Sunday, June 20, 2021
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

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

When one of my readers, Chris Helfrecht, sent the two sample Excel dashboards below, he wrote that he tried to follow my methods for...
In Excel, you can report named groups of GL account numbers, product codes, and so on—just as you report one such number. Here’s how.

How to Use Array Formulas to Report Groups of Accounts

Often, in accounting, marketing, and other departments, we'd like to report and analyze groups of items rather than one item at a time. In Part...
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.

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 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...
When your Excel formulas get their data from an Excel data worksheet, it's easy to set up weekly dashboard or other reports in Excel.

Weekly Dashboard Reporting with Excel

"I work for a small (private) company whose owners have requested WEEKLY dashboards on various aspects of the business. Do you have a sample...
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

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...
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...
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...
Excel's Linked Picture feature (Camera tool) allows us to position a table in reports while ignoring the row and column settings in the report worksheet.

Ideas about Using Excel’s Linked-Picture (Camera) Tool

Of all the Excel features that users don’t use very often, Excel's Linked Picture tool probably is the most powerful. This tool, known in...

Latest Articles

A Lesson in Excel Analysis Learned from Rising US Inflation

Looking at the trends in the annual rate of change (ROC) of business and economic measures is an excellent way to reveal hidden information...
Here's how you can split delimited text into an array with a short Excel formula, and then wrap the formula with the INDEX function to return any value from the array.

How to Split and Index Delimited Text with Excel Formulas

For the longest time I've wished that Microsoft would add a SPLIT function to Excel. The function would have a syntax like this... =SPLIT(text, delimiter,...
Berkshire Hathaway is raising prices, and their costs are increasing. Inflation is on the rise. These Excel charts illustrate the the problem.

Warren Buffett, Inflation, and Excel

On May 3, 2021, CNBC quoted Warren Buffett saying, “We are seeing very substantial inflation. We are raising prices. People are raising prices to...
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