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XLOOKUP using 3 unique criteria
I have almost completed my pet project, but I have one final piece that I cannot figure out. First off, I work in insurance where I audit incoming (uploaded) spreadsheets from insurance reps. The auditing I do mainly is to be sure that all the data in the uploaded spreadsheet imports into our db accurately and completely. These uploaded spreadsheets list any new, cancelled or adjusted policy information. The policy could be one carrier or it could be multiple carriers. I built a dashboard (sorta) that sorts the rows of data in a way that makes it a TON easier to audit. My main focus here is to list out all the carriers of a policy and to show their cost related columns for each carrier's part. I am using a FILTER formula to list the carriers based off a policy # that is a Data Validation list in cell (Dashboard!A4). The carriers are then listed in cells (Dashboard!AN4 - AN25). Then, in columns (Dashboard!AO - AS) are the cost related columns. The Data Validation list, Carriers and cost related columns are all pulled from the Transactions worksheet. So far, this is working MOSTLY as intended, but because some policies use the same carriers, the cost related columns are not filtering by policy and will then therefor show the first available entry for each carrier (kinda like what VLOOKUP does). I am using the following formulas so far. List of carriers: =FILTER(Transactions!H:H, Transactions!A:A=A4, "No matches found"). This works as intended. Cost related columns: =XLOOKUP(AN5,Transactions!$H$3:$H$1000,XLOOKUP(Transactions!$O$2,Transactions!$A$2:$BA$2,Transactions!$A$3:$BA$1000)). This too works as (mostly) intended, but as you can see, I need an additional filter to sort by policy #. This should be the last step to finishing this pet project. I would appreciate it if anyone can help me add the additional formula criteria that would now filter out by specific policy. I tried adding another XLOOKUP to the formula to add the additional criteria based on policy # with no luck. For additional reference, the Transaction worksheet will list the same policy for each row that contains a unique carrier. So if a policy has 5 unique carriers, there will be 5 rows to list each unique carrier and their cost related amounts associated with each carrier (row). What I need is to add the additional filter based off the policy # to be sure that the cost related columns are specific to the policy # and individual carriers? Any help would be GREATLY appreciated. Thanks
Why Businesses Choose Rackspace to Office 365 Migration
Businesses are increasingly adopting Rackspace to Office 365 Migration to improve collaboration, scalability, and security in modern work environments. As organizations grow, they require cloud platforms that offer advanced communication tools, centralized management, and seamless accessibility across devices and locations. One major reason companies prefer Rackspace to Office 365 Migration is access to Microsoft’s integrated productivity suite. Applications such as Outlook, Teams, SharePoint, OneDrive, Excel, and Word provide businesses with powerful collaboration capabilities. Employees can communicate, share files, and manage projects efficiently from virtually anywhere, supporting both remote and hybrid work models. Another advantage of migrating from Rackspace to Office 365 is enhanced security and compliance. Microsoft 365 includes advanced threat protection, multi-factor authentication, data encryption, and compliance management tools that help businesses secure sensitive information. These features are especially valuable for industries with strict regulatory requirements. Scalability is also a key factor driving Rackspace email to Office 365 migration projects. Organizations can easily add users, expand storage, and integrate additional Microsoft services as business demands evolve. This flexibility helps companies avoid costly infrastructure upgrades while maintaining operational efficiency. Businesses also benefit from improved reliability and uptime with Microsoft’s global cloud infrastructure. A properly planned migration ensures minimal disruption while transferring emails, contacts, calendars, and other business-critical data securely. For organizations seeking professional migration assistance, Apps4Rent provides expert support to ensure a smooth and secure transition with reduced downtime. Overall, Rackspace to Office 365 migration enables businesses to modernize communication systems, strengthen security, improve collaboration, and build a scalable foundation for long-term growth and productivity.
Why is Microsoft 365 setup (Groups + SharePoint + Domains) still so complex?
Microsoft 365 Setup Feedback Summary Summary of Experience: Setting up two small business workspaces (Cork & Clarity and Stone Clarity Consulting) in Microsoft 365 required navigating multiple disconnected systems including the Admin Center, Outlook, SharePoint, and an external DNS provider. The process was significantly more complex than expected and not intuitive for a non-technical user. Key Issues Encountered: 1. Identity and Account Confusion - Unclear whether to create separate users or use one account with aliases - Creating multiple users caused login confusion, broken permissions, and access issues 2. Domain and DNS Setup Complexity - Required switching between Microsoft and external DNS (Looka) - Instructions were unclear and required manual troubleshooting - No clear distinction between required and optional DNS records 3. Default Domain Confusion - New groups defaulted to the wrong domain - No visible option to change domain during group creation - Required changing global default domain (non-intuitive) 4. Inconsistent Group Behavior - Outlook groups and Teams-backed groups behave differently - No indication of differences or consequences - Groups appeared in some places but not others 5. Membership and Ownership Issues - Group creator was not consistently added as member - Ownership did not always persist after changes - Groups existed but were inaccessible or invisible 6. Outlook UI Limitations - Groups not visible despite existing and being correctly configured - No clear instructions on how to 'activate' or 'follow' groups 7. SharePoint Site Not Created Automatically - SharePoint sites were not created when groups were created - Required hidden steps: Outlook → Files → Open in SharePoint - No indication that the site did not exist yet 8. SharePoint Discovery Issues - Sites do not appear until manually accessed or followed - No onboarding or guidance for discovering sites 9. Ghost/Deleted Items Still Visible - Deleted group (Cork & Clarity Hub) remained visible - No clear distinction between deleted vs followed sites 10. Fragmented User Experience - Required switching between multiple platforms - No single place to manage or understand setup status - High cognitive load for basic configuration Conclusion: While Microsoft 365 is a powerful platform, the initial setup experience is overly complex and fragmented, especially for small businesses. Simplifying group creation, making SharePoint provisioning automatic and visible, and improving UI consistency across apps would significantly improve usability and adoption.
Need quick help counting values from a list for presentation.
Hi All I could usually work this out by searching google and the forum if I had time but its run out so looking for some quick community assistance to get me through the day. I need to count how many times we went to specific locations that are "In area". there is a list of 47 locations and 13 of them are considered "In area" I have a list of jobs in sperate sheets named based on years (2024, 2025, 2026) in those sheets I have a column that lists the location the job was in, which is pulled from a list of locations as a list in the sheet "DataLists". Each year there are approximately 250 jobs and of that 150 are probably in area. In the DataList sheet where the list of locations are pulled from, next to each location listed in column E I have a 1 or 0, in column D, 1 for "in area" and 0 for "out of area". I also have a "Report" sheet that generates a report based on the selected year as a drop down in cell C2 I want to count how many times we went to jobs the were "in area". I tried a quick solution to get me through today and generated a new list in column Q in the DataList sheet with: =IF(D2=1,E2,"") this made a list of only "in area" locations in column Q. Then in one of the year sheets I tried the following formula =SUMPRODUCT(COUNTIF(H3:H200, DataLists!Q2:Q47)) where H3:H200 is the locations of the jobs and DataList!Q2:Q7 is the list of "in Area" and got 3335 which is very wrong as there are only 97 jobs so far in 2026 and maybe 50-60 of those are "In Area" I was going to then expand it to the following in the "Report" sheet. =SUMPRODUCT(COUNTIF(INDIRECT("'"&$C$2&"'!h:h"),DataLists!Q2:Q50)) so it pulls the data from the selected year entered into cell c2 What am I doing wrong here, am I using the wrong function. Sorry only have a few hours before presentation. Ideally I would like the formula in the "Report" sheet, to sum the total number of occurrences from the "year" sheet column H:H for any match from "Datalist" sheet column E:E but only if D:D = 1 I'll take any quick fix at this stage. Cheers AlWeb-signin 3rd party IDP not working
We have a working Entra ID SAML federation to a third-party IdP that uses FIDO2/WebAuthn (IdP as Relying Party) for browser sign-in, and we are trying to use the same federation through Windows Web sign-in on an Entra-joined Windows 11 device — but the IdP page loads blank in the WebView and Microsoft-Windows-WebAuthN/Operational records zero events, while the same security key works fine for FIDO2 sign-in with login.microsoft.com as RP on the same device. Questions: - Is WebAuthn brokering to third-party Relying Parties inside the Web sign-in WebView supported? - If not, is it on the roadmap? - What is the supported architectural path for delivering passwordless Windows sign-in using a federated IdP's own FIDO2/WebAuthn credentials, given Graph API passkey provisioning is Beta-only?
MS Word and Excel Mail Merge Certificates (advanced)
I need to run a mail merge (using Word and Excel) for certificates where per Course each student has a unique number of competencies they have achieved, example code attached. I cant manipulate or add data to the excel content with additional columns. I need one certificate per student each with their related competency achievement(s). Has anyone else found a solution without having to use an add in? Ive seen a template where the creator used the "next if" rule and the "if" condition is if the student ID is equal to, but i cant recreate it.Python integrado con excel
Tengo una suscripción de Microsoft 365 Empresa Estándar, ya estoy dentro del grupo de Microsoft Insider 365, tengo habilitado el Canal Beta pero aún así no me esta funcionando Python integrado con excel ya que escribo el código pero no me muestra el resultado, en su lugar me muestra el mensaje "BLOQUEADO" indicando que no tengo la licencia requerida. He hecho de todo lo que me ha salido de consejos en la web, incluso cerré sesión y volví a ingresar pero el resultado es el mismo:ASAP utilities in power automate cloud flow
I have one server machine that installed ASAP Utilities for Excel. I want to eliminate individual server logins and allow users to run only 5 specific ASAP Excel plugin functions automatically, just by dropping an Excel file into a common server folder, so the backend processes it and returns the result—saving time. Will Office 365 excel with power automate cloud flow help? Thanks for you answers for my clarifications.Export mixed text and tabular Excel to PDF
I have a sheet that I need to export from Excel to PDF. The sheet contains text and tabular data. Ideally, I'd like large bold text to export as heading tags, text as paragraph tags, and the tabular data as a table. Currently, any group of cells containing data that are surrounded with blank cells export as a table, even if they don't contain what a human would consider tabular data. I haven't selected the tabular data and chosen Import > Table. I'm not sure if that would help or not. How can I export mixed text and tabular data from Excel and have it be tagged as desired in the resulting PDF?Using the Microsoft Graph PowerShell SDK to Update User Profiles
Now rolling out to Microsoft 365 tenants is the ability to update user profile cards with details of awards and certifications held by users. Usually, HR departments would provide the source data and probably arrange for the data to be ingested into the Graph through a Copilot connector, but it’s possible to add awards and certifications for individual users using Microsoft Graph PowerShell SDK cmdlets. All explained in great detail with working examples here. https://office365itpros.com/2026/05/08/user-profile-card-awards/An Explosion of Audit Events for Legacy SharePoint Online Authentication
Microsoft phased out the legacy IDCRL authentication mechanism from SharePoint Online on May 1, 2026. Sounds good, until you notice the explosion of IDCRLBlockedDueToSoftEnforcement events created by SharePoint Online in the unified audit log. The events are associated with Microsoft Office apps like Word, which SharePoint appears to think are still using IDCRL. For whatever reason, the audit log is now cluttered with unwanted events generated by the interaction between SharePoint and Office. https://office365itpros.com/2026/05/07/idcrl-audit-events/
Prevent Microsoft 365 meeting invites from automatically appearing in users’ calendars
Hi All, We are trying to prevent Microsoft 365 meeting invites from automatically appearing in users’ calendars as Tentative until the user explicitly accepts the invite. Setting for Outlook Classic, New Outlook and Windows or Outlook Web. Need Microsoft recommendation on this one.
Embedded Excel sheet in Word Doc not showing all rows
I have a Word Doc with an embedded Excel sheet. After I add rows to the sheet, the Word Doc cuts off the new rows. I tried stretching it in the Word Doc, but that doesn't work, the Excel sheet just gets stretched. I've changed the print area and cleared the print area in the Excel file. I unhid all the rows as well. I've searched Google and here and I couldn't find an answer. Is the Word Doc or Excel sheet I'm working on corrupted? I've attached some screenshots.Agent 365 adoption resources now available
We've created a Getting Started Guide for Agent 365! You can find it on our new Agent 365 Adoption Resources page, as well as links to articles for getting started with Agent 365 in Microsoft 365 Admin Center, Microsoft Defender, Entra, and Purview. Would love to hear what you think -- or what we've missed! Please leave a comment on this post. Thank you! -- Nichole Microsoft Agent 365 – Microsoft AdoptionTues, May 12: Live AMA with Agent 365 Product Team
How to Participate Register/RSVP/Add to Cal at: Live AMA: Microsoft Agent 365 | Microsoft Community Hub Visit the AMA page on Tuesday, May 12 at 9am Pacific time to join the conversation. You can post your questions in the comments, and product team members will respond live during the AMA. Live AMA: Microsoft Agent 365 | Microsoft Community HubGranular Restore for Microsoft 365 Backup Reaches General Availability
Eighteen months after the product became generally available, Microsoft 365 Backup has delivered granular restore for SharePoint Online and OneDrive sites. It’s the kind of feature that most tenant administrators might have assumed is already in the program, but at least it now is. The next step is apparently the ability to restore files in place. That isn’t available yet. https://office365itpros.com/2026/05/06/microsoft-365-backup-granular/Excel .xlsm files showing “We found a problem with some content” after saving
Hi everyone, Good day. I’m currently experiencing an issue with Microsoft Excel involving macro-enabled files (.xlsm) that contain VBA code and are stored in Microsoft OneDrive. Scenario: I open an .xlsm file (with VBA), make edits or even just open and save it. When I reopen the same file, I get the error:“We found a problem with some content… Do you want us to try to recover as much as we can?” Additional details: This issue started happening on April 15, 2026. Files created in 2023 were working before, but now they are no longer working even if I did not make any changes. The issue now happens consistently even without modifying the file. What I’ve tried: Opening and repairing the file Saving as a new file Checking OneDrive sync Has anyone encountered this issue recently, especially with OneDrive syncing and .xlsm files? Any suggestions or fixes would be greatly appreciated. Thank you in advance for your help.
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