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Excel Methods

    Articles that explain or illustrate Excel’s features, functions, and methods.

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    It makes sense to document your VBA programs. Here are four easy ways to help yourself and others know what your VBA programs are trying to do, and why.

    Corporate VBA Standards for Excel Users Who Program

    VBA Charley Kyd - 0
    (Update: To see an illustration of the points I discussed here, see Read a Text File with VBA, And Write the Text to Excel.) In most...
    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

    Charting Methods Charley Kyd - 0
    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

    Charting Methods Charley Kyd - 0
    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...
    Are you tired of using Excel tables in your reports? Here's a way to add some class to them while learning more about little-known features of Excel.

    Add Class to Your Reports with Excel Drawing Objects

    Excel Methods Charley Kyd - 0
    In my (out of print) book,Dashboard Reporting With Excel, I recommended that you "steal" ideas for Excel reports from business magazines. I recently had another...
    The 'List' Feature of the Data Validation command offers a quick and easy way to set up a dropdown list box that you can use for choosing items in a cell.

    How to Set Up a Data-Validation List Box in Excel

    Excel Methods Charley Kyd - 0
    Often, we need to set up a list box in Excel, a sorted list that allows us to choose an item from an Excel...
    Here's how select a value from a list of values from a worksheet's a Validation List. You can use the list to display interactive data in reports.

    How to Select Values from a Validation List in Excel

    Data Management Charley Kyd - 0
    Excel provides two ways to select a value from a list of values. I often use this feature in interactive Excel reports to select dates,...
    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

    Excel Dashboards Charley Kyd - 0
    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...
    You can return any number of items from an Excel database. Just use Data Validation to return one item and INDEX-MATCH to return the others.

    Use Excel’s Data Validation Feature to Return Items from a List

    Excel Methods Charley Kyd - 0
    Dawn has a list of people and their email addresses in her spreadsheet. She wants to select a name from a list and then...
    Excel offers at least three ways to set up data so your reports and analyses can use it easily as a reliable data source.

    Introducing Excel’s Three Types of Spreadsheet Databases

    Data Management Charley Kyd - 0
    Excel offers three general ways to arrange data in your spreadsheet so you can use it as a database with your worksheet formulas: Simple...
    When you bring data from another source into an Excel worksheet, the data often includes rows that you’ll want to delete. Here's the second of two methods.

    How to Delete Blank or Unneeded Rows, Method 2

    Shortcuts Charley Kyd - 0
    Data copied from a web site or imported from a variety of sources often include irrelevant rows of data. For example, the only way to...
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    Latest Articles

    Excel Flowbook Revolution

    Getting Radical with Excel

    Excel Data Plumbing Revolution Charley Kyd - 0
    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?

    Accounting & Finance Charley Kyd - 0
    (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

    Aggregation Functions Charley Kyd - 0
    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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