This table summarizes the performance of Excel's worksheet functions primarily designed to work with dates

Overview of Excel’s Date Functions

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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...
Here are nineteen examples of common date calculations used in Excel reports and analyses, using worksheet functions like DATE, EDATE, EOMONTH, and others.

Nineteen Date Calculations in Excel

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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,...
Your Return On Equity ratio is a key indicator of financial health. This report lets you show the components of that ratio in a unique Excel display.

Map Your Financial Health With an Excel DuPont Dashboard

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Management reporting is all about communication. Reporting Return On Equity (ROE) is a case in point. The ROE financial ratio is a key measure of...
In finance, breakeven charts illustrate how your fixed and variable costs vary with your monthly sales. Here's how to set up break-even charts in Excel.

Map Costs and Sales in Excel with a Classic Breakeven Chart

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When I worked as a CFO, my monthly reports always included a breakeven chart. It was one of the most popular reports I produced. But...
Does your company need to make scheduled payments to companies that don't send invoices? This worksheet will help to plan those cash requirements.

Manage Periodic Payments with an Excel Cash Calendar

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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...
Top-ten figures are useful because managers need to know where the greatest opportunities and the worst problems are. Here are ideas to make them readable.

How to Make Top-Ten Charts Easier to Read

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Managers need to know where the greatest opportunities and the worst problems can be found. This is why top-item figures are so popular. These figures...
Excel's range names offer great power and flexibility. And they're not hard to use. Here's an introduction to the power that Excel provides.

Introducing the Power of Excel Range Names

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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...
A reader asked how to generate the same report for 27 different divisions. If you have a similar challenge, here's how to get started.

Interactive Excel Reporting

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Several years ago, a reader asked me to help him with an Excel-reporting challenge that might sound familiar. His challenge, he said, was that he...
The Wall Street Journal wrote that companies are dropping Excel because it doesn't work well with data—a problem that was solved more than twenty years ago.

How Your Company Can Work Without Limits in Excel

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"CFOs at companies including P.F. Chang’s China Bistro Inc., ABM Industries Inc. and Wintrust Financial Corp. are on a similar drive to reduce how...
How to Use SUMPRODUCT to Find the Last Item in an Excel List

How to Use SUMPRODUCT to Find the Last Item in an Excel List

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Suppose you have a Sequential List of items, as in the second table in the figure below. And suppose you want to show the...