Need to create a project schedule? Try our Gantt Chart Template!

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.

New Templates

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 [...]

Add Cool Features to Your To Do Lists in Excel

Special Features in Excel Task Lists

One of the best ways to learn new techniques in Excel is to see them in action. This post demonstrates how to add some fun and useful features to simple to do lists, including drop-down lists, check boxes, and progress bars.

10 Ways to Use Calendar Templates

Vertex42’s 10 ways to use calendar templates

Over the years we’ve created many different types of calendar templates. Choosing the right calendar for the situation is a big part of keeping your daily life in order. Below we talk about 10 ways to use calendar templates effectively to help at home, work and school. Quick Links: 1: Easy reference for your wall [...]

6 New Awesome Chart Types in Excel 2016

6 New Awesome Chart Types in Excel 2016 thumbnail

Microsoft Excel 2016 has brought us six new built-in chart types: Waterfall, Histogram, Pareto, Box & Whisker, Treemap, and Sunburst. The addition of these new charts is largely due to user feedback and requests. This Page (contents): The Waterfall Chart The Histogram Chart The Pareto Chart The Box and Whisker Chart The Treemap The Sunburst [...]

Analyze Data with a Calendar Chart in Excel

Calendar Heat Map by Vertex42

Use conditional formatting in Excel to display your data as a calendar chart to visualize data over days, weeks, and months. This post explains how to use the template and answers some questions about how it was created.