Raw Accounting Data in Excel- Need to build Reports

Posted on 2013-06-23
Medium Priority
Last Modified: 2013-06-27
Hello Tech Team,

I have exported sales info from our accounting software to an excel spreadsheet.  I want to make sense of this raw information for our sales staff and management.  Currently, the sales manager takes 2-3 days building a report that we want to generate with a click of a button.  Is it possible to use Crystal Reports or is there an excel spreadsheet out there that is already setup?  

My aim is to be able to generate volume information by Month and within a given month by Customer ID, Customer Type, Product, Location.  Also, to have comparisons of YTD etc

Any suggestions would be grateful.
Question by:cddl
LVL 70

Accepted Solution

KCTS earned 1500 total points
ID: 39270047
A pivot table will do most, if not all of what you want - see http://spreadsheets.about.com/b/2012/06/01/excel-2007-pivot-table-tutorial-2.htm

Author Closing Comment

ID: 39282563
The pivot table is a good option.  Is there a way to use Crystal reports with the excel spreadsheet being the database?

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