Saturday, November 15, 2025
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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

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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,...

How to Smooth Data by Using the TREND Function

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Years ago, I read that Prof. William S. Cleveland had suggested that data could be smoothed by calculating a centered trendline through adjacent data—a...
Excel Flowbook Revolution

Getting Radical with Excel

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It's time to think about Excel in a radical new way—when we use it to work with business or economic data. It's time, in fact,...
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?

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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

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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...

How to Smooth Monthly Trends with Centered Moving Averages

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I recently read an article in the Wall Street Journal about the expected increase of electric vehicles in the US. That made me wonder...
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

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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...
Here's how to calculate the annual rate of inflation both by comparing prices several years apart, and by several months apart.

How to Calculate Inflation in Three Different Ways

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Today, in the third quarter of 2021, the business press is churning out an avalanche of articles about the return of inflation. Although some...
Excel's Quick Access Toolbar can save you many clicks and needless work. Here are the eight QAT tools that I use, and how I use them.

Eight Great Tools for Your Quick Access Toolbar

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I use eight great tools in my Quick Action Toolbar (QAT), and you might want to consider using them yourself. Before I get into the...
This Excel map relies on conditional formatting to highlight areas of interest.

How to Set Up a Square-Format U.S. Map in Excel

For several years, the Wall Street Journal has occasionally used a square-format US map like the following image. But when I noticed a recent...

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Excel Flowbook Revolution

Getting Radical with Excel

0
It's time to think about Excel in a radical new way—when we use it to work with business or economic data. It's time, in fact,...
Growing too fast can be dangerous to your company's health. Use the Sustainable Growth Rate ratio to track your company's financial ability to grow.

How Fast Is Too Fast?

(Originally published in Inc Magazine.) What typically tops the list of worries of the chief executive officers of fast growing companies? Financing that growth, according...

How to Smooth Data by Using the TREND Function

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Years ago, I read that Prof. William S. Cleveland had suggested that data could be smoothed by calculating a centered trendline through adjacent data—a...
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