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...

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...

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...

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...

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...

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...

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...

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...

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...