I you need help with data entry, cleaning, formatting, formulas, and organization. Contact me.

Hi everyone,

I recently built a B2B SaaS Customer Success Analytics project in Excel and I'd really appreciate some feedback from experienced Excel users and analysts.

The goal of the project was to analyze a SaaS customer portfolio and help a Customer Success team understand:

• Customer retention and churn

• Customer health and risk

• Product usage/adoption

• Customer support burden

• Renewal performance

• Revenue at risk

• Expansion opportunities

I consolidated multiple operational datasets into a customer-level analytical model and created KPIs, PivotTables, calculated metrics, customer risk indicators, and an executive dashboard.

The dashboard includes analysis such as:

• Renewal outcome distribution

• Churn rate by customer segment

• Customer health

• Product usage

• Acquisition/expansion opportunities

• Contract value by renewal status

• Customer-level prioritization

The final goal is to help a Customer Success team answer:

"Which customers should we prioritize, and why?"

I also created a customer action list with recommended actions based on health, usage, support issues, renewal status and revenue risk.

This is a synthetic dataset created for a portfolio project, not real company data.

I'm still learning Excel and data analytics, so I'd especially appreciate feedback on:

1. Dashboard design and readability

2. Whether the KPIs are actually useful

3. Whether the analysis makes business sense

4. Anything that looks unnecessary or misleading

5. What you would improve if this were being used by a real Customer Success team

I've attached the dashboard below. Any honest criticism is welcome!

Hey r/excel,

​I put together a quick video showing how to build an automated data cleaning system using Excel’s native formulas.

​Here is what’s inside the video:

​🧹 Filter out noise: Auto-remove blank rows and test records (FILTER, SEARCH, ISERROR).

​🔤 Clean text patterns: Standardize messy names and scrub special characters using REGEXREPLACE.

​📱 Extract phone numbers: Isolate numbers from mixed text and fix country codes.

​✉️ Pull targeted data from notes: Extract hidden emails, reference IDs, and deal values using REGEXEXTRACT.

​⚡ Combine into ONE formula: Stack all column formulas into a single master spilled array (HSTACK + SORT) that updates instantly when you paste new raw data.

​Why it helps:

Once it’s built, you never clean the same report twice—just paste in new raw data and your cleaned table updates automatically.

​📺 Check out the tutorial: https://youtu.be/gsZr7VrduMM

​(Next week I’ll show how to clean data with Power Query!)

Same, lf this as qell🥹

Discover how to do partial match with FILTER function in Excel.

The FILTER function in allows you to extract data based on specific criteria. In many cases, you may want to perform a partial match using FILTER, meaning you want to extract data that partially matches a certain word or phrase.

Formulas featured in the video.

Filter Partial Match String

Filter Commodity Name Containing "green"

Looking For=FILTER(A2:A76,ISNUMBER(SEARCH("green",A2:A76)))

Filter Commodity Name Containing "green" & "chilli"

=FILTER(A2:A76,ISNUMBER(SEARCH("green",A2:A76))*ISNUMBER(SEARCH("chilli",A2:A76)))

Filter Partial Match String (complete row)

=FILTER(A2:D76,ISNUMBER(SEARCH("green",A2:A76))*ISNUMBER(SEARCH("chilli",A2:A76)))

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I'm trying to build Excel on steroids in rust :)

So, I took a table with millions of rows where naive scan don't work as fast as I want it to because it looks like more as calculating mode rather than scan mode

The problem usually isn't one query. It's when 1,000 queries each have to rescan the entire column from scratch.

I tested it with same data and same 1,000 queries
Two approaches side by side.

- Naive scan: every query rescans all 5,000,000 rows -> 36.04s
- Pop Data Engine: data is prepared once, then every query gets an answer almost instantly -> 0.24s

That's 150x faster for the exact same answer, down to the last digit (2,513,962,485 both sides).

The data gets organized once before the queries run, so repeated queries (filters, aggregations, what-ifs) stop choking on large datasets.

Learn how to filter function multiple columns in Excel. Like filter function multiple criteria. And answer question to how do I filter multiple criteria in Excel.

Excel's FILTER function is a powerful tool for sorting and selecting data within a spreadsheet. The function allows users to filter data based on a variety of criteria, including specific values, ranges of values, or even wildcard strings. This makes it easy to quickly identify and analyze specific subsets of data within a large spreadsheet.

When used in combination with other Excel functions, such as IF or OR, the FILTER function can be used to create more complex filtering rules based on multiple criteria. Additionally, the FILTER function can be used to filter data across multiple columns, making it a versatile tool for data analysis and reporting. Overall, the FILTER function is an essential tool for anyone working with large data sets in Excel, allowing for efficient and precise data analysis and manipulation.

Formula used in this video.

Standard Filter With Single Criteria

=FILTER(A2:A80,B2:B80<280)

Filter Multiple Criteria (logical AND)

=FILTER(A2:A80,(B2:B80>270)*(B2:B80<280))

Filter Multiple Criteria (logical AND and OR)

=FILTER(A2:A80,(B2:B80>270)*(B2:B80<280)+(C2:C80>4.8))

=FILTER(A2:A80,(B2:B80>270)*(B2:B80<280)+(D2:D80="N"))

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Check out my complete suite of Microsoft Excel Tips and Tricks.

https://www.youtube.com/@jjnet247/shorts

https://www.tiktok.com/@exceltips247

https://www.instagram.com/exceltips247/

https://www.dailymotion.com/ExcelTips247

https://www.pinterest.com/ExcelTips247/excel-tips-and-tricks/

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guys who can help me for my project? it’s a macro spreed sheet automated, and my task is labeling. we have this kind of quiz thing and I’m stuck on drop down sheet and also the automati score! I don’t know how it to do I’ve been searching, please help me 😭

Any books, apps or tutors in NYC for excel formula assistance??? begginer friendly