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    Articles about Excel work that must be updated and published periodically.

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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

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

    Reporting Charley Kyd -
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    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 ratchet down errors in your Excel reports by using an Error Summary Table that uses conditional formatting to alert you to errors.

    How to Set Up an Automatic Error-Checking System in Excel Reports

    Reporting Charley Kyd -
    0
    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...
    To use Account Groups in Excel formulas, you first must define the groups. Here’s how to do it using either simple lists or Dynamic Arrays.

    How to Define General Ledger Account Groups in Excel

    Reporting Charley Kyd -
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    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 aggregate named groups of GL accounts.

    How to Report GL Account Groups in Excel

    Reporting Charley Kyd -
    0
    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...
    In Excel, you can report named groups of GL account numbers, product codes, and so on—just as you report one such number. Here’s how.

    How to Use Array Formulas to Report Groups of Accounts

    Reporting Charley Kyd -
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    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...
    Excel's Linked Picture feature (Camera tool) allows us to position a table in reports while ignoring the row and column settings in the report worksheet.

    Ideas about Using Excel’s Linked-Picture (Camera) Tool

    Reporting Charley Kyd -
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    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

    Reporting Charley Kyd -
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    The Excel dashboard below is from the first-ever package of dashboard reports, which I created to show Excel's power to a client...
    When your Excel formulas get their data from an Excel data worksheet, it's easy to set up weekly dashboard or other reports in Excel.

    Weekly Dashboard Reporting with Excel

    Reporting Charley Kyd -
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    "I work for a small (private) company whose owners have requested WEEKLY dashboards on various aspects of the business. Do you have a sample...
    These example dashboards—prepared by an Excel-using employee—use charts and tables to show top-ten results for a medical device company.

    Weekly & Monthly Top-Ten Activity Reports

    Reporting Charley Kyd -
    0
    When one of my readers, Chris Helfrecht, sent the two sample Excel dashboards below, he wrote that he tried to follow my methods for...
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    Latest Articles

    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?

    Accounting & Finance Charley Kyd -
    0
    (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

    Aggregation Functions Charley Kyd -
    0
    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...
    Two economists have introduced a new leading indicator, which predicts a recession soon. These Excel charts illustrate their insight. If they're correct, Excel users will be very busy in the months ahead.

    Consumer Sentiment Suggests a 2022 Recession

    Charting Methods Charley Kyd -
    0
    In recent months, business websites have speculated about recessions and stagflation in 2022. These predictions could affect your Excel work significantly in the next few...
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