For business users of Microsoft Excel Free guides and templates
Home >  Training > 

Productive Strategies

Download a Productive Excel Report

This FREE Excel dashboard report demonstrates how you can gain a HUGE increase in your Excel productivity at work.

by Charley Kyd, MBA
Microsoft Excel MVP, 2005-2014
The Father of Spreadsheet Dashboard Reports

Excel Morning Update report.Before I give you this dashboard report today, I need to tell you about it, because it's a real game-changer.

This report uses a reporting strategy that slashes Excel errors and reporting times.

How It Slashes Reporting Times

This workbook uses 17 charts to report on 19 measures about the U.S. stock market and economy—including stock indexes, gold and gasoline prices, inflation, interest rates, and more.

Suppose you had to update your own Excel report like this. Using your current Excel methods, how long would it take you to update it?

Several minutes? Several hours? Several days?

You won't have a problem updating this report, because you can update it in about seven seconds each weekday, depending on the speed of your computer and internet connection.

Although you update it with just one command, the report does NOT use macros. Instead, it uses Power Query (PQ) to download the data. (In Excel 2016 and above, PQ's features are found in your Ribbon's Data, Get & Transform Data group. But most people still call it Power Query.)

Suppose you followed a similar strategy at work for all your reports—for both standard reports and dashboards. You could update your own reports of your employer's data just as easily.

However, if you were willing to write a macro, you could update and email all your productive Excel reports—that is, your Excel reports that use my productive strategies—with one command.

How It Slashes Excel Errors

If you discover any bugs in this report, please let me know and I'll fix them and send you an updated version.

This report is just like commercial software in that regard: The longer you use productive reports like this, the more likely it is that you can ratchet down any remaining bugs to zero.

This ratchet effect works because you won’t add more bugs to the report over time. That's because my productive Excel strategies won't give you the opportunity to do so. Instead, when you update a report like this, you merely open the workbook, press Ctrl + Alt + F5, and then wait several seconds for it to update.

Free Excel Training

Excel dashboard training.When you download this workbook, you'll also get my Excel training for the dashboard. This PDF covers several topics that make the Morning Update unique:

Excel strategies. The report uses one of the only two strategies you can follow to create fast-updating, low-error Excel reports and analyses. I explain both strategies in the training.

New Excel Formula Patterns. Many of the formulas in the workbook use a pattern that you've probably never seen before. By using this pattern, I made most of the formulas in this report shorter than normal, and cut their calculation times approximately in half. You'll learn about those formulas in the training.

Documentation for each measure. The dashboard displays 19 measures in 17 charts. And they're all explained in the PDF documentation.

A Weird Strategy that Might Work. Recently, the Harvard Business Review published some good advice for newly hired professionals about how to advance their career. The PDF explains how you can take HBR's advice to do something similar—whether you're a new-hire or not. It's a weird idea; I've never seen it used before; but I think it would work; and I'm very interested to learn how it works for you.

Here's Why I'm Giving All of This to You

I'm using this workbook to introduce my training about how to become much more productive in Excel.

My current students have made massive productivity increases in their Excel work. And my training can do the same for you. But right now, you probably would find that idea difficult to believe. After all, you can't learn about my methods in Excel books, or online, or in live training.

That's why I'm giving you the Morning Update workbook and PDF. I want you to see for yourself that a 7-second Excel report is actually possible to create and use—period after period. Then, after you use this report, I'm hoping that you'll be interested in learning how to become one of the most-productive Excel users in the world.

Download Your Morning Update Workbook

As I said, I created the Morning Update workbook to be a real game-changer. This free report uses free public data to illustrate how you can be significantly more productive in Excel. From both a business and personal perspective, I think you'll be delighted with it.

Recession-watch Excel dashboardThe email I'm going to send you also will give you a link to a page that tells you more about my Recession Watch dashboard and training material, which I'm still working on.

Like the Morning Update, the Recession Watch uses free public data that updates with one command.

In three charts in this figure, you can see three brightly colored lines with similar patterns in each chart. Those lines show the 24-month trends in each chart that led to the last three recessions in the US.

The black lines show the most-recent 24 months of trends. You can see that the pattern for each black line is significantly different than the pattern for the bright lines in each chart.

From an Excel perspective, notice how smooth those curves are. This is because I used the LINEST function to fit those curves to the actual data. For the top chart, I used two-order polynomials, and for the other two charts, I used three-order polynomials.

The bar chart shows the number of months with yield curve inversions prior to the most-recent six recessions in the US.

Before our last recession, for example, the US had 23 months with such inversions. And the least number of months with inversions we've had prior to a recession was 8 inversions back in 1973.

But even though the business press in the US has written endlessly about the recession risk indicated by a yield curve inversion, the chart shows that as of January, 2019, the US has had only one yield-curve inversion since the end of the last recession.

In short, there's no hint that the US will have a recession in 2019.

To get the Morning Update workbook for yourself, and to learn how to get a copy of the Recession Watch dashboard when it's finished, just enter your name and email address below, and I’ll email you the download link for your workbook and PDF right away.

Please note...


I'm giving you this dashboard and free training because I hope you'll be interested in my Excel training programs, which I'll email you about occasionally. However, my emails tend to be about 90% training and 10% marketing, and you can unsubscribe from them at any time.


Also, please double-check your email address, because I can't email you the Morning Update if your address is incorrect.