Use these little-known Excel charting tricks in your management reports to compare many categories of your business performance...clearly.

Compare Metrics by Category Using Excel Dot Plot Charts

Charting Methods Charley Kyd - 0
Management reports often must compare measures of performance by some type of category. For example, reports could compare sales by product, variance by department, sales...
Are you tired of using Excel tables in your reports? Here's a way to add some class to them while learning more about little-known features of Excel.

Add Class to Your Reports with Excel Drawing Objects

Excel Methods Charley Kyd - 0
In my (out of print) book,Dashboard Reporting With Excel, I recommended that you "steal" ideas for Excel reports from business magazines. I recently had another...
A simple change to your Excel-generated balance sheet can give your managers key information to help them manage cash flow more effectively.

Add Cash Flow Information to Your Excel Balance Sheets

Cash Flow Charley Kyd - 0
When most people look at financial statements they tend to concentrate on the income statement, and ignore the balance sheet. The most likely reason...
The 'List' Feature of the Data Validation command offers a quick and easy way to set up a dropdown list box that you can use for choosing items in a cell.

How to Set Up a Data-Validation List Box in Excel

Excel Methods Charley Kyd - 0
Often, we need to set up a list box in Excel, a sorted list that allows us to choose an item from an Excel...
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

Data Management Charley Kyd - 0
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,...
The first time the general public saw Excel dashboards was in 1993 when Tektronix used this report to demonstrate the quality of their printers.

The First Excel Dashboard Report Shown in Public

Excel Dashboards Charley Kyd - 0
Tektronix invented one of the early moderately priced color printers. When one of their employees saw a sample of my Excel dashboards from 1992, the...
Here's how to use Excel to figure out whether you're making or losing money on the cash you borrow, why it matters, and what you can do about it.

Weighing Your Debt Load

Accounting & Finance Charley Kyd - 0
(Originally published in Inc Magazine.) I've talked to any number of business owners over the years who felt buried under a mountain of debt. But...
Excel's SUMPRODUCT function offers much of the power of Excel array formulas, but without special treatment.

Use Excel’s SUMPRODUCT to Summarize Worksheet Data

Array Formulas Charley Kyd - 0
After I posted  The Most Powerful Ways to Summarize Excel Data for Reporting and Analysis, a reader asked why I hadn't discussed the SUMPRODUCT function. I...
You can return any number of items from an Excel database. Just use Data Validation to return one item and INDEX-MATCH to return the others.

Use Excel’s Data Validation Feature to Return Items from a List

Excel Methods Charley Kyd - 0
Dawn has a list of people and their email addresses in her spreadsheet. She wants to select a name from a list and then...
Excel offers at least three ways to set up data so your reports and analyses can use it easily as a reliable data source.

Introducing Excel’s Three Types of Spreadsheet Databases

Data Management Charley Kyd - 0
Excel offers three general ways to arrange data in your spreadsheet so you can use it as a database with your worksheet formulas: Simple...
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