3 Steps you can take to spend less time updating Excel charts each month (Hint: use a strategic approach to your Excel chart worksheet)

With organizations measuring more metrics than ever before, the time it takes to update all the charts you create for senior managers seems to increase each month. You’ve streamlined the analysis using tools in Excel like Power Query, Pivot tables, and various formulas. Once you’ve identified the insights you need to communicate, it takes a…

Showing component and total variance to budget; Issue #438 April 30 2019

A common message in financial, project update, and operations presentations is to explain the total variance in expenses to the budget by looking at the variance in each expense line item. The common approach is to show the spreadsheet of numbers extracted from the accounting system. My latest slide makeover shows how you can visually…