MS Office

Excel

I have used Microsoft Excel for many simple tasks like tracking athletic performance over a season, as well as more advanced applications like tracking my monthly budget and monitoring multiple projects over months/years. Visualizing information helps me understand my data best, so I am experienced in Conditional Formatting and creating custom charts. To empower my Excel use even further, I have basic understanding of Visual Basic programming and macro-enabled workbooks. My favorite use of them is adding a "Last Updated" column to see which tasks may be neglected.

I use Tables to allow easy filtering of column content, and formulas that use label table criteria (Name, Date, Cost, etc.) rather than relying on specific cell references. This means my formulas don't break even when different filters are applied.

In my budgeting spreadsheets I have used Name Manager to create keyword sets relating to certain types of expenses, for example all the different places I dine at. Using .csv exports of my credit cards and bank accounts, my formula parses the charge titles for words in my keyword sets and adds their monetary value to that class of expense based on the month.

For example, in January I ate at Honeygrow, Cava, and Chipotle. All these vendors' names appear in my credit statement, and my formula automatically retrieves and sums the transaction totals in the Dining category of the January sheet in my budget workbook.