Monday, July 26, 2021

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 aggregate named groups of GL accounts.

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...
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

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...
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 provides two ways to select a value from a list of values. I often use this feature in interactive Excel reports to select dates,...
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

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...
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

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...

Latest Articles

Excel users made such a mess of nested IF functions that Microsoft created the IFS function to help. Here's how to tame both functions.

How to Tame Nested IF Functions in Excel

When I review my Excel formulas from many years ago, one of the types of formulas that I'm most embarrassed about today is the...
Excel's STOCKHISTORY function can return decades of history about the prices of stocks for thousands of public companies from many countries. Here's an introduction to that function.

Introducing Excel’s STOCKHISTORY Function

The STOCKHISTORY function recently showed up in my non-beta version of Excel 365. Its appearance was a surprise because it wasn't announced as a What's...

A Lesson in Excel Analysis Learned from Rising US Inflation

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