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?
**Note** This post predated version 2.5, which added a Consolidation tab to the Insert from SL screen and obviates all the below by allowing one to use Consol Accounts (or Account Classes) for this. That way the matching across dissimilar COAs can be done using the Chart of Accounts Maintenance screen in the GL module.… Continue reading Will it blend?
How can one create an XLstatements report 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
**Note** This post was from prior to the release of XLstatements version 2.5, which added functionality to automagically hide rows with all zeros. 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.… 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?
During my freshman year in college, many decades ago, students were required to take a seminar course where one must write an essay every week (still are). This requirement was added after professors found many initial writing efforts unreadable. (I later participated in a conference on teaching writing to college students where I concluded that good writing… Continue reading Full Stop