This is part 4 of 6 on Profit & Loss Reporting using Excel series, written by Yogesh
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.
Want more? – You can prepare Geography wise P&L for the month of Dec.2009
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
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:
Download Excel File with these Pivot Tables
In the next part of this series, learn how to prepare quarterly and half-yearly profit loss reports in excel.
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.