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Modeling and Simulation

The Monte Carlo method helps you to create statistically accurate forecasts. And Excel Data Tables allow you to create Monte Carlo forecasts without using macros. Here's how...

Modeling and Simulation

You can use probability distributions to manage the uncertainty about your assumptions when you create simulations in Excel. Here's how.

Report Distribution

You can find many stories on the web about problems with spreadsheet errors.

So here are some quick and easy ways to avoid errors in your Excel reports and analyses.

Report Distribution

You can save any number of Excel reports to one PDF file using only Excel.

Here's how to do it...

Report Distribution

You can save any number of Excel reports to one PDF file using only Excel.

Here's how to do it...

Successful Reporting

Many Excel reports are a waste of time and money. But that's not the worst of it...

In many companies, Excel reporting turns Excel users into spreadsheet clerks, and wastes the incredible benefits that Excel users can bring to your organization.

Here's how to make your Excel reports both valuable and popular.

Analytical Reporting

Here's how to calculate and display cross correlations in Excel, automatically.

Financial Functions

Most loans and many investments are annuities, which are payments made at fixed intervals over time.

Here's how to use Excel to calculate any of the five key unknowns for any annuity.

Chart Techniques

This Excel chart of High-Low-Open-Close (HLOC) stock data illustrates key techniques that you can use in your own charts...even if they have nothing to do with the stock market.

Basic Excel

Mortgage lenders give you many options for your interest rate and amortization period.

This workbook helps you to choose from among them.

Basic Excel

One of the big differences between early-stage Excel users and gurus is that gurus can do simple things in Excel much more quickly than other users can.

They can do this because they understand how Excel works in situations that most Excel users experience frequently. Here are some examples...

Using Date Formulas

Excel reports and analyses tend to use similar types of date calculations.

This article explains nineteen of them, using DATE, EDATE, EOMONTH, and other functions.

Chart Techniques

This chart figure from the Wall Street Journal offers lessons about what NOT to do with your own Excel charts and dashboards.

Reporting Strategies

"Funnels" are widely used in business, but Funnel Charts aren't. Here's how to set up a Funnel Chart in Excel.

How do you write a formula that returns the Manager's name from this Excel Table for a specified Date, Region, and Product?

Here are two ways to do it...

How to Use Advanced Filters to Create a Unique List of Items from an Excel Table

How to Set Up a Data-Validation List Box in Excel

An article in the Harvard Business Review discussed seven places to look for insight in business. Five of the ideas can apply to management reporting with Excel dashboards.

Interactive Reporting

The 'List' Feature of Excel's Data Validation command offers a quick and easy way to set up a dropdown list box.  Here, for example, you can choose either North or South.

Interactive Reporting

Excel's Advanced Filter command provides a quick way to generate a unique list of items found in an Excel Table. Here's how to generate the list.

Excel Growth Rates

If you search the web to learn how to calculate a growth rate in Excel, you’ll likely learn about only one type of rate. That’s too bad, because in business, we often need to calculate at least TWO types of growth rates.

An Excel dashboard report would be a great addition to your resume. But using your Excel dashboard reports like this is difficult because they typically display company-private information. So here's how to solve this problem.

Managing Data

Although Excel provides two worksheet functions that ignore filtered rows in a Table, nearly any function can ignore those hidden rows if you use this new trick.

Excel Tables

With a few Excel formulas, you can move data between Excel's two most widely used table designs...and automatically transfer data from your source files into a more useable form.

Excel Forecasting

The extreme variability caused by seasonal sales makes it difficult to forecast them. In fact, it's hard to picture any method that could generate a reliable sales forecast that has a pattern like the one shown here. But there's no problem if you know how to generate a seasonal index.

Charts for Managers

If you have seasonal sales, or other seasonal measures of performance, Cycle Plots can offer greater insight into your performance than traditional charting techniques.

Dynamic Reporting

When you change a criteria value in a cell, Excel can use formulas and conditional formatting to expand or contract your report automatically, without macros. Here's how.

Excel Databases

Management reporting is all about communication. Reporting Return On Equity (ROE) is a case in point.

The ROE financial ratio is a key measure of financial health. But to non-financial managers, the ROE can be difficult to understand, for two reasons...

Chart Techniques

If you highlight the standard error on each side of the trend, you'll help to make exceptional results in a line chart stand out.

To calculate the standard error you use the STEYX worksheet function.

Introducing Excel’s Three Types of Spreadsheet Databases

Excel offers three ways to arrange data so you can use it as a database with your worksheet formulas: gray-cell database, Excel Tables, and Pivot Tables. Here's an introduction to all three.

How to Set Up a Pivot Table as a Spreadsheet Database

Excel 2010 added the ability to create tabular PivotTables, which can be used as databases.

Five Really Useful Excel Keyboard Shortcuts

To check OFFSET, copy the reference then use a shortcut to launch the GoTo dialog.

Introducing the Power of Year-Over-Year Performance Charts

Year-Over-Year charts show trends that other charts miss, and avoid seasonality issues.

US Economic-Overview Excel Dashboard Report for Managers

The top section of the US Economic-Overview Excel Dashboard.

Follow Recessions by Country with an Excel Chart That's Not a Chart

This chart shows recession by country, using public data. But the chart isn't a typical Excel chart.

Three Tips that Help Readers Interpret Chart Trends Correctly, Using High-Quality, Dynamic Text

Remove jaggies in rotated text using one tip.

How to Create Normal Curves with Shaded Areas in New Excel

Even if you don't care much about statistics, you might find these techniques useful when you create other charts.

How to Use SUMPRODUCT to Create Two-Dimensional Lookups

Here's how to use SUMPRODUCT to find the circled number in the block of numbers and then return its row and column headings.