Executive KPI Library

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

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