How to Report GL Account Groups in Excel
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 Use Array Formulas to Report Groups of Accounts
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...
An Introduction to Excel Data Plumbing
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 Structure Your Report Workbook
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...
What the Heck is an Excel Database?
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...
Interactive Excel Reporting
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...
Five Ways to Make Your Excel Reports Incredibly Popular
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...
Five Ways to Improve Business Insight in Your Excel Reports
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,...
Five Best Practices in Your Excel Reporting Strategies
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...
Excel’s Advantages for Predictive Analytics
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...
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Getting Radical with Excel
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,...
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
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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