B2Blog

Business-to-business (b2b) and industrial marketing blog.

Tuesday, November 29, 2005

Making your report say something

In addition to creating plans and budgets for next year, I also have to create and manage monthly business reports to monitor our sales activity.

One of our new promotions has goals that I want to highlight when met. Usually, graphs are the way to do this, but not with over 15 records to monitor. Instead, I am creating a straight-forward table as the published report. But how to highlight when a goal is met? Automatically? My brain said that Excel should be able to do it, and Google confirmed that what I wanted is a standard feature:

Excel -- Conditional Formatting: "Conditional formatting allows you to set rules for cell formatting. If the rules (conditions) are met, then the formatting is applied... For example, you can set conditional formatting so that a cell turns blue if it contains a value higher than 75 and turns green if it contains a value lower than 50. "

Now even my boring spreadsheet reports will be easily digested. I've already automated much of my reports in the past by assuming Excel must have some way of making it easier, and figuring it out. Be a master of your tools.

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