Search Not Just Numbers


Tuesday, 18 November 2008

Report in Excel like an OAP

When I work with clients on their management reporting I usually advise them to separate out the process into three, using my OAP approach.

OAP stands for Obtain, Analyse, Present:

Obtain - obtain the data. This may be through, say, an input sheet, but more likely from a database such as your accounting system or ERP package. Typically you would pull this in through an ODBC link. It should be pulled in in a format that is easy to analyse, i.e. in columns with unique headings.

Analyse - Analyse the data. The best way to do this is usually through Pivot Tables, particularly when combined with formulae, particularly lookup formulae, alongside the data.

Present - Consider whether the Pivot Table can be amended to present the data in an acceptable format, alternatively use the GETPIVOTDATA formula to populate any report, such as Management Accounts.

By treating each of these steps as separate, you will find that you can create far more flexible reports, simply.

Have a look at my video training course on Pivot Tables. Alternatively if you want to look at this whole approach in a lot more detail and you can get to Sunderland for 21st January, book yourself on my workshop.

1 comment:

  1. Today, you can still maintain or enhance your gorgeous appearance without taking notice of your body size as the presence of plus size omega replica uk facilitates a complementing and more dashing outcome. If you are wondering why, let’s start with. Brown is a popular shade that can be had during any season if you enhance your browns with the right fake chanel for that season. From bright blue and baby pink in the summer to rust or plums in the fall, buying a nice pair of brown apartments is a choice you will probably never feel disappointed about. Look for Quality -- If you can pay for it, make sure to pay attention to replica dior when you are buying brown apartments. Neutrals never really become unstylish which means this is one of those occasions when it pays to spend a little extra for a pair of fake handbags that will hold up. If you go with a standard style and a high quality material, it's likely you will have your new brown flat hermes outlet for many months in the future. Because of many factors, women are more prone to weight gain than men but being overweight and having a full –figure is not an issue in getting the best fashion statement nowadays since there are a lot of ways of being fashionable even with extra figure.