Friday, January 23, 2026
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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.

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

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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...
Two economists have introduced a new leading indicator, which predicts a recession soon. These Excel charts illustrate their insight. If they're correct, Excel users will be very busy in the months ahead.

Consumer Sentiment Suggests a 2022 Recession

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In recent months, business websites have speculated about recessions and stagflation in 2022. These predictions could affect your Excel work significantly in the next few...
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!

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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

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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...
Excel offers two powerful worksheet functions that can return just the data you need from Excel Tables.

The Excel-Friendly Database Strategy

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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...
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...

A Lesson in Excel Analysis Learned from Rising US Inflation

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Looking at the trends in the annual rate of change (ROC) of business and economic measures is an excellent way to reveal hidden information...

How to Set Up Multiple Conditional Formats with Formulas

In How to Set Up a Square-Format U.S. Map in Excel, I showed how to create a square-format US map in Excel. I also...
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

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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...
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

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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...

Latest Articles

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,...
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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