All articles with 'data' Tag

Excel pivot tables are very useful and powerful feature of MS Excel. They are used to summarize, analyze, explore and present your data. In plain English, it means, you can take the sales data with columns like salesman, region and product-wise revenues and use pivot tables to quickly find out how products are performing in each region.

In this tutorial, we will learn what is a pivot table and how to make a pivot table using excel.

Excel table is a series of rows and columns with related data that is managed independently. Excel tables, (known as lists in excel 2003) is a very powerful and supercool feature that you must learn if your work involves handling tables of data.

What is an excel table?

Table is your way of telling excel, “look, all this data from A1 to E25 is related. The row 1 has table headers. Right now we just have 24 rows of data. But I can add more later!”

Funnel charts are useful to visualize sales & marketing performance. In this brief video, let’s understand how to make a quick funnel chart in Excel.

Read on to learn how to make funnel charts & to download a template for your funnel analysis needs.

With Excel 2007, Microsoft has introduced a powerful and useful feature called as Tables. One of the advantages of Tables is that you can write legible formulas by using structural references. That means, you can write easy to understand formulas like this,

But, there is a problem. When you write these formula and drag the formula cell sideways to fill remaining cells, Excel changes table column references and thus makes your formulas almost useless.

Well, there is a simple workaround for this problem

This is part 2 of 6 on Profit & Loss Reporting using Excel, 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 […]

With this post we are starting a new series on how to do basic accounting in Microsoft Excel. In this and next 5 posts, we will aim to setup Profit & Loss account reporting for multi-location retail company.

During this series we will learn how to make P&L reports on various criteria with just few clicks.

Many users find it difficult to manage their P&L reporting for Multi Location organization.

We will be using Pivot Tables for our reporting purpose and will take example of a Retails chain with multiple locations divided into various regions.

Sometimes we get values in our Excel sheets in such a way that the % sign is omitted. So instead of the value being 23%, it is 23. Now, you can very easily correct this by editing the cell and adding a % sign at the end. But what if you have 100s of rows of data. You can’t do this to every cell. (You can not just format the cells to % format either, excel shows 23 as 2300% then). There must be some simple and intuitive solution for this … umm.

Sales reports and dashboards are very common in any company. There are several ways in which you can visualize sales data to understand the trends and sales performance. So in November, I have asked you to visualize sales data using sample data. The visualization challenge #2, sponsored by Zoho Reports generated a huge buzz around the community and fetched 32 incredible entries. The response was so overwhelming that it took me almost 24 hours to write this post. Thanks everyone for participating and making this a huge learning experience for everyone. Personally I have learned several useful dashboard and charting tricks. I will be sharing some of these lessons with all of you in the coming weeks.

Do you know you can group dates in pivot tables to show the report by week, month or quarter? I have learned this trick while doing analysis on a pivot table today. In this online lesson on pivot tables, I will teach you how to group dates in pivot tables to analyze the data by month, week, quarter or hour of day.

Here is a challenge many people face. How to make a chart visualizing sales data with several dimensions like product, brand, region, sales person name, year (or month or quarter) and one or two values like sales, # of units sold, profits, # of new customers.

In visualization challenge #2, all you have to do is a make a chart or dashboard to visualize this sales data effectively.

Anyone working on the data using excel will know the importance of lookup formulas. They are vital for making almost any spreadsheet or dashboard. That is why when my friend John Franco, who maintains Excel-Spreadsheet-Authors.com, wrote to me about his new book Excel lookup toolbox I was truly excited. In this post I am going to share my review of this product.

Ever since I have learned the tables feature in Excel 2007, I have fallen in love with that. They are so awesome and so user friendly.

Here is a simple, yet very effective feature of Excel Tables that will show table header row even when you scroll down. The header row is shown in the place of column headings (the place where you see A,B,C,D etc.).

Use Excel Pivot tables to find and extract unique items in your data. This method is very fast and easily scalable.

Yesterday is Blog Action day and tons of bloggers posted about single topic – poverty. It is a topic very close to my heart for various reasons. It is a very sad thing not to have food or shelter or healthy living conditions. But man has thrived in all those situations just because he learned […]

In our Utopian imaginations all the data would have been standardized and shareable across systems and people. But alas, the reality is totally different. We seldom get data in the format / way we desire it to be. In other words, the ingredients are all there, but for us to prepare the dinner, you must […]