Sunday, October 17, 2021
The SUMIFS function returns a sum for nearly any number of single criteria. But with SUMPFODUCT you can return the sum for many criteria listed in a Criteria List.

How to Use SUMIFS with Criteria Lists, Summarizing Sales

With one exception, SUMIFS is a very powerful function. And it's very fast. To understand the one exception, suppose you have a table of sales...

The First Excel Dashboard Report

The Excel dashboard below is from the first-ever package of dashboard reports, which I created to show Excel's power to a client...
Using Excel's LET, SORTBY, and SEQUENCE functions, and dynamic arrays, you easily can list any number of top and bottom results from a Table.

How to Report Top and Bottom Results Using Dynamic Arrays in Excel

In How to Use Excel’s LET Function, I showed several examples of a powerful function that Microsoft added to Excel 365 in the summer...
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....
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...
Here's how select a value from a list of values from a worksheet's a Validation List. You can use the list to display interactive data in reports.

How to Select Values from a Validation List in Excel

Excel provides two ways to select a value from a list of values. I often use this feature in interactive Excel reports to select dates,...
Excel is a great tool for creating business plans. But one massive Excel business plan offers some great ideas about what NOT to do.

How to Audit and Improve Excel Business Plans

A client, who's a business-finance consultant, recently was hired to improve the financial forecast for a major startup company. He recently sent me the...
Does your company need to make scheduled payments to companies that don't send invoices? This worksheet will help to plan those cash requirements.

Manage Periodic Payments with an Excel Cash Calendar

Most companies must write checks periodically to companies that don't send invoices. Often, their accounting systems provide little help in keeping track of these...
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...
Mortgage lenders give you many options for your interest rate and amortization period. This workbook helps you to choose from among them.

Compare Loan Payment Options in Excel

When you’re comparing your payment options for mortgage loans, your choices can be overwhelming... When in St. Ives, I found a home, Then looked at seven...

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To reduce errors in reports, you should foot and cross-foot them. But Excel's floating-point arithmetic gets in the way. Here's how to fix the problem with a standard deviation calculation.

How to Foot and Cross-Foot Excel Reports in a Floating-Point World

At first glance, the following report is an ordinary one. It merely sums an Excel Table by Product and Region, and then foots and...

Excel’s XLOOKUP Function Explained

Excel's XLOOKUP function searches a range or an array, and returns an item corresponding to the first match it finds. If a match doesn't...

Excel’s VLOOKUP Function Explained

Excel's VLOOKUP function looks in the first column of an array and moves across the row to return the value of a cell. VLOOKUP is...
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