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Excel Strategies

    Sometimes, the most-productive thing you can do with Excel is to THINK about how you intend to use Excel to achieve your information goals. That’s what this category is all about.

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    Excel's Quick Access Toolbar can save you many clicks and needless work. Here are the eight QAT tools that I use, and how I use them.

    Eight Great Tools for Your Quick Access Toolbar

    Excel Productivity Charley Kyd -
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    I use eight great tools in my Quick Action Toolbar (QAT), and you might want to consider using them yourself. Before I get into the...

    How to Set Up Multiple Conditional Formats with Formulas

    Conditional Formatting Charley Kyd -
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    In How to Set Up a Square-Format U.S. Map in Excel, I showed how to create a square-format US map in Excel. I also...
    Here's how to calculate the annual rate of inflation both by comparing prices several years apart, and by several months apart.

    How to Calculate Inflation in Three Different Ways

    Analytical Methods Charley Kyd -
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    Today, in the third quarter of 2021, the business press is churning out an avalanche of articles about the return of inflation. Although some...
    This Excel map relies on conditional formatting to highlight areas of interest.

    How to Set Up a Square-Format U.S. Map in Excel

    Conditional Formatting Charley Kyd -
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    For several years, the Wall Street Journal has occasionally used a square-format US map like the following image. But when I noticed a recent...

    A Lesson in Excel Analysis Learned from Rising US Inflation

    Excel Strategies Charley Kyd -
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    Looking at the trends in the annual rate of change (ROC) of business and economic measures is an excellent way to reveal hidden information...
    How to aggregate named groups of GL accounts.

    How to Report GL Account Groups in Excel

    Excel Strategies Charley Kyd -
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    Believe it or not, this income statement is quite sophisticated. It's not nearly as simple-minded as it looks. In fact, this income statement illustrates a...
    In Excel, you can report named groups of GL account numbers, product codes, and so on—just as you report one such number. Here’s how.

    How to Use Array Formulas to Report Groups of Accounts

    Accounting & Finance Charley Kyd -
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    Often, in accounting, marketing, and other departments, we'd like to report and analyze groups of items rather than one item at a time. In Part...
    If you want all your Excel reports, analyses, forecasts, and other Excel work to be highly productive, this is the only strategy that will work for you.

    An Introduction to Excel Data Plumbing

    Excel Strategies Charley Kyd -
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    Would you like to: Create your new reports, analyses, forecasts, and other Excel work quickly? Update your Excel work with one command, without using...
    All Excel reports perform at least four tasks. Good reports assign these tasks to four sections, with specific worksheets defining each section.

    How to Structure Your Report Workbook

    Excel Strategies Charley Kyd -
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    In Weekly & Monthly Top-Ten Activity Reports I introduced two Excel dashboard reports created by Chris Helfrecht. In this post, I’ll describe a critical aspect of...
    Excel databases can be Tables of data, Pivot Tables, or even lists that your reports and analyses can use easily. This introduction will get you started.

    What the Heck is an Excel Database?

    Excel Strategies Charley Kyd -
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    You can raise your Excel productivity significantly and slash your Excel errors—if you keep your data in an Excel database. Microsoft, Oracle, IBM, and others...
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    Latest Articles

    Two unusual formulas can use the SEARCH or FIND functions to search any number of cells for any number of words—almost instantly.

    How I Set Up SEARCH and FIND Formulas on Steroids

    Data Management Charley Kyd -
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    I've used Excel long enough to recognize when I've stumbled across an unusual formula. And it happened again a few minutes ago. In the past,...
    Use this unique Excel dashboard to track the general rate of inflation, your personal rate, and the rate of the goods and services you buy.

    Inflation Tracker Excel Dashboard with Consumer Prices

    Business & Economics Charley Kyd -
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    U.S. President John F. Kennedy once said of a growing economy, "A rising tide lifts all boats." However, a rising inflationary tide does not lift...
    Excel's Quick Access Toolbar can save you many clicks and needless work. Here are the eight QAT tools that I use, and how I use them.

    Eight Great Tools for Your Quick Access Toolbar

    Excel Productivity Charley Kyd -
    0
    I use eight great tools in my Quick Action Toolbar (QAT), and you might want to consider using them yourself. Before I get into the...
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