send WhatsApp Messages From Excel

Excel can write a personalised WhatsApp message for everyone on a list and turn it into a link. Click the link and WhatsApp opens with the number and message filled in, ready to send, even if the number isn’t saved in your phone. Functions& (join text), TEXT and HYPERLINK OpensWhatsApp Web in your default browser … Read more

How to Track Income and Expenses in Excel (Monthly Template)

A simple Excel sheet can track your income, expenses and savings month by month. You type the figures; SUM totals each section and one subtraction gives your savings, all updating as you go. FunctionsSUM and a subtraction LayoutMonths across, income and expense items down Works inAny version of Excel, and Google Sheets Video Step 1: … Read more

Fix #N/A Errors in VLOOKUP, XLOOKUP and MATCH

#N/A means not available: the lookup function couldn't find the value. Sometimes the value really is missing. Often it is there, but an extra space, a number stored as text or an unlocked range stops it matching. Here's how to find the cause, fix it, and show a friendly message for values that are genuinely … Read more

Exact vs Approximate Match in Excel Lookups

An exact match returns a result only when the lookup value is found exactly. An approximate match returns the nearest value below it, which is what you need for grade bands, tax slabs and commission rates. Using the wrong one is the most common reason a lookup returns a wrong answer without showing any error. … Read more