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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 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...
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

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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...

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...
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...
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

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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...
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...
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,...
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...
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...
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...

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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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