Last week, we learned how to use formulas to reconcile (match) transactions in Excel. Today, lets take a look at even faster and simpler way to do this:
Using Pivot Tables
Here is a short video explaining the technique and why it works. See it below
(or watch it on our youtube channel)
Download Example workbook:
Please click here to download the example workbook & play with it.
Hungry for pivot tables? Grab these juicy stuff:
- Learn how to create and use Pivot Tables in Excel
- Excel Pivot Tables – Tutorials, information & tips
Thanks to commenters Utkarsh, Heather, Carlos & Kerry for suggesting that we use Pivot Tables for this problem.

















7 Responses to “CP014: How to create awesome dashboards – 10 step process for you”
Very interested in topic unfortunately I get no sound when I play it.
Where can I get add ins for excel 2007
#Budala
Try using Google to search for Excel Addin
I would like to join your email newsletter.
@Andy
Goto: http://chandoo.org/wp/
The newletter registration is top Right corner
Hello Chandoo,
i am one of the great fan of your. i am one MIS executive in realstate company.And i try make dash board for CRM(Client Relation Management) Dept formance and anlysis process.Its get created not so effective according to can u suggest me .what i hve to give or take for makeing it for effective and attractive?.
regards,
Shashak verma
Hi,
I want to create an interactive dashboard in excel (Google Drive) which should have multiple data along with beautiful charts..
I handle two teams in IT Tech support so were preparing 2 different dashboards.. however need to club and want to create single report, can anyone help something like