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...
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...
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...
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...
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,...
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...
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...
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...
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...
Latest Articles
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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