Excel Forum - Recent Topics

Eileen McCarthy — Thu, 11 Jun 2026 15:47:35 +0000

Hi Mynda, on the Taining Hub Video "Send Personalized WhatsApp Reminders from Excel in Seconds", is it possible to send over 2000 every month by whatsApp?

Alerting on decreasing values over multiple dates

Alan Ramsay — Wed, 03 Jun 2026 15:11:52 +0000

Hi there,

I am trying to figure out a formula to be placed in column "BVC Check" of the attached when the "BV" value for each unique "StationID" decreases for three consecutive "Extract Dates".

I tried to get the formula using co-pilot and although it came back with something I could not get it working successfully, I thought maybe a fellow human would have the answer.

Alan

782

Reconciling revenue reports from two systems

Gojo1981 — Tue, 02 Jun 2026 22:57:17 +0000

My non profit uses salesforce and netsuite. I run a revenue report out of each to reconcile them.

right now I have them in tables side by side. In between them I have columns for matching just using the = formula. I am matching date, account name, document number, amount, main rev GL acct, and sub rev GL acct. conditional formatting highlights false responses when item don’t match. Typically a Salesforce transaction. I had to insert rows and manually add transactions not in either report.

I am wondering if there’s a more efficient way to do the reconciliation, identify missing transactions in either report, and identify transactions with non matching amounts, doc numbers, and gl codes.

any input is helpful. Templates, layouts, functions, formulas. I am open to anything that would make the process more effective and efficient.

thank you all in advance

jordan

Power Query from One Drive for Business- too many files

Carolina Vidrascu — Tue, 02 Jun 2026 12:18:57 +0000

Hi, our company is an international company with one drive hosted for the whole group. I managed to find the bath that will connect to the one drive just for our company from the group, but they are far too many files. Is it possible to point it to a specific folder on the web drive via web, so it can be updated by anyone that has access to the folder? Essentially for it to work like PQ from a folder, but to use a web connection.

Thank you

Carolina

Dashboard from "The Only Finance Tracker You Need for 2026 (FREE Template)

clilly123 — Tue, 26 May 2026 02:49:26 +0000

When I refreshed my pivot table it screwed up all of my pivot tables and attached charts. What happened and how do I prevent it from happening again?

Formula help

Rusty Tucker — Mon, 25 May 2026 22:46:45 +0000

Hello, I am new here. I need some help figuring out the formula searching 2 criteria and returning the corresponding criteria from a column. On the adjusted Csg burst tab Cell H7 (Csg OD) and I7 (Nominal weight) are the 2 criteria need to be searched on the Csg Data tab. Column A (OD inch) Column B (Nominal weight) Returning the matching value from column M (wall thickness). Which using the numbers searched 7" - 23# Csg it should return 0.317 from column M. I hope I explained this well enough.

774

Thank you in advance

Help with a formula

Jose Cruz — Fri, 22 May 2026 19:19:14 +0000

How may I get help with 1 formula on a spreadsheet that is 98% finished?

Conditional Formatting Formular

Paul Benjamin — Fri, 22 May 2026 14:19:12 +0000

Hi, what formula is best to highlight cells where the 'Cell Value Contains' is a range of cells not a single cell, thanks Paul

Multiple Data Sources

Robert Forest — Thu, 14 May 2026 20:16:49 +0000

I have a dashboard with multiple years of data. I want to seperate the data by years on my spreadsheet using tabs in the spreadsheet. I am having trouble linking the years so my slicer will grab all of the years from all sources instead of just one. All sheets have the same data fields.

The data on this dashboard has not been seperated yet.

https://app.powerbi.com/view?r=eyJrIjoiYjc3ODg5NmYtZTVmOS00ODBkLTg2YzctODljMGMxNzM0NTY4IiwidCI6IjA4ZTExYWQ4LTQ0ZDQtNGE3NC05OGU3LTg4NTFjOWI4M2NlZSJ9

date measure in powerBI

Lynnette Altomari — Mon, 11 May 2026 14:24:48 +0000

I created a measure ( NOW() ) in Power Bi desktop. This comes over when I publish, but it also updates when I or others with access open Power Bi in MS Fabric. Why is this? and how can I stop that from happening? Thanks