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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...
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...

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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...