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Updated on November 27, 2019November 7, 2019/ Brent Allen

Quarterly Report – Pivot Table

Quarterly Report – Pivot Table

In this post, along with the next few posts, I will be discussing a hypothetical case where data has been provided and your job (as the analyst) will be to create a quarterly report detailing sales of 2018 new vehicles …

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Updated on November 7, 2019October 29, 2019/ Brent Allen

Quarterly Report – Using SUMIFS()

Quarterly Report – Using SUMIFS()

In this post, along with the next few posts, I will be discussing a hypothetical case where data has been provided and your job (as the analyst) will be to create a quarterly report detailing sales of 2018 new vehicles …

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Updated on November 27, 2019October 20, 2019/ Brent Allen

Creating a Basic Loan Amortization Schedule Without Code

Creating a Basic Loan Amortization Schedule Without Code

An amortization schedule contains details with respect to a loan, including the following: The principal amount of the loan. The interest on the loan (typically reflected in annual terms). The length of the loan (typically reflected in years; except in …

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Updated on November 4, 2019October 11, 2019/ Brent Allen

Using PMT() to calculate installments

One of the most commonly used financial functions is the payment function – the PMT() function. This formula replicates the mathematical equation below: Instead of using the mathematical equation, the Excel formula uses a much simpler list of arguments. =PMT(interest …

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Updated on November 4, 2019October 5, 2019/ Brent Allen

SUBTOTAL() vs. SUM()

As an accountant, one of the frequent tasks that needs to be accomplished is the summing up of results; this can be anything from summing up ledger balances to a full income statement or balance sheet. We normally use a …

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