Exploring Profit & Loss Reports [Part 4 of 6]

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This is part 4 of 6 on Profit & Loss Reporting using Excel series, written by Yogesh
Exploring Pivot Table Profit Loss Reports [Part 4 of 6]

Data sheet structure for Preparing P&L using Pivot Tables
Preparing Pivot Table P&L using Data sheet
Adding Calculated Fields to Pivot Table P&L
Exploring Pivot Table P&L Reports
Quarterly and Half yearly Profit Loss Reports in Excel
Budget V/s Actual Profit Loss Report using Pivot Tables

This is continuation of our earlier post Adding Calculated Fields to Pivot Table P&L.

Now that we have P&L report as PivotTable, in this post we will explore excel features to make various types of reports.

Making Reports by Geography / State /City or Month:

You can make Geography-wise , State-wise, City-wise or Monthly P&L with just few clicks. You just need to drop the required field to the column area of your PivotTable.

Changing Profit Loss Report Layout - Excel Pivot Tables

Want more? – You can prepare Geography wise P&L for the month of Dec.2009

Profit Loss Report - by Geography / Month

Keep exploring the power of Filters and use them in various combinations to make report on required parameters.

Making Report of Top 5 Stores based on a Parameter

Okay I have got something more for you, How about finding top five stores based on Gross Margin % or Bottom 5 Stores based on Operating Profit %

Add “Store” Filed to Column area of Pivot Table. Now right click on store filed > Click on Filters > Choose Top 10

Choose your options From Drop Down Menu

Profit Loss Report - Top 5 Stores by Gross Margin %

Above shows you to calculate Top 5 based on Gross Margin%, go ahead and try to find out Bottom 5 based on Operating Profits%

Define KPIs and Make Reports Based on them

By adding some more calculated fields you can calculate various KPIs from the same set of Data.

City wise KPI is just example , you can calculate them on any other parameter as we have done with PivotTable P&Ls above. Use these formulas to calculate these KPIs

Sales per SFT = Sales / ‘Store Area’
Rent per SFT = Rent / ‘Store Area’
Utilities per SFT = Utilities / ‘Store Area’
Consumable % = Consumables / Sales

Then you can prepare a KPI report like this:

Profit Loss Report - KPIs using Calculated Fields feature of Pivot

Download Excel File with these Pivot Tables

Click here to download Explore PivotTable P&L.xls with these PivotTables [mirror].

What Next?

In the next part of this series, learn how to prepare quarterly and half-yearly profit loss reports in excel.

Meanwhile, make sure you have read the first 3 parts of this series – Data sheet structure, Preparing P&L Pivot Table, Adding Calculated Fields.

Also check out the Excel Pivot Tables – Tutorial, Pivot Table Tricks, Grouping Dates in Pivot Reports articles to get more ideas.

Added by PHD:

  • Please share your feedback and ideas for this series using comments. Yogesh and I will reply to your questions. Also, say thanks if you like the idea and want to learn more.
  • Sign-up for PHD E-mail newsletter because you will get updates as new posts are live.
Yogesh Gupta - CA, Excel BloggerYogesh is an accountant with 13 years of experience in India and abroad. His specialties are budgeting and costing, supplier accounting, negotiation of contracts, cost benefit analysis, MIS reporting, employees accounting. He writes about excel at http://www.yogeshguptaonline.com/
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21 Responses to “How to Filter Odd or Even Rows only? [Quick Tips]”

  1. Vijay says:

    Infact, instead of using =ISEVEN(B3), how about to use =ISEVEN(ROW())

    So it takes away any chance of wrong referencing.

  2. Hui... says:

    I like Daily Dose of Excel

  3. vimal says:

    I like it.

  4. Luke M says:

    Just a heads up, you do need to have the Analysis ToolPak add-in activated to use the ISEVEN / ISODD functions. An alternative to ISEVEN would be:
    =MOD(ROW(),2)=0

  5. Debbi says:

    rather than use a formula, couldn't you enter "true" in first cell and "false" in the second and drag it down and than filter on true or false.

  6. Paul S says:

    Just for clarification, is Ashish looking to filter by even or odd Characters or rows?

  7. Fred says:

    so many functions to learn!

  8. Istiyak says:

    Nice support by chandoo and team as a helpdesk. Give us more to learn and make us awesome. Always be helpful.......

  9. Arps says:

    In case you want to delete instead of filter,

    IF your data is in Sheet1 column A
    Put this in Sheet2 column A and drag down
    =OFFSET(Sheet1!A$1,(ROWS($1:1)-1)*2,,)
    (This is to delete even rows)

    To delete odd rows :
    =OFFSET(Sheet1!A$2,(ROWS($1:1)-1)*2,,)

  10. Pippa says:

    If your numbered cells did not correspond to rows, the answer would be even simpler:
    =MOD([cell address],2), then filter by 0 to see evens or 1 to see odds.

  11. Matthew D. Healy says:

    I sometimes do this using an even simpler method. I add a new column called "Sign" and put the value of 1 in the first row, say cell C2 if C1 contains the header. Then in C3 I put the formula =-1 * C2, which I copy and paste into the rest of the rows (so C4 has =-1 * C3 and so forth). Now I can just apply a filter and pick either +1 or -1 to see half the rows.

    Another way, which works if I want three possibilities: in C2 I put the value 1, in C3 I put the value 2, in C4 I put the value 3, then in C5 I put the formula =C2 then I copy C5 and paste into all the remaining rows (so C6 gets =C3, C7 gets =C4, etc.). Now I can apply a filter and pick the value 1, 2, or 3 to see a third of the rows.

    Extending this approach to more than 3 cases is left as an exercise for the reader.

  12. Paulo says:

    Another way =MOD(ROW();2). In this case, must to choose betwen 1 and 0.

  13. Makhan Butt says:

    very different style Odd or Even Rows very easy way to visit this site

    http://www.handycss.com/tips/odd-or-even-rows/

  14. Terhile says:

    Thanks for the tip, it worked like magic, saved having to delete row by row in my database.

  15. majid says:

    Thankssssssssssssssss

  16. Bhanu says:

    Hi Chandoo- First of all thanks for the trick. It helped me a lot. Here I have one more challenge. Having filtered the data based on odd. I want to paste data in another sheet adjacent to it. How can I do that?
    For Example-
    A 1 odd
    B 3 odd
    C 4 even
    D 6 even
    I have fileted the above data for odd and want to copy the "This is odd number" text in adjacent/next sheet here. How can I do that. After doing this my data should look like this
    A 1 odd This is odd number
    B 3 odd This is odd number
    C 4 even
    D 6 even

  17. Adriana says:

    Hi! Could you please help me find a formula to filter by language?
    Thank you!

  18. avinash says:

    Chandoo SIR,

    I HAVE A DATA IN EXCEL ROWS LIKE BELOW IS THERE ANY FORMULA OR A WAY WHERE I CAN INSTRUCT I CAN MAKE CHANGES , MEANS I WANT TO WRITE ONLY , THE FIG IS FRESH, BUT IN BELOW ROW IT WILL AUTOMATICALLY TAKE THE SOME WORDS FROM FIGS AND MAKE IN PLURAL FORM , WHILE USING '' ARE'' LIKE BELOW

    The fig is fresh - row 1
    Figs are fresh - row 2
    The Pomegranate is red - row 3
    Pomegranates are red - row 4

  19. Arshad Hussain Shah says:

    =IF(EVEN(A1)=A1,"EVEN - do something","ODD - do something else") with iferron (for blank Cell)

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