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How to create management reports in five minutes using PivotTables

by , 19 March 2014
It's midnight and Albert, a financial analyst, has a year of data he needs to sort to prepare his management report. If he does it using Excel formulas, he knows he'll never get it done in time for his 8am meeting with management.

He wants to create a report to show how the business performed in each quarter. But this takes time - and time is the one thing he's short of!

And then he remembers... PivotTables can sort data quickly.

Keep reading to find out what Albert does.

                                                                        Alberts original spreadsheet

How Albert created his management report in just five clicks

To sort his data by quarters, Albert right-clicks the cells that contain quarters in the PivotTable and clicks 'Sort – Sort More Options' This sort dialogue box opens:

Albert wants to sort data from smallest to largest and left to right. So he selects these in the dialogue box and clicks ok. In ten seconds, his data displays correctly. And Albert is ready to face his early morning meeting.  

Attend the FSPBusiness PivotTable Training Course where we'll answer these seven questions:
  1. What's the quickest way to scrutinise statements for errors e.g. phone records, supplier statements, e-toll accounts?
  2. How do I use Excel to change my data to into business reports?
  3. Can I use Excel to identify trends in sales, leads, orders and deliveries?
  4. Is there a way to easily change my management reports by adding new elements, re-arranging layouts, drilling down into sales or costs?
  5. How do I summarise orders by supplier, client, or product (or all of them) in Excel?
  6. Can I use Excel to import my sales, accounting, payroll or any other data directly into a reporting system with pivots?
  7. Does Excel let me sum, sort, average and more without formulas?
Click here to download the PivotTable training course brochure and booking form.
But what if Albert's year end was different from the calendar year?

Simple! He can click 'manual' and arrange the fields the way he wants to by selecting and dragging them into his desired location of the pivot table. In this way Albert can start displaying data in table with the start of the financial year.

If you want to become a financial data analysis and reporting guru and get management reports done in minutes, click here

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