Wednesday, January 27, 2021
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

Would you like to: Create your new reports, analyses, forecasts, and other Excel work quickly? Update your Excel work with one command, without using...
The Wall Street Journal wrote that companies are dropping Excel because it doesn't work well with data—a problem that was solved more than twenty years ago.

How Your Company Can Work Without Limits in Excel

"CFOs at companies including P.F. Chang’s China Bistro Inc., ABM Industries Inc. and Wintrust Financial Corp. are on a similar drive to reduce how...

How to Reproduce Your Excel Work Across Many Categories, Part 3 of 3

Part 1 of this series about analytical spawning with Excel described how Excel users often need to spawn one model or report across many related...
Here's how to apply an Excel report, forecast, or analysis for one product, division, or other categoy to any number of categories. Part 2 of 3.

How to Reproduce Your Excel Work Across Many Categories, Part 2 of 3

As I explained in Part 1 of this series, Excel users often need to apply many instances of data to one model or forecast, list...
Here's how we Excel users can replicate one report or analysis across many similar categories of data, like regions, products, departments, and so on.

How to Reproduce Your Excel Work Across Many Categories, Part 1 of 3

A member of an Excel forum recently asked how to solve a problem that many Excel users face in various forms. In his particular case,...

Latest Articles

To use Account Groups in Excel formulas, you first must define the groups. Here’s how to do it using either simple lists or Dynamic Arrays.

How to Define General Ledger Account Groups in Excel

In Part 1 of this series, How to Report GL Account Groups in Excel, we explored the strategy for creating financial reports that use...
We compare Excel's five columnar lookup functions.

XLOOKUP vs VLOOKUP vs INDEX-MATCH vs SUMIFS

SUMIFS? Really? Why is SUMIFS included among those lookup methods? I'll explain in a few minutes. But first, let's look at the lookup methods shown in...
How to aggregate named groups of GL accounts.

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...
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