Learn to build this report

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 Solutions - Month and YTD - 2025

Course
6 Lessons

Dynamic arrays change the way Excel reports are created. See how to apply dynamic arrays to a Month and YTD report. Includes a new range syntax technique as well. The session covers. - automatically inserting new accounts - filtering the report - changing the order of accounts - hiding zero and blank rows using a Slicer Version: Microsoft 365 Recorded: Jun 2025 Level: Intermediate 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.pdf

Reporting-Techniques-Month-YTD.xlsx

Reporting-Techniques-Month-YTD-completed.xlsx

Reporting-Techniques-Month-YTD-completed-updated.xlsx

Excel Reporting Solutions Month and YTD - June 2025

Excel Reporting Solutions Month and YTD 2025.mp4