These three reports illustrate several unusual Excel designs that I had fun with. (That's right! I'm having FUN
with Excel again!)
The first page uses artificial data to show simple financial statements—along with key company trends—in a one-page financial report.
When you examine the three tables on the left side of that report, you'll see that none of their columns line up. That's possible to do because I used the same trick here that I did for the table in Example 7.
The middle page is based on the format shown below the pages, a format from Clayton M. Christensen's article, "Graphic Indicators of Operations," published in the Harvard Business Review in November 1980.
Christensen, you might remember, wrote The Innovator's Dilemma and many other books about business disruptors.
The last page is my version of the classical DuPont Chart, which shows—from a financial perspective—how Microsoft achieved a Return On Equity of 43.2% in FY 2021.
The workbook relies on named groups of accounts to define each value in the report. So, for example, I calculated its EBIT with one formula, which references a Table with months of financial data by account.
I also used a slicer to choose from among several companies.