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What does Charley Kyd think?

Founder of ExcelUser.com, perhaps the only site dedicated to the business use of Microsoft Excel... Earlier, worked as the CFO for various small and mid-sized companies, and later, as a business information consultant, specializing in management reporting with Excel and OLAP databases. Beta ... See full profile

Two thoughts... First, in my experience, whatever metrics you show initially will be changed after your managers see your dashboard. So set up the...
If by "corporate reporting" you mean "management reporting," Finance tends to take a leading role for all reports of data that have financial...
There are two issues here: What information should you share? And how? For the first issue, "Open Book Management" offers some perspective. The book...
From a purely Excel perspective, the CORREL function can give you the correlation coefficient for two data series. So if you have historical values...
Assuming you've budgeted at the GL account level, set up a budget table and an actual table, each with Month, Account, and Amount. Then, next to a...
I learned most from my mistakes. I can remember telling myself--as a very young, non-degreed management accountant--that I wasn't sure what my...
Anonymous - The problem I've seen with slide decks is that they can turn into a standard delivery tool for Excel reporting...which can increase the...
I assume that Excel plays a key part of your professional tool set. So let me address your issues from that perspective... I would NOT do a slide...
Additional ideas... --Top ten, bottom ten, and short 80-20 lists. --Cross correlation (time-lagged correlation) can help to identify leading...
If you're looking for spreadsheet users who can hit the ground running... Give candidates a printed spreadsheet report that's a simplified version of...
From my perspective, a "dashboard" is a method of displaying business data. Its purpose is to provide your readers with as much insight as possible...
Wayne, As a general rule, I've found that Mac Excel users are fairly accustomed to making the adjustments needed to use Windows-Excel tips in Mac...
Here's how to do it in Windows Excel; I assume it works about the same in Mac Excel... Suppose you have a column of data that's 5000 rows high... ......
Here's how I typically explain it... "Dashboard" refers to the FORMAT of a report or display. Typically, a dashboard contains multiple charts of time...
Coincidentally, last night I set up an Excel workbook that goes a long way to solving this problem in Excel. In QB, you can export the Trial Balance...
Wayne, The best approach would be to improve the layout of your reports. But that's a long-term project. (I can describe an improved approach if you...
What are you forecasting? Cash Flow? Sales? Something else? If you're forecasting cash flow, I wouldn't recommend using someone else's simple model....
Excel knowledge has little to do with your CFO's age. I'm 66 and have been using spreadsheets to report and analyze business performance since I was...
I've downloaded data from accounting systems into spreadsheets since the early 1980s, and it can be a very powerful and easy way to create and update...
First, I wouldn't spend limited resources on software to make my management reports and forecasts look pretty. Instead, I'd do it all in Excel, which...
Because whatever templates you find probably won't meet your needs exactly, you'll need to change them. You'll also need to explain their conclusions...
I just Googled... excel chart projected vs actual ...then clicked on Images after I got my search results. If you do the same, I think you'll find...
Wayne, >I guess my biggest issue with spreadsheets is when they are used as source of data, not a reporting engine. In no particular order, here...
Let me answer your question this way... My first job after my MBA was as a cost accounting manager at HP. Because I had programmed for years, I...
Wayne, Broadly speaking, a worksheet with more than 100K rows could be of two types. One type could be an analysis with 100K+ rows. If that's what...