Sunday, September 28, 2025

Add Low-Overwhelm Context to Your Line Charts

The data you display in charts often takes on new meaning when you display it in the context of other data. One way to add...
Summary tables in Excel reports have always been difficult to format so they don't LOOK like Excel tables. Here's one extreme method you might want to try.

Add Some Style to Your Tables in Excel Reports

Excel tables in reports have always been difficult for me to format professionally. So every once in a while, I experiment with them. The two...
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...
Each fat line in this chart indicates when a recession has occured for the specified country. You can use the same method to show other Boolean conditions.

Chart Recessions and Other Boolean Conditions in Excel

I doubt you’ve seen an Excel chart like this before. It shows multiple Boolean conditions that might affect the trend in the annual Rate...
This Excel table shows the top and bottom five results, with charts that show the most recent three month trends. And it updates automatically.

Show Top and Bottom Results in a Chart-Table

The workbook that supports the following figure does a lot of work! First, it uses Power Query to download the weekly unemployment claims and the...
When you include several charts in one report, your managers must THINK about each chart to decide if it shows good news or bad. Here's a fix for that.

How to Remove a Speed Bump From Your Excel Charts

Because managers need QUICK insight, we should remove as many speed bumps as possible from our reports and analyses. The following figure with two Excel...
The two Excel dashboard-like charts with May data show that consumer confidence has dropped like a rock since March. But Asia's data isn't available yet.

Dashboard-Like Excel Charts of International Consumer Confidence

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The following Excel figure displays its charts in a dashboard-like format. At least, it's in a format that dashboards should use! When you use simple...
With a little creativity in the design of your Excel charts, and in choosing its colors and fonts, you really can create professional-quality results.

Professional Quality Excel Chart Labels, Legends, and Colors

The following Excel chart shows that Excel really CAN generate professional-quality chart figures. Here are some general strategies to consider… 1. Set up your data-plumbing correctly....
These Excel column charts of employment, business lending, and freight shipments show mixed signals about the current health of the US economy.

Excel Bar Charts with Economic Indicators

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The Excel figure below shows three indicators of the US economy. Two show economic improvements and one doesn't. The Excel Perspective Using column charts rather than...
This figure uses the Chicago Fed's National Financial Conditions Index to illustrate how to create an Excel panel chart.

US National Financial Conditions Using Excel Panel Charts

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I’ll explain the meaning of this chart figure shortly. But first, let’s look at it from an Excel perspective. (Note: I’ve begun to use economic...

Latest Articles

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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