All articles with 'profit loss reports' Tag

Budget vs. Actual Profit Loss Report using Pivot Tables

Published on Apr 21, 2010 in Learn Excel, Pivot Tables & Charts
Budget vs. Actual Profit Loss Report using Pivot Tables

This is continuation of our earlier post Preparing Quarterly and Half yearly P&L using grouping option. You can also do budget v/s actual comparison using Pivot Tables. For this we will use calculated items feature of Excel PivotTables.

To begin, we have to add one more column to our data. I have added column Data Source to the end of data table. Existing data is marked as Actual and I have added more data rows which are marked as Budget. You can download new file with updated data and basic Pivot P&L.

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Quarterly & Half-Yearly Profit Loss Reports [Part 5 of 6]

Published on Mar 24, 2010 in Learn Excel, Pivot Tables & Charts
Quarterly & Half-Yearly Profit Loss Reports [Part 5 of 6]

This is continuation of our earlier post Exploring Pivot Table P&L Reports.

We have learned how to change our P&L report on various data elements. We have seen how the P&L report can be changed with just few clicks.

In this post we will be learning some grouping tricks in PivotTables. We will cover grouping of dates, text fields and numeric fields. You will need to start with Monthly P&L report prepared in previous post. We will also learn some really clever tricks and hacks on how to group data in Pivot Tables. So read on…,

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Exploring Profit & Loss Reports [Part 4 of 6]

Published on Mar 3, 2010 in Learn Excel, Pivot Tables & Charts
Exploring Profit & Loss Reports [Part 4 of 6]

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 […]

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Adding Calculated Fields to Pivot Table P&L [part 3 of 6]

Published on Feb 25, 2010 in Learn Excel, Pivot Tables & Charts
Adding Calculated Fields to Pivot Table P&L [part 3 of 6]

This is part 3 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 […]

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Preparing Profit / Loss Pivot Reports [Part 2 of 6]

Published on Feb 10, 2010 in Learn Excel, Pivot Tables & Charts
Preparing Profit / Loss Pivot Reports [Part 2 of 6]

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 […]

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P&L Reporting using Excel [Part 1 of 6 on Excel & Accounting]

Published on Feb 4, 2010 in Learn Excel, Pivot Tables & Charts
P&L Reporting using Excel [Part 1 of 6 on Excel & Accounting]

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.

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