Simon Hurst reviews the techniques available for extracting and reporting on accounts data with the tools available in Excel 2010.
Looking back through the Excel Compendium at the range of questions on this subject, the most common issues come from accessing the data in the first place and then finding efficient and reliable ways to summarise the data.
Is Excel the most effective tool for reporting on accounts?
A recent Any Answers query on downloading the books into Excel and then moving things around revived an old ExcelZone debate on whether accounting data should be manipulated in Excel, rather than just summarised and presente. And once again, we should heed the warnings to keep the processing within the accounts system.
As accounting software application suppliers provide new facilities to export data or to link other applications to it directly, getting at the data should be easier. But there’s still the issue of organising the date into a form that enables Excel to work with it.
The rest of this article, available to logged-in AccountingWEB users, also covers:
- Which are better for summarising accounts data - PivotTables or SUMIF functions?
- What can you do with Excel Tables?
Other ExcelZone management reporting tutorials
Improve your reporting skills with self-teach tutorials
Interested in Pivot Tables? Start here
Sales analysis at Northwind Traders
About Simon Hurst
Simon Hurst is the founder of technology training consultancy The Knowledge Base and is a past chairman of the ICAEW's IT Faculty.