Sunday, October 25, 2020
Your Return On Equity ratio is a key indicator of financial health. This report lets you show the components of that ratio in a unique Excel display.

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...

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,...
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...
Here's how to set up Future- and Present-Value formulas that allow compounding by using an interest rate and referencing cash flows and their dates.

Find Future and Present Values from Scheduled Cash Flows in Excel

"I would like a Future Value command similar to the XIRR and XNPV functions, which allow compounding by using an interest rate and referencing...
The Rule of 72 is a guesstimate of how long it will take an investment at a specific interest rate to double in value. But how accurate is it? Ask Excel.

Excel and the Rule of 72

I recently learned that my son—who's an avid amateur investor—had never heard of the Rule of 72. The rule of 72, I texted him, says...
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

(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...
Both IPMT and ISPMT return the interest payment for a given period for a loan or investment. But Microsoft's help topics haven't made their differences clear. Here's what you need to know about these two financial functions.

How to Create Even-Payment and Straight-Line Amortization Tables in Excel

When you borrow money for a fixed period with periodic payments, you could have two types of loans: even-payment or straight-line. Microsoft recognizes those loan...

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Here's how to boost your Excel output, slash your Excel errors, and improve your Excel reports and analyses—whether you work for a large or small company.

How to Be Significantly More Productive in Excel

The Excel charts below are professional-quality. But that's not what makes them so unusual. Instead... ● You can update them in a few seconds, with...
Use this Excel dashboard to track 27 economic indicators of the United States' recovery from the Covid-19 recession.

Learn How to Use Excel to Track the US Recovery from the Covid Recession

The Covid recession is the worst recession the world has experienced since the Great Depression. And the Recovery Tracker workbook and Excel training can...
This Excel dashboard report lets you follow key economic trends while showing you how to gain a HUGE increase in your Excel productivity at work.

Track Key Economic Indicators Every Weekday with this Excel Dashboard

You can update this Excel dashboard report every weekday—with one command—if you have Excel 2016 or above. This report of current economic data introduces you...
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