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Reports and dashboards

View a list of articles and webinars produced by the Excel Community on reports and dashboards.

Displaying 1-20 of 26 results
Exclusive Enhancing data display and entry with Excel Form Controls
  • Webinar
  • 13 Nov 2023
Form Controls are objects that can be used to display data or make it easier for users to enter data, to perform an action or to make a selection.
Simon Hurst
Exclusive Excel – smarten up your dashboards
  • Article
  • 19 Dec 2022
  • Simon Hurst
It might have taken you hours, or even days, to turn your data into an interactive Excel dashboard, driven by multiple Slicers, but investing just a few more minutes on improving the presentation of your dashboard can give it greater impact and help it communicate its message even more effectively.
Simon Hurst
Exclusive TECH NEWS Traffic cameras - incorporate real traffic lights in your Excel reports
  • Article
  • 22 Nov 2022
  • Simon Hurst
Although the imminent new Excel IMAGE() function provides additional options for displaying pictures that change dynamically based on values in cells, there is already a way to do this using the Excel Camera. The examples in this article show you how to display product pictures and real traffic lights.
Simon Hurst
Dynamic Arrays and Charts – bigger and better Excel dashboards await
  • Article
  • 03 Nov 2022
  • Simon Hurst
The latest Excel enhancement to the working of Charts and Dynamic Arrays reinforces the suspicion that the Excel development team could indeed be avid followers of the Excel Community. In this article, we’ll see how the new ability for charts to use Dynamic Arrays dynamically as their data source allows Excel dashboards to be even more automatic and exciting.
Exclusive TECH NEWS Displaying reports by date – Excel versus Power BI
  • Article
  • 09 Dec 2021
  • Simon Hurst
When working with reports interactively, it's often useful to be able to set a date or range of dates to filter the information. Here, we are going to compare the way date filtering works in Excel and in the free Power BI Desktop app.
Excel polaroid
Excel Community group membership
  • Promotional material
  • 09 Apr 2021
  • Excel Community
The Excel Community is for professionals who use Excel and want to understand how to use it better. Joining the Excel Community as a group member will provide you with an Excel online training dashboard so you can monitor the training progress of your teams- seeing how their Excel IQ increases.
INTRODUCTION TO FINANCIAL MODELLING Intro to Financial Modelling - Part 9: Clarity - Labelling & explanation
  • Article
  • 17 Sep 2020
  • Andrew Paw
This article focuses on the fundamental aspects of adding labelling and explanations to Excel models and examples of how this can be achieved to ensure model risks are managed.
MODELLING 101 Modelling 101: variance analysis with one
  • Article
  • 03 Jun 2020
  • Liam Bastick
If there’s one thing that can be tedious in Excel, it’s creating a variance report. Example using the Excel Function OFFSET
TECH NEWS Guide to cashflow modelling 2: Assumption forecasting
  • Article
  • 09 Apr 2020
  • John Tennant
In part 1 we explored how to establish a logical structure and coding pattern that enables users of a model to follow the development of the conclusions easily. In this blog we will cover techniques to forecast assumptions.
TECH NEWS Guide to cashflow modelling 1: How to build robust cash flow models in Excel
  • Article
  • 03 Apr 2020
  • John Tennant
In a two part blog I will set out the essence of creating a cash flow model – using the old adage that revenue is vanity, profit is sanity and cash flow is reality – it is cash and only cash that matters at times like these.
ACCOUNTANTS GUIDE TO EXCEL Accountants' guide to Excel – from PivotTable to dashboard
  • Article
  • 18 Feb 2020
  • Simon Hurst
Blog post exploring the use of Excel PivotTables as the engine of an interactive dashboard, showing how to create multiple PivotCharts and arrange them on a single dashboard sheet.
Exclusive EXCEL TIP OF THE WEEK Excel Tip of the Week #321 - excel new year
  • Article
  • 24 Dec 2019
  • David Lyford-Smith
As we're coming up on New Year's, many of us will be thinking about setting our goals for the year to come. So why not give over some time to thinking about setting yourself a personal development goal for Excel? if you're looking for some sources of inspiration, beyond just the blogs on this site I'd recommend the Spreadsheet Competency Framework. This is our guide to understanding terms like "Excel expert" or "intermediate spreadsheet user", by defining four labels to describe the main levels of competency that ICAEW's Excel Community volunteer committee encounter in their work.
Exclusive EXCEL TIP OF THE WEEK Excel Tip of the Week #316 - Conditional summary functions redux
  • Article
  • 19 Nov 2019
  • David Lyford-Smith
This week, we have a Creator post in which we're taking a comprehensive review of the conditional summary functions: COUNTIF, SUMIF, COUNTIFS, and SUMIFS - as covered back in TOTW #78 - plus the newer AVERAGEIFS, MAXIFS, and MINIFS. These functions are used to summarise or measure a subset of your data in some way. If you want to summarise the whole of the data, you can use the simple functions like SUM and COUNT to do that - but if you only want the totals for a specific subset, then you need the conditional summary functions.
Exclusive EXCEL TIP OF THE WEEK TECH NEWS Excel Tip of the Week #283 - Presenting text in a spreadsheet
  • Article
  • 02 Apr 2019
  • David Lyford-Smith
This week, we have a Basic User level post in which we're going to look at a few options for how to include text in your Excel spreadsheets. For example, you might need to add commentary to a set of Excel accounts, or document how to use a financial model. In this Tip, we're going to look at a few options for how to work text in to your workbooks.
TECH NEWS Accountants' guide to Excel - mastering numbering formats part1
  • Article
  • 15 Jan 2019
  • Simon Hurst
Although many Excel features, methods and techniques are equally useful to any spreadsheet user, we do try and concentrate on subjects of particular relevance to accountants and others working with financial data. Accordingly, this series will cover some of those areas. We are going to start with number formats. It's easy to underestimate the importance of number formats. Failing to apply appropriate number formatting can dramatically reduce the clarity and impact of the reports that you produce.
MODELLING 101 Modelling 101: Aggregating aggravating time periods
  • Article
  • 30 Dec 2018
  • Liam Bastick
If you have ever built a financial model, you will have come to realise that recipients always want greater detail in the earlier periods and are then happy to have summaries for later dates. However, that’s not how you should model. That’s how you should report. There are lots of texts out there advocating what is and what isn’t Best Practice when it comes to building a financial model. At SumProduct, we push CRaFT...
Exclusive EXCEL TIP OF THE WEEK Excel Tip of the week #269 - Revisiting form controls
  • Article
  • 25 Dec 2018
  • David Lyford-Smith
This week, we have a Developer post in which we are revisiting form controls. A form control is an active element which you can add to a spreadsheet in order to provide a clickable interface, which will control some aspect of the spreadsheet. They are one way of adding some pizzazz to a spreadsheet, particularly a user input space such as a dashboard or form.
Exclusive EXCEL TIP OF THE WEEK Excel Tip of the Week #204 - Count items
  • Article
  • 26 Sep 2017
  • David Lyford-Smith
This week, we have a Developer post in which we are going to look at a clever solution to a particular data analysis problem - counting the degree of overlap between two ranges.
Exclusive EXCEL TIP OF THE WEEK Excel Tip of the Week #195 - Spreadsheet competency
  • Article
  • 25 Jul 2017
  • David Lyford-Smith
This week, we have a Basic User post in which I'll be explaining what this bit at the beginning of each Tip that says "This is an XYZ post" actually means. (Basic users; General users; Creators; Developers)
MODELLING 101 Modelling 101: Common issues #3 - Taking stock of inventory
  • Article
  • 13 May 2017
  • Liam Bastick
As a professional modeller for more years than he'd care to admit, Excel MVP and FCA Liam Bastick highlights some of the common issues and scenarios in financial modelling / Excel spreadsheeting. This article looks at inventory modelling.
Displaying 1-20 of 26 results

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