In the “recipe” Simple sales analysis, you could learn how to get to the value that is in the intersection of the row and column of the sales report. On that occasion, we used the INDEX and MATCH functions. The new XLOOKUP function allows this analysis to be performed in a much simpler way, by combining two instances of this function. Let’s see how it’s done!
Filtering affects the appearance of a report by setting certain criteria. If we create a pivot chart, it will be formed based on the data from the pivot table. If we change something in it, the chart will also change. Is this possible to do in traditional Excel reports? Yes, if you have an Office 2021 or Office 365 subscription, with the new XLOOKUP function. This is a simple method by which you can get effective reports.
How to show on the chart whether the goal has been achieved? If we use the Column Chart for this purpose, the simplest way is to add a line that intersects the y axis at the point that corresponds to the value of the given target. We can do this manually, as well as add a series of data that has only one value – the goal, which could be shown in the report using the Combo chart. And we can also create a goal achievement chart by moving the y axis, which will be discussed here …
“Birthday Cake” is a way of combining Stacked Column Chart, shapes and images to, with a little extra formatting, get a graphic report reminiscent of a birthday cake with candles. It can be used e.g. to show the growth of income or profit of the company over a period of several years. This kind of chart is very easy to make, so if you want to attract the attention of bosses and colleagues, pay attention and follow the steps shown.
The inventory of goods is a boring but necessary activity that must be carried out, at least once a year, by all those who deal with sales. I have written before how to make an inventory of fixed assets. The inventory of goods is done in a similar way, but this time I will show how this is achieved by applying the technique of data consolidation. Excel has had this option for at least 10 years, so I believe it will be useful for each user.