Category: Best Practices

Posted on: October 28, 2010 Posted by: Johnny Comments: 0

Cut 3 days of Frustration by Using these Office Secrets

I recently helped a co-worker cut 3 days of frustration off her project deadline, using 1 of my 3 office communication secrets. Here’s the scenario, she was trying to contact another employee to get his approval on the project. He was the last person who needed to sign off on the project changes… and he wasn’t responding. Sound familiar?

There are several techniques that I’ve learned that help keep project deadlines.

Posted on: October 20, 2010 Posted by: Johnny Comments: 1

3 Simple Steps for Charting Data

When you have to present Excel data, the last thing you should do is take a screen shot of the data and make it into a PowerPoint slide. The chart should tell a story that can be understood in 5 – 10 seconds. If you take longer than that, your audience will ignore you and focus on trying to understand the chart. Knowing your data is the critical step. Follow these simple steps for charting your data.

Posted on: October 7, 2010 Posted by: Johnny Comments: 1

Business Reporting Requirements Gathering

For 10 years, I’ve been building reports for Finance, Operations, Accounting, Marketing, Mid-level Managers, Executives, and some just for myself. This is the typical checklist I go through for reports

Posted on: August 19, 2010 Posted by: Johnny Comments: 9

How to segment your reporting users

The vast majority of your business users will never use your Business Intelligence tools. There are only 5% (or 1 in 20) of your “users” of business intelligence (BI) tools that will want to “self serve” their information requests. Separate your business users into these three tiers: Shadow IS, Advanced Users, and Managers.

Posted on: August 12, 2010 Posted by: Johnny Comments: 0

How to Deal with Emergency Reporting Needs… All The Time

I received this e-mail from a Sales Director: “I’m outside this customer’s office, and I have a presentation to make in 10 minutes. Can you make me a couple of slides showing revenue and units for the past 12 months?” Yes, that really happened.

Posted on: July 28, 2010 Posted by: Johnny Comments: 0

The best business practice for Excel

If you are working for more than 10 minutes on any one process in Excel, YOU ARE WASTING YOUR TIME! I was working on a process that was requiring a bunch of manual moving, copy, and pasting and my little mental timer went off…

Posted on: December 24, 2009 Posted by: Johnny Comments: 2

How to survive the New Year

It’s time to recharge the batteries, do a little site maintenance, and prepare for the exciting New Year. What do you do to reward yourself for a great year of hard work, share with the community?