Making Cash flow summary in Excel using Pivot tables with data on multiple worksheets

Cash flow summaries are scary because of piles of data. But it is a routine work and accountants have to go through it every accounting period (monthly, quarterly and/or annually). Few days back I was approached...

Budget Vs Actual – Analyzing Profit and Loss Statements in Excel using Pivot tables

This tutorial is effectively a continuation of last tutorial on profit and loss statements using pivot tables in which we learnt how to make a report in Excel using pivot tables feature to make...

Making Profit and Loss Statements in Excel using Pivot tables

Being an accountant myself trust me I hate numbers and all that journals and "T" accounts. But its necessary to get to much meaningful financial statements like Statement of Financial Position (Balance sheet) and Profit...

Restructuring (Normalizing) data for Pivot tables using Pivot tables – How To

Last time I discussed the use of Power Query to restructure data for pivot table purposes if it is not arranged in columnar format. Today we will be learning how to normalize the data for...

Prepare (Normalize) the data for Pivot Tables using Power Query

Pivot tables is a love of life for many Excel heads for its ability to move elements of reports easily is pure awesomeness. Pivot table has greatly improved since improv. But it still has limitations. And one...

Making Sales Dashboard using Excel Slicers – How To

So many reasons why not to hate Excel dashboards. They are beautiful, they are dynamic, they make everything super easy to understand. And not to mention it one cool way to grab attention at...

Create Data Validation lists from Unsorted data with duplicates in Excel [How To]

Today I finally decided to make an Excel dashboard on debtors aging analysis. The main reasons to do this dashboard were that: I thought now enough knowledge has been delivered to my cult followers that they...

Excel Pivot Tables – Grouping Dates by Week Within Months, Quarters or Years –...

Earlier we learned about grouping and ungrouping time related information very easily using excel pivot tables. It saves huge amount of time in preparing summary pivot table reports with different dimensions of time. However, we...

Excel Pivot Tables – Grouping Data by Date and Time

Where reporting is about numbers and analysis, the big part of it is also about time. And to best understand the situation you sometime have to want information specific to certain time period or grouped for...

Running Totals and Running Balance with Excel Pivot Tables – How To

Last time when I discussed how to do running totals and running balance using Excel many different ways were discussed but one was left for today which is doing running totals and running balance...
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