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

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    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

    Reporting Charley Kyd - 0
    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...
    In your Excel reports and analyses, there's a huge difference between documenting performance and communicating it. Do you know that difference?

    Do Your Excel Reports Document Performance? Or Communicate It?

    Reporting Charley Kyd - 0
    When you report or analyze performance in Excel, you need to ask yourself a key question... Am I documenting results, or communicating them? There’s a huge...
    When you combine conditional formatting with charts you can create detailed chart legends that match the relative positions of the lines in your chart.

    How to Create Dynamic Chart Legends in Excel

    Reporting Charley Kyd - 0
    When I saw a chart designed like the ones below in the Wall Street Journal, I knew I had to create one just like...
    These Excel dashboards, inspired by long-running displays in business magazines, illustrate more ways to format your Excel reports.

    Sample Excel Dashboard Reports from Forbes and Business Week

    Reporting Charley Kyd - 0
    This mock-up is based on a format that Business Week used about thirty years ago. However, their report used a different color scheme. As...
    Excel offers at least three ways to set up data so your reports and analyses can use it easily as a reliable data source.

    Introducing Excel’s Three Types of Spreadsheet Databases

    Reporting Charley Kyd - 0
    Excel offers three general ways to arrange data in your spreadsheet so you can use it as a database with your worksheet formulas: Simple...
    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

    Reporting Charley Kyd - 0
    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....
    Here's how a few Excel formulas can move data between Excel's most widely used table designs to transfer data from source files into a more usable form.

    How to Read and Update Excel Tables Using SUMIFS and INDEX-MATCH

    Reporting Charley Kyd - 0
    A growing number of Excel users in business are linking their reports and analyses to Excel tables. By doing so, they can update them...
    Here's how we Excel users can replicate one report or analysis across many similar categories of data, like regions, products, departments, and so on.

    How to Reproduce Your Excel Work Across Many Categories, Part 1 of 3

    Reporting Charley Kyd - 0
    A member of an Excel forum recently asked how to solve a problem that many Excel users face in various forms. In his particular case,...
    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

    Reporting Charley Kyd - 0
    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...
    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 - 0
    In Part 1 of this series, How to Report GL Account Groups in Excel, we explored the strategy for creating financial reports that use...
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    Excel Data Plumbing Revolution Charley Kyd - 0
    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?

    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...
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