Blog

PivotTable Report Group Formatting

In this post, we’ll check out a few PivotTable formatting techniques that help get our report looking just right. Objective Our objective is to create the following PivotTable report. There are a few formatting points to note about the report. First, the region groups, such as Midwest and Northeast, are in the same column as the […]


Income Tax Formula

In this post, we’ll examine a couple of ideas for computing income tax in Excel using tax tables. Specifically, we’ll use VLOOKUP with a helper column, we’ll remove the helper column with SUMPRODUCT, and then we’ll use data validation and the INDIRECT function to make it easy to pick the desired tax table, such as single or married […]




Excel University V3 Course is Available!

I am pleased to announce the immediate availability of the Excel University Volume 3 online course! This online course teaches the content of Volume 3 through online videos, homework activities, quizzes, and includes instructor-moderated forums in case you get stuck. It picks up right where Volume 2 ends. More Info   The topics include PivotTables, external […]



Bullet Graphs in Excel

I recently picked up a copy of Stephen Few’s outstanding book Information Dashboard Design. First of all…wow! If your reports include any type of chart or graph, you owe it to yourself to pick up a copy of this incredible resource. Stephen developed a graph called a Bullet Graph, and in this post, I’ll walk through […]


Simulate Structured References in Named Ranges

The table feature introduced in Excel 2007 is amazing and has nearly eliminated the need to build dynamic named ranges since tables auto-expand. Beyond auto-expansion, tables offer numerous other benefits, including, structured references which allow us to refer to an area within the table, such as a specific column. In this post, we’ll examine a method […]


Dashboard Course

The charting capabilities of Excel are remarkable. During the course of my career, I have developed only a cursory knowledge of Excel charts and graphs. I recently took an online Excel dashboard course, and I wanted to share my experience and provide a link so you can check it out…plus….a 20% discount is now available! […]


Excel University Volume 3 Now Available!

I’m pleased to announce the immediate availability of Excel University Volume 3 on Amazon! Amazon link: amazon.com/dp/1500399434 The third installment in the Excel University series picks up right where Volume 2 leaves off. At the end of V2, we used many features and functions (SUMIFS, EOMONTH, data validation, concatenation, named references, DATE, and so on) to […]