=LET (Spend,SUMIF (T_Budget [Category],E2,T_Budget [Cost]),IFS (Spend>F2,"Over budget",Spend=F2,"Budget hit",Spend> (F2*0.9),"Near budget",TRUE,"Within budget")) Let's break the formula down to ...

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...

The XLOOKUP or VLOOKUP choice is tied to scenario, as most needs are fixed lookups, letting you save time with the simpler ...

The article How to use Microsoft Lists to organize Excel data you must track or share is an introduction to sharing Microsoft Excel data with other users via a list prepared by the Microsoft Lists app ...

How to use the FILTER() dynamic array function in Excel Your email has been sent Filtering is a huge part of many Microsoft Excel sheets, and fortunately, there are ...

Sean Ross is a strategic adviser at 1031x.com, Investopedia contributor, and the founder and manager of Free Lances Ltd. Gordon Scott has been an active investor and technical analyst or 20+ years. He ...

Microsoft Excel is quite powerful in what it can be used for. If you’re one of the many folks who use Excel for financial data where exchange rates are concerned, you need to learn how to get currency ...