Friday, July 1, 2022
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

An Excel CalcPlot Chart allows you to plot values in three dimensions, not merely two. Here are two examples. Mortgage Paments Mortgage interest rates are at...
Now that you've calculated your cross correlations—that is, your time-shifted correlations—here's how to chart them professionally.

Find Leading Indicators Using Automated Cross Correlations in Excel, Part 2

In Part 1 of this discussion about automated cross correlations, I explained how to set up  the cross-correlation Data Table shown below, in columns...

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

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...
Should You Raise Prices? Should You Lower Them? These Excel Charts Can Help You Answer Those Questions

Should You Raise Prices? Should You Lower Them? These Excel Charts Can Help You...

In the early 1980s I was the CFO of a company owned by a man whose first instinct was to cut prices. When business was...
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

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...
An article in the Wall Street Journal about babies born during the winter months offers some great advice about charts for Excel users in business.

Excel Charts, Seasonality, & Analysis: Five Lessons from the WSJ

A 2009 article in the Wall Street Journal offered some great advice for Excel users in business. The article, New Light on the Plight of...
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

The purpose of management reports should be to help readers find and track patterns of performance…quickly and easily. That’s the attraction of charts, of course....
If you're charting only your raw business data, you're missing many opportunities to give your readers useful business insight. Here are three simple tricks that will help you to turn your ordinary charts into analytical ones with much greater insight.

Three Simple Tricks to Improve Analytical Charting in Excel

For years, my Excel charts of trends used a simple idea: To gain insights about periodic data, just chart it. What else was there to...
Three More Simple Tricks to Improve Excel Charts for Business

Three More Simple Tricks to Improve Excel Charts for Business

In 3 Simple Tricks to Improve Analytical Charting in Excel, I showed you how to shift time periods, index your data, and chart your rate...

Latest Articles

How to Smooth Data by Using the TREND Function

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...
Two economists have introduced a new leading indicator, which predicts a recession soon. These Excel charts illustrate their insight. If they're correct, Excel users will be very busy in the months ahead.

Consumer Sentiment Suggests a 2022 Recession

In recent months, business websites have speculated about recessions and stagflation in 2022. These predictions could affect your Excel work significantly in the next few...
Your data can contain many important, hidden patterns. But simple transformations in Excel can help to reveal them—as this example illustrates.

Simple Transformations Can Reveal Hidden Patterns in Your Data

Excel users have at least two significant advantages over business professionals who rely on other analytical and reporting tools. First advantage: We Excel users can...
Advertisement