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If your data source is an existing Excel spreadsheet, then you just need to prepare the data for a mail merge. But if your data source is a tab delimited (.txt) or a comma-separated value (.csv) file, you first need to import the data into Excel, and then prepare it for a mail merge.
It's actually quite easy to do with a lookup function. The VLOOKUP and HLOOKUP functions, together with INDEX and MATCH, are some of the most useful functions in Excel. Note: The Lookup Wizard feature is no longer available in Excel. Here's an example of how to use VLOOKUP. =VLOOKUP (B2,C2:E7,3,TRUE)
Excel's Compatibility Checker can help you identify potential issues. Issues that cause a minor loss of fidelity might or might not have to be resolved before you continue saving the workbook — data or functionality is not lost, but the workbook might not look or work exactly the same way when you open it in an earlier version of Microsoft Excel.
If you see a notice to buy, renew, or reactivate your Microsoft 365 subscription when you open Word, Excel, or any other Office application, you'll need to take action in order to keep using Office.
To avoid the loss of data or functionality in an earlier version of Excel, you can then make the necessary changes to your current workbook. When you save a workbook to an Excel 97-2003 file format, the Compatibility Checker runs automatically.
You can download free, pre-built document templates with useful and creative themes from Office when you click File > New in your Office app. Templates can include calendars, business cards, letters, cards, brochures, newsletters, resumes, cover letters, presentations, social media and much more.
If you're looking for Help on specific Excel Add-ins, such as Solver or Inquire, see Help for Excel for Windows add-ins. If you're looking for additional help with Excel add-ins using the COM Add-ins dialog box, see Add or remove add-ins in Excel. Get a Microsoft 365 Add-in for Excel.
When you use Microsoft Office apps and features, you might occasionally receive notifications, emails, or other messages from Microsoft offering you things like the opportunity to try an updated version of a Microsoft app, or a new Office feature, or a discount on a Microsoft product.
A Data Model integrates the tables, enabling extensive analysis using PivotTables, Power Pivot, and Power View. When you import tables from a database, the existing database relationships between those tables is used to create the Data Model in Excel.
This Excel template can help you track your monthly budget by income and expenses. Input your costs and income, and any difference is calculated automatically so you can avoid shortfalls or make plans for any projected surpluses. Compare projected costs with actual costs to hone your budgeting skills over time.
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