The Most Powerful Ways to Summarize Excel Data for Reporting and Analysis
(Note: I wrote this before Microsoft introduced Excel Tables or SUMIFS. This post is scheduled for an update.)
Excel users often need to summarize data...
Should You Raise Prices? Should You Lower Them? These Excel Charts Can Help You...
In the early 1980s I was the CFO of a company owned by a man whose first instinct was to cut prices.
When business was...
Should You Raise Prices? Should You Lower Them? Derivation of the Formula For Planning...
The article, Should You Raise Prices? Or Should You Lower Them? These Excel Charts Can Help You Answer Those Questions, introduces the Price-Change formula....
Save Time with Excel Range Selections
One of the big differences between early-stage Excel users and gurus is that gurus can do simple things in Excel much more quickly than...
Overview of Excel’s Rounding Functions
Since Version 2013, Excel has offered 15 functions that round data in different ways.
The first table describes each function briefly. The second table summarizes...
Overview of Excel’s Date Functions
At last count, Excel 365 offers 25 worksheet functions that return date or time information.
The links are to the Microsoft help topics for each...
Nineteen Date Calculations in Excel
Excel reports and analyses typically include date calculations. But many Excel users have large gaps in their knowledge about this topic.
So in this article,...
Manage Periodic Payments with an Excel Cash Calendar
Most companies must write checks periodically to companies that don't send invoices. Often, their accounting systems provide little help in keeping track of these...
Introducing the Power of Excel Range Names
Many Excel users seldom use range names. This fact always surprises me because Excel names are powerful, flexible, and easy to use.
Excel offers two...
How to Use SUMPRODUCT to Find the Last Item in an Excel List
Suppose you have a Sequential List of items, as in the second table in the figure below. And suppose you want to show the...
Latest Articles
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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