Sunday, October 17, 2021
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

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...
These Excel dashboards, inspired by long-running displays in business magazines, illustrate more ways to format your Excel reports.

Sample Excel Dashboard Reports from Forbes and Business Week

This mock-up is based on a format that Business Week used about thirty years ago. However, their report used a different color scheme. As...
These example dashboards—prepared by an Excel-using employee—use charts and tables to show top-ten results for a medical device company.

Weekly & Monthly Top-Ten Activity Reports

When one of my readers, Chris Helfrecht, sent the two sample Excel dashboards below, he wrote that he tried to follow my methods for...
Most range names in Excel apply to the entire workbook. But you also can define them to apply only to one worksheet. Here's why and how to do that.

How and Why to Define Excel Range Names with a Worksheet Scope

In Excel, a name can be global to a workbook or local to a worksheet. The traditional method we all use when we create...
Your Return On Equity ratio is a key indicator of financial health. This report lets you show the components of that ratio in a unique Excel display.

Map Your Financial Health With an Excel DuPont Dashboard

Management reporting is all about communication. Reporting Return On Equity (ROE) is a case in point. The ROE financial ratio is a key measure of...
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

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...
The first time the general public saw Excel dashboards was in 1993 when Tektronix used this report to demonstrate the quality of their printers.

The First Excel Dashboard Report Shown in Public

Tektronix invented one of the early moderately priced color printers. When one of their employees saw a sample of my Excel dashboards from 1992, the...

First Excel Dashboard Report Showing Financial Data for a Public Company

The figure below shows the first Excel dashboard to display data about a public company. Although this report looks quite similar to today's reports,...

The First Excel Dashboard Report

The Excel dashboard below is from the first-ever package of dashboard reports, which I created to show Excel's power to a client...
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

This is the first dashboard report ever created with spreadsheets. I worked on this reporting technique in the early 1980s, then included this report...

Latest Articles

To reduce errors in reports, you should foot and cross-foot them. But Excel's floating-point arithmetic gets in the way. Here's how to fix the problem with a standard deviation calculation.

How to Foot and Cross-Foot Excel Reports in a Floating-Point World

At first glance, the following report is an ordinary one. It merely sums an Excel Table by Product and Region, and then foots and...

Excel’s XLOOKUP Function Explained

Excel's XLOOKUP function searches a range or an array, and returns an item corresponding to the first match it finds. If a match doesn't...

Excel’s VLOOKUP Function Explained

Excel's VLOOKUP function looks in the first column of an array and moves across the row to return the value of a cell. VLOOKUP is...
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