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Home > Excel SolutionsSuccessful management reporting and analysis improves
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PERFORMANCE MEASUREMENT
Use Excel to Fix Your Broken |
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CALC-PLOT ANALYSIS
Should You Raise Prices?
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SUMMARIZING DATA
Using Excel to Calculate
When you're analyzing data that can have multiple values, it's often useful to know
how often various ranges of values have occurred. For example, how many
products have you sold at different prices? How many employees are in each pay
grade? How many expense accounts rose or fell by certain amounts? |
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WORKING WITH LISTS
Returning Items from a ListOne easy way to return an item from an Excel
database is to add a dropdown list box to your spreadsheet. But suppose you want to
return additional information about that item, how do you do it? |
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EXCEL REPORTING
Reporting Periodic Data
It's a common problem. Each day or week or month you import data into a spreadsheet,
and then you update your reports to display the new information. However, unless
you've designed your Excel reports carefully, you'll have to change your Excel
formulas to include that new information. |
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CLASSIC AND NEW EXCEL
Conditional FormatsA reader's question gives us the opportunity to explain conditional formatting in both Excel 2003 and Excel 2007. |
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DYNAMIC DISPLAYS
Variable ListsCreate variable-length lists using dynamic range names in Classic Excel or New Excel. |
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TIME VALUE OF MONEY
Scheduled Cash FlowsHere's how to calculate both Future and Present Values of scheduled cash flows that aren't necessarily periodic. |
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DYNAMIC DATA
List DDE DataDDE servers update specific cells. Here's how to maintain a list of those values. |
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PLAY TIME
Cartooning in ExcelCharley was goofing off one weekend, and started to play with Excel's drawing tools. Before he realized it, he was turning out cartoons in Excel.
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REPORING STRATEGIES
Display Key StatsBusiness Week often uses special figures to explain and display miscellaneous facts. You can do the same in your reports. We show how to create and maintain them in Excel.. |
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CHARTING STRATEGIES
Useful Variance ChartsUsing the wrong type of chart to track variances can waste time and paper. We offer ideas about the right type of chart. |
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VISITOR QUESTION
ERP ErrorsAfter you convert to a new accounting system (ERP) you can use Excel to uncover new errors. |
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FINANCIAL ANALYSIS
Fixing the IRRThe McKinsey Quarterly recently discussed problems with the IRR calculation. Excel offers a common solution. |
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REPORTING STRATEGIES
Traffic LightingYou can create very powerful traffic light displays in Excel. We show you how. |
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ANALYTICAL REPORTING
What Matters Most?Managers and staff can waste significant time
and money trying
to control insignificant, uncontrollable, and random variances.
Instead, filter variances to find those that matter. |
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VISITOR QUESTION
Estimating CostsA visitor is looking for help to create an estimating spreadsheet for the costs of materials and labor. We suggest a spreadsheet system to help him. |
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CASH PLANNING
Scheduling PaymentsMost companies must write periodic checks to
firms that don't send invoices. Here's how to plan for those
cash requirements. |
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MANAGEMENT REPORTING
Map Your HealthUse this unusual report to show how your P&L
and balance sheet combine to affect your financial ability to
grow. |
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CHARTING STRATEGIES
New-Product TrackingYou should track the sales of new products
and mature products differently. Here's
one new-product
approach. |
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SAMPLE REPORT
Sources & UsesUse Excel to get a clearer picture of how Balance-Sheet changes affect your cash flow. |
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Do you monitor
the health of your receivables using the "accounts-receivable collection period," also
called the "Days Sales Outstanding in Receivables" (DSO)?
Suppose you plan to
increase profits by raising or lowering your prices. Your unit sales probably will
increase if you cut prices and decrease if you raise prices.
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