Large amounts of data can become unmanageable fast but with the data management and analysis features in Excel you can keep the largest spreadsheets under control. Learn how to use power pivot to manage and summarise data effectively, taking the weight out of your Excel files and creating easy to update reports using advanced Excel functions.
Key topics:
- Comparing like data sets e.g. CY vs. PY
- Upload raw data into PowerPivot
- Join the tables so Excel can generate links between the prior year and current years data
- Generate some DAX formula – measures which can be used to generate summaries
- Create a set of Pivot Tables which will feed into an output
If the above process is completed correctly you can easily and efficiently upload new data monthly and update the tables.
CPA PD
