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Welcome to the Vertex42 Blog

Our most recent articles are listed below. To jump to a specific category of posts, see the category list to the right. The links at the top of this page will take you to some of our most popular collections of Excel and Word templates.

Introducing the Savings Snowball Calculator

Savings Snowball

Vertex42 has developed a new Savings Snowball Calculator to help you plan how to reach your savings and debt payoff goals. This article provides some background on the savings snowball concept and explains some of the features of the calculator. Questions and comments are welcome.

Array Formula Examples – Simple to Advanced

Excel Array Formula Examples

In Excel, an array formula allows you to do some powerful calculations that you might not be able to do any other way. Learn how to use both simple and advanced array formulas, including nested IF formulas, sequential number arrays, and matrices.

Text Manipulation Formulas in Excel – The Ultimate Guide

Text Formulas in Excel

This is the ultimate guide to using Text Formulas in Excel such as SUBSTITUTE, LEN, CHAR, CONCAT, TRIM, LEFT, RIGHT, MID, FIND, SEARCH and others. The examples start simple and then build up to more advanced formulas including cleaning up data, splitting text into columns, and converting strings to arrays.

SUMIF and COUNTIF in Excel

SUMIFS and COUNTIFS – Power Functions

SUMIF, SUMIFS, COUNTIF and COUNTIFS are very powerful functions for data analysis. The hardest part is learning how to define the criteria for different types of comparisons. This article shows examples of all the different criteria types, including matching blank and non-blank values.

Debt Payoff – A Good Investment?

Debt Payoff Interest Savings

Taking a break from Excel tutorials, this article compares paying off credit card debt to investing. Take an in-depth look at interest rates, liquidity risk, limited return, risk of principal loss, and tax efficiency. Perhaps debt payoff is really my best investment.

Volatile Functions – What’s the Big Deal?

Volatile Functions in Excel

A Volatile Function such as RAND, TODAY, OFFSET, or INDIRECT is recalculated every time Excel recalculates. That may be a problem, or it might not be. This article explains why volatile functions may slow performance and also explains why I love them so much.

Dynamic Named Ranges in Excel

Dynamic Named Range Formulas in Excel

A Dynamic Named Range is an awesome way to reference customizable lists. This article explains how to use OFFSET, INDEX, INDIRECT, CHOOSE, and IF to create dynamic ranges. It also explains formulas for finding the position of the last value in a range.

Create a Drop Down List in Excel

Create a Drop Down List in Excel

I love using drop down lists in Excel. In this article, I’ve tried to explain all of the techniques that I use for making drop-down lists, including simple yes/no options, checkbox substitutes, dependent lists for sub-categories, and using dynamic named ranges.

VLOOKUP and INDEX-MATCH Examples in Excel

VLOOKUP and INDEX-MATCH Examples in Excel

Learn how to use both VLOOKUP and INDEX-MATCH and other powerful formulas to do lookups in Excel, from simple to advanced formulas, including multiple criteria and case-sensitive lookups and to get the last value in a range.

Use DATEDIF to Calculate Age in Excel

DATEDIF Formula to Calculate Age in Excel

Learn how to Calculate Age in Excel using DATEDIF and other Excel formulas. Calculate age in years or a combination of years, months and days. Learn an accurate work-around for the “md” option.

Using Unicode Character Symbols in Excel

Unicode Character Symbols

A one-stop reference for using Unicode character symbols in Excel, including ways to insert symbols and how to use them in drop-down lists, number formats, etc. Also includes tables of newer Unicode symbols.

Case Study – Using Simple Tools for Project Management

Project Management Tools

What’s Your Project Management Style Do you have a proven process for project management and business success? Think about the tools you have in place to drive and track your business activities, projects and staff toward the common goal. Are you maximizing your time and capitalizing on activities that make sense? Hoping for the best [...]