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

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

    The Excel-Friendly Database Strategy

    Reporting Charley Kyd - 0
    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...
    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 - 0
    At first glance, the following report is an ordinary one. It merely sums an Excel Table by Product and Region, and then foots and...
    Here's how to add sources and uses of funds to your company's Balance Sheet in Excel to get a clearer picture of how the changes affect your cash flow.

    Use this Excel ‘Cash Flow Balance Sheet’ to See Sources & Uses of Funds...

    Reporting Charley Kyd - 0
    For most businesses, cash flow is more important than profits and losses. The reason is clear. A profitable company with negative cash flows may not...
    Here's how to apply an Excel report, forecast, or analysis for one product, division, or other categoy to any number of categories. Part 2 of 3.

    How to Reproduce Your Excel Work Across Many Categories, Part 2 of 3

    Reporting Charley Kyd - 0
    As I explained in Part 1 of this series, Excel users often need to apply many instances of data to one model or forecast, list...
    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...
    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

    Reporting Charley Kyd - 0
    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...
    Excel offers several ways to summarize data quickly and easily. Here are the most powerful and flexible approaches, which include using Excel array formulas.

    The Most Powerful Ways to Summarize Excel Data for Reporting and Analysis

    Reporting Charley Kyd - 0
    (Note: I wrote this before Microsoft introduced Excel Tables or SUMIFS. This post is scheduled for an update.) Excel users often need to summarize data...
    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...
    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....
    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

    Excel Flowbook Revolution

    Getting Radical with Excel

    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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