r/excel • • 4h ago

Discussion Copilot icon no longer overlaps the worksheet area

12 Upvotes

Good news for the many people who have complained about how the Copilot icon overlaps the worksheet area: in the latest desktop Excel version, the Copilot icon is now to the right of the ribbon.

Why Microsoft decided to keep the Copilot icon separate, rather than being on the ribbon, is an interesting design choice. It seems that they only partially listened to the feedback.


r/excel • • 8h ago

Challenge Everybody Codes 2026 (Lord of the Wings) Quest 1

10 Upvotes

r/excel • • 16h ago

unsolved Severe graphical error and save corruption

4 Upvotes

Happening every so often when saving a copy in MS365, and the user has to close the application and reopen, and the workbook has lost all progress since the previous save. The thing that is making my head scratch is that apparently, for years before I started here, by boss has worked with her to fix this, thinking that it has been fixed more than once, and it keeps coming back; though not nearly as often as when it started.

Anyone seen this before or have ideas of what could cause this? I'm not very familiar with excel.


r/excel • • 1h ago

Show and Tell Built a small Excel add-in for sending charts into PowerPoint—keen to hear what people think

• Upvotes

I do a lot of Excel-to-PowerPoint work and find myself repeating the same steps when putting presentations together. I use Macabacus at work and find it useful, but wanted to try building something around the few things I do most often.

So I’ve started building a small Excel add-in called Chartly. Currently it lets you send a chart into PowerPoint, keeps it editable using the PowerPoint destination theme, and fits it into a selected text box. You can then refresh it from Excel as the numbers change and break the link once you’re done.

It’s built with VBA and has three buttons in the Excel ribbon: Send Chart, Refresh All and Break Links. Windows only for now, and just charts—no tables yet.

I’d also like to make some of the formatting easier. I have quite specific preferences for how my charts should look, and would find it useful to apply those without clicking through the same menus each time. But keen to hear what other people actually spend time doing before building more.

How do you currently handle this? What are the steps you find yourself repeating most often?

It’s a free beta if anyone would like to try it. There’s a short demo and signup form here—would appreciate honest feedback: https://tally.so/r/4aajPY


r/excel • • 24m ago

Discussion Abacus Docs invoice exports: how do you keep vendor IDs like 00127 as text in Excel?

• Upvotes

I’m using Abacus Docs to pull fields from vendor invoices, and some vendor IDs have leading zeroes. I need those IDs to stay exactly as printed because they match records in another workbook. Do you set the field up as text in the extraction template, then export, or import the result through Power Query and force that column to text there?

I’m trying to avoid a workflow where Excel silently turns 00127 into 127. If you’ve handled this with another document extraction tool, did the exported file preserve the zeros or did you need to fix the type on import?


r/excel • • 58m ago

Waiting on OP Horizontal error bars: did anyone know how to turn this off from automatically added?

• Upvotes

My excel used to be doing fine, when i add error bars, it always would be only giving me vertical bars which i need. But these few months it started to give me both horizontal and vertical which is very annoying because its very hard to get rid of manually and considering how much i have the data? Does anyone know how to turn this off? Does this happen to everyone?


r/excel • • 1h ago

solved Why does SUMIFS formula return 0 but only when "stock out" is a condition?

• Upvotes
SUMFIS formula works for quantities under condition "Stock In"
Table that the SUMFIS formulas are based on
SUMFIS formula returns 0 when the only change is "Stock Out"

My SUMIFS formulas are able to correctly reflect the quantities under each type (based on yellow table) when "Stock In" is a condition, but they all reflect 0 when I change the condition to "Stock Out", even though nothing else is changed. Does anyone know why this is so and how I can change the formula so that the quantities under "Stock Out" can be reflected? Thank you!


r/excel • • 15h ago

solved Trying to improve a quoting template - How to improve output?

9 Upvotes

Preface: This is using Excel 2016. I can't do much about that atm.

I'm trying to improve a quoting template so I can get more help maintaining them (will be protecting the worksheets for my sanity).

The concept:

  • List of Products/SKUs with a numbered helper column
  • Second list for Accessories (if needed) that would have a matching number to the first list
  • Output on a scope of work sheet as:
  • Item 1
  • Item 1 - Accessory #1
  • Item 1 - Accessory #2
  • Item 2
  • Item 3

Is this even possible? Or will I need to add the # reference to the scope sheet and just hope they follow along?

Bonus points if the output also ignores blanks, but I'm not getting my hopes up for that yet.

Edit: Screenshot from Worksheet Edit2: Shoutouts to /u/Competitive-Paint-84, /u/bezuc and /u/MlookSM. All helped me on the right track.

  • I used a (now hidden) helper sheet with a column for the original Item# and a COUNTIF() function to create an Accessory# (eg. 1.01, 1.02, etc)
  • then the SMALL() function to list those item# in order, ignoring blanks on my output sheets
  • One Index/Match to bring in the rest of the info corresponding to the item#.
  • I used locked rows (eg. A$1:A$50) to easily copy the Index/Match function through the needed columns, but could have also matched the columns using the header titles.

Overall was pretty quick to implement and is now working perfectly across 2 output sheets. Leaving this extra detail for anyone who stumbles across this thread. Thank you all!


r/excel • • 17h ago

solved pivot table row gets updated alphabetically instead of when the data was entered

3 Upvotes

hello everyone. i have a simple expenses tracker pivot table i did from ~3years ago but just recently noticed that when i update it, it became in alphabetical order instead of when the data was entered. i don't see a sort option of "when entered" or something along the lines, for the row's sort option.

is there a way for it to remain sorted when the data was entered other than A-Z / Z-A?

for example:

Item A has values in Apr
Item B has values in Jan, Feb, Mar

so in my pivot table, i want it to show as:
Jan Feb Mar Apr
Item B xxx xxx xxx
Item A xxx

but it's now showing like so:
Jan Feb Mar Apr
Item A xxx
Item B xxx xxx xxx

any help will be appreciated, i'm really losing my mind. i even tried to re-do the whole pivot table but it's still in alphabetical order.


r/excel • • 17h ago

unsolved Multiple "identical" reports all different sizes

5 Upvotes

I started a new job at the beginning of 2025 that has me doing a lot of reports on Excel. I'm by no ways an "excel pro" but I'm by far the best tech we have on using it, and probably one of the better people in our office overall.

I've got 4x reports for some buildings that I've done some testing in. Each of them has a sheet is a list of devices that we need to test, along with a bunch of information for each device in multiple columns.

I've been working a lot lately on getting our reports nice and consistent sizing and formatting wise, and spend a good 30-45 minutes on every job scrolling through 20-50 pages of reports doing little formatting changes, updating formulas, etc, just to make things neater and smoother for future years.

So on these 4x buildings, each of these device pages are formatted identically from what I can tell. Every column is the same width, every row is the same height. Margin options are identical. I go through and edit all of the cell sizes on essentially every report, just to make sure they're consistent. But I've got 4x reports now, where all cell row and column sizes are the same, all margin options are the same, any headings are identical. But if I do a "reset page breaks" and then drag my page break width to the column I want so that my A-M cells are all on a page, each report ends up a different scale. One ends up at 71% zoom, another at 83%, another at 81%, etc, despite all cell sizing and everything being the same as far as I can tell.

Curious if anyone has a reasoning for this.


r/excel • • 18h ago

solved Excel changing numbers on addresses unprompted

7 Upvotes

I have an entire document with people's addresses that was correct and the final version somehow had everyone's addresses incorrect due to the numbers shifting by 1. Example if someone lives at first st 124 it changed their address to first st 123....

What could I have done during my formatting to get excel to put that data into mail merge to bring on mailing labels could have altered everyone's address numbers?

I'm actually being driven crazy and excel doesn't seem to have the versions pervious that isn't the very first document that I gave it.... with the correct addresses in it....

The only thing I can think of is when I used the brush to copy format that may have done something but I literally made no changes to anyone's address.

Please help!