r/excel 2h ago

Discussion August updates for Excel: Lots of AI and one useful feature

47 Upvotes

Looking at Microsoft's list of Excel updates for August, the only things they mention relate to AI features:

  • Copilot in Excel: change history skill #FIA
  • Copilot in Excel: chat history #FIA
  • Copilot in Excel: chart and PivotTable skills
  • Copilot in Excel: Python skill (Insiders)

https://techcommunity.microsoft.com/blog/excelblog/whats-new-in-excel-august-2026/4527283

But, they also made an update to the creation of Tables. That is, when creating a Table, you can now give it a name in the same dialog.

Table creation dialog, including a name field

I don't particularly care about the AI features, but the small change to the Table creation dialog makes me happy.


r/excel 17h ago

unsolved How how refresh SharePoint hosted Excel document multiple times a day?

22 Upvotes

Hi! I have an Excel (Microsoft 365) document in SharePoint which is shared across multiple colleagues, and often used by 5-8 people at the same time (via Excel web version usually). There I have some PowerQuery queries which create tables and those tables feed into a PowerBI reports elsewhere.

Now in PowerBI settings I have data refresh enabled 10x a day, however I noticed that Excel itself does not refresh PowerQueries automatically, so often those tables which feed into PowerBI are outdated.

What would be a solid method to refresh all Excel data at least several times a day, or ideally 10x a day (without using VBA)? From what I've seen I can't simply enable a setting in Excel itself for that.


r/excel 9h ago

unsolved Remove duplicates between text and number

13 Upvotes

Using the remove duplicates button did not work. I want to keep the text cells.


r/excel 11h ago

unsolved How can using Excel Scripts be made user friendly?

7 Upvotes

Background:

My team uses a file to record test results. My lead asked somebody to make alterations to the file and couldn't figure out what to do. I made an excel script to do what she wants. Macros are locked down, and you have to jump through hoops to get approval, but scripts seem to be fine.

I named my script with camel case and abbreviations. When I select add to workbook, I get a button with the name. Changing the text to something friendly to my team seems to break the button. Telling people to go to automations, find the name, click it, then click run, may get unfavorable reaction from the team.

My question: Is there a way to trigger my script without naming it "Click here to save and create the report"?


r/excel 18h ago

unsolved How to keep column visible when scrolling through huge data sheet?

5 Upvotes

Hi everyone!
I’m working on collecting data on bird populations over the course of several months, so I have a huge data sheet that houses all of my collective info. I was wondering if there’s a way to keep the column with bird species visible when scrolling horizontally through the entire sheet so I don’t have to go back and forth constantly.
Thank you guys so much!


r/excel 7h ago

solved I would like to link two sheets together to get a better overview of the data

3 Upvotes

As the title said: I would like to link two sheets together. I have a common data point: order numbers. however I am not sure if I can do what I want to do.

I have two sheets, one with data like order number, d.o.b., and a specification regarding the products people bought. The other sheet has data like order number and country.

I would like to create a table that shows which products are popular in which country and which age group in that country likes to buy that product. What is the best way to do this and is this even possible in excel?


r/excel 9h ago

unsolved Return text from range if match found in cell

3 Upvotes

I’m trying to find or build a formula that will return the text from column C if a match is found in the text of cells A2, A3, A4, etc. The example below might make more sense:

A B C
Text Return Range
The Apple is red Red Green
Jill likes green apples Green Blue
The pear is green Green Red

Note: there is no standardization in the source text, so limiting the characters searched is not feasible.

EDIT: it seems my original post was unclear so I’ll try to be more specific.

Column B should have the formula. I want to search the text in the column A cells for any of the words listed in all of Column C, then return that word in column B

The first line in A has the word “red”, I want the formula in B to return “red”.


r/excel 14h ago

Waiting on OP Deleting table rows deletes worksheet rows when filter is applied.

4 Upvotes

I have a worksheet that contains several tables next to each other. One is a help table that is conditionally filled to populate a dropdown list. The rows in this help table get deleted and re-populated frequently without issues. Command used is: Sheets("SHEET6").Range("TABLE3").Rows.Delete

However, when a filter is applied to one of the other tables Excel deletes not only the designated table rows, but also the corresponding worksheet rows, deleting data from all other tables. My work around is to remove all filters.

Is there a better way to ensure only the designated table's rows are deleted? Windoes 7, Office 2010 Std.

Edit: typo


r/excel 6h ago

Waiting on OP Automatically finding the price for items on an invoice

3 Upvotes

I just started a new job and the previous shop manager used a downloaded free invoice template that I would like to modify. As it works now, the first sheet is a blank invoice and the third sheet has all of the data.

Sheet 1, Invoice

So, if a student wants to buy three 16 oz bottles of glue, I would use a drop down menu on the blank invoice item list to find "Glue:16 oz Bottle" then enter "3" in the quantity column, then for price I need to go to sheet 3 and scroll through all of the data to find the bottle of glue entry, then look 6 columns over for the unit price, then copy that and paste it back for the unit price value on sheet 1.

Sheet3, inventory list

My thinking is to use a formula to lookup the referenced string and then return a value for the item cost which would be $column+6$row as "Glue:16 oz Bottle" on sheet 3.

Is this possible?

Thanks,

Andy


r/excel 7h ago

Waiting on OP Formatting cells to grey out when the present date has passed?

3 Upvotes

I have started using Excel to track job applications and downloaded a template in which the application due date column changes colour based on how close the application due date is. I want to add a rule where dates that move into the past get greyed out, but when I try the =F3<Today() formula i found, it does not grey out correctly. Please see the attached picture for reference! Thank you for any advice/help in advance!


r/excel 10h ago

unsolved Can you link tables between sheets by a common ID?

3 Upvotes

I am attempting to make a tracking system for personnel in my company. Every employee has a unique employee number that I would like to use as a common value to link the rows of various tables.

My first sheet has a table containing all of the employees with a column for their employee number, Grade, Surname, Given name, department and then various other miscellaneous information.

I then have a separate table to track their qualifications they need to hold. I would like this to pull the employee number, Surname and given name from the first sheet and then allow me to add qualifications in the various other columns.

I would like to do a similar thing for various other information in separate tables. It is important that the tables share data as there will be other managers using this system and I want to avoid people being removed from one table but remaining on the others, or new employees having to be manually added to multiple tables.

Is this actually possible on Excel or would I need some sort of actual database?


r/excel 3h ago

Waiting on OP How do I change one part of multiple cells without changing all of it?

2 Upvotes

I'm trying to bulk update an item log for a website I'm managing, using a csv file, but I don't know how to change the description for each item/cell.

The text in the cell is

<p style="white-space:pre-wrap;" data-rte-preserve-empty="true">Meet the Creator: <a href="/meet-the-creators">**Name**</a></p><p style="white-space:pre-wrap;" data-rte-preserve-empty="true"><span>D**escription**</span></p><p style="white-space:pre-wrap;" data-rte-preserve-empty="true"><a href="/products?tag=\*\*Name\*\*"><span>Shop the **Name** Collection!</span></a></p>

I just want to change the bolded Name and Description parts but each description is differnt and i have like...almost 100 descriptions to change.

Is it possible to do what I'm trying to do, or am I just lazy and delusional lol

Edit: Im in a class right now, but i should update in like 15 min to see if it worked


r/excel 7h ago

unsolved Conditional formatting across sheets

2 Upvotes

I have a spreadsheet where I need to highlight cells in several columns if the same data appears in a table on a different sheet. The conditional formatting works perfectly if I put the table on the same sheet using the following:

=ISNUMBER(MATCH(A1,$R$82:$R$103,0))

But, if I try to insert a range of cells from the same table, but located on a different sheet using the same formula

=ISNUMBER(MATCH(A1,Sheet2!$A$82:$A$103,0))

it doesn't work.

What am I missing? It is driving me bonkers!


r/excel 7h ago

unsolved If a table contains duplicate rows, return a value for the oldest instances only

2 Upvotes

Not sure if anyone can help with this but I have a table similar to the image:

(sorry I can't put a photo in the post body as on mobile but here's a link to it)

Every month new data gets loaded in via Power Query.

I want to set up a formula where it will check if data from columns b to d are duplicates (shown in the image in yellow), if yes, it then checks column e to see if this data is unique to that row (ie. row 2 and 6 contain the same B-D data, but column E is different). If it is unique, it changes a revision/status in column a to "Yes" for any old instances.

Is this possible?

Thank you.


r/excel 11h ago

Waiting on OP How to List up all chosen options

2 Upvotes

Hi,

My Spreadsheet is a tool where someone can choose how often different services are being chosen and calculates a price based on these.

At the end I would like to create a list of all services chosen including how often and the prices of each.

Is there any function that counts up those options and creates a list of all these.

Thanks for all the help


r/excel 23h ago

Waiting on OP Sizing Charts for Different Sized Date Sets

2 Upvotes

I am working on KPI charts. I have a single chart that I can use a spin button to move through different time frames (Daily, Weekly, Monthly, Yearly). I have individual tables for each time frame, then have a helper table to uses the CHOOSE function to change between data sets based on the spin button.

All the info shows up, the issue is the daily chart is 31 data points, and the weekly is at most 5. But because each cell always has that function in it weather it is showing data or not, the table always things something is there, so the daily chart looks great, but the weekly/monthly/yearly charts all look compressed.

Is there a way to change the formula's to properly size the charts for the different sized data sets. I have tried adding in #NA functions for blank cells, but did not solve the issue. Thanks!