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Excel is a great tool for creating business plans. But you need to make them auditable and as accurate as possible.

One massive Excel business plan offers some great ideas about what NOT to do.

### Interactive Reporting

Slicers normally are used with PivotTables and Excel Tables.

But you also can set them up to control settings, just as you would when you use Validation Lists.

### Interactive Reporting

Here's a great way to set up interactive figures in your dashboard reports.

### New Chart Feature

Finally! Your formulas soon will be able to set gaps in your line and scatter charts. Here, for example, those gray highlights were generated by one XY (scatter) plot.

### Excel Productivity

For decades, Excel has been criticized for many problems: It takes too much work. It makes errors easy to generate. Different reports of the same data give different results. And so on.

Here’s the strategy that will allow your company to solve most of those productivity problems with Excel reporting and analysis.

### Lookup Formulas

INDEX-MATCH formulas can perform many types of lookups that VLOOKUP can’t. And they're faster.

In this final article of the series, six examples of what VLOOKUP can't do will build your lookup toolkit.

### Excel Strategies

Cutting-edge companies that understand Excel's real power have turned Excel and its users into a strategic resource.

Would you like to use Excel for data mining? Real-time planning and consolidation? Collaboration? Analysis of data from any available sources? Many companies do exactly that every single day.

### Lookup Formulas

This is the second of a three-part series designed to INDEX-MATCH clearer.

The article explains all three types of the MATCH function, and why you'll use of these about 95% of the time.

### Lookup Formulas

INDEX-MATCH is Excel's most-powerful lookup method. But many users find it challenging.

In this first of a three-part series, you'll learn about the powerful INDEX function.

Excel offers two types of conditional formatting: formattting a range based on the value of each cell, and formatting a range based on formulas.

Here' how to use the second approach.

### Professional-Quality Charts

Your managers, clients, and other VIPs will pay more attention to charts that look professionally designed.

### Excel's QAT

Excel includes many outstanding hidden features. For example, in Excel 2013 and above, you easily can keep Excel open even when all workbooks are closed. You can close all workbooks with one command. And a lot more.

Here's how to find and use Excel's best hidden features easily.

### Time-Value-of-Money Formulas

These two time-value-of-money functions have caused much confusion over the years...largely because their Excel help topics have omitted some key information.

Here's the information that will help you to use these two functions easily.

### Reporting Tools

You can set up cascading list boxes so that your second list of items changes in response to the item you selected from your first list.

You could use a primary-secondary list structure like this to choose the names of people in the selected department, the products you buy from a selected vendor, and so on.

### Reporting Strategies

In your Excel reports and analyses, there's a huge difference between documenting performance and communicating it.

Do you know that difference?

### Modeling and Simulation

The Monte Carlo method helps you to create statistically accurate forecasts. And Excel Data Tables allow you to create Monte Carlo forecasts without using macros. Here's how...

### Modeling and Simulation

You can use probability distributions to manage the uncertainty about your assumptions when you create simulations in Excel. Here's how.

### Error Reduction

You can find many stories on the web about problems with spreadsheet errors.

So here are some quick and easy ways to avoid errors in your Excel reports and analyses.

### Report Distribution

You can save any number of Excel reports to one PDF file using only Excel.

Here's how to do it...

### Report Distribution

You can save any number of Excel reports to one PDF file using only Excel.

Here's how to do it...

### Successful Reporting

Many Excel reports are a waste of time and money. But that's not the worst of it...

In many companies, Excel reporting turns Excel users into spreadsheet clerks, and wastes the incredible benefits that Excel users can bring to your organization.

Here's how to make your Excel reports both valuable and popular.

### Analytical Reporting

Now that you've calculated your cross correlations—that is, your time-shifted correlations—here's how to chart them professionally.

### Analytical Reporting

Here's how to calculate and display cross correlations in Excel, automatically.

### Financial Functions

Most loans and many investments are annuities, which are payments made at fixed intervals over time.

Here's how to use Excel to calculate any of the five key unknowns for any annuity.

### Chart Techniques

This Excel chart of High-Low-Open-Close (HLOC) stock data illustrates key techniques that you can use in your own charts...even if they have nothing to do with the stock market.

### Basic Excel

Mortgage lenders give you many options for your interest rate and amortization period.

This workbook helps you to choose from among them.

### Basic Excel

One of the big differences between early-stage Excel users and gurus is that gurus can do simple things in Excel much more quickly than other users can.

They can do this because they understand how Excel works in situations that most Excel users experience frequently. Here are some examples...

### Using Date Formulas

Excel reports and analyses tend to use similar types of date calculations.

This article explains nineteen of them, using DATE, EDATE, EOMONTH, and other functions.

### Chart Techniques

This chart figure from the Wall Street Journal offers lessons about what NOT to do with your own Excel charts and dashboards.

### Reporting Strategies

"Funnels" are widely used in business, but Funnel Charts aren't. Here's how to set up a Funnel Chart in Excel.

How do you write a formula that returns the Manager's name from this Excel Table for a specified Date, Region, and Product?

Here are two ways to do it...

How to Use Advanced Filters to Create a Unique List of Items from an Excel Table

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

An article in the Harvard Business Review discussed seven places to look for insight in business. Five of the ideas can apply to management reporting with Excel dashboards.

### Interactive Reporting

The 'List' Feature of Excel's Data Validation command offers a quick and easy way to set up a dropdown list box.  Here, for example, you can choose either North or South.

### Interactive Reporting

Excel's Advanced Filter command provides a quick way to generate a unique list of items found in an Excel Table. Here's how to generate the list.

### Excel Growth Rates

If you search the web to learn how to calculate a growth rate in Excel, you’ll likely learn about only one type of rate. That’s too bad, because in business, we often need to calculate at least TWO types of growth rates.

An Excel dashboard report would be a great addition to your resume. But using your Excel dashboard reports like this is difficult because they typically display company-private information. So here's how to solve this problem.

### Managing Data

Although Excel provides two worksheet functions that ignore filtered rows in a Table, nearly any function can ignore those hidden rows if you use this new trick.

## How to Create a Rolling Forecast of Seasonal Sales in Excel

The extreme variability caused by seasonal sales makes it difficult to forecast them. But there's no problem if you know how to generate a seasonal index.

## Read and Update Excel Tables Using SUMIFS and INDEX-MATCH

With a few Excel formulas, you can move data between Excel's two most widely used table designs...and automatically transfer data from your source files into a more useable form.

## How to Create Cycle Plots in Excel to Chart Seasonal Sales Data

If you have seasonal sales, or other seasonal measures of performance, Cycle Plots can offer greater insight into your performance than traditional charting techniques.

## Create Variable-Length, Dynamic Reports Linked to Excel Tables

When you change a criteria value in a cell, Excel can use formulas and conditional formatting to expand or contract your report automatically, without macros. Here's how.

## Introducing Excel’s Three Types of Spreadsheet Databases

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 financial health. But to non-financial managers, the ROE can be difficult to understand, for two reasons...

## Highlight Normal Results in Line Charts to Make Exceptional Results Stand Out

If you highlight the standard error on each side of the trend, you'll help to make exceptional results in a line chart stand out.

To calculate the standard error you use the STEYX worksheet function.