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.

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...
Your data can contain many important, hidden patterns. But simple transformations in Excel can help to reveal them—as this example illustrates.

Simple Transformations Can Reveal Hidden Patterns in Your Data

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Excel users have at least two significant advantages over business professionals who rely on other analytical and reporting tools. First advantage: We Excel users can...
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...
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...
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,...
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...

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...
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...
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...
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...

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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