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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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    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...
    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 -
    0
    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 -
    0
    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 -
    0
    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...
    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.

    Interactive Excel Reporting

    Excel Strategies Charley Kyd -
    0
    Several years ago, a reader asked me to help him with an Excel-reporting challenge that might sound familiar. His challenge, he said, was that he...
    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

    Excel Strategies Charley Kyd -
    0
    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

    Excel Strategies Charley Kyd -
    0
    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

    Excel Strategies Charley Kyd -
    0
    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...
    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

    Excel Strategies Charley Kyd -
    0
    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!

    Excel Strategies Charley Kyd -
    0
    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...
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    Latest Articles

    How to aggregate named groups of GL accounts.

    How to Report GL Account Groups in Excel

    Excel Strategies Charley Kyd -
    0
    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...
    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 -
    0
    Would you like to: Create your new reports, analyses, forecasts, and other Excel work quickly? Update your Excel work with one command, without using...
    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

    Training & Services Charley Kyd -
    0
    The Covid recession is the worst recession the world has experienced since the Great Depression. And the Recovery Tracker workbook and Excel training can...
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