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    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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    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 -
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    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...
    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 -
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    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 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 Strategies Charley Kyd -
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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,...
    Excel offers two powerful worksheet functions that can return just the data you need from Excel Tables.

    The Excel-Friendly Database Strategy

    Excel Strategies Charley Kyd -
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    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...
    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

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

    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

    Array Formulas Charley Kyd -
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    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

    Accounting & Finance Charley Kyd -
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    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

    Downloads Charley Kyd -
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    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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