Sunday, March 15, 2026
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

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“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...
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

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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...
Read a Text File with VBA in Excel, and Write the Text to a Spreadsheet

Read a Text File with VBA in Excel, and Write the Text to a...

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"I need to write a text file into one row of my Excel spreadsheet, cell by cell, 20 characters at a time. It's urgent....
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...
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...
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

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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...

The First Excel Dashboard Report

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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 back then....
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

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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 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

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When one of my readers, Chris Helfrecht, sent the two sample Excel dashboards below, he wrote that he tried to follow my methods for...
Using the right Excel charts to display year-to-date variances can clarify budgets and spending problems. But using the wrong charts is a waste of time.

Show Useful Year-to-Date Variance Charts in Your Excel Dashboards

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Many companies have a difficult time creating charts of spending variances. In fact, many companies rely on charts that are nearly useless for that...

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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