We are currently posting two series of articles on Substack, one covering the principles of reporting and analytics and the other walking through a basic example of creating an interactive report in Excel. Feel free to follow along with those and provide your feedback.
Principles of Reporting
This series of articles looks at the challenges that businesses of all sizes face with getting access to timely and flexible reporting and analysis, and it presents practical solutions to streamline the process and leverage the powerful tools available in today’s data-driven landscape.
The Problem with Rogue Business Groups
A Better Solution for Reporting and Analytics
From Ad Hoc to Standardized Reporting – A Business Scenario
Where Did the Rigid IT Guidelines Come From?
Maintaining a Flexible and Sustainable Reporting Environment
Microsoft Excel as a Reporting Tool
Google Sheets as an Alternative to Excel
Power BI, Tableau, and Other Reporting Tools
What Is the Best Reporting Tool?
Is AI a Good Option for Reporting and Analytics?
How Do You Create a Good Environment for Reporting and Analytics?
Interactive Reporting Example
This series of articles provides a step-by-step example of building a simple, interactive report in Microsoft Excel. You can find the data files and sample reports at this link.
Microsoft Excel as a Reporting Tool
Creating Drop Down Boxes for Report Parameters
The VLOOKUP Formula and Its Pitfalls
The Advantages of the SUMIFS Formula
Calculations with SUMIFS
FasTrak Data can help your business with its data, reporting, and analytic needs. More information and sample reports are available at this link.