Learn to build this report

Includes live webinar registration - Thu 22 Oct 2026 - 1pm AEDT.

See how to combine old and new techniques to automate this Excel report.

Simply paste in the next month's data and click Display on a Slicer and the report is ready to go.

Don't know what a Slicer is? That's OK, you will learn in the course.

Excel Reporting Solutions Month and YTD
10/10
I am currently redoing reporting templates and this will help so much!!! Amazing, thank you!
Susan
June 2025

Excel Reporting Solution - Month and YTD - 2026

Course
4 Lessons

Includes registration to live webinar Thu 22 Oct 1pm AEST. Dynamic arrays change the way Excel reports are created. See how to apply dynamic arrays to a Month + YTD report. The session covers. - automatically inserting new accounts - filtering the report - adjustable account sequence - hiding rows using a Slicer Version: Microsoft 365 Recorded: due Oct 2026 Level: Advanced Duration: 1 hour Price: AU$25

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Excel Reporting Solutions - Month and YTD

Course Materials

The session materials

a pdf manual which you can print out and make notes in
Excel file to work through during the session
the completed file to review if you need to

Report-Solutions-Month-YTD-2026.pdf

Reporting-Techniques-Month-YTD-2026.xlsx

Reporting Solution Quiz (10 questions)

Test your new found knowledge with 10 multiple choice questions.

Report Solutions Quiz