Monday, September 29, 2025
An article in the Wall Street Journal about babies born during the winter months offers some great advice about charts for Excel users in business.

Excel Charts, Seasonality, & Analysis: Five Lessons from the WSJ

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A 2009 article in the Wall Street Journal offered some great advice for Excel users in business. The article, New Light on the Plight of...
When you see changes in trends of business performance, it's natural to ask what caused the changes. Here's one way to do it with Excel charts.

Compare Performance to Yes-No Conditions in Excel Charts

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When you see changes in trends of business performance, it's natural to ask what caused them. Excel charts can answer many of those questions by...
Use these little-known Excel charting tricks in your management reports to compare many categories of your business performance...clearly.

Compare Metrics by Category Using Excel Dot Plot Charts

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Management reports often must compare measures of performance by some type of category. For example, reports could compare sales by product, variance by department, sales...
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...
You can use Slicers rather than Validation Lists to control any settings in your interactive workbooks. You're not limited to controlling only Tables and Pivot Tables. Here's how to do it.

Interactive Dashboard Magic with Excel Slicers

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The figure below illustrates an Excel magic trick I created for an Excel Dashboard, using in Excel 2016. The key trick is the method I...
Although Slicers normally are used with PivotTables and Excel Tables, you also can set them up to control any settings in your interactive workbooks, just as you would when you use Validation Lists.

How to Use Excel Slicers to Control Settings in Your Reports and Analyses

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The figure below is using Slicers to control a setting in a workbook, a setting that tells Excel's Camera tool which of three images...
Business magazines and newspapers usually are an excellent place to find great ideas for Excel charts. But here's a Wall Street Journal chart figure that offers lessons about what NOT to do!

Bad Chart! Bad, Bad Chart!

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(Download my improved Excel version of the bad charts show below.) The Wall Street Journal usually publishes excellent charts. And Excel users usually can duplicate those professional-quality...
You can uncover hidden trends by charting the ratio of each month's performance to the same month one year earlier.

Introducing the Power of Year-Over-Year Performance Charts in Excel

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The purpose of management reports should be to help readers find and track patterns of performance…quickly and easily. That’s the attraction of charts, of course....
If you're charting only your raw business data, you're missing many opportunities to give your readers useful business insight. Here are three simple tricks that will help you to turn your ordinary charts into analytical ones with much greater insight.

Three Simple Tricks to Improve Analytical Charting in Excel

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For years, my Excel charts of trends used a simple idea: To gain insights about periodic data, just chart it. What else was there to...
Three More Simple Tricks to Improve Excel Charts for Business

Three More Simple Tricks to Improve Excel Charts for Business

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In 3 Simple Tricks to Improve Analytical Charting in Excel, I showed you how to shift time periods, index your data, and chart your rate...

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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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