Use Excel’s INDEX-MATCH or VLOOKUP Functions to Populate Invoices and POs
A visitor asked how to set up a simple invoicing system in Excel.
This is a common problem in many small businesses, divisions, and sales...
How to Use SUMIFS with Criteria Lists, Summarizing Sales
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...
Map Your Financial Health With an Excel DuPont Dashboard
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...
Use this Excel ‘Cash Flow Balance Sheet’ to See Sources & Uses of Funds...
For most businesses, cash flow is more important than profits and losses.
The reason is clear. A profitable company with negative cash flows may not...
Manage Periodic Payments with an Excel Cash Calendar
Most companies must write checks periodically to companies that don't send invoices. Often, their accounting systems provide little help in keeping track of these...
How to Report GL Account Groups in Excel
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...
Advanced SUMIFS Calculations with Criteria Lists
In Part 1 of this series, you learned how to use criteria lists for marketing data. In Part 2, we looked at financial data.
And now, in Part...
Use Excel to Fix Your Broken AR Measure of Days Sales Outstanding in Receivables
During tough economic times it's particularly important to manage your Accounts Receivable balance carefully. Unfortunately, the traditional way to measure AR performance is badly...
How to Use Array Formulas to Report Groups of Accounts
Often, in accounting, marketing, and other departments, we'd like to report and analyze groups of items rather than one item at a time.
In Part...
Map Costs and Sales in Excel with a Classic Breakeven Chart
When I worked as a CFO, my monthly reports always included a breakeven chart. It was one of the most popular reports I produced.
But...
Latest Articles
How to Use Excel’s LET Function
In the summer of 2020, Microsoft introduced the LET function for Excel 365—one of the most-significant new worksheet functions that Microsoft has introduced in...
How to Set Up an Automatic Error-Checking System in Excel Reports
Decades ago, I worked as a cost accountant for a large company. But because our department received terrible reports, I wrote my own reports...using...
How to Stack and Shelve Dynamic Arrays
While using Excel 365 recently, I needed to create one dynamic array that would consist of two arrays, with one stacked on top of...
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