This is the fifth part of our series looking at new tools for working with accounting data in Excel 2010 and 2013 and the third of three articles looking at the analysis of transaction data. This time we will look at some of the features available to help us turn our data from a list of invoices into an interactive dashboard, including the incorporation of KPIs. As in the previous article, we will use the Invoices data from Microsoft’s sample database: Northwind. [Our thanks to Microsoft for permission to use it in this tutorial. If you are not able to locate a copy of the 434kb zipped you can to download a copy here, then extract Northwind.mdb].
Register with AccountingWEB for free and log in to read the full tutorial, which covers:
Further reading and tutorials
- Sales analysis in Excel 2010/13, part 2
- Working with accounts data in Excel 2010 and 2013
- 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.