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The First Excel Dashboard Report
The Excel dashboard below is from the first-ever package of dashboard reports, which I created to show Excel's power to a client back then....
Weekly Dashboard Reporting with Excel
"I work for a small (private) company whose owners have requested WEEKLY dashboards on various aspects of the business. Do you have a sample...
Weekly & Monthly Top-Ten Activity Reports
When one of my readers, Chris Helfrecht, sent the two sample Excel dashboards below, he wrote that he tried to follow my methods for...
The First Spreadsheet Dashboard: Mini-Graph Reports in Lotus 1-2-3
This is the first dashboard report ever created with spreadsheets. I worked on this reporting technique in the early 1980s, then included this report...
Sample Excel Dashboard Reports from Forbes and Business Week
This mock-up is based on a format that Business Week used about thirty years ago. However, their report used a different color scheme. As...
How to Make Top-Ten Charts Easier to Read
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...
Interactive Excel Reporting
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...
How to Report Periodic Data from Excel Databases
Sometimes, the best way to solve your Excel problem is to redesign your workbook.
Ron G. brought this thought to mind with a recent question....
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...
Five Ways to Make Your Excel Reports Incredibly Popular
Years ago, I was the young CFO of a small company that was purchased by a Fortune-200 company. Within days of the sale, I...
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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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