Tutorial: Working with accounts data in Excel 2010 and 2013

The last few Excel upgrades have enhanced the way it works with data imports and analysis. Simon Hurst shows how they can help you in the first of a series of updates to our catalogue of classic pivot table tutorials.

Introduction

Changes in Excel 2010 and 2013 have the potential to transform the way we work with accounting data. The Excel 2010 PowerPivot addin and the inclusion of the PowerPivot ‘Data model’ within Excel 2013 itself should ensure that working with external data is easier, more automatic and, perhaps most importantly, more reliable. In addition, the Tables feature introduced in Excel 2007 provides similar improvements when it’s necessary to manipulate the data in some way.

Carter revisited

Nearly 6 years ago David Carter contributed a seminal article on working with accounting data in Excel entitled Create a P&L from monthly balances with a pivot table. The article was based on pre-2007 versions of Excel. To demonstrate how things have changed, we will repeat some of the steps the tutorial covered and explore how they can be improved using more recent Excel capabilities.

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  • Get Data
  • Excel 2013 Data Model
  • Excel 2010 PowerPivot
  • Get data from other sources

Further reading and tutorials

 

Continued...

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Well

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