Suggestions For Revenue Reporting

Parra · Apr 17th, 2002, 09:24 AM

I have just been given the task of doing the revenue reporting for the company. Does anyone know of any sites I can visit to get ideas on how to present the data and store it efficiently in Excel.

The current method uses 10 workbooks with 5 to 40 spreadsheets each. From these 10 workbooks, 10 diffrent sheets are copied to the 1 main report which is sent to Mgmt. There are a lot of links and formulas that slow down my computer. I was thinking of moving the data to Access but, what about the calculations?

Any ideas, suggestions or if you have encountered the same issues, please respond.

Thank you

Parra

Jack in the UK · Apr 17th, 2002, 04:33 PM

Revenue Reporting

why what reason, accounting, accountant , IRS??

many agencry have own Excel stuff now or IRS will do for you if small buisness.. OK UK they will world wide best check

Jack in the UK · Apr 17th, 2002, 04:35 PM

just thought not really excels thibg could be done with namy ledgers and report i guess. but accounting softwar that will inport export with esxcel best Uk we use sAGE sUN, AND PEGASUS.

or some bespoke like XKO, as400 unix sco XKo whatever...

you should have accountant check wahts legal in you location... best call...

Parra · Apr 17th, 2002, 04:38 PM

Its for Financial Analysis, more for managerial reporting, analysis of trends, mostly comparing 2002 week to 2001 week and Year to Date.

Jack in the UK · Apr 17th, 2002, 04:47 PM

no excel stuff to start will been dumped the job ???

Parra · Apr 17th, 2002, 04:52 PM

We'll the excel reports they currently have, they have been using for at least 4 years. I am looking to make these things more efficient.

We'll see how it goes...

Jack in the UK · Apr 17th, 2002, 04:59 PM

more efficant ?? how do you want to improvbe them....

Scripts >>> sorry that s VBA

Parra · Apr 17th, 2002, 05:19 PM

We'll I have some ideas, merging some of the workbooks, copying pasting values of data to eliminate formulas...I guess I really don't know and that is why I was hoping for some suggestions.

Apr 17th, 2002, 04:33 PM	#2
Jack in the UK Board Regular Join Date: Feb 2002 Posts: 3,065	Revenue Reporting why what reason, accounting, accountant , IRS?? many agencry have own Excel stuff now or IRS will do for you if small buisness.. OK UK they will world wide best check __________________ Free Excel based Web Toolbar available here. Jack in the UK J & R Excel Solutions "making Excel work for you"

Apr 17th, 2002, 04:35 PM	#3
Jack in the UK Board Regular Join Date: Feb 2002 Posts: 3,065	just thought not really excels thibg could be done with namy ledgers and report i guess. but accounting softwar that will inport export with esxcel best Uk we use sAGE sUN, AND PEGASUS. or some bespoke like XKO, as400 unix sco XKo whatever... you should have accountant check wahts legal in you location... best call... __________________ Free Excel based Web Toolbar available here. Jack in the UK J & R Excel Solutions "making Excel work for you"

Apr 17th, 2002, 04:47 PM	#5
Jack in the UK Board Regular Join Date: Feb 2002 Posts: 3,065	no excel stuff to start will been dumped the job ??? __________________ Free Excel based Web Toolbar available here. Jack in the UK J & R Excel Solutions "making Excel work for you"

Apr 17th, 2002, 04:59 PM	#7
Jack in the UK Board Regular Join Date: Feb 2002 Posts: 3,065	more efficant ?? how do you want to improvbe them.... Scripts >>> sorry that s VBA __________________ Free Excel based Web Toolbar available here. Jack in the UK J & R Excel Solutions "making Excel work for you"

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Apr 17th, 2002, 09:24 AM	#1
Parra Board Regular Join Date: Feb 2002 Location: Los Angeles, CA Posts: 752	I have just been given the task of doing the revenue reporting for the company. Does anyone know of any sites I can visit to get ideas on how to present the data and store it efficiently in Excel. The current method uses 10 workbooks with 5 to 40 spreadsheets each. From these 10 workbooks, 10 diffrent sheets are copied to the 1 main report which is sent to Mgmt. There are a lot of links and formulas that slow down my computer. I was thinking of moving the data to Access but, what about the calculations? Any ideas, suggestions or if you have encountered the same issues, please respond. Thank you Parra

Apr 17th, 2002, 04:38 PM	#4
Parra Board Regular Join Date: Feb 2002 Location: Los Angeles, CA Posts: 752	Its for Financial Analysis, more for managerial reporting, analysis of trends, mostly comparing 2002 week to 2001 week and Year to Date.

Apr 17th, 2002, 04:52 PM	#6
Parra Board Regular Join Date: Feb 2002 Location: Los Angeles, CA Posts: 752	We'll the excel reports they currently have, they have been using for at least 4 years. I am looking to make these things more efficient. We'll see how it goes...

Apr 17th, 2002, 05:19 PM	#8
Parra Board Regular Join Date: Feb 2002 Location: Los Angeles, CA Posts: 752	We'll I have some ideas, merging some of the workbooks, copying pasting values of data to eliminate formulas...I guess I really don't know and that is why I was hoping for some suggestions.