bradjack99
New Member
- Joined
- Mar 30, 2015
- Messages
- 1
Hi Folks,
I am trying to create Financial Report. I am using Excel 2013 and the information is utilising an ODBC Connection.
The flow chart of information is;
Accounting Package > SQL>ODBC EXCEL>PIVOT TABLE>Profit (Loss) Report
I can use the getpivot feature and have manipulated that to move with accounts and periods. The question that I am asking is, in the Profit (Loss) Report (Standard excel sheet), is it possible to have the account names automatically populate should there be data. For example, there are no bank charges this month, so no account name (or values) are added. The following month there is and the account name is added and so are the values. If the account allocation was wrong and I journal it out, it would be ideal for this to depopulate as well.
Just looking for some ideas.
Any help would be greatly appreciated.
Regards,
Brad
I am trying to create Financial Report. I am using Excel 2013 and the information is utilising an ODBC Connection.
The flow chart of information is;
Accounting Package > SQL>ODBC EXCEL>PIVOT TABLE>Profit (Loss) Report
I can use the getpivot feature and have manipulated that to move with accounts and periods. The question that I am asking is, in the Profit (Loss) Report (Standard excel sheet), is it possible to have the account names automatically populate should there be data. For example, there are no bank charges this month, so no account name (or values) are added. The following month there is and the account name is added and so are the values. If the account allocation was wrong and I journal it out, it would be ideal for this to depopulate as well.
Just looking for some ideas.
Any help would be greatly appreciated.
Regards,
Brad
