Microsoft Excel

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A New Form of Excel Development

As we move toward 2027, I see a change taking place in Excel development. I've been developing Excel solutions since 1999, and I've watched Excel development change many times. I formed Excel and Access, LLC in 2004 and have been building business solutions for clients ever since. What I'm seeing now feels different. It isn't [...]

Microsoft Excel and Access MVP Awards in 2026

Receiving the Microsoft Excel MVP & Microsoft Access MVP Awards I am honored to share that I have been recognized as both a Microsoft Excel MVP and a Microsoft Access MVP. ( To be awarded in both Excel and Access is rare, currently there are estimated to be around 20 people worldwide with this combination. [...]

Tables Beginner to Advanced

Tables Beginner to Advanced Tables, are still a largely unknown feature in Microsoft Excel development:  Most Excel users have never heard of Excel Tables.  Many Excel programmers still do not use Excel Tables.  Fewer of those Excel programmers work with Power Query Tables.  Luckily most have used or still use Pivot Tables. A handful of [...]

Joins versus Lookups

Power Query Joins or Lookup Functions ~ Old School Programming (Pre-2018) Versus New School Development (Post-2018) ~ Excel has Changed:  Power Query has never been used more than it is now, neither have Excel Tables, both are quickly gaining acceptance and momentum. Microsoft has been very clear on the future direction of Excel 365.  Online, [...]

FLUID Excel Solutions

FLUID Excel Solutions FLUID Excel Solutions are designed around one simple idea: let the data flow.   Data should move through an Excel solution as uninterrupted as possible—from its source, through any transformations and calculations, to wherever it ultimately needs to go. Using Excel Tables, Power Query, the Data Model, Pivot Tables, Dynamic Array Functions, [...]

Dynamic Excel 365 Tracker Templates for Business

Dynamic Excel 365 Tracker Templates for Business ~ FLUID Excel Solutions for Business ~ If you run a business, you know there are certain data points you need to track to run your business properly.  You may want to track sales, new hires, and even inventory.  Anything that you want to track, should be built [...]

Excel GroupBy Function for Interactive Reporting

Excel GroupBy Function for Interactive Reporting Interactive, Dynamic, and Automated, the new Excel GroupBy Function is going to be front and center in Excel reporting and analysis for years to come.  A nice addition to custom Excel Dashboards.  With so many user-selected options, this function is designed to be interactive. 877-392-3539 Our Excel [...]

The Microsoft Excel FILTER Function

The Microsoft Excel FILTER Function is my FAVORITE Excel 365 Function The Excel 365 FILTER Function is the one Excel Function I could not Program Without I base much of my user interface on the use of the FILTER Function. The function allows the user to drive the Excel solution. With the FILTER Function, you [...]

Excel Modeling in 2024

Modeling Dynamic Excel 365 in 2024 for Business It is February 2024 and the solutions I am developing right now will for my business clients will most likely be outdated within the year.  Why?  Because the Microsoft Excel Team has been making so many monumental changes in Excel, that Excel 365 is now called "Dynamic [...]