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The challenge with merely presenting data as reports or business insights is that the users of such report do not get the story and intelligence behind the data. The next time you must present a report to management or the board, try one of these Excel techniques from Philip Gamey, Excel Consultant:

 

1. Add calculated fields to the data. For example present dates of employee engagement in cell A2 (1/2/2012) as years worked in cell B2 (=DATEDIF(A2,NOW(),"y"))exceltip1


2.
Use averaging and distribution to show trend and comparisons by related items. Example; instead just sending the total amount spent on fuel till date, calculate monthly average and distribute cost by departments.

exceltip2


3. Add conditional formats to give additional meaning to numbers. To apply conditional formatting to your reports, go to Home Tab...Styles Group..Conditional Formatting Command and select Data Bars to show bars within the cells.

exceltip3


Attend our upcoming free video webinar for more tips and techniques on how to muscle your Excel skills for extensive data analysis and reports.
Should you need a copy of the Excel file we used for this mail, please request it in a response to this mail.

FREE EXCEL WEBINAR
Join managers and working processionals like you on Thursday 29th January for a free webinar on techniques for turning data into powerful reports and insights. Register at www.webandsoftware.com

DATA ANALYTICS & REPORTING SEMINAR
Take your Data Analysis and Reporting reporting skills to a higher level by enrolling in Ghana's only Data Analytics and Reporting course from 11-12  and 23-24 February 2015.
To enroll, visit www.webandsoftware.com.

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