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...
Use this Excel ‘Cash Flow Balance Sheet’ to See Sources & Uses of Funds...
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...
How to Sort Data in Reports Automatically Using Excel Formulas
Many Excel reports include tables that show sorted results. Usually, these tables were sorted manually in Excel, using the Data, Sort command. However, reports...
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...
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...
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...
The First Spreadsheet Dashboard: Mini-Graph Reports in Lotus 1-2-3
This is the first dashboard report ever created with spreadsheets. I worked on this reporting technique in the early 1980s, then included this report...
Map Your Financial Health With an Excel DuPont Dashboard
Management reporting is all about communication. Reporting Return On Equity (ROE) is a case in point.
The ROE financial ratio is a key measure of...
Create Variable-Length, Dynamic Reports Linked to Excel Tables
Excel Tables are a powerful feature introduced in Excel 2007. Not only can you report from them directly, you can use them as a...
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...
Latest Articles
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,...
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
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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