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...
XLOOKUP vs VLOOKUP vs INDEX-MATCH vs SUMIFS
SUMIFS? Really?
Why is SUMIFS included among those lookup methods? I'll explain in a few minutes.
But first, let's look at the lookup methods shown in...
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...
Learn How to Use Excel to Track the US Recovery from the Covid Recession
The Covid recession is the worst recession the world has experienced since the Great Depression. And the Recovery Tracker workbook and Excel training can...
Track Key Economic Indicators Every Weekday with this Excel Dashboard
You can update this Excel dashboard report every weekday—with one command—if you have Excel 2016 or above.
This report of current economic data introduces you...
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...
Ideas about Using Excel’s Linked-Picture (Camera) Tool
Of all the Excel features that users don’t use very often, Excel's Linked Picture tool probably is the most powerful. This tool, known in...
Add Low-Overwhelm Context to Your Line Charts
The data you display in charts often takes on new meaning when you display it in the context of other data.
One way to add...