Sunday, October 17, 2021
Excel can be the key component of a powerful and inexpensive Business Intelligence (BI) system. Here are some ideas to get you started.

Excel Is Great for Business Intelligence!

With the right access to data, Excel can become an outstanding Business Intelligence (BI) system. Business Intelligence (BI) is the systematic use of information about...

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...
Excel offers two powerful worksheet functions that can return the data you need from any type of worksheet database. One is more powerful, but calculates slowly. The other is nearly as powerful, but much faster.

The Two Functions You MUST Know to Return Values from Excel Tables

“Export to Excel is the 3rd most common button in BI apps…after OK and Cancel.” —Rob Collie, one of the founding engineers behind PowerPivot at...
Here's how to use formulas and conditional formatting to expand or contract your Excel report automatically, without macros, when you change a cell value.

Create Variable-Length, Dynamic Reports Linked to Excel Tables

Excel Tables are a powerful feature introduced in Excel 2007. Not only can you report from them directly, you can use them as a...
Spreadsheet users in businesses have distributed management dashboard reports for more than 30 years. Here's an example from the early days of spreadsheets.

The First Spreadsheet Dashboard: Mini-Graph Reports in Lotus 1-2-3

This is the first dashboard report ever created with spreadsheets. I worked on this reporting technique in the early 1980s, then included this report...
Many Excel reports leave managers knowing less than they did before. Here are five best practices to follow in planning your management reports.

Five Best Practices in Your Excel Reporting Strategies

Most Excel reports, forecasts, and analyses I've seen in my career could serve as excellent examples of what NOT to do in Excel. These reports...
Are you tired of using Excel tables in your reports? Here's a way to add some class to them while learning more about little-known features of Excel.

Add Class to Your Reports with Excel Drawing Objects

In my (out of print) book,Dashboard Reporting With Excel, I recommended that you "steal" ideas for Excel reports from business magazines. I recently had another...
If the formulas in your Excel reports and analyses display errors like #DIV/0! or #VALUE!, here are some simple ways to trap them.

Error Handling in Excel Spreadsheets

It’s virtually guaranteed. If you have a bunch of formulas like this… M43:   =C43/D43 …then the divisor, D43 in this instance, will have a value of...
Several business magazines offer great examples of how to use charts to communicate business data. But sadly, at times, they show us what NOT to do.

Good Examples of Bad Charts: Chart Junk from a Surprising Source

For years, I’ve written that we Excel users should create “magazine-quality” charts for our reports and analyses. However, we must be very careful of the...

Show Key Stats Automatically in Periodic Excel Reports

Each issue of Business Week magazine used to include several figures titled "The Stat". These figures emphasized key data related to the article on...

Latest Articles

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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