Comparative financial reports are a cinch in XLstatements, but here are a few tricks and tips. If you are comparing more than two ledgers, consider using the LedgerIDs in the same columns as their formulas and referring to them using a relative column and absolute row. Refer to the previous post on consolidations for examples… Continue reading Compared to What?
If you are using the Multi-Company module with companies in different databases (you will love our Due2Auto product), then you probably have structural differences among your companies. Perhaps the most common difference is where companies have different charts of accounts because they are dissimilar business types. Here’s how to consolidate these in XLstatements. As usual,… Continue reading Will it blend?
If you use the Dynamics SL Multi-Company module and have more than one company database, then you are probably all too familiar with the Inter-Company Export/Import process. It’s a fiddly and time-consuming task that must be done manually. We feel your pain, and created a replacement: Due2Auto for Dynamics SL. It’s about as exciting as… Continue reading The new product is here!
How can one create an XLstatements reports showing rolling periods? Here’s an example of a twelve-month rolling report (click to expand): I’m using the good old “Solomon” demo data here, which has only a few months of data, so it looks a bit odd. The first thing I did was put a reference to my cell… Continue reading Rolling Rolling Rolling
The two criticisms we hear most about XLstatements (aside from it being too inexpensive) are the lack of (FRx or MR-like) reusable “building blocks”and the inability to hide rows with no data. I’ve tackled at least part of the first cavil in a previous post (and plan to address more in a future post), but… Continue reading Missing Pieces
Have you looked at the formulas used with the dropdowns created using the Insert from SL feature? There is some strange looking code there. When XLstatements was designed, we set ourselves a requirement that no VBA code (“macros”) would be necessary in reporting workbooks—all the VBA code is instead in the Excel add-in (XLstatements.xlam). This… Continue reading Got Formula?
XLstatements is, of course, a very different tool from FRx or MMR (the doomed “replacement” for the dead FRx). XLstatements doesn’t have “building blocks” from which reports are made, so no Row Formats, Column Layouts, or Reporting Trees. If you really miss these concepts, then you can always copy the “row” parts (the columns of… Continue reading Slice and Dice