Excel Tips Archives

How Finance Teams Automate Excel Reporting with Vivid Reports

Leave a Comment / Excel Tips, Financial Reporting / Veronica Schmilinsky

Finance teams rely on Excel because it provides the flexibility they need to build, analyze, and present financial information in a format the organization understands. The problem is rarely Excel itself. The problem is the manual work that grows around it. Finance teams can lose critical days exporting data from their ERP, updating formulas, maintaining linked workbooks, rebuilding standard […]

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The Case for Excel Dashboards

Leave a Comment / Excel Tips / Brenna Devlin

Dashboards have become an essential tool to support many business functions. Today, you can find dashboards included with most ERP and business process software such as CRM and HR. A dashboard is often the first thing that is shown after someone logs into a system. So, what is a Dashboard? The basic purpose of a dashboard

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5 Tips for Excel-Based Financial Reporting

Leave a Comment / Excel Tips / Brenna Devlin

Nothing replaces Excel for its flexibility and ability to create reports that summarize data into the formats your teams need to make informed decisions. Skilled FP&A professionals often create highly complex and powerful spreadsheets, leveraging advanced formulas, lookups, and pivot tables. While these complex models can be helpful, their intricacy creates significant room for error—one

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Top 5 Reasons to Love Excel-Based Reporting

Leave a Comment / Excel Tips / Brenna Devlin

1. Most people are familiar with Microsoft Excel® If you are in the accounting or finance department, chances are you already know how to use Microsoft Excel. It’s one of the most widely used spreadsheet programs, if you have worked with spreadsheets, most likely it’s been with Excel®. You may not know all the fancy and complex

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