Monday, March 1, 2021

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,...
This figure uses the Chicago Fed's National Financial Conditions Index to illustrate how to create an Excel panel chart.

US National Financial Conditions Using Excel Panel Charts

I’ll explain the meaning of this chart figure shortly. But first, let’s look at it from an Excel perspective. (Note: I’ve begun to use economic...
Excel offers two powerful worksheet functions that can return the data you need from any type of worksheet database. One is more powerful, but calculates slowly. The other is nearly as powerful, but much faster.

The Two Functions You MUST Know to Return Values from Excel Tables

“Export to Excel is the 3rd most common button in BI apps…after OK and Cancel.” —Rob Collie, one of the founding engineers behind PowerPivot at...
Here's how to define a background image for an entire worksheet or for a chart. And also, here's how to fake having a background image for a range.

How to Add Background Images in Excel

"How can I place a background image and still use the cells that the image covers?" -- Sally M. Sally, You can do this, but possibly...

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The LET function is the most powerful function that Microsoft has released for Excel in years. Here's an introduction to its features.

How to Use Excel’s LET Function

In the summer of 2020, Microsoft introduced the LET function for Excel 365—one of the most-significant new worksheet functions that Microsoft has introduced in...
You can ratchet down errors in your Excel reports by using an Error Summary Table that uses conditional formatting to alert you to errors.

How to Set Up an Automatic Error-Checking System in Excel Reports

Decades ago, I worked as a cost accountant for a large company. But because our department received terrible reports, I wrote my own reports...using...
Here's how to create an Excel array from two others, with the arrays stacked either one on top of the other, or side-by-side, like books on a shelf.

How to Stack and Shelve Dynamic Arrays

While using Excel 365 recently, I needed to create one dynamic array that would consist of two arrays, with one stacked on top of...