Field Guide
Find and fix what's wrong in your spreadsheets
Hands-on guides to the errors, risks, and changes that hide in Excel workbooks, written by the team building a spreadsheet comparison and risk-checking engine.
59 guides across 9 topics
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Compare & review changes 2
What our tools are built for — see exactly what changed between two versions of a workbook.
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How to compare two Excel files and see exactly what changed
The realistic ways to see what changed between two Excel files: side by side viewing, a comparison formula, and the tools that give you a real change list.
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How to track changes in Excel, step by step
The exact clicks to open Show Changes, see and restore version history, and bring back the legacy Track Changes buttons in current Excel.
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Spreadsheet basics 8
The vocabulary — cells, ranges, references, and what a formula actually is.
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Excel definitions: cell, range, workbook, and the terms behind a formula
The core Excel terms in plain language: workbook, worksheet, cell, cell reference, range, formula, function, and more, each linked to a fuller guide.
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What is a formula in Excel?
What an Excel formula is, its four parts, the order of operations, and the formula bar, plus where to go when a formula breaks or returns an error.
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What is a range in Excel: cell ranges like A1:B10 and how to find the statistical range
Range in Excel means two things: a cell range is a block like A1:B10 that a formula reads, and the statistical range is =MAX(range)-MIN(range).
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Cell references in Excel: relative, absolute, and mixed
The dollar sign is the whole difference: A1 adjusts when copied, $A$1 stays locked, $A1 and A$1 lock one half. How each behaves, plus F4 and R1C1.
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Excel formula symbols: what every operator and sign means
A glossary of the symbols in an Excel formula: the arithmetic, comparison, text, and reference operators, what each one does, and the order Excel runs them in.
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What is a named range in Excel, and when to use one
A named range gives a cell or range a plain name, so =SUM(Sales) can replace =SUM(B2:B5). How to create one, the naming rules, scope, and how names break.
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Basic Excel formulas: how to add, subtract, multiply, and divide
Add, subtract, multiply, and divide in Excel with a formula: type = then the cells with + - * / between them. Excel has no SUBTRACT function.
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How to reference another sheet or workbook in Excel
Reference another sheet with =Sheet2!B2, another workbook with =[Budget.xlsx]Annual!C10, and many sheets with a 3-D reference. Syntax, quoting, how links break.
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Formulas & functions 12
The everyday functions — logic, counting, math, and text, with worked examples.
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The IF function in Excel: nested IFs, IFS, and the mistakes that hide in them
How to write IF formulas in Excel, nest multiple IF statements safely, and when IFS is cleaner. And the boundary mistakes that return wrong numbers, not errors.
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AND, OR, and NOT in Excel: the logical functions and how they slot into an IF
AND is TRUE only when every condition holds, OR when any does, NOT reverses a result. Put them in an IF's logical test to weigh several conditions at once.
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COUNTIF and SUMIF: multiple criteria, and why they return the wrong number
How COUNTIF and SUMIF work, how COUNTIFS and SUMIFS handle multiple criteria, and the quiet reasons a count or total comes back as 0 or wrong.
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COUNT, COUNTA, and COUNTBLANK in Excel: which cells each one counts
COUNT counts numbers only, COUNTA any non-empty cell, COUNTBLANK the empty ones. A formula returning empty text is non-blank to COUNTA, blank to COUNTBLANK.
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SUMPRODUCT in Excel: what it does and when to use it
How SUMPRODUCT multiplies ranges and adds up the products, conditional totals with multiple criteria, SUMPRODUCT vs SUMIFS, and why it returns 0 or #VALUE!.
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The ROUND function in Excel: ROUND, ROUNDUP, ROUNDDOWN, and MROUND
How ROUND, ROUNDUP, ROUNDDOWN, and MROUND change stored values, what negative num_digits does, rounding to the nearest 5 or 100, and ROUND vs formatting.
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The TEXT function in Excel: format numbers and dates as text
How to use =TEXT(value, format_text): the format codes worth knowing, converting dates to text for labels, and why TEXT results no longer calculate.
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How to concatenate in Excel: the & operator, CONCAT, TEXTJOIN, and CONCATENATE
Four ways to join text in Excel: =A2&" "&B2, CONCAT for ranges, TEXTJOIN for delimiters, legacy CONCATENATE, plus names, columns, dates, and merged cells.
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How to extract text in Excel: LEFT, RIGHT, MID, and TRIM
How to pull part of a text string in Excel with LEFT, RIGHT, MID, LEN, and TRIM, plus FIND and SEARCH to extract a substring before or after a delimiter.
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Array formulas in Excel: dynamic arrays, spill, and Ctrl+Shift+Enter
Array formulas explained: what they are, how dynamic arrays spill results into neighboring cells, and when you still need Ctrl+Shift+Enter and the braces.
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AutoSum in Excel: the one-click total, and when it grabs the wrong range
AutoSum, the one-click sigma button on Excel's Home tab, writes a SUM for the numbers above a cell. Press Alt+=, then check the range it guessed before Enter.
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Excel percentage formula: percent of a total, percent change, and formatting as a percent
How to calculate a percentage in Excel: percent of a total with =part/total, percent change with =(new-old)/old, and formatting a value so 0.25 displays as 25%.
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Lookups 5
Pull a value from another table — VLOOKUP, XLOOKUP, INDEX/MATCH, and the trade-offs.
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INDEX and MATCH in Excel, explained simply
MATCH finds a value's position, INDEX returns the value at that position. Together they make a lookup that works in any version of Excel, in any direction.
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The MATCH function in Excel: how it finds a position
MATCH returns the position of a value within a row or column, not the value itself. How match_type works, the approximate-match trap, wildcards, and XMATCH.
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XLOOKUP in Excel: how to use it, and why it beats VLOOKUP
XLOOKUP looks up a value and returns from any column, with an exact match and a built-in not-found result. How to use it, and why it beats VLOOKUP.
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HLOOKUP in Excel: how the horizontal lookup works
HLOOKUP searches the top row of a table and returns a value from the row you number below it. The syntax, exact vs approximate match, and the errors it throws.
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VLOOKUP vs XLOOKUP: which should you use?
VLOOKUP vs XLOOKUP: XLOOKUP looks any direction, matches exactly by default, and handles a no-match itself. When to use each, and the same lookup both ways.
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Errors & troubleshooting 4
When a formula won't calculate or returns a #error — what it means and how to fix it.
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Excel errors explained: #REF!, #DIV/0!, #N/A, #VALUE!
What the Excel error values mean, from #REF! to #SPILL!, how to find every error cell in a workbook in one pass, and when it is safe to ignore one.
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Why is my Excel formula not calculating?
Excel formula not calculating or showing as text? Manual calculation mode, Text-formatted cells, Show Formulas, and a stray apostrophe, each with its fix.
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Why is my VLOOKUP returning #N/A?
Why your VLOOKUP isn't working and returns #N/A: a missing exact-match FALSE, text stored as numbers, stray spaces, or the wrong column. Each fix, step by step.
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How to find and fix circular references in Excel
A circular reference makes Excel calculate a formula from its own result. Here's how to find every one, fix it, and decide when to allow it on purpose.
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Cleaning & shaping data 12
Get messy data into shape — split, sort, filter, de-duplicate, and reshape.
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How to combine or merge Excel files and sheets into one
The reliable ways to combine multiple Excel files or sheets into one: Power Query for many files, Consolidate for numbers, Move or Copy for sheets — and how to check nothing was lost.
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Remove duplicates in Excel: highlight, delete, and check first
How to highlight duplicates, delete them with Data > Remove Duplicates, what the column checkboxes really remove, and how to check before deleting.
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How to remove blank rows in Excel without deleting real data
Remove blank rows in Excel safely: Go To Special then Delete Sheet Rows, filter a column for (Blanks), or sort the blanks to the bottom, without losing real data.
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Text to Columns in Excel: split one column into several
How to use Data > Text to Columns: the wizard step by step, delimiter choices, the Date and Text column formats, and the overwrite catch.
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How to split cells in Excel: Text to Columns, names, and merged cells
How to split a cell in Excel: Text to Columns for delimited data, formulas and Flash Fill for names, and unmerging the merged cells that fake a split.
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Flash Fill in Excel: fill a column by example with Ctrl+E
What Flash Fill does, the Ctrl+E shortcut, the worked name example, the enable checkbox under File > Options, and why it fills values, not formulas.
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How to transpose data in Excel: Paste Special, the TRANSPOSE function, and when a static copy goes stale
Transpose rows and columns in Excel: Copy the range then use the Transpose paste option for a static copy, or enter =TRANSPOSE(range) for a live array that spills and updates.
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How to sort data in Excel: alphabetize, dates, and custom sort
How to alphabetize a column in Excel, sort by date or a custom list, run a multi-level sort, and keep rows together so values do not detach from them.
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How to filter data in Excel: AutoFilter and filter by value
How to turn on AutoFilter in Excel, filter by value with the header dropdown, filter by text, number, date, or color, and clear or reapply filters.
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Data validation in Excel: Allow rules, input messages, and error alerts
Data validation in Excel restricts what a cell accepts via Data > Data Validation. Only a Stop error alert blocks a typed entry; paste can bypass it.
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How to create a drop-down list in Excel (and edit or remove one)
Create a drop-down list in Excel with Data > Data Validation and Allow set to List, from typed entries or a range. Plus how to edit, extend, and remove one.
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How to move columns in Excel: drag, cut and insert, and what breaks the references
To move a column in Excel, select it, then hold Shift and drag its edge to drop it between two columns, or Cut it and choose Insert Cut Cells where you want it.
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Dates & numbers 4
Get values to display and behave the way you expect — dates, text-numbers, rounding.
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Excel date formats: how dates really work and how to change them
Excel dates are serial numbers, and the format only changes the display. How to change date formats, custom codes like dd/mm/yyyy, and DATEVALUE for text dates.
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Excel date functions: TODAY, DATE, DATEDIF, WEEKDAY and the working set
The working set of Excel date formulas: TODAY, DATE, DAY, MONTH, YEAR, WEEKDAY, DATEDIF, EOMONTH and NETWORKDAYS, with worked examples and the text-date trap.
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Numbers stored as text in Excel: how to find and fix them
How to convert text to numbers in Excel: Convert to Number, VALUE, Paste Special. Plus when text is right: leading zeros and 16-digit codes.
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How to stop Excel from rounding numbers
Excel usually rounds only the display, not the stored value. Fix it by widening the column, clicking Increase Decimal, or adding decimals in Format Cells.
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Formatting & layout 8
Make a sheet readable and safe to use — formatting, freezing, locking, and controls.
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Conditional formatting in Excel: rules, bars, and formulas
How to apply conditional formatting in Excel: highlight cells greater than a value, flag duplicates and dates, add data bars, and write formula rules.
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How to merge cells in Excel: Merge & Center, unmerging, and what survives
Merge and unmerge cells in Excel: the Merge & Center menu, Merge Across vs Merge Cells, the upper-left rule for what survives, and how the web unmerges.
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How to wrap text in Excel: Wrap Text, line breaks, and hidden lines
Wrap text in Excel with Home > Alignment > Wrap Text, add a manual line break with Alt+Enter, and fix wrapped lines that hide in a merged or fixed-height row.
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How to add strikethrough in Excel: the Ctrl+5 shortcut and Format Cells
Add strikethrough in Excel with Ctrl+5, or Format Cells > Font > Strikethrough. It only styles the text, so a struck-out number still feeds every total.
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How to freeze a row in Excel: Freeze Panes for rows and columns
How to freeze the top row in Excel, freeze multiple rows or columns with View > Freeze Panes, unfreeze them, and why the Mac path looks different.
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How to hide columns in Excel: hide, unhide, and group rows and columns
To hide columns or rows in Excel, select their headers, right-click, and choose Hide. Select the headers on both sides of the gap and choose Unhide to show them again.
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How to lock cells in Excel: lock cells and protect the sheet
Every cell is locked by default, but locking does nothing until you protect the sheet. Unlock the cells you want editable, then choose Review > Protect Sheet.
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How to insert a checkbox in Excel (the native way and the Developer tab)
To insert a checkbox in Excel for Microsoft 365, select the cells and choose Insert > Checkbox. A ticked box stores TRUE in its cell, a cleared box FALSE.
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Analyze & summarize 4
Roll data up and explore it — pivot tables, subtotals, sparklines, and Goal Seek.
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Pivot tables in Excel: how to create, summarize, and refresh
How to create a pivot table in Excel: insert one, drag fields into Rows and Values, fix a pivot that counts instead of sums, refresh it, and add a slicer.
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The SUBTOTAL function in Excel: a filter-aware total, and 9 vs 109
SUBTOTAL totals a range but skips rows a filter hid. function_num picks the operation, and codes 1-11 keep manually hidden rows while 101-111 drop them.
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Sparklines in Excel: insert Line, Column, and Win/Loss in-cell charts
Add a sparkline in Excel: select a cell, choose Insert > Sparklines, and pick Line, Column, or Win/Loss over a data range. A tiny chart inside one cell.
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Goal Seek in Excel: find the input that hits your target
Goal Seek runs a formula backward. On the Data tab pick What-If Analysis then Goal Seek, and set the formula cell, a target value, and the one input cell to change.
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Coming soon
- What is a spreadsheet: rows, columns, cells, and how a workbook is organized