Before you decide to create a pivot table, ask yourself: do you really need it? This report groups and aggregates data (summation, averaging, counting, etc.) and you may have already done so in the source table; maybe it is, in itself, a report? If you do decide to take this step, you will need to adjust it so that the pivot table can process the data, because it requires that the records be in rows.
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.
Conditional formatting is an Excel functionality that is often used, and allows you to emphasize certain parts of the report. Typically, conditional formatting is used within the same column, but how do we display “traffic lights“, icons that indicate a change in business, within another column? This is a very simple procedure, and if you want to find out how this is done, you have it in this “recipe”.
The Paste Special option provides a number of ways to manipulate the values that need to be pasted back into the document. One of them is calculation, where it is possible to select a cell that contains a value, and then a range with values for calculation that will perform one of the four elementary mathematical operations (addition, subtraction, multiplication, division). This can increase productivity, let’s see how it is used!
Financial functions in Excel allow for a variety of discounting operations. PMT function, for given present value, interest rate and number of periods calculates the total repayment value (annuity). How much, in this case, goes for the principal and how much for interest? To get answers to these questions you need to use the PPMT and IPMT functions.