Join Rudolph Rosenberg for an in-depth discussion in this video Introducing PivotTables and SUMIF, part of Financial Analysis: Analyzing the Top Line with Excel.
…We are now just one step away from starting to analyze the business.…Our data set is ready but not in a state that we can actually look at it and…understand if there's any pattern or insight.…To do this, we need to turn all the individual invoices, products and…customer information into global numbers that mean something.…To do this, Excel provides us with two tools.…Pivot tables and SUMIFs.…Those are both Excel tools that allow us to sum up…all the data into aggregated numbers.…
The two that I am using on a day-to-day basis is Pivot Tables.…It is easy to use, flexible, and super easy to update.…In this course we will go very quickly into the usage of both those tools.…If you want to learn more about how to use them,…there's a great course in the lynda.com online library,…on pivot tables called Excel 2013 Pivot Tables in Depth with Curt Frye.…And for SUMIFs, you can check out Excel 2013 Advanced Formulas and…Functions with Dennis Taylor.…
If you're using previous versions of Excel, don't worry about it.…What you'll find in those courses will still be applicable.…
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