Sunday, October 25, 2020
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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.

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

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-friendly OLAP databases can give Excel formulas real-time, read-write access to Big Data...while reducing users' workload and errors.

What the Heck Is an Excel-Friendly OLAP Database?

An OLAP database is a type of technology, just as a Relational database is a type of technology. "OLAP" stands for On-Line Analytical Processing". But...
Excel's critics say that Excel is unsuited for budgeting, forecasting, and other activities that involve collaboration or consolidation. But they ignore one key word.

Is Excel Planning a Mistake?

One of Excel's most widely quoted critics is Robert D. Kugel, Senior Vice President and Research Director for Ventana Research. For years, he's opposed spreadsheets consistently....
A reader asked how to generate the same report for 27 different divisions. If you have a similar challenge, here's how to get started.

Introducing Dynamic Excel Reports

A reader asked me recently to help him with an Excel-reporting challenge that might sound familiar. His challenge, he said, is that he wants to...
Many Excel reports are a waste of time and money—often because your managers learn nothing from them. Here's how to make Excel reports useful and popular.

Five Ways to Make Your Excel Reports Incredibly Popular

Years ago, I was the young CFO of a small company that was purchased by a Fortune-200 company. Within days of the sale, I...
Here's how to help your readers gain more insight from your Excel reports and analyses, base on an article in the Harvard Business Review.

Five Ways to Improve Business Insight in Your Excel Reports

Is there a systematic way that you can help your readers to gain more insight from your Excel reports? There just might be. The November,...
Many Excel reports leave managers knowing less than they did before. Here are five best practices to follow in planning your management reports.

Five Best Practices in Your Excel Reporting Strategies

Most Excel reports, forecasts, and analyses I've seen in my career could serve as excellent examples of what NOT to do in Excel. These reports...
Three OLAP products can combine with Excel to create a powerful system for company-wide reporting, planning, and analysis.

Excel-Friendly OLAP Products

To my knowledge, only two companies offer OLAP databases that can give Excel users easy and scalable read-write access to massive quantities of data....
Predictive analytics uses statistics, modeling, machine learning, and other methods to analyze current data to make predictions about future.

Excel’s Advantages for Predictive Analytics

Predictive Analytics is one of 4 Technologies That Are Reshaping Business Intelligence, according to an article in Information Week. “Predictive analytics,” the article said, “is a white-hot...
Excel can be the key component of a powerful and inexpensive Business Intelligence (BI) system. Here are some ideas to get you started.

Excel Is Great for Business Intelligence!

With the right access to data, Excel can become an outstanding Business Intelligence (BI) system. Business Intelligence (BI) is the systematic use of information about...

Latest Articles

Here's how to boost your Excel output, slash your Excel errors, and improve your Excel reports and analyses—whether you work for a large or small company.

How to Be Significantly More Productive in Excel

The Excel charts below are professional-quality. But that's not what makes them so unusual. Instead... ● You can update them in a few seconds, with...
Use this Excel dashboard to track 27 economic indicators of the United States' recovery from the Covid-19 recession.

Learn How to Use Excel to Track the US Recovery from the Covid Recession

The Covid recession is the worst recession the world has experienced since the Great Depression. And the Recovery Tracker workbook and Excel training can...
This Excel dashboard report lets you follow key economic trends while showing you how to gain a HUGE increase in your Excel productivity at work.

Track Key Economic Indicators Every Weekday with this Excel Dashboard

You can update this Excel dashboard report every weekday—with one command—if you have Excel 2016 or above. This report of current economic data introduces you...