Find missing or changed values
Reconcile invoice lines with statement totals
Sum invoice line items to one row per invoice, save the totals, then compare against the statement to reveal amount differences and missing invoices.
Make spreadsheet work simpler
Match customer lists, find missing values, and combine spreadsheets. See how to solve everyday Excel problems with worked examples in JOIN SHEET.
Clean up and summarize data
How many jobs will cover an upfront setup cost?
Calculate the saving per job, then divide setup cost by that saving. Separate options with zero or negative savings first.
Clean up and summarize data
Remove header rows repeated inside the data
Remove column headers that reappear between records after combining files. Filter by a header value only when it cannot be a real record ID.
Clean up and summarize data
Find stock shortages against each item’s own target
Subtract on-hand quantity from each item's target and keep positive differences. A shortfall is not necessarily the final purchase quantity.
Clean up and summarize data
Rerun a saved workflow with next month’s files
Save your joins and result settings as a Data Recipe, then reuse them with next month’s files after checking the sheet assignments.
Join data
Return every matching record for a list of codes
Join a list of codes to a detail table and keep every matching record. Check the expected number of rows when a code has several details.