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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.

Here's how select a value from a list of values from a worksheet's a Validation List. You can use the list to display interactive data in reports.

How to Select Values from a Validation List in Excel

Excel provides two ways to select a value from a list of values. I often use this feature in interactive Excel reports to select dates,...
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...
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...
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...
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...
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 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...
An Excel-Friendly Database is defined as an organized collection of data from which worksheet formulas can return values. Here are five Excel-friendly databases.

Introducing Excel-Friendly Databases

The most productive way to flow data to your Excel reports and analyses is to use Excel formulas to flow data from an Excel-Friendly...
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...
Excel offers two powerful worksheet functions that can return just the data you need from Excel Tables.

The Excel-Friendly Database Strategy

Here's the key to slashing both your Excel errors and the time it takes you to create and update your Excel reports... Get your plumbing...

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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...
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