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  • Effective Date: Sep 17, 2025
  • Last Updated: Dec 29, 2025

Our Services - Excel Formula Hub

Excel Formula Hub helps professionals, teams, and creators turn messy spreadsheets into confident decisions. We're more than a YouTube channel - we're a service studio built on decades of spreadsheet experience, clarity-first teaching, and practical templates that save hours. Below you'll find a full guide to what we offer, how we work, and the specific Excel problems we solve every day - from writing the perfect excel formula for percent to converting a pivot table to table without losing data.

Why Excel Formula Hub? Our story and mission

We started as a small YouTube channel showing one clean trick at a time. People kept asking for deeper help - "Can you build this for my report?" or "Can you teach my team how to remove duplicates in excel without breaking formulas?" - so we turned the channel into a service platform.

Our mission: make Excel approachable and actionable. We believe spreadsheets should be intuitive, repeatable, and auditable. Whether you need a single formula, a full automated report, or training for your whole department, we deliver solutions that:

  • Save time (fewer manual steps and fewer errors).
  • Scale (templates & processes that grow with your business).
  • Teach (clear explanations so you understand, not just copy-paste).
  • Respect data integrity (we design auditable, well-documented workbooks).

What we do - at a glance

We organize our offerings into services so you can quickly find what you need:

  1. Formula Design & Troubleshooting
  2. Pivot Table Services (build / convert / refresh / extract)
  3. Data Cleaning & Transformation
  4. Templates & Automation
  5. Training, Workshops & Onboarding
  6. Consulting & Reporting Retainers
  7. Custom Projects & Integrations

Each category includes examples of common needs we solve and the keywords our audience searches for - framed in natural language and actionable steps.

Excel-Formula-Hub-Services

1. Formula Design & Troubleshooting

Custom formulas that solve real problems

If you've ever typed a formula that didn't behave, or spent hours combining functions, our experts write tested, documented formulas you can understand and reuse.

Common requests we handle

  • excel formula for percent: create accurate percentage calculations (percent of total, percent change year-over-year, conditional percent calculations).

    • Example: percent of total sales in cell C2 = =B2/SUM($B$2:$B$100) and format as Percent.

    • Example: percent change vs prior period = =(B2-B1)/ABS(B1) then format as Percent.

  • excel formula percent: showing numbers in percent format, rounding, or converting decimal ratios.

    • Example: to show 0.123 as 12.3%: format the cell as Percentage or use =TEXT(B2,"0.0%") sparingly when you need text output.

  • excel formula to round up: precise rounding for invoices, pricing, or thresholds.

    • Example: =ROUNDUP(A1, 0) rounds up to the nearest integer; =ROUNDUP(A1,2) keeps two decimal places.

  • excel formula to count characters in cell: valuable for validating IDs, enforcing length constraints.

    • Example: =LEN(A2) returns the number of characters.

  • excel formula to remove spaces before text: clean messy imports with extra leading spaces.

    • Example: =TRIM(A2) removes extra spaces (note: TRIM removes leading, trailing, and extra spaces between words).

  • excel formula to remove leading zeros: convert '00123' to '123' while keeping numeric type.

    • Example: =VALUE(A2) if A2 is text; or =TEXT(A2*1,"0") depending on desired output format.

  • excel formula to remove first character: remove prefixes like a leading dash or letter.

    • Example: =RIGHT(A2,LEN(A2)-1) or if some cells are blank, =IF(A2="","",RIGHT(A2,LEN(A2)-1)).

How we deliver

  • Clear formula, annotated in a "Formula Notes" section within your workbook.
  • Examples showing edge-case handling (zeros, blanks, text-numbers).
  • Short video explanation (optional) so your team can re-use and adapt.

2. Pivot Table Services - build, convert, refresh, extract

Pivot tables are powerful but sometimes brittle. Our pivot table services range from building robust pivot reports to converting a pivot table to table when you need a static dataset for exports or downstream processes.

What we do with pivot tables

  • how to create a pivot table on excel? - We build pivot tables and teach you to create them (step-by-step guides, keyboard shortcuts, and best-practices for source data).

    • Quick tip: Make sure your source data is a table (Insert → Table) to keep pivot ranges dynamic.

  • how to refresh a pivot table? - We implement auto-refresh strategies and show how to refresh with VBA or Power Query.

    • Manual refresh: Right-click inside the pivot → Refresh.

    • Automatic: Use PivotTable.RefreshTable in VBA or set query load options in Power Query.

  • remove pivot table but keep data / how to remove pivot table but keep data? - convert pivot output into a raw table so you can edit or export without losing the summarized values.

    • Quick method: Select the pivot table, copy, then Paste Special → Values into a new sheet or range. We automate this in templates for repeatable reporting.

  • pivot table to table - If you want your pivot output as a normalized table for other formulas or for loading to another system, we convert it cleanly, preserving formatting and layout choices.

    • We build one-click macros or Power Query steps to convert a pivot output into a usable table.

Deliverables

  • Fully annotated pivot reports.
  • One-click buttons/macros for refresh or export.
  • Step-by-step training videos answering "how to create a pivot table on excel?" and "how to refresh a pivot table?" with screen recordings.

3. Data Cleaning & Transformation

Dirty data is the number one time sink. We excel at transforming messy inputs into well-structured datasets.

Typical cleaning tasks

  • remove duplicates in excel - safe dedupe with audit trail and backup, merging rules, and conditional deduplication (for example, keep latest record based on date).
  • excel formula to remove spaces before text - TRIM and regex-style cleaning for complex spacing problems.
  • excel formula to remove leading zeros - convert where appropriate to numeric types without losing necessary zeros for IDs (e.g., keep leading zeros for postal codes when needed).
  • excel formula to remove first character - batch remove prefixes with guard conditions to avoid erasing important characters.
  • Bulk reformatting of dates, phone numbers, and standardized text-case.

Advanced transformation

  • Power Query pipelines for repeatable extraction, transformation, and load (ETL).
  • Combining multiple excel formula approaches (e.g., TRIM, SUBSTITUTE, LEFT, RIGHT, MID, FIND) to solve one-off format issues.
  • Build normalized tables for easier pivoting and reliable metrics.

Why we favor Power Query

  • Reproducible: set it once, refresh many times.
  • Robust against structural changes when you design query steps thoughtfully.
  • Great for converting inconsistent source files into consistent tables for analysis.

4. Templates & Automation

We create practical templates that reduce repetitive work and standardize reporting.

Popular templates

  • Monthly Sales Dashboard (with percent-of-total metrics and percent change columns using excel formula percent patterns).
  • Expense Reconciliation template (automates rounding rules using excel formula to round up when required).
  • Leads Tracker with deduplication rules and a "convert to contacts" button that uses excel formula to count characters in cell and validation logic.
  • Pivot-report pack (generates pivot tables from a single master table and includes how to refresh a pivot table? instructions and one-click refresh).
  • Data-cleaning starter pack (includes workbook tools for remove duplicates in excel, remove leading zeroes, and remove first character).

Automation options

  • One-click VBA macros for routine tasks (convert pivot to table, refresh all pivot tables, export CSV).
  • Scheduler-ready Excel files (we can add simple macros that run on workbook open to refresh queries - with clear warnings and skip flags for large files).
  • Power Automate connectors for integrating Excel outputs to SharePoint, Teams, or email.

How templates help

  • Reduce training time for new hires.
  • Avoid reinvention across departments.
  • Provide a single source of truth that's easily audited.

5. Training, Workshops & Onboarding

We deliver hands-on classes and bite-sized video series tailored to your team's skill levels. We combine live instruction with exercises using your real data so learning is immediate and applicable.

Training types

  • Beginner (foundations): basic formulas, tables, formatting, and simple pivot table creation - answers to "how to create a pivot table on excel?"
  • Intermediate (productivity & cleanup): combining formulas, remove duplicates in excel safely, use of TRIM/SUBSTITUTE, TEXT, LEN, and rounding functions.
  • Advanced (analytics & automation): Power Query, array formulas, dynamic arrays, INDEX/MATCH/XLOOKUP, and creating dashboards with percent metrics.
  • Executive workshops: digestible walkthroughs of dashboards, high-level KPI design, and how to read and question spreadsheet-driven insights.

Sample workshop agenda (half day)

  1. Quick audit of common errors (15 min)
  2. Building a dynamic table + pivot (45 min) - includes "how to create a pivot table on excel?"
  3. Key formulas: LEN, TRIM, VALUE, ROUNDUP, percent calculations (45 min)
  4. Automating refreshes and converting pivot to table (30 min)
  5. Q&A and practical exercises on your sample file (45 min)

Learning outcomes

  • Your team can answer "how to refresh a pivot table?" without asking IT.
  • Everyone will know how to "remove pivot table but keep data" safely.
  • Team members learn to use multiple excel formula approaches to fix real data issues.

6. Consulting, Reporting Retainers & Support

For teams that need ongoing help, we offer retainer packages: a mix of monthly hours, priority requests, and scheduled health checks of your workbooks.

Retainer benefits

  • Priority turnaround for urgent spreadsheet fixes.
  • Scheduled tune-ups to keep reports fast and accurate.
  • Regular training refreshers when you change processes or hire new staff.

Typical retainer scope

  • 4-8 hours/month for ad hoc fixes and template updates.
  • 12-40 hours/month for semi-regular reporting builds or automation projects.
  • Quarterly workbook audits and optimization (performance, formula complexity, and maintainability).

7. Custom Projects & Integrations

When spreadsheets grow into a business-critical systems, we design bespoke solutions: tightly controlled workbooks, automation to external systems, or conversion into database-backed dashboards.

Common custom builds

  • KPI engine that computes percent metrics automatically and publishes to Power BI.
  • Order-to-billing pipeline where Excel creates invoices, rounds pricing rules with excel formula to round up, and feeds a ledger.
  • CRM import pipeline that strips prefixes (remove first character), removes leading zeros, deduplicates contacts, and formats phone numbers.

Integration examples

  • Excel → Google Sheets sync
  • Excel → SharePoint list
  • Excel → SQL Server (exported tables from Power Query)
  • Email automation for recurring reports (scheduled exports)

How we work - process and quality

We use a tried-and-tested approach so you get predictable, reliable outcomes:

  1. Discovery - Understand your objective: Are you trying to convert a pivot table to table for exports? Or do you need a formula to calculate percent of plan?
  2. Audit - Review sample files and identify risky areas (broken references, volatile formulas, or fragile pivot sources).
  3. Design - Propose solution options (Power Query vs formula-based approach; template vs custom workbook).
  4. Build - Deliver documented workbook and short explainer video showing key areas (for example, exact steps for "how to refresh a pivot table?").
  5. Test - Validate with your team's sample data and edge cases.
  6. Handoff - Provide clear documentation: where formulas live, how to refresh, and how to convert pivot to table.
  7. Support - Optional ongoing retainer for updates and training.

Examples & micro-tutorials (practical guides we include)

Below are short, actionable "how-to" guides we often embed in client workbooks and training - we include them here so you can see the level of detail we provide.

A. Excel formula for percent - three practical cases

  1. Percent of total (e.g., sales contribution) Formula for a row in B2 given total in B$101: =B2/SUM($B$2:$B$100) → Format as Percentage.
  2. Percent change (period over period) To compute percent change from prior period (handle divide-by-zero safely): =IFERROR((B2-B1)/ABS(B1), "") → Format as Percentage.
  3. Percent of goal If goal is in C2 and achieved in B2: =IF(C2=0,"",B2/C2) → Format as Percentage and clamp if you want to cap at 100%: =MIN(1,B2/C2).

B. How to create a pivot table on excel? - concise steps

  1. Ensure your data is a proper table: Select the range → Insert → Table.
  2. Select any cell in the table → Insert → PivotTable → choose sheet.
  3. Drag fields to Rows, Columns, Values, and Filters.
  4. For percent-of-total: In Values field settings → Show Values As → % of Column Total (or choose the desired base).
  5. Save the workbook and consider naming your pivot cache or recording steps in documentation.

C. How to refresh a pivot table?

  • Manual: Right-click inside the pivot → Refresh.
  • Refresh all: Data → Refresh All or press Ctrl+Alt+F5.
  • Automated (VBA snippet): Sub RefreshAllPivots() ThisWorkbook.RefreshAll End Sub;We annotate macros so users know when and why they run them.

D. Remove pivot table but keep data - step-by-step

  1. Select the entire pivot table (click the pivot → PivotTable Analyze → Select → Entire PivotTable).
  2. Copy (Ctrl+C).
  3. Paste to a new location → Paste Special → Values (or Ctrl+Alt+V → Values).
  4. Save as new sheet and remove the original pivot if desired.

We can automate this with a button that creates a timestamped copy and pastes values only.

E. Remove duplicates in excel - safe workflow

  1. Always copy the sheet as backup.
  2. Sort by your primary key (Date or ID) so the record you want to keep is on top.
  3. Data → Remove Duplicates → Choose columns to consider.
  4. For controlled dedupe, use formulas: =COUNTIFS($A$2:A2,A2,$B$2:B2,B2) to flag duplicates and filter before deletion.
  5. Alternatively, use Power Query's Remove Duplicates step for reusable dedupe logic.

Packages & pricing (examples)

We price based on complexity and time. Below are representative packages - we'll tailor a quote after reviewing a sample file.

Starter (one-off)

  • Small formula fixes, simple pivot questions, or a tidy template.
  • Delivery: 1-3 business days.
  • Typical tasks: write 1-3 formulas, short explainer video (5-10 mins).

Professional

  • Multi-step projects: pivot-to-table conversion, data cleaning, or template builds.
  • Delivery: 3-10 business days.
  • Includes: documented workbook, 15-30 minute walkthrough video, two small revisions.

Team & Training

  • On-site/remote workshop + follow-up templates.
  • Delivery: scheduled per availability.
  • Includes: half-day or full-day training; materials and follow-up Q&A.

Retainer

  • Monthly hours (prepaid) for recurring support, reporting, and automation maintenance.
  • Flexible: scale hours up and down as required.

(Exact prices depend on scope; we always provide a fixed quote after discovery.)

SEO & content help - we optimize your workbook content too

We help your team create SEO-friendly content for internal documentation, help articles, and the templates you share publicly. For example, an explainer page that answers "how to remove pivot table but keep data?" benefits your audience and improves discoverability.

What we offer

  • Keyword-informed documentation (natural language that answers search intent without keyword stuffing).
  • Short tutorial videos with descriptive titles and timestamps.
  • Structured README sheets inside workbooks (so internal users understand file purpose).

Case studies - examples of real impact

Case study: Sales Operations - percent-of-total & rolling dashboard Problem: Sales team struggled with month-over-month percent change and percent-of-total views across regions. Solution: We built a dynamic table with percent formulas (=B2/SUM($B$2:$B$100)), robust pivot tables, and a dashboard with automated refresh. We trained the team on "how to refresh a pivot table?" and delivered a one-click export that converts pivot table to table for CRM ingestion. Result: Reporting time reduced from 4 hours to 30 minutes weekly. Errors near zero.

Case study: Data Intake - remove leading zeros & dedupe Problem: Imported CSVs had leading zeros in some codes and duplicates across sources. Solution: Power Query pipeline that strips unnecessary leading zeros only when field is numeric, normalizes IDs, and removes duplicates using custom matching rules. We documented the pipeline with sample queries and a simple "Fix Data" macro. Result: Fewer mismatches and a 60% reduction in manual reconciliation time.

Frequently Asked Questions (FAQs)

Q: Can you show me the best formula for percent? A: It depends on your intent - percent of total, percent change, or percent of goal. We'll choose an approach that's robust and explain formatting and edge-case handling.

Q: What is the difference between TRIM and removing spaces before text? A: TRIM() removes extra spaces including leading and trailing spaces and converts multiple spaces between words to single spaces. If you only want to remove leading spaces, =RIGHT(A2,LEN(A2)-FIND(LEFT(TRIM(A2),1),A2)+1) is more advanced - but in most cases TRIM() is what you need.

Q: How do you handle rounding for financials? A: We use ROUNDUP, ROUNDDOWN, MROUND, or CEILING based on the rule. For example, invoice rounding often uses ROUNDUP(value,0) for upward rounding to whole currency units.

Q: Will formulas break when I change the sheet? A: We design formulas using named ranges and structured table references (e.g., Table1[Amount]) to minimize breakage and to make formulas easier to read.

Q: Do you use macros? Is that safe? A: We use VBA only when necessary. Macros are delivered with clear documentation; we can also provide non-macro alternatives using Power Query when security policies disallow macros.

Accessibility, Governance & Best Practices

We advise organizations on spreadsheet governance so that your Excel estate remains reliable as it grows.

Governance practices we recommend

  • Version control: keep a master and controlled branch for production workbooks.
  • Documentation sheet: include a "How this works" tab with key formulas and process steps like "how to refresh a pivot table?".
  • Test data: include example rows for testing.
  • Backup before significant de-duplication or destructive operations.

Accessibility

  • Use clear headers, consistent number formats, and accessible color contrasts in dashboards.
  • Keyboard-first navigation and properly named sheets for screen readers.

Start now - what we need from you

To get a quote and timeline, send us:

  1. A sample workbook (remove sensitive info if needed) or a screen recording of the issue.
  2. A short description (what outcome you want - e.g., "I need an excel formula to count characters in cell and flag over 50", or "convert several pivot tables to table, keeping format").
  3. Your priority (one-off fix, training, or retainer).

We'll give a free 15-minute discovery call and a written quote.

Meta & SEO assets we provide (optional add-on)

If you publish tutorials or templates externally, we help craft SEO-driven assets:

  • Suggested page title: Our Services - Excel Formula Hub | Pivot, Formulas, Templates & Training
  • Suggested meta description: Excel Formula Hub creates expert Excel solutions - from excel formula for percent to pivot table conversions. Templates, training, and consulting for clean, scalable spreadsheets.
  • Structured headings and FAQ schema text (ready to paste in your CMS).
  • Video metadata and transcript optimization for YouTube (timestamps, descriptions).

Why clients stay with us

  • Practical teaching: we don't hide behind jargon. Each solution comes with short documentation and a demonstration.
  • Scalable solutions: build once, reuse many times - Power Query, tables, and robust formula design.
  • Transparent pricing and scope: we give fixed quotes after discovery and honor deliverables.
  • Empathy: we work with finance, ops, marketing, and product teams and adapt to how they actually use spreadsheets.

Final note - get results, not mystery

Spreadsheets should make decisions easier - not more stressful. At Excel Formula Hub we pair crisp explanations (so you understand formulas like excel formula to remove spaces before text) with practical tools that automate the boring parts (like converting a pivot table to table or scheduling automatic refreshes).

Ready to stop wrestling with formulas and start getting consistent reports? Contact us with your workbook and a short summary of the issue - we'll reply with tailored options.

Contact & next steps