Manage activity with reports, analyses, pivot tables and Excel exports
Objective. Build reliable management analyses by defining the population, period, indicators and level of detail before comparing forecasts, actual activity, invoicing and payments.
What you will learn
- Select an appropriate source and scope for each management question.
- Build reusable reports and pivot tables with meaningful rows, columns, filters and totals.
- Export data to Excel without losing the context required to interpret it.
Recommended workflow
- State the question to answer and define company, period, population and expected indicators.
- Choose the detailed source table and verify a small sample before aggregating.
- Build the report or pivot table, label calculated values and retain the active filters.
- Compare the result with a second source or control total, then export with the scope documented.
Checks before continuing
- Forecast, actual, invoiced and paid values are clearly distinguished.
- Filters and access rights explain any difference between two users’ results.
- Every exported file records its company, period, filters, generation date and unit of measure.