To work more efficiently in Excel, start by creating a database-style table. Avoid creating summary (or pivot) tables first — build your base table so you can easily update and re-summarize later.
Solid advice! Do you have any functions that you recommend others learn first?
The first functions to learn are SUMIFS, COUNTIFS, VLOOKUP, IF, and SUM. In Microsoft 365, use GROUPBY and PIVOTBY instead of SUMIFS and COUNTIFS, XLOOKUP instead of VLOOKUP, and learn FILTER, SORT, and UNIQUE for more flexible formulas.
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