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Home How to Use the TODAY Function in Excel The TODAY function returns the current date in Excel and automatically updates each day the file is opened. In this lesson, you’ll learn how to use it to calculate days since last service, estimate equipment age, flag systems that need maintenance, and check whether a unit

Home How to Use the CONCAT Function in Excel The CONCAT function allows you to combine multiple pieces of text into a single value in Excel. It’s commonly used to create full names, addresses, labels, and formatted identifiers. In this lesson, you’ll see how CONCAT is applied to build customer names, addresses, and technician labels

Home How to Use the TEXT Function in Excel The TEXT function in Excel converts numbers, dates, and times into formatted text so they display exactly the way you want. In this lesson, you’ll learn how to use TEXT to format dates, month and year labels, weekday names, work order IDs, currency values, and time-based

Home How to Use LEFT, RIGHT, and MID Functions in Excel The LEFT, RIGHT, and MID functions are essential Excel tools for working with text data. They allow you to extract specific parts of a text string, such as codes, IDs, or labels. In this lesson, you’ll learn how these functions work and see how

Home How to Use the VALUE Function in Excel The VALUE function converts numbers stored as text into real numeric values that Excel can calculate. In this lesson, you’ll learn how to fix common data issues from CRM or accounting exports, where numbers look correct but don’t behave like numbers. You’ll also see how converting

Home How to Use the PROPER Function in Excel The PROPER function helps clean and standardize text by capitalizing the first letter of each word. It’s commonly used when working with messy data exported from systems like CRMs, dispatch platforms, or accounting software. In this lesson, you’ll see how the PROPER function is used to

Home How to Use the TRIM Function in Excel The TRIM function removes unnecessary spaces from text in Excel, helping clean messy datasets before analysis. In this lesson, you’ll see how TRIM can fix hidden spacing issues that often appear in data exported from dispatch systems or CRMs. By cleaning names, addresses, and other text

Home How to Use the SORT and SORTBY Functions in Excel The SORT and SORTBY functions allow you to dynamically organize and analyze large datasets in Excel without changing the original data. These functions are extremely useful when you want to quickly identify insights like the highest revenue jobs, the oldest equipment systems, or top-performing

Home How to Use the UNIQUE Function in Excel The UNIQUE function allows you to quickly extract distinct values from a dataset. It’s especially useful when working with large tables where you need to identify unique items such as technicians, job types, customers, or service zones. In this lesson, you’ll see how the UNIQUE function

Home How to Use the FILTER Function in Excel The FILTER function allows you to instantly extract specific records from large datasets without manually applying filters. In this lesson, you’ll learn how the FILTER function works and see how it can isolate records such as emergency service calls, repair jobs, or equipment older than a