In the corporate world Excel add-in reporting tools such as XLCubed and Intelligent Apps have been enormously successful.
David Carter
Seven of David Carter's self-teach tutorials on Excel pivot tables are about budgets.
Continuing his series of tutorials on using pivot tables with budgets, David Carter now produces the monthly reports comparing actual to budget, Month and Year to Date.
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When reporting actuals against budget, you often find that your budget categories don’t match the nominal codes in the accounts package.
Data held in row and column format like budgets is difficult to analyse in a pivot table.
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“Bank reconciliation? What is a bank reconciliation?”
“What are these cheques that you have in England?”
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It’s now time to get serious.
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Following his first tutorial on how to set up MS Query and the Sage ODBC drivers, David Carter's second tutorial shows you how to extrac
It’s about time we looked seriously at Microsoft Query. Query is an add-in which enables you to get data out of your accounts package (Sage, Pegasus, Exchequer etc) and into Excel.
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If you are ever involved in selecting or implementing a stock control package, AccountingWEB consultant editor David Carter discusses some of the points you will need to consider.
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- Want to learn about Excel pivot tables? Start here. By David Carter 108,509 6
- ExcelZone's Five Minute Pivot Table Tips - Index 83,790
- Tutorial. MS Query and Sage #1 - how to setup Import External Data. By David Carter 41,670 2
- Improve your reporting skills with self-teach tutorials. 32,465
- Tutorial: Budgeting with Pivot Tables #2 - report actuals against budget 31,127 1
