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...
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...
How to Set Up an Automatic Error-Checking System in Excel Reports
Decades ago, I worked as a cost accountant for a large company. But because our department received terrible reports, I wrote my own reports...using...
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...
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...
How to Use Array Formulas to Report Groups of Accounts
Often, in accounting, marketing, and other departments, we'd like to report and analyze groups of items rather than one item at a time.
In Part...
Ideas about Using Excel’s Linked-Picture (Camera) Tool
Of all the Excel features that users don’t use very often, Excel's Linked Picture tool probably is the most powerful. This tool, known in...
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 back then....
Weekly Dashboard Reporting with Excel
"I work for a small (private) company whose owners have requested WEEKLY dashboards on various aspects of the business. Do you have a sample...
Weekly & Monthly Top-Ten Activity Reports
When one of my readers, Chris Helfrecht, sent the two sample Excel dashboards below, he wrote that he tried to follow my methods for...
Latest Articles
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,...
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
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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