In the first part of this series we looked at how some of the changes in Excel 2010 and 2013 have given us new tools for working with accounting data. We showed how the inclusion of the PowerPivot ‘Data model’ within Excel 2013 itself could replace the use of Excel Lookup formulae to give easier, more automatic and potentially more reliable results. For inspiration, we used a six year old article by David Carter on working with accounting data in Excel entitled: Tutorial: Create a P&L from monthly balances with a pivot table.
Having processed our data through the Excel 2013 data model, we ended up with our profit and loss report. This time we’ll look at the various things we can do with our PivotTable in the latest versions of Excel...
Further reading and tutorials
- Tutorial 1: Working with accounts data in Excel 2010 and 2013
- Tutorial 3: Sales analysis in Excel 2010/2013, part 1
- Excel 2013: Where the productivity gains are
- Excel 2013: Up close and personal
- Excel 2010: Simon Hurst’s greatest tips
- Excel FAQs: Working with accounts data
- Improve your reporting skills with self-teach tutorials
- Improving sales reports at Northwinds Traders (first of a 2007 tutorial series by David Carter)
- AccountingWEB pivot table tutorial archive
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.