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📚 Learning Center

📊Excel Tutorials

📊Excel Quick Start

7 articles

Excel Basics 01 - Getting to Know Excel from Zero Excel Basics 02 - The Most-Used Excel Functions Excel Basics 04 - Pivot Table Tutorial Excel to PDF: Keep Your Formatting Excel Basics 03 - How to Use VLOOKUP Excel Basics 05 - Conditional Formatting Excel Basics 06 - From Basics to Projects

📜VBA Tutorials

4 articles

VBA Getting Started: Setup and Your First Macro VBA Syntax Basics: Variables, Loops, Conditionals Migrating VBA to Python: Hands-on VBA to SQL: Report Automation

🌱VBA 40-Day Systematic Course

10 articles

Day01 - Hello VBA Day02 - Variables and Data Types Day03 - Conditional Statements Day04 - Loops Day05 - Procedures and Functions Day06 - Introduction to the Object Model Day07 - Error Handling Day08 - Debugging Techniques Day09 - Consolidation Exercises Day10 - Stage Summary

🚀AI-Powered Office: From Beginner to Expert

🧭Foundations

9 articles

Series Opener: Why Office Workers Must Learn AI AI Office Overview: General vs Dedicated Tools Prompt Engineering for Office (Starter)AI Tool Showdown AI Office Security & Privacy Red Lines The 4-Tier Model & Your Learning Path Day One for Beginners Prompt Engineering, Level 2: From Working to Reliable AI Office Work on Your Phone

🛠️Hands-on Practice

31 articles

Build an Expense Sheet in 10 Minutes with AI Clean Messy Data in One Click with AI AI-Written Complex Formulas & Arrays AI-Built Financial Models & Sensitivity Your First Work Summary, Written with AI Structuring Long Docs with AI Mail Merge at Scale with AI Template Engineering & Team Standards Turn Text into Slides Instantly Unify Multi-Deck Styles in One Click Auto-Generate Report Decks from Excel Brand-Level Template & Master Systems Design Your First Table with AI Write Queries (SQL) with AI AI Database Normalization Design AI-Assisted Migration to SQL Server Your First PowerShell Command, with AI Script Batch Office Processing Modular Scripts & Error Handling AI-Orchestrated Cross-System Pipelines Build Your First Power BI Report with AI Write DAX Measures with AI Data Models & Power Query ETL with AI AI-Built Dynamic Dashboards & Metrics Batch-Process Excel with Python + openpyxl Write Power Query M Queries with AI AI-Assisted Office JS Add-in Dev Build Pro Excel Tools with C# + Excel-DNA Tame Your Inbox: Email AI with Outlook Tencent Docs & Feishu: AI Features You Already Have AI for Office Images: Posters, Covers & Batch Processing

📦Integrated Projects

6 articles

Automated Weekly Report (Excel → Word → Email)From Meeting Notes to Action Items to a Deck Sales Data → Analysis → Report End-to-End Build an AI Knowledge Base for Team SOPs Low-Code + AI Approval Flow AI Agent Office Orchestration

⚖️Tool Comparisons

4 articles

Spreadsheet AI Showdown Word-Processing AI Showdown Presentation AI Showdown Local vs Cloud AI: Cost & Choice

🏢Industry Scenarios

5 articles

HR & Admin Scenarios Finance Scenarios Sales & Marketing Scenarios Education & Research Scenarios SME Owner: AI as All-in-One Assistant

📚Knowledge Sharing

3 articles

From User to Author Build Your Personal AI Office KB FAQ & Pitfall Guide

📚Small-Business Excel Courses

💵Budget & Cash Flow Forecast

18 articles

Lesson 01 · The planning question and the ten-sheet map Lesson 02 · The scenario switch: Best, Base, and Worst Lesson 03 · Prior-period inputs: why January is special Lesson 04 · The roster: salaries to fully loaded cost Lesson 05 · Who costs what, when: months in the plan year Lesson 06 · Revenue drivers and the seasonal index Lesson 07 · From billings to bank: the AR roll-forward Lesson 08 · Operating expenses: fixed, variable, and typed Lesson 09 · CapEx: from purchase date to monthly depreciation Lesson 10 · The equipment loan schedule Lesson 11 · Assembling the Monthly P&L Lesson 12 · Cash in: collections and loan proceeds Lesson 13 · Cash out: payroll, vendors, and the payment lags Lesson 14 · The cash roll-forward and the minimum cash covenant Lesson 15 · Stress test: reading Best, Base, and Worst Lesson 16 · Plan vs actual: the Q1 variance review Lesson 17 · What-if levers: defer the camera, defer the hire Lesson 18 · The monthly close routine and rolling the plan

📈Sales Pipeline & CRM Tracker

20 articles

Lesson 01 · Why a macro-free CRM in Excel Lesson 02 · Settings and the pipeline stage table Lesson 03 · Companies: master data done right Lesson 04 · Contacts and INDEX-MATCH Lesson 05 · Lead intake: sources and first status Lesson 06 · Lead conversion by the numbers Lesson 07 · Opportunities: the pipeline register Lesson 08 · Stage weights by lookup Lesson 09 · Weighted pipeline value Lesson 10 · Aging: days open, sales cycle Lesson 11 · The activity log Lesson 12 · Overdue follow-ups, made visible Lesson 13 · Does every open deal have a next step?Lesson 14 · Quotes: register and expiry Lesson 15 · Quote outcomes and the order hand-off Lesson 16 · Orders from accepted quotes Lesson 17 · Invoices and NET 30 Lesson 18 · Payments and open balances Lesson 19 · Dashboard: pipeline and weighted forecast Lesson 20 · Dashboard: win rate, sales cycle, cash

🏗️Job Costing & Project Profitability

16 articles

Lesson 01 · One workbook, six steps: how job costing fits together Lesson 02 · Cost codes: the work breakdown structure Lesson 03 · The crew file: base pay, burden, and loaded rates Lesson 04 · Jobs master: contracts, prices, and status Lesson 05 · Building the estimate line by line Lesson 06 · Rolling the estimate up and checking margin Lesson 07 · Timesheets: logging crew hours to jobs and codes Lesson 08 · From hours to labor cost Lesson 09 · The cost log: materials and subcontractors Lesson 10 · Progress billings and NET 30 Lesson 11 · The overhead pool: what the office really costs Lesson 12 · Allocating overhead to jobs Lesson 13 · Percent complete and work in progress Lesson 14 · The job P&L: estimate versus actual Lesson 15 · Drilling down by cost code Lesson 16 · Utilization, billing review, and running the month

🛒Inventory & COGS for E-commerce Sellers

18 articles

Lesson 01 · Meet Juniper Goods and the COGS-first workbook Lesson 02 · The SKU master: five candles, one naming scheme Lesson 03 · The material master and what you actually own Lesson 04 · Recipes: the bill of materials Lesson 05 · Purchases and FIFO cost layers Lesson 06 · What did we last pay? Latest unit cost Lesson 07 · Rolling up the true unit cost of a candle Lesson 08 · Production batches: from wax to finished goods Lesson 09 · Stock on hand: produced minus sold minus shrink Lesson 10 · The channel sales log Lesson 11 · FIFO COGS: draining layers oldest-first Lesson 12 · Per-sale profit: COGS, fees, and margin Lesson 13 · Margin by SKU and channel Lesson 14 · Etsy vs Shopify: channel economics Lesson 15 · Pricing: planned margin vs actual margin Lesson 16 · Cycle counts and shrinkage Lesson 17 · Reorder points: safety stock plus lead time Lesson 18 · Holiday readiness review

⚡Power Query Reporting Automation

12 articles

Lesson 01 · The monthly reporting scramble Lesson 02 · Import every CSV in a folder Lesson 03 · Data types and locale Lesson 04 · Clean and standardize Lesson 05 · Unpivot the weekly grid Lesson 06 · Append versus merge Lesson 07 · Custom and conditional columns Lesson 08 · Group and aggregate Lesson 09 · Query parameters Lesson 10 · Load, refresh, and the report Lesson 11 · Documenting your queries Lesson 12 · The monthly close routine

🧾Invoicing & Accounts Receivable Follow-up

14 articles

Lesson 01 · From deal won to cash in the bank Lesson 02 · Customer terms, credit limits, and codes Lesson 03 · Settings and the as-of date Lesson 04 · Raising invoices: numbering and PO discipline Lesson 05 · Due dates and terms math Lesson 06 · Paid, open, and the status ladder Lesson 07 · Recording cash receipts Lesson 08 · Partial payments and application Lesson 09 · Days overdue on the register Lesson 10 · The AR aging report Lesson 11 · Credit exposure and hold flags Lesson 12 · The dunning cadence Lesson 13 · DSO and collection metrics Lesson 14 · The monthly collection report

Learn / DAX Tutorials / DAX Functions Reference

DAX Functions Reference

Quick references for DAX functions, grouped by category.

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