In the first of this two part series David Carter showed how to get nominal transactions out of TAS Books and into Excel via Excels Data Import External Data command. In this second tutorial he shows how to use an Excel pivot table to analyse the data and (if you want it) to provide job costing analysis
In part one we exported nominal transaction data from TAS into Excel. We used Excels Import External data command for this rather than File-Open. This has two key benefits.
Benefit 1: reports are automatically updated via Refresh
The benefit of using Import External Data is that we can create a permanent daybook in Excel. When new invoices are entered in TAS, all we need to do is to re-run the TAS report. Then press the Refresh button in Excel, and the nominal d...