Making Aging Analysis Reports using Excel Pivot Tables – How To

Last time when I discussed preparing aging analysis in Excel, I used formula approach to do it. I used the combination of IF and TODAY functions and then used conditional formatting and sparklines to...

Stock Ageing Analysis Reports using Excel – How To

Stock is one of the most important investment made by the entity. Optimum quantity and turnover period is essential for entity to be successful. Faster the conversion, better the prospects for entity as inventories...

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...

Dynamic Common Size and DuPont Analysis Financial Statements in Excel

What if you have to make few analysis together in Excel like common-size analysis, ratio analysis and duPont analysis, well this is what I did this weekend. And the best part is that it...

Excel Pivot Table tutorial for Absolute Beginners: Creating your First Pivot Report [2 of...

In Part 1 of this little jump start series on Pivot Tables for Absolute Beginners I explained what excel pivot tables are the science behind their working through example and explained how pivot table let...

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...

Grand Totals to the left of Excel Pivot Table instead of default right

In pivot tables by default grand totals appear at the right end of the report. But sometimes the pivot table is so wide that user just can't see the grand totals and we have...

10+ ways to SUM Top N values in Excel data range – Ready to...

We all love to add things up. Its always good if things add up to the way we want. And no doubt from Excel newbie to pro everyone uses SUM formula. We have recently...

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...

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...