Wednesday, January 27, 2021
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

In Part 1 of this series, How to Report GL Account Groups in Excel, we explored the strategy for creating financial reports that use...
All Excel reports perform at least four tasks. Good reports assign these tasks to four sections, with specific worksheets defining each section.

How to Structure Your Report Workbook

In Weekly & Monthly Top-Ten Activity Reports I introduced two Excel dashboard reports created by Chris Helfrecht. In this post, I’ll describe a critical aspect of...
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...

Add Low-Overwhelm Context to Your Line Charts

The data you display in charts often takes on new meaning when you display it in the context of other data. One way to add...
Summary tables in Excel reports have always been difficult to format so they don't LOOK like Excel tables. Here's one extreme method you might want to try.

Add Some Style to Your Tables in Excel Reports

Excel tables in reports have always been difficult for me to format professionally. So every once in a while, I experiment with them. The two...
When you're refinancing, this chart allows you to use the tip of your finger trade off your monthly payments and your total payments as you consider the term of your loan.

Calculate Mortgage Payments and Your ROA with an Excel CalcPlot Chart

An Excel CalcPlot Chart allows you to plot values in three dimensions, not merely two. Here are two examples. Mortgage Paments Mortgage interest rates are at...
Each fat line in this chart indicates when a recession has occured for the specified country. You can use the same method to show other Boolean conditions.

Chart Recessions and Other Boolean Conditions in Excel

I doubt you’ve seen an Excel chart like this before. It shows multiple Boolean conditions that might affect the trend in the annual Rate...
This Excel table shows the top and bottom five results, with charts that show the most recent three month trends. And it updates automatically.

Show Top and Bottom Results in a Chart-Table

The workbook that supports the following figure does a lot of work! First, it uses Power Query to download the weekly unemployment claims and the...
When you include several charts in one report, your managers must THINK about each chart to decide if it shows good news or bad. Here's a fix for that.

How to Remove a Speed Bump From Your Excel Charts

Because managers need QUICK insight, we should remove as many speed bumps as possible from our reports and analyses. The following figure with two Excel...
The two Excel dashboard-like charts with May data show that consumer confidence has dropped like a rock since March. But Asia's data isn't available yet.

Dashboard-Like Excel Charts of International Consumer Confidence

The following Excel figure displays its charts in a dashboard-like format. At least, it's in a format that dashboards should use! When you use simple...

Latest Articles

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

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

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...
How to aggregate named groups of GL accounts.

How to Report GL Account Groups in Excel

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...
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