Excel Basics

Home How to Use PivotTables in Excel PivotTables help you quickly summarize large datasets into useful business insights without writing complex formulas. In this lesson, you’ll learn how to use PivotTables to analyze HVAC service data by technician, job type, city, and date, while also exploring interactive tools like Slicers and Timelines to filter the […]

Home How to Use Data Validation in Excel Data Validation in Excel helps you control how data is entered, ensuring accuracy and consistency across your datasets. In this lesson, you’ll learn how to create drop-down lists, restrict inputs to specific ranges (like ratings or hours), and prevent errors that can distort your analysis. You’ll also

Home How to Use Conditional Formatting in Excel Conditional Formatting in Excel helps you turn raw data into visual signals that are easier to interpret. It can highlight trends, risks, delays, and performance issues by automatically applying colors, icons, or rules based on the values in your data. In this lesson, you’ll see how it’s

Home How to Use Named Ranges in Excel Named Ranges let you replace unclear cell references with meaningful names like sales tax, commission rate, or average ticket. This makes your Excel models easier to read, audit, and maintain. In this lesson, you’ll learn how Named Ranges work and see how they’re applied to assumptions and

Home How to Use Excel Tables Excel Tables turn raw data into a structured, dynamic dataset that is easier to analyze, summarize, and manage. In this lesson, you’ll learn how to convert a dataset into a table, use table-based formulas with clear column names, create calculated columns and total rows, and see how tables automatically

Home How to Use Absolute and Relative References in Excel Absolute and relative references control how formulas behave when you copy them across rows and columns in Excel. In this lesson, you’ll learn the difference between formulas that update automatically and formulas that need certain cells locked in place. The video walks through practical examples

Home How to Use the FV Function in Excel The FV function in Excel calculates the future value of a series of savings or investments based on a rate of return, a time period, and recurring contributions. In this lesson, you’ll learn how the FV function works and see how it can help HVAC companies

Home How to Use the NPER Function in Excel The NPER function helps you calculate how long it will take to pay off a loan based on the interest rate, payment amount, and loan value. In this lesson, you’ll learn how NPER works and see how it’s applied to HVAC financing scenarios, allowing you to

Home How to Use the RATE Function in Excel The RATE function allows you to calculate the interest rate of a loan based on known inputs like payment amount, loan term, and total loan value. In this lesson, you’ll learn how the function works and see how it’s used to evaluate financing options for HVAC

Home How to Use the PV Function in Excel (Present Value) The PV (Present Value) function helps you determine how much something is worth today based on future payments. In this lesson, you’ll learn how the PV function works and see how it’s used to calculate the maximum system price a customer can afford based