# Monthly Archives: March 2016

### How to Transfer Data from Excel to Word Automatically

Excel lives up to its name when crunching numbers or organizing data. However, when you want to convey ideas beyond the table or graph, you will almost certainly turn to Word or PowerPoint. In the examples below, we are going to look at several different ways you can export, or incorporate, spreadsheets into your Word…

### Financial Processes for Success

Would you drive your car on the interstate without a speedometer, gas gauge or a clear windshield?  Reviewing your monthly financial statements to understand your organization’s financial health is like watching the gauges to ensure you are staying on track. So, how do you do it? Keeping a financial grip on your business really involves…

### The Importance of Financial Fluency

This story is all too familiar. An energetic entrepreneur works and works to save money to start a business.  Their nest egg builds and the dream is coming closer to reality.  Friends and family contribute.  The equipment is purchased.  The employees are hired and the restaurant finally opens. And six months later it closes. How…

### Cash is King

Or is it? If you’ve been around business for any length of time you’ve certainly heard someone say “Cash is King.”  But, is cash flow really the primary measure of the financial health of a business? One thing is for sure, if you understand the historical cash flow statement you understand the comings and goings…

### Tips for Data Management in Excel

Becoming an Excel expert is more than learning functions and cobbling together formulas. A significant part of using Excel to its full potential is knowing the art of data management. This includes everything from knowing how to set up your worksheets to managing data entry to good maintenance practices.  Here are several tips to good…

### Excel What-if Analysis: Goal Seek

Ever find yourself wondering if Excel could help you answer the question: “What values would I need to get a known result?” The What-if Analysis features, available in Excel 2010 and up, give you the tools to do just that. Unlike functions and formulas that take given values and return a result, what-if scenarios allow…

### Excel What-if Analysis: Scenarios

If you think of Excel as just a database for storing dead data, you will be pleasantly surprised to learn about Excel’s What-if analysis tools. Excel offers several features that allow a user to make predictions, or evaluate outcomes based upon variable inputs. In this article, we are going to look at Scenarios. What is…

### Excel Macro Tutorial for Beginners

To follow using our example, download MacrosForBeginners.xlsx Once you get comfortable navigating Excel, it won’t be long before you start to hear about this wondrous feature called a “Macro” that can  leap tall projects with a single keystroke and make boring tasks go by faster than a speeding bullet. While Macros aren’t really the superman…

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