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This category will contain a growing number of free downloads of workbooks discussed on this site. But I need to set up each download. If you don’t see a download you need, drop me a note and I’ll move it to the top of my list.

Charley

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...
We compare Excel's five columnar lookup functions.

XLOOKUP vs VLOOKUP vs INDEX-MATCH vs SUMIFS

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SUMIFS? Really? Why is SUMIFS included among those lookup methods? I'll explain in a few minutes. But first, let's look at the lookup methods shown in...
I used the FILTER function to give me IFS-like power for PERCENTILE.INC. But then I realized the same pattern brings IFS-like power to many functions—including MEDIAN, STDEV.S, GEOMEAN, and perhaps even the FORECAST functions!

Using the Hidden Power of Excel’s FILTER Function

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When you take the time to explore a new worksheet function, it's amazing what you can discover! And I won't tell you about the really...
The Monte Carlo method allows you to forecast performance using probability distributions for your assumptions. And Data Tables provide a quick and easy way to implement the Monte Carlo method. Here's how to do it.

How to Create Monte Carlo Models and Forecasts Using Excel Data Tables

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(Download the workbook.) (This is the second of two articles about normal distributions. The first article is, How to Return Random Numbers from a Normal...
Term loans can have a variety of repayment periods, interest rates, amortizing methods, and so on. Here's how to calculate amortization schedules for the two most common types of amortizing loans.

How to Use Excel Formulas to Calculate a Term-Loan Amortization Schedule

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"How do I calculate cumulative principal and interest for term loans? I have scoured the web for a function that will perform this task,...

Find Leading Indicators Using Automated Cross Correlations in Excel, Part 1

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It all seems so simple... To improve your forecasts of sales or other measures, you simply need to find leading indicators...measures that are highly correlated...
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

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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...
When you want to look up data in Excel, you should never use a worksheet function with "lookup" in its name. Here's why...

Why INDEX-MATCH Is Far Better Than VLOOKUP or HLOOKUP in Excel

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(Download the workbook.) Excel’s VLOOKUP function is more popular than the INDEX-MATCH function combination, probably because when Excel users need to look up data then a "lookup" function...
The LET function is the most powerful function that Microsoft has released for Excel in years. Here's an introduction to its features.

How to Use Excel’s LET Function

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In the summer of 2020, Microsoft introduced the LET function for Excel 365—one of the most-significant new worksheet functions that Microsoft has introduced in...
Your data can contain many important, hidden patterns. But simple transformations in Excel can help to reveal them—as this example illustrates.

Simple Transformations Can Reveal Hidden Patterns in Your Data

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Excel users have at least two significant advantages over business professionals who rely on other analytical and reporting tools. First advantage: We Excel users can...

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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