How to Define General Ledger Account Groups in Excel
In Part 1 of this series, How to Report GL Account Groups in Excel, we explored the strategy for creating financial reports that use...
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...
Three Ways to Reduce Errors in Your Excel SUM Formulas
If you aren't careful, simple edits to your reports and analyses can cause significant errors.
Years ago, for example, I heard about an expensive error...
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 and Why to Define Excel Range Names with a Worksheet Scope
In Excel, a name can be global to a workbook or local to a worksheet. The traditional method we all use when we create...
How to Create and Use Dynamic Range Names in Excel
(Download the example workbooks.)
We Excel users often refer to ranges that need to move or expand in future versions of our reports. For example:
...
How to Set Up a Pivot Table as an Excel-Friendly Database
You can use a Pivot Table as a database in the same way that you can use Excel Tables and other Excel-Friendly Databases (EFDs).
In...
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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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