Spreadsheets have become the de facto standard for communicating business information and the preferred tool for analyzing business data. In this current climate, the accuracy and clarity of spreadsheets are paramount. However, busy managers have little time to sift through heaps of reference books to extrapolate techniques for making polished spreadsheets. Even with finished spreadsheets in hand, managers and business professionals still need a book which holds up a mirror to their real world situations and reflects hidden flaws; and then takes the next step and guides the reader in specific ways to rework these critical documents. Excel Best Practices for Business enables readers to examine their work and ask critical questions. And once asked, this book also answers with dynamic, practical approaches and provides Take-Aways extrapolated from real situations across a managerial spectrum, making this book more mentor than reference. In this book, a critical need is met. Book Highlights: XML in Microsoft Office Excel 2003: Entirely new to Excel 2003 is major support for XML, making Excel truly web capable and Internet ready. This book provides extensive coverage of these new features from a hands-on perspective. It identifies subtleties, gotchas and problems, and shows you practical solutions and workarounds. SPREADSHEET PORTALS: This book introduces the topic of Spreadsheet Portals, which elevates spreadsheet practices for the Internet-ready software to the next level. Aside from explaining the basic concepts and principles of Desktop Client Portals, best practice techniques for building your portal pages and reference implementations are provided. These reference implementations, sample spreadsheets, and online demos are provided on the book's CD. SPREADSHEET MAKEOVERS: What do you do when your manager or boss asks you to take over a complex, spreadsheet-based application and send out reports every two weeks? The person who created the spreadsheet no longer works for the company. Aside from a few emails, there's no documentation. You look at the spreadsheet and you find it has flaws. Never mind about fixing the old reports; the new ones are going to go out with your name on it. This report is not your prime responsibility. You do not have the time or resources to turn this into a whole project, yet you can't afford to leave it the way it is. Excel Best Practices for Business provides a step-by-step approach to these "Mission Impossible" situations and walks you through the steps with fully worked out examples. ASSISTIVE TECHNOLOGIES: For the first time in a mainstream book, the topic of preparing accessible spreadsheets for individuals with disabilities is addressed. Government agencies needing to make electronic information section 508 compliant and corporations choosing not to alienate communities with special needs will find the techniques presented invaluable. You will learn from a hands-on perspective how to organize and design accessible spreadsheets for the visually impaired that will work with Screen Reader software, how to set up Screen Reader software, and how to build graphical components that will work with Screen Readers. These practices are carried to the next level with the introduction of Assistive Portals. This allows you to make spreadsheets accessible and avoid having to alter your original spreadsheets. The Portal Page does all the work. Because it is table driven, there are no formulas or scripts to modify. Think of how this will change the economics of preparing accessible documents. There are many more topics in Excel Best Practices For Business including: practical techniques for visualizing hard-to-present data, incorporating "Smart Data" into your spreadsheets, how to build a Data Overpass, quantification of uncertainty, conversion of mountains of legacy data into manageable and useful form, spreadsheet auditing to validate the work of others, a hands-on approach to working with the Excel Solver tool, spreadsheet construction techniques through both simple design and large, complex applications. If you want to find about these and many other techniques covered, then Excel Best Practices for Business is the perfect guide!

Written especially for advanced beginners and intermediate users, this book offers quick fixes for anyone bedeviled by faulty formulas, failed formatting, printer purgatory, and other perplexing Excel problems Offers three types of fixes: Escape in Under 30 Seconds, Escape in Under Two Minutes, and More Elaborate Escapes-over 400 solutions in all Topics covered include formula fixes, formatting fixes, data and layout fixes for Excel charts, PivotTable fixes, managing complexity in very large spreadsheets, fixing broken procedure functions, and more Includes preventive measures and best practices that teach users how to avoid problems in the future Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

The essential guide for today's savvy controllers Today's controllers are in leadership roles that put them in the unique position to see across all aspects of the operations they support. The Master Guide to Controllers' Best Practices, Second Edition has been revised and updated to provide controllers with the information they need to successfully monitor their organizations' internal control environments and offer direction and consultation on internal control issues. In addition, the authors include guidance to help controllers carryout their responsibilities to ensure that all financial accounts are reviewed for reasonableness and are reconciled to supporting transactions, as well as performing asset verification. Comprehensive in scope the book contains the best practices for controllers and: Reveals how to set the right tone within an organization and foster an ethical climate Includes information on risk management, internal controls, and fraud prevention Highlights the IT security controls with the key components of successful governance Examines the crucial role of the controller in corporate compliance and much more The Master Guide to Controllers' Best Practices should be on the bookshelf of every controller who wants to ensure the well-being of their organization.

Learn to maintain and update scorecards and dashboards with Excel Balanced Scorecards and operational dashboards measure organizational performance and Microsoft Excel is the tool used worldwide to create these scorecards and dashboards. This book covers time-proven step-by-step processes on how to guide executive teams and managers in creating scorecards and dashboards. It then shows Excel developers how to create those scorecards and dashboards. This is the only book that converts theory into practice. The author addresses the people and processes you need to identify strategy and operational metrics and then implement them in dashboards in three versions of Excel. You'll learn how balanced scorecards help organizations translate strategy into action and the ways that performance dashboards enable managers monitor operations. Covers Excel 2010 back to Excel 2003 Shows how to develop consensus on strategy and operational plans with the executive teams Details steps in creating tactical action plans Gives step-by-step guidance in creating the most powerful management dashboards Puts over ten years of experience in one book Balanced Scorecards & Operational Dashboards with Microsoft Excel, Second Edition is the ultimate resource for enhancing your strategic and operational performance.

The financial markets industry is at the same crossroads as the automotive industry in the late 1970s. Margins are collapsing and customization is rapidly increasing. The automotive industry turned to quality and its no coincidence that in the money management industry many of the spectacular failures have been due largely to problems in quality control. The financial industry in on the verge of a quality revolution. New and old firms alike are creating new investment vehicles and new strategies that are radically changing the nature of the industry. To compete, mutual funds, hedge fund industries, banks and proprietary trading firms are being forced to quicklyy research, test and implement trade selection and execution systems. And, just as in the early stages of factory automation, quality suffers and leads to defects. Many financial firms fall short of quality, lacking processes and methodologies for proper development and evaluation of trading and investment systems. Authors Kumiega and Van Vliet present a new step-by-step methodology for such development. Their methodology (called K - Presents a robust process engineering framework for developing and evaluating trading and investment systems - Best practices along the step-by-step process will mitigate project risk, model risk, and ensure data quality - Includes a quality model for backtesting and managing market risk of working systems

Workforce diversity refers to a strategy that promotes and supports the integration of human diversification in business. By utilizing focused inclusion policies and practices, businesses can guide work environments and create an optimal business culture. Management Techniques for a Diverse and Cross-Cultural Workforce is a critical scholarly resource that examines the emerging work culture to understand the underlying human processes prevalent in modern organizations. Featuring coverage on a broad range of topics, such as gender diversity, workforce trends, and inclusion management, this book is geared towards business owners, managers, entrepreneurs, professionals, researchers, and students seeking current research on diversity management.

Illustrates how to make money and keep it with time-honored strategies. Insightful real-life anecdotes to illustrate key concepts.

Create custom solutions with the help of real-world examples using data connections, advanced canvas app formulas, data filtering techniques, and integrations, including Copilot Key Features Understand overall project planning and manage your apps across different environments and solutions Learn how Power Apps can be integrated with other applications to extend the functionality Incorporate Copilot with Power Apps to create a customized solution Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionMicrosoft Power Apps is ideal for businesses seeking to digitally transform their operations by developing custom applications quickly and efficiently, without the heavy investment required for software development. This book leverages the authors’ combined experience in Power Platform, among others, to lay down the foundation for successful app development, focusing on defining project scope and understanding requirements. In this book, you’ll go through several key development areas, including solution creation and Power Platform environments, both critical areas for effective app development and deployment. You'll also discover best practices for choosing when to build a canvas app or a model-driven app based on project requirements and data connections. The chapters will take you through advanced development techniques and show you how to integrate Power Apps with other applications. You'll get a clear understanding of the key aspects of governance, security, app maintenance, and error handling, ensuring that your Power Apps solutions are not only effective but also secure and sustainable. By the end of this book, you'll have gained practical insights, technical depth, and a clear roadmap for successful Power Apps development.What you will learn Understand different data connections to define overall project planning Explore advanced development techniques such as filtering data, using variables and collections, formulas, and conditional formatting Uncover how Power Apps can be integrated with other apps such as Power Automate, Power BI, SharePoint, Teams, and Outlook Find out how to apply governance and security Discover best practices for app maintenance and handling errors Learn how to register an app in Microsoft Azure Set up Copilot for your project using Copilot Studio Who this book is for This book is for business analysts, IT professionals, and both developers and non-developers. If you’re interested in improving your app development skills, this book is for you. A basic understanding of Microsoft 365 and Power Apps is recommended. Familiarity with other Power Platform applications, such as Power Automate and Power BI, is helpful but not necessary.