Friday, September 26, 2025

Downloads

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

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

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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...
Excel ranges can work like relational tables. You can join them by common fields. Query them with SQL. And use queries in PivotTables. Here's how.

Use MS Query to Treat Excel as a Relational Data Source

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Charley's Note: Because MS Query hasn't changed much since Marty Ryerson wrote this article years ago, his instructions are still quite accurate. I have,...

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...
If you have seasonal sales, or other measures of performance, Cycle Plots can offer more insight into your performance than traditional charting techniques.

How to Create Cycle Plots in Excel to Chart Seasonal Sales Data

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If your company's sales are seasonable, you've probably seen a chart that looks something like the first one below. This Excel chart shows the continuous...
How to Work with Dates Before 1900 in Excel

How to Work with Dates Before 1900 in Excel

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(Download the workbook.) If you work with dates prior to the year 1900, Excel's standard date-handling system will be no help. However, there are several...
Excel's XY (or "scatter") charts provide amazing power. This introduction to XY charts offers a fun way to learn more about this powerful chart type.

Fun with XY (Scatter) Charts in Excel

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Because I’d been working hard on a project for many months, I once decided to take a break and play around with XY charts…which...
Mortgage lenders give you many options for your interest rate and amortization period. This workbook helps you to choose from among them.

Compare Loan Payment Options in Excel

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When you’re comparing your payment options for mortgage loans, your choices can be overwhelming... When in St. Ives, I found a home, Then looked at seven...
Excel's dynamic range names give your formulas the power to adapt automatically in response to changes in your data or settings. Here's how to set them up.

How to Create and Use Dynamic Range Names in Excel

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(Download the example workbooks.) We Excel users often refer to ranges that need to move or expand in future versions of our reports. For example: ...
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...
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...

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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