Handling cumulative GL account balances in Power Pivot

How to handle imported cumulative monthly accounting balances

Cumulative and monthly balances

Business Modeling and Planning with PowerPivot

This multi-part section describes how you can add assumptions and modeling capabilities to you Power Pivot Data Model.

Assumptions table in Data Model

Excel and Power Pivot for accountants and finance managers

Excel, Power Pivot, and cube formula reporting can be enormously powerful tools in the hands of accountants and finance managers, Click here to learn more.

For accounts and finance managers

Excel 2013/2016 Data Model

This video will help you learn:

  • if your version of Excel 2013 has it
  • some advantages the Data Model offers

Excel Data Model

Slicing and dicing text values in a PivotTable

From time to time you may want to retrieve text (as opposed to numeric) values into a PivotTable to slice-dice-pivot the text. Or you want to get properties/attributes of a dimension member in a PowerPivot model using Excel cube functions. Here is one solution.

Retrieving text in a PivotTable

Small Business Intelligence

In addition to providing self-service, personal BI in larger organizations Power Pivot for Excel is an inexpensive BI tool for finance professionals who manage the accounting and reporting for small businesses using QuickBooks. The section on Small Business Intelligence will includes a growing collection of articles on leveraging QuickBooks data using Power Pivot for Excel

Using QuickBooks classes in Power Pivot

Building a dashboard with Power Pivot

Building Actual vs. Budget comparisons into your Excel dashboards

The frequent requirement to compare actual performance to budget can be difficult to achieve with a Pivot Table because Actual and Budget data often come from two different sources. With PowerPivot or the Excel 2013 Data Model you can leverage cube functions to obtain the layout you need. Part 2 explains how you can add sparkline charts and KPI status and trend icons.

Make light of year-end reporting with Excel Cube Formula Reports

Excel Cube Formula Reporting with Microsoft Analysis Services

Excelcraft's multi-media training kits focus on building cube formula reports and dashboards with data sourced either from PowerPivot models or from Analysis Services Multidimensional cubes/ Tabular models. Learn more...


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