Tag: Microsoft Excel

How to Use Waterfall Charts in Excel

In 2016 Excel added many new charts, including the Waterfall chart. Waterfall Charts are great for telling the story of how a quantity of interest (for example, cash position) changes over time. Waterfall charts also allow the finance professional to chart for a single point in time how a quantity...


3 Tricks to Help You Work Across Microsoft Excel Worksheets

Excel has three dimensions: rows, columns and worksheets. Most of us are familiar with how to use the powerful and indispensable Copy command to “copy” a formula across columns and down rows. In this article, we explore three tricks that can help you work across worksheets. Copying a...


Excel’s Stock Data Types

Office 365’s new stock data types allow you to type a company name or stock ticker symbol in Excel and write formulas that extract information about the company to a different cell. The file Stockdatatypes.xlsx contains our work. To begin we typed in the company names and ticker symbols shown...