Latest posts

Below are the most recent articles or resources I’ve published. If you are looking for help on a specific topics, it would best to look at the topics in my Articles archive as I have grouped my recent and best articles by topic there.

  • Excel/PowerPoint tip: Accurately estimating the values in a column/bar/line chart image

    What do you do in this situation. You get a chart from another source, like a website or PDF and it doesn’t have data labels with the values. You need the values to incorporate into your analysis or your chart. How can you accurately estimate the values from an image of the graph? This video… Continue reading Excel/PowerPoint tip: Accurately estimating the values in a column/bar/line chart image Continue reading

  • Dual-axis graph makeover: create a better visual for your data using Excel

    I see dual-axis graphs frequently in the customized FinancialViz courses that I teach. In this video I show you an alternative to a dual-axis graph that better communicates the message to executives and stakeholders. It is possible to create the type of effective graph you see in this video just using Excel. If you want… Continue reading

  • 5 Tips for handling the increased financial reporting workload after colleagues get laid off

    We are in another round of layoffs in many organizations. This time it is a slowing economy due to rising interest rates. In the past it has been different factors and the result is the same: fewer financial professionals doing the same (or more) work every month. Here are five tips to get those monthly… Continue reading

  • How to use a single Excel stacked bar chart for multiple diverging bar charts to report variance (planning a complex chart in Excel)

    One of the visuals I show in my FinancialViz courses is a multiple diverging bar chart that can show variance between actual and budget and actual and last year. This can also be used for actual and relative variances as well. I create it using a stacked bar chart and scatter with straight lines charts.… Continue reading

  • Hybrid Event Lesson 10: Introduce the remote attendees to the people in the room

    This article shares one of the lessons I learned when planning and running a hybrid class reunion event in May 2022. Read the introduction and see the other lessons in this series here. Lesson One of the issues with hybrid meetings is how to build a connection between the people in the room and those… Continue reading

  • Hybrid Event Lesson 9: Have multiple cameras for views of the room and the presenter

    This article shares one of the lessons I learned when planning and running a hybrid class reunion event in May 2022. Read the introduction and see the other lessons in this series here. Lesson One of the issues I identified early in planning for the hybrid reunion event was that I wanted the people attending… Continue reading

  • Excel Chart Tip: Add a goal or target line to a bar chart

    When you are showing ranked data in a bar chart you may want to add a goal or target line to easily identify those with performance above the goal and those below the goal. Instead of drawing the line on top of the chart, build the target or goal line as part of the chart… Continue reading

  • Hybrid Event Lesson 8: Separate content and meeting control

    This article shares one of the lessons I learned when planning and running a hybrid class reunion event in May 2022. Read the introduction and see the other lessons in this series here. Lesson In the event I was running each laptop only had its own screen, I didn’t have any extra monitors connected to… Continue reading

  • Hybrid Event Lesson 7: Create a custom screen background

    This article shares one of the lessons I learned when planning and running a hybrid class reunion event in May 2022. Read the introduction and see the other lessons in this series here. Lesson When you are switching content in a hybrid meeting the screen may sometimes not have an open app on it. What… Continue reading

  • Excel Chart Tip: Add a CAGR line callout to a column chart

    When you are reporting sales, shipments, clients served, or any measure where you want to show the growth rate over the period of time along with the values in each period, a column chart with a CAGR line callout can be a good visual to use. Instead of drawing the line on the chart and… Continue reading