Learn how to master Excel for data analysis and uncover actionable insights with this step-by-step guide. Perfect for beginners and pros ...

Tax expert Bob Keebler breaks down several changes to the tax code — from the SALT cap to Roth conversion strategies — that ...

Despite millions spent on financial software, many finance teams still rely on Excel to close their books and reconcile numbers while ...

With $9 million in funding, Maximor has come out of stealth to reinvent finance workflows — eliminating Excel reliance ...

When Andrew Grigolyunovich first started using Excel more than two decades ago, he never imagined the spreadsheet program would land him in Las Vegas or on ESPN.   The Latvian financial consultant ...

The best way to do this is by converting your data to an Excel table. Select your data range (A1:E11), press Ctrl + T, and click OK. Excel names it something like "Table1"; in my case, it's Table3, ...

Combining Ctrl + Shift + Arrow keys lets you extend your selection in any direction until Excel hits a blank cell. Start from the top-left corner of your data, try Ctrl + Shift + Right Arrow, then ...

WealthTHINK is an invitation-only forum for senior leaders in private wealth. It avoids pitch decks in favour of table-level ...