Tuesday, April 13, 2021
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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.

How to aggregate named groups of GL accounts.

How to Report GL Account Groups in Excel

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

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

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

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?

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

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

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...
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...

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Using Excel's LET, SORTBY, and SEQUENCE functions, and dynamic arrays, you easily can list any number of top and bottom results from a Table.

How to Report Top and Bottom Results Using Dynamic Arrays in Excel

In How to Use Excel’s LET Function, I showed several examples of a powerful function that Microsoft added to Excel 365 in the summer...
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...
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