Thursday, January 21, 2021

Recent Content

How to aggregate named groups of GL accounts.
Accounting & Finance

How to Report GL Account Groups in Excel

Charley Kyd -
0
Believe it or not, this income statement is quite sophisticated. It's not nearly as simple-minded as it looks. In fact, this income statement illustrates a...
If you want all your Excel reports, analyses, forecasts, and other Excel work to be highly productive, this is the only strategy that will work for you.

An Introduction to Excel Data Plumbing

Use this Excel dashboard to track 27 economic indicators of the United States' recovery from the Covid-19 recession.

Learn How to Use Excel to Track the US Recovery from...

This Excel dashboard report lets you follow key economic trends while showing you how to gain a HUGE increase in your Excel productivity at work.

Track Key Economic Indicators Every Weekday with this Excel Dashboard

All Excel reports perform at least four tasks. Good reports assign these tasks to four sections, with specific worksheets defining each section.

How to Structure Your Report Workbook

Featured Articles

How to aggregate named groups of GL accounts.

How to Report GL Account Groups in Excel

Accounting & Finance Charley Kyd -
0
Believe it or not, this income statement is quite sophisticated. It's not nearly as simple-minded as it looks. In fact, this income statement illustrates a...
Use this Excel dashboard to track 27 economic indicators of the United States' recovery from the Covid-19 recession.

Learn How to Use Excel to Track the US Recovery from the Covid Recession

Training & Services Charley Kyd -
0
The Covid recession is the worst recession the world has experienced since the Great Depression. And the Recovery Tracker workbook and Excel training can...
This Excel dashboard report lets you follow key economic trends while showing you how to gain a HUGE increase in your Excel productivity at work.

Track Key Economic Indicators Every Weekday with this Excel Dashboard

Training & Services Charley Kyd -
0
You can update this Excel dashboard report every weekday—with one command—if you have Excel 2016 or above. This report of current economic data introduces you...
Excel databases can be Tables of data, Pivot Tables, or even lists that your reports and analyses can use easily. This introduction will get you started.

What the Heck is an Excel Database?

Business & Economics Charley Kyd -
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You can raise your Excel productivity significantly and slash your Excel errors—if you keep your data in an Excel database. Microsoft, Oracle, IBM, and others...

Find Leading Indicators Using Automated Cross Correlations in Excel, Part 1

Analytical Charting Charley Kyd -
0
It all seems so simple... To improve your forecasts of sales or other measures, you simply need to find leading indicators...measures that are highly correlated...

Blog

Blog

Add Low-Overwhelm Context to Your Line Charts

Charley Kyd -
0
The data you display in charts often takes on new meaning when you display it in the context of other data. One way to add...
When you're refinancing, this chart allows you to use the tip of your finger trade off your monthly payments and your total payments as you consider the term of your loan.

Calculate Mortgage Payments and Your ROA with an Excel CalcPlot Chart

Each fat line in this chart indicates when a recession has occured for the specified country. You can use the same method to show other Boolean conditions.

Chart Recessions and Other Boolean Conditions in Excel

This Excel table shows the top and bottom five results, with charts that show the most recent three month trends. And it updates automatically.

Show Top and Bottom Results in a Chart-Table

When you include several charts in one report, your managers must THINK about each chart to decide if it shows good news or bad. Here's a fix for that.

How to Remove a Speed Bump From Your Excel Charts

Business & Economics

The SUMIFS function returns a sum for nearly any number of single criteria. But with SUMPFODUCT you can return the sum for many criteria listed in a Criteria List.
Accounting & Finance

How to Use SUMIFS with Criteria Lists, Summarizing Sales

Charley Kyd -
0
With one exception, SUMIFS is a very powerful function. And it's very fast. To understand the one exception, suppose you have a table of sales...
You can uncover hidden trends by charting the ratio of each month's performance to the same month one year earlier.

Introducing the Power of Year-Over-Year Performance Charts in Excel

Excel offers at least three ways to set up data so your reports and analyses can use it easily as a reliable data source.

Introducing Excel’s Three Types of Spreadsheet Databases

Bullet graphs show the same information that dashboard gauges do, but they're smaller and easier to read. Here's how to create your own bullet graphs in Excel.

How to Create Bullet Graphs to Replace Gauges in Excel

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

Create Variable-Length, Dynamic Reports Linked to Excel Tables

Formulas & Functions

In VBA, you'll save time and frustration by always declaring your variables and by also using Hungarian notation. Here's why and how to do that.
Excel Methods

Declaring Variables in VBA: Three Keys for Success

Charley Kyd -
0
A recent post in an Excel forum included some VBA code and asked why the code kept failing. The first few lines of code...
Summary tables in Excel reports have always been difficult to format so they don't LOOK like Excel tables. Here's one extreme method you might want to try.

Add Some Style to Your Tables in Excel Reports

If the formulas in your Excel reports and analyses display errors like #DIV/0! or #VALUE!, here are some simple ways to trap them.

Error Handling in Excel Spreadsheets

When you combine conditional formatting with charts you can create detailed chart legends that match the relative positions of the lines in your chart.

How to Create Dynamic Chart Legends in Excel

Here's how to use both VBA and iterative calculations to update your workbook in response to DDE updates. Also includes ideas from other Excel MVPs.

Track Dynamic Data with VBA or with Iterative Calculations

Excel Methods

When you want to look up data in Excel, you should never use a worksheet function with "lookup" in its name. Here's why...
Downloads

Why INDEX-MATCH Is Far Better Than VLOOKUP or HLOOKUP in Excel

Charley Kyd -
0
(Download the workbook.) Excel’s VLOOKUP function is more popular than the INDEX-MATCH function combination, probably because when Excel users need to look up data then a "lookup" function...
The extreme variability caused by seasonal sales makes it difficult to track and forecast your underlying sales trends. Here's how to solve that problem.

How to Create a Rolling Forecast of Seasonal Sales in...

A limited number of Excel worksheet functions can use wildcard characters to filter results. Here a guide to using them.

Guide to 20 Worksheet Functions that Use Wildcards

Excel's FREQUENCY function was first created to calculate frequency distribution tables, which are needed for charting histograms. But the COUNTIFS function offers more power, and it's easier to use.

Use COUNTIFS, not FREQUENCY, to Calculate Frequency Distribution Tables for Charting...

Excel's dynamic range names give your formulas the power to adapt automatically in response to changes in your data or settings. Here's how to set them up.

How to Create and Use Dynamic Range Names in Excel

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Popular

When you want to look up data in Excel, you should never use a worksheet function with "lookup" in its name. Here's why...

Why INDEX-MATCH Is Far Better Than VLOOKUP or HLOOKUP in Excel

Downloads Charley Kyd -
0
(Download the workbook.) Excel’s VLOOKUP function is more popular than the INDEX-MATCH function combination, probably because when Excel users need to look up data then a "lookup" function...
Excel provides several worksheet functions for working with normal distributions or 'bell-shaped curves.' This introduction to Excel's Normal Distribution functions offers help for the statistically challenged.

An Introduction to Excel’s Normal Distribution Functions

Business Statistics Charley Kyd -
0
(Download the workbook.) When a visitor asked me how to generate a random number from a Normal distribution she set me to thinking about doing statistics...
When you bring data from another source into an Excel worksheet, the data often includes rows that you’ll want to delete. Here's the first of two methods.

How to Delete Blank or Unneeded Rows, Method 1

Worksheet Interaction Charley Kyd -
0
When you bring data from another source into an Excel worksheet, the data often includes rows that you’ll want to delete. Often, you’ll want...
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