Excel Basics

Home How to Use the PMT Function in Excel The PMT function is a powerful financial tool in Excel used to calculate loan payments. It helps you determine how much a customer will pay per period based on interest rate, loan term, and loan amount. In this lesson, you’ll learn how the PMT function works […]

Home How to Use the NETWORKDAYS Function in Excel The NETWORKDAYS function helps you calculate the number of working days between two dates, automatically excluding weekends. In this lesson, you’ll learn how it works and see how it’s used to measure job completion time for HVAC installs and repairs, including how to account for holidays

Home How to Use the EOMONTH Function in Excel The EOMONTH function helps you find the last day of any month based on a given date, making it essential for financial reporting and time-based analysis. In this lesson, you’ll learn how the function works and how it’s used to create a billing cycle column, group

Home How to Use the DAYS Function in Excel The DAYS function in Excel calculates the number of days between two dates, making it essential for tracking timelines and operational performance. In this lesson, you’ll learn how to use the DAYS function to measure time between service and invoicing, identify delays, and create simple flags

Home How to Use the MONTH and YEAR Functions in Excel The MONTH and YEAR functions allow you to extract time-based insights from your data. In this lesson, you’ll learn how to pull the month and year from dates and apply them to analyze service call trends, seasonal demand, and revenue by year. You’ll also

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