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

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    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

    Reporting Charley Kyd - 0
    "I work for a small (private) company whose owners have requested WEEKLY dashboards on various aspects of the business. Do you have a sample...
    Using Excel's LET, SORTBY, and SEQUENCE functions, and dynamic arrays, you easily can list any number of top and bottom results from a Table.

    How to Report Top and Bottom Results Using Dynamic Arrays in Excel

    Reporting Charley Kyd - 0
    In How to Use Excel’s LET Function, I showed several examples of a powerful function that Microsoft added to Excel 365 in the summer...
    A great way to distribute Excel reports is as a PDF file. Then you distribute the file. Here's how to save any number of Excel reports to one PDF file.

    How to Save Multiple Excel Reports to One PDF File

    Reporting Charley Kyd - 0
    A great way to distribute your Excel reports is to save them in a PDF file and then distribute the file. People who receive your...
    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...
    Many Excel reports leave managers knowing less than they did before. Here are five best practices to follow in planning your management reports.

    Five Best Practices in Your Excel Reporting Strategies

    Reporting Charley Kyd - 0
    Most Excel reports, forecasts, and analyses I've seen in my career could serve as excellent examples of what NOT to do in Excel. These reports...
    How to aggregate named groups of GL accounts.

    How to Report GL Account Groups in Excel

    Reporting Charley Kyd - 0
    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...
    Here's how to use formulas and conditional formatting to expand or contract your Excel report automatically, without macros, when you change a cell value.

    Create Variable-Length, Dynamic Reports Linked to Excel Tables

    Reporting Charley Kyd - 0
    Excel Tables are a powerful feature introduced in Excel 2007. Not only can you report from them directly, you can use them as a...
    Your Return On Equity ratio is a key indicator of financial health. This report lets you show the components of that ratio in a unique Excel display.

    Map Your Financial Health With an Excel DuPont Dashboard

    Reporting Charley Kyd - 0
    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...
    Spreadsheet users in businesses have distributed management dashboard reports for more than 30 years. Here's an example from the early days of spreadsheets.

    The First Spreadsheet Dashboard: Mini-Graph Reports in Lotus 1-2-3

    Reporting Charley Kyd - 0
    This is the first dashboard report ever created with spreadsheets. I worked on this reporting technique in the early 1980s, then included this report...
    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...
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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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