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Here's how to help your readers gain more insight from your Excel reports and analyses, base on an article in the Harvard Business Review.

Five Ways to Improve Business Insight in Your Excel Reports

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Is there a systematic way that you can help your readers to gain more insight from your Excel reports? There just might be. The November,...

First Excel Dashboard Report Showing Financial Data for a Public Company

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The figure below shows the first Excel dashboard to display data about a public company. Although this report looks quite similar to today's reports,...
Excel can be the key component of a powerful and inexpensive Business Intelligence (BI) system. Here are some ideas to get you started.

Excel Is Great for Business Intelligence!

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With the right access to data, Excel can become an outstanding Business Intelligence (BI) system. Business Intelligence (BI) is the systematic use of information about...
Using gauges in your management dashboard reports is a big mistake. Gauges hide information that managers need and waste space in management reports.

Down With Gauges!

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It's possible to carry an analogy too far. Dashboards for managers are logically similar to dashboards for cars. Both types of dashboards provide key information...
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

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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...
Business magazines and newspapers usually are an excellent place to find great ideas for Excel charts. But here's a Wall Street Journal chart figure that offers lessons about what NOT to do!

Bad Chart! Bad, Bad Chart!

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(Download my improved Excel version of the bad charts show below.) The Wall Street Journal usually publishes excellent charts. And Excel users usually can duplicate those professional-quality...
You can uncover hidden trends by charting the ratio of each month's performance to the same month one year earlier.

Introducing the Power of Year-Over-Year Performance Charts in Excel

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The purpose of management reports should be to help readers find and track patterns of performance…quickly and easily. That’s the attraction of charts, of course....

Free Excel Dashboard

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Learn the Key Features of Excel Dashboards with this FREE Download The charts in this dashboard get their data from Excel Tables...a technology introduced in...

Excel Accounting and Financial Topics

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Excel reports, analyses, forecasts, budgets, and other displays that don't emphasize charts or dashboards. Also, topics about using Excel for financial analysis. For help about...
Business Solutions: Excel dashboards, charts, Camera objects (linked pictures), colors, drawing objects, and other Excel visualization tools and techniques.

Business Solutions

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All about Excel dashboards, charts, Camera objects (linked pictures), colors, drawing objects, and other Excel visualization tools and techniques.

Latest Articles

Excel Flowbook Revolution

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,...
Growing too fast can be dangerous to your company's health. Use the Sustainable Growth Rate ratio to track your company's financial ability to grow.

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

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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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