Excel Basics

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

Home How to Use the XLOOKUP Function in Excel The XLOOKUP function is one of the most powerful and flexible lookup tools in Excel because it can replace VLOOKUP, HLOOKUP, and many INDEX/MATCH formulas with one function. In this lesson, you’ll learn how XLOOKUP works and see how it’s used to pull equipment details, system

Home How to Use INDEX and MATCH in Excel The INDEX and MATCH functions work together to perform flexible lookups in Excel. Unlike traditional lookup formulas, this combination allows you to retrieve information from any column without being restricted by the layout of your data. In this lesson, you’ll see how INDEX and MATCH are

Home How to Use the HLOOKUP Function in Excel The HLOOKUP function allows you to retrieve data from a horizontal table in Excel. It searches for a value across the top row of a table and returns information from a row below it. In this lesson, you’ll see how HLOOKUP can be used to pull

Home How to Use the VLOOKUP Function in Excel The VLOOKUP function allows you to retrieve information from one table and bring it into another based on a shared identifier. In this lesson, you’ll learn how VLOOKUP works and see how it’s used to pull equipment details such as system type and warranty information into

Home How to Use the OR Function in Excel The OR function allows you to test whether at least one condition is true in Excel. It’s useful when you want to flag records that meet any of several criteria. In this lesson, you’ll see how the OR function can help HVAC businesses identify systems that