Category Archives: Excel

Reconciliations: From raw to report

It’s 2am and you’re reconciling data. Something’s off, and it’s hard to tell where. I wrote about how to cut data reconciliations by 90% before, but here’s a different spin on reconciliations: look at it from creation to display. What you need to do is jump from the end of the problem to the beginning of the problem. Here’s my suggestion on how to do this: Continue reading

Posted in Best Practices, Excel | Leave a comment

7 Steps That Save You Hours of Troubleshooting

The Open Systems Interconnection (OSI) model is used all the time, we just don’t think about it in these terms. While there are 7 layers to the model we don’t always need to use all of them. Using the process is what is most important Continue reading

Posted in Best Practices, Excel | Leave a comment

How to Create New Categories of Data

This happens all the time; you get a set of data and you realize that whatever category is there, is wrong. Here’s a video showing how to re-categorize the data quickly and easily. It uses a few formulas, and we have videos showing those in detail. Continue reading

Posted in Best Practices, Excel, Video | Tagged , , , , , , , , , , | Leave a comment

OLAP – The Business Intelligence Podcast [BIP]

This podcast can be found in iTunes by searching for “Business Intelligence Podcast” in this 22 minute show we cover: How to better present your purpose by switching the order, how OLAP can unclutter your job, and how we saved someone’s life by figuring out how to count colored rows in Excel. Continue reading

Posted in Best Practices, Excel, Podcast, Presentations, Purpose | Tagged , , , , , , , , , , , | Leave a comment

How to Count or Sort Rows by Color

If you’ve had a spreadsheet with many rows colored and other rows left uncolored, then you realize that there is no easy button to sort or count rows that have color. This can be a very time consuming process, unless you use Visual Basic. Here’s one solution that we’ve come up with. Continue reading

Posted in Best Practices, Excel, Video | Tagged , , , , | 2 Comments

The Art of Charting in Excel

As a Business Intelligence professional you need to know how to make a good chart in Excel. A good chart can “land” you the client, separate you from other vendors, or make your message to management extremely persuasive. This VIDEO shows you EXACTLY how to create good Microsoft Excel charts. Here is part 3 of a 3 part series on how to create compelling charts in Excel. Continue reading

Posted in Best Practices, Communication, Excel, Presentations, Video | Tagged , , , , , , , | Leave a comment

Confounded new tool, Whippersnappers, and why the new Excel is great!

Change is hard for people. People spend over half of their energy just trying to keep things the same. Then came “the new” Excel. Here are our favorite new features.. Continue reading

Posted in Best Practices, Communication, Excel, Purpose | Tagged , , , , , , , , , | 2 Comments

Cut Data Reconciliations by 90%

You get a new data file and the numbers are close, but slightly different from the other file you already had. Suddenly, you’ve got two different sets of data. Now you have to spend two hours matching things up. Let’s use three steps and make this project a ten minute exercise.
Continue reading

Posted in Best Practices, Communication, Excel | Tagged , , , , , , , | 12 Comments

The Business Intelligence Podcast [BIP] – Comparative Advantage

Discuss the purpose of the Business Intelligence Reporting Community, Comparative Advantage, and the Excel formula everyone should know. Continue reading

Posted in Best Practices, Excel | Tagged | Leave a comment

How to Create an Excel Chart that Amazes

A good chart can “land” you the client, separate you from other vendors, or make your message to management extremely persuasive. This VIDEO shows you EXACTLY how to create good Microsoft Excel charts. Here is part 2 of a 3 part series on how to create compelling charts in Excel. Continue reading

Posted in Best Practices, Communication, Excel, Presentations, Video | Tagged , , , , , , , | Leave a comment