Join Rudolph Rosenberg for an in-depth discussion in this video Assembling the data, part of Financial Analysis: Analyzing the Top Line with Excel.
…So, let's take a look at concrete example of taking two different invoices and…putting their data into a database format.…So let me start by explaining what a database format is.…This name comes from the fact that data in a database is gathered and…kept in a certain format which is that each of…columns of the table will display a certain type of information.…As you can see in column A, I have the customer name.…Then column B, customer ID number.…
Then the invoice number.…The city and state,…which will allow us to define the geographical element of that customer.…Then the invoice date, the payment terms, the due date,…the PO number, product name, quantity, list price and discounted price.…So, let's start with the first invoice.…This is for a company that's called Explore California.…This company has bought from us 200 regular pens for a total of $376.…
So let's take that information and put it in our table in the right format.…Let's start with the name, Explore California.…As we have seen on our invoice, the customer ID number is 18.…
Also check out the companion course, Financial Analysis: Analyzing the Bottom Line with Excel.
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- Preparing your revenue information
- Comparing past performance
- Analyzing customer data
- Analyzing product information
- Identifying exceptional revenue