Category Archives: %s

Advanced Excel Reporting

If you do performance reporting in Excel, then you may run into some of the common problems below: Growing/ Changing Data Sets – Each month your data set grows. Each month you have to try in fit in the new data with ruining all of formulas reading that data. How can you add Read More

How to build a bridge chart in Excel (video)

We’ll cross that bridge when we get there…

Adding to our recent budget related posts is everyone’s favorite: the bridge chart! Sometimes called a “waterfall” chart, this chart bridges two different numbers with each step in the bridge being a cause of change.   In this example, we are bridging the Q1 forecast back to budget. Things are looking a Read More

Everybody loves charts!

It’s almost September… summer is coming to a close… Q3 is in the home stretch… and like the swallows returning to Capistrano, we are heading back into budget season. And nothing says “budget season” to me quite like a good, old fashioned variance chart. What’s over budget? What’s under budget? Read More