Category Archives for "Reporting"

19 Top Tips on Excel Advanced Filter and Excel AutoFilter

Excel , List and Table , Reporting , Top Tips

Excel AutoFilter is a simple Excel feature for filtering lists. But, the Excel advanced filter has far more powerful filtering and extracting capability you will want to use with To Do Lists, Contact Lists, Project Task Lists, Inventory Lists, and more. These tips begin with the simple AutoFilter in Excel and go on to show […]

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18 Top Tips for Creating Excel Lists or Excel Tables

Excel , List and Table , Reporting , Top Tips

People love putting their To Do List, Contact List, and Project Task List in Excel. These tips will show you how to make your lists even more friendly and useful by converting them into an Excel Table. Click here to learn how to use Excel AutoFilter or Excel advanced filter with your lists or Excel […]

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10 Top Tips for Creating an Excel Budget or Excel Budget Template

Excel , Reporting

Excel is the world’s most used tool for creating, aggregating, and analyzing budgets. Distributing an Excel budget template will reduce work and make sure everyone is aligned. Starting your budgeting process with an Excel budget template and a list of guidelines will reduce work and keep your managers aligned. Budget tips include how to prevent […]

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Show or Hide Data and Charts with Dynamic Excel Reports

Excel , Reporting , VBA

With a few simple lines of Excel VBA your static Excel reports can become dynamic. A single click shows or hides charts, objects, or rows and columns. Dynamic Excel reports give your users the ability to show or hide specific parts of reports, such as selected sales regions or to expand a table to show […]

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Top 5 Excel Funnel Charts Sales and Marketing Love — One Funnel Chart You Should Never Use — And Two Dynamic Funnel Charts in PowerPoint!

Charts , Excel , Functions , Reporting , Tips , Top Tips

This blog will show you five different ways to make funnel charts in Excel and two ways to link Excel funnel chart data into PowerPoint slides. Funnel charts are a favorite of marketing and sales for showing the volume and progress through different stages of the customer journey, from initial contacts, to qualified leads, to prospects […]

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Creating Custom Excel Reports and Dynamic Sub-Lists Using Complex Criteria

Excel , Reporting

Create sub-lists and custom Excel reports on a worksheet separate from the database using Excel’s Advanced Filter with complex criteria, such as ANDs, ORs, and math conditions. This is an excellent way to create sales reports by region and amount sold, inventory restocking lists that show low items, customer response lists by purchase amounts and […]

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Creating Dynamic Excel Lists and Custom Reports from One Master Excel List

Excel , Reporting

A highly valuable Excel skill is being able to create dynamic sub-lists, custom reports, or chart data from a larger master Excel list or database. Use these techniques to create dynamic sub-lists and custom reports that will match almost any report writer. Add a simple macro and you can automate work that would take hours. […]

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