Is this you? Every month you scramble madly to produce your standard reports. There’s so much to do: data collection; the tedious and error-prone poking data into specific cells; tweak the charts to include the new data; check that none of those awful “#####” errors display; then hurry up, Boss wants the reports by the 4th! Augh!
If this sounds like you, check out this short, 8-minute video.
In the video, I show a standard monthly report, produced with no errors, having 5 separate charts and a 12-month data table, all updated in only 3 steps. Yes, that’s right, 3 steps. 1) import the data, 2) Update the Pivot Tables, 3) Print or email the report. DONE!
I promise you that many of your reports can be much more automated than they are now. Try it out with one of your reports. You’ll be amazed how much time you’ll save. Share your problems in the comments and I’ll try to help.
Click this link to download the Excel template.