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Automate daily reporting in Excel using Pivot Tables

Latest Update: Complete income statement and EBITDA variance analysis course now available at heavy discount: https://ebitda.thinkific.com/courses/... Looking for more personalized help? Get in touch with me on one of these platforms: Instagram:   / learnaccountingfinance   Facebook: https://www.facebook.com/profile.php?... Tiktok:   / learnaccountingfinance   Website: https://www.learnaccountingfinance.com Subscribe: http://www.youtube.com/c/LearnAccount... Learn how to completely automate (100%) your reports with Microsoft Excel Pivot Tables and some simple tweaks/tricks. If you prepare frequent reports, such as daily sales, or daily margin report, you do not have to create and update the reports every day at all. You do not even need advanced business intelligence tools. You can keep it simple, and nice and easy by automating you existing Pivot Table. Download the Working file here: https://learnaccountingfinance.com/20... 00:00 Introduction 01:07 Create a Pivot Table 02:20 Automate calculations in Pivot Tables (Calculated Fields) 03:56 Format Pivot Table data (Currency and Percentage) 06:18 Dynamic Pivot Table data range or source 09:45 Automatically refresh Pivot Table data 11:58 Multiple views of Pivot Table 13:05 Sort Pivot Table data (largest to smallest - customer and product) 15:27 Preserve your Pivot Table column width (No change on refresh) Course Alert: If you would like to learn in detail, how to calculate sales variances and the impact they have on sales $, profit $ and profit margin %, and how to explain performance vs budget and prior periods, click on the link for a detailed video course (at a special price). You will also learn how to analyse and present the results of the variances to management and will be able to download solved variance calculation Excel templates. https://varianceanalysis.thinkific.co... Videos you may like: Learn sales and profitability analysis in detail here:    • The Complete Sales and Profit Varianc...   Gross profit and gross profit margin explained:    • Gross Profit Margin explained (Why it...   How calculate selling price and profits on Etsy:    • Etsy fees explained, how to calculate...   Standard Margin and Actual Margin - the Difference:    • Standard Margin vs Actual / Manufactu...   How calculate selling price and profits on Etsy:    • Etsy fees explained, how to calculate...   Some Recommendations: Are you a First Time or New Manager? Check this out: https://amzn.to/35qWzLc Learn pivot table data crunching business skills here: https://amzn.to/3lgYB5E Learn all about Excel in one place: https://amzn.to/3laCXQx Learn what financial numbers really mean here: https://amzn.to/2HPYDUI Accounting explained in 100 pages or Less: https://amzn.to/3rCProc Note: At no extra cost to you, I may receive some commission if you purchase using the links above. For fully automated reporting using a Pivot Table, you need a few things to be automated within the Pivot Table: 1) Pivot Table Data Range (to expand or shrink with changes in Source Data) 2) Calculations within the Pivot Table (such as calculation of Gross profit and profit Margin) 3) The Sorting Order for data in the Pivot Table 4) Pivot Table format to stay consistent with changes in source data 5) The Pivot Table should be able to Auto Refresh when new data is updated. This video covers all of these topics, while we work together with source data in the file provided. Hope you find the information in the video helpful. If you like to watch more videos in accounting, financial analysis and controller ship, videos that help you directly in doing your job, subscribe to my channel. If you liked the video, I would love if you could LIKE it and leave a comment. If you have any questions or feedback, again leave a comment. Lets stay connected at #learnaccountingfinance.