Saturday, September 25, 2021
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

Two unusual formulas can use the SEARCH or FIND functions to search any number of cells for any number of words—almost instantly.

How I Set Up SEARCH and FIND Formulas on Steroids

I've used Excel long enough to recognize when I've stumbled across an unusual formula. And it happened again a few minutes ago. In the past,...
Use this unique Excel dashboard to track the general rate of inflation, your personal rate, and the rate of the goods and services you buy.

Inflation Tracker Excel Dashboard with Consumer Prices

U.S. President John F. Kennedy once said of a growing economy, "A rising tide lifts all boats." However, a rising inflationary tide does not lift...
Excel's Quick Access Toolbar can save you many clicks and needless work. Here are the eight QAT tools that I use, and how I use them.

Eight Great Tools for Your Quick Access Toolbar

I use eight great tools in my Quick Action Toolbar (QAT), and you might want to consider using them yourself. Before I get into the...
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