Management Reporting

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MS Query tutorial

Management Reporting Systems

A window onto company data David Carter discusses Excel's new role - as a window for users to look at company data. The key to it all is the Import External Data command. More...

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MS Query tutorial

Importing data into Excel

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Group reports

Pivot Table tutorials

Pivot Tables: Start here Anyone who is serious about management reporting has to learn Excel pivot tables. If you are short of time, work through the Five minute tips set of tutorials.

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What reports do you need?

KPI's & Management Packs What information do managers need to run the business? Suggestions from John Moulton, Robin Tidd, our own Richard Murphy, and more. Read more

MS Query tutorial

Microsoft Access, Northwind

Northwind Trader Tutorials David Carter's series of 4 tutorials shows you how to extract sales reports from the Northwind database. It's a simple data warehousing application. More...

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CoverDrive Case Studies

CoverDrive Case Studies Written by Dr Philip E Dunn, this popular series contains 27 case studies an accountant might meet in business. Read more

MS Query tutorial

Reporting against Budget

Comparing actuals v budget If you want to report actuals vs budget, the trick is to store both sets of data in Trial Balance format. Read more..