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### Analytical Charting

This method of data transformation has revealed a long-term weakness in the U.S. economy.

### Analytical Charting

On Valentine's Day, 2018, tens of thousands of major sites warned their readers that inflation is rising.

But that might not be true.

These analytical Excel charts suggest a different conclusion.

### Analytical Charting

You can help your managers to better understand the meaning of your charts by using a few simple tricks to explain the data more clearly.

In fact, you should use at least one of these tricks in nearly every chart you create.

### Analytical Charting

Here are three simple tricks that will help you to turn your ordinary charts into analytical ones with much greater insight.

### Professional Presentations

Microsoft's built-in color themes offer few ways to generate professional-quality color palettes for your Excel reports.

But two free sites built for web designers offer some great color tools for Excel users.

(None Yet)

### Analytical Charting

When you include recessions and economic slowdowns in your charts, you can show your company's performance in a much better context.

Here's how to set up your Excel charts to display those recessions and slowdowns.

### Analytical Charting

By charting the annual Rate Of Change (ROC) of key measures, you can uncover significant information about your time-series data.

And by using the right recession measure, you can put that information into better context.

### Excel Strategies

An article in The Wall Street Journal says that companies are moving away from Excel because of its inability to work well with data.

This isn't a new problem. It was solved more than twenty years ago.

### Formula Power

IIn this final article of the SUMIFS series, you'll learn more reasons to use advanced multi-criteria lists in marketing and finance.

And you'll learn other options for using this powerful method.

### Formula Power

In one formula, you can summarize any number of specific accounts in a list, adding or subtracting them as you want.

This makes it easy to summarize financial data from an accounting trial balance.

### Formula Power

The SUMIFS function returns a sum for nearly any number of single criteria.

But here's how you can return the sum for many criteria listed in a Criteria List.

### Analytical Strategies

Economic analysts use the Beveridge Curve to analyze the labor market through business cycles.

You can use it to analyze how any two measures—internal or external—correspond over time.

### Rules of Thumb

The Rule of 72 is a guesstimate of how long it will take an investment at a specific interest rate to double in value.

But how accurate is this rule? This Excel analysis provides the answer.

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.

### 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.

### 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...

### 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.

### Basic Excel

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

This workbook helps you to choose from among them.

### 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.

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

### 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.

## 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.

## 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.

## Map Your Financial Health With an Excel DuPont Dashboard

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.