Sunday, December 7, 2025
Do you need to update your Excel reports with daily, weekly, or monthly data? Here's a low-maintenance way to do it, using one type of Excel database.

How to Report Periodic Data from Excel Databases

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Sometimes, the best way to solve your Excel problem is to redesign your workbook. Ron G. brought this thought to mind with a recent question....
Bullet graphs show the same information that dashboard gauges do, but they're smaller and easier to read. Here's how to create your own bullet graphs in Excel.

How to Create Bullet Graphs to Replace Gauges in Excel

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Business presentations desperately need a replacement for dashboard gauges. Gauges consume too much space in a report. They use excessive "chart junk." They're not...
I've seen many horrible monthly Board Reports and CEO Reports over the years. Here's how Excel users can correct many of those problems.

Fourteen Ways to Improve Your Monthly Board Reports with the Help of Excel

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Board reports should answer four types of questions: 1. What were the significant operating events last month? Are you on target? 2. How has your view...
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!

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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...
Excel offers two powerful worksheet functions that can return just the data you need from Excel Tables.

The Excel-Friendly Database Strategy

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Here's the key to slashing both your Excel errors and the time it takes you to create and update your Excel reports... Get your plumbing...
The first time the general public saw Excel dashboards was in 1993 when Tektronix used this report to demonstrate the quality of their printers.

The First Excel Dashboard Report Shown in Public

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Tektronix invented one of the early moderately priced color printers. When one of their employees saw a sample of my Excel dashboards from 1992, the...
A great way to distribute Excel reports is as a PDF file. Then you distribute the file. Here's how to save any number of Excel reports to one PDF file.

How to Save Multiple Excel Reports to One PDF File

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A great way to distribute your Excel reports is to save them in a PDF file and then distribute the file. People who receive your...
How to aggregate named groups of GL accounts.

How to Report GL Account Groups in Excel

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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...
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

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This is the first dashboard report ever created with spreadsheets. I worked on this reporting technique in the early 1980s, then included this report...
Do you spend hours each period turning raw data into useful information? You can fight such Spreadsheet Hell with help from three key Excel functions.

How to Fight Spreadsheet Hell with Three Excel Lookup Functions

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(I wrote this long ago, and there's much to be added. It's high on my Update list. Charley) Many Excel users build their reports like...

Latest Articles

Excel Flowbook Revolution

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,...
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?

(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

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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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