Friday, January 23, 2026
In this final article of the SUMIFS, SUMPRODUCT series, you'll learn more reasons to use advanced multi-criteria lists in marketing and finance.

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...
In finance, breakeven charts illustrate how your fixed and variable costs vary with your monthly sales. Here's how to set up break-even charts in Excel.

Map Costs and Sales in Excel with a Classic Breakeven Chart

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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...
Here's how to use Excel to figure out whether you're making or losing money on the cash you borrow, why it matters, and what you can do about it.

Weighing Your Debt Load

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(Originally published in Inc Magazine.) I've talked to any number of business owners over the years who felt buried under a mountain of debt. But...

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Excel Flowbook Revolution

Getting Radical with Excel

It's time to think about Excel in a radical new way—when we use it to work with business or economic data. It's time, in fact,...
Growing too fast can be dangerous to your company's health. Use the Sustainable Growth Rate ratio to track your company's financial ability to grow.

How Fast Is Too Fast?

(Originally published in Inc Magazine.) What typically tops the list of worries of the chief executive officers of fast growing companies? Financing that growth, according...

How to Smooth Data by Using the TREND Function

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Years ago, I read that Prof. William S. Cleveland had suggested that data could be smoothed by calculating a centered trendline through adjacent data—a...
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