Monday, September 29, 2025
Excel's FREQUENCY function was first created to calculate frequency distribution tables, which are needed for charting histograms. But the COUNTIFS function offers more power, and it's easier to use.

Use COUNTIFS, not FREQUENCY, to Calculate Frequency Distribution Tables for Charting Histograms

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Because the Texas and California governors have been bickering over the Texan's attempt to poach California employers, I got curious about the distribution of...
To improve forecasting, you can use Excel charts to track how quickly new products, stores, sales people, and so on ramp up their performance compared with similar launches in the past.

Use Common-Age Excel Charts to Compare and Forecast Performance for the Same Number of...

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In the early lives of new products or new stores, managers often are anxious to track and improve sales performance. To do so, it's...
Now that you've calculated your cross correlations—that is, your time-shifted correlations—here's how to chart them professionally.

Find Leading Indicators Using Automated Cross Correlations in Excel, Part 2

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In Part 1 of this discussion about automated cross correlations, I explained how to set up  the cross-correlation Data Table shown below, in columns...

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...
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

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This is the first dashboard report ever created with spreadsheets. I worked on this reporting technique in the early 1980s, then included this report...
Your managers, clients, and other VIPs will pay more attention to charts that look professionally designed. Here are the basics of how to produce them.

The Basics of Professional Excel Charting

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When you're reporting, you can't run a cable from your data to your readers' brains. But the next-best alternative is to use great charts. By "great...
Using the right Excel charts to display year-to-date variances can clarify budgets and spending problems. But using the wrong charts is a waste of time.

Show Useful Year-to-Date Variance Charts in Your Excel Dashboards

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Many companies have a difficult time creating charts of spending variances. In fact, many companies rely on charts that are nearly useless for that...
Should You Raise Prices? Should You Lower Them? These Excel Charts Can Help You Answer Those Questions

Should You Raise Prices? Should You Lower Them? These Excel Charts Can Help You...

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In the early 1980s I was the CFO of a company owned by a man whose first instinct was to cut prices. When business was...
In finance, breakeven charts illustrate how your fixed and variable costs vary with your monthly sales. Here's how to set up break-even charts in Excel.

Map Costs and Sales in Excel with a Classic Breakeven Chart

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When I worked as a CFO, my monthly reports always included a breakeven chart. It was one of the most popular reports I produced. But...
Top-ten figures are useful because managers need to know where the greatest opportunities and the worst problems are. Here are ideas to make them readable.

How to Make Top-Ten Charts Easier to Read

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Managers need to know where the greatest opportunities and the worst problems can be found. This is why top-item figures are so popular. These figures...

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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