Xero Consolidation to Excel - how to properly automate your reporting
https://datasights.co/xero/xeroconsol...
In this video, Kev from dataSights demonstrates the best way to automate your Excel Consolidation and Xero Consolidation reports, especially if you're dealing with multiple CSV exports from Xero. This step-by-step guide will save you time and eliminate the hassle of manual data processing.
Kev starts by emphasising the importance of automating Excel, which can boost your confidence in handling more complex tasks with tools like Power BI, Google Sheets, or Tableau. The first step is to connect Excel to your data source, but the real magic lies in their concept of ""views,"" which simplifies data retrieval and ensures optimal performance.
These views make it effortless to work with the data, allowing you to focus on analysis rather than data management. Kev then demonstrates how to pull data into Excel, showcasing the flexibility and customisation options that cater to your specific needs.
Once your data is in Excel, you can easily create pivot tables and other reports. The best part? You can refresh your reports with a single click, ensuring that your data is always up-to-date. This automation process simplifies the entire reporting workflow.
Whether you're dealing with profit and loss reports, account transactions, or trial balances from Xero, this method can be applied effortlessly to streamline your reporting. It's a straightforward solution that hundreds of satisfied customers have already embraced.
For any questions or assistance, dataSights is ready to help via chat, tickets, email, or even pigeon carrier! Don't miss out on this time-saving opportunity. Watch the video and automate your reports today. Thank you for watching! Cheers!
Watch video Xero Consolidation to Excel - how to properly automate your reporting online without registration, duration hours minute second in high quality. This video was added by user dataSights 01 February 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 551 once and liked it 2 people.