4 Reporting from Financial Driver using Excel

Financial Driver automates the collection and consolidation of data from different locations. In this video we're going to take a look at how to produce reports and analyses from Financial Driver.

---

Closed Caption:

hi in this section we're going to take a
look
how to produce reports and analyses from
punished right
now what are the options we provide its
report by Rexel
to do this we select the manage
overlap which is underneath the reports
menu if given the option to
process it'll take a insure any changes
to structures
will be included in the Faroe what's
done
I can then select the create of like you
it especially database file
which I can and download and place it
where can be accessed by the uses
no swapping 2xl to begin with
going to open up an existing ripple it
is connected to a different cue from
another application
showing me the total budget for 2011
I can change this by turning down on the
organization structure
help with energy knows I select another
department the date changes
along with any charts I can also select
year let's take a look at 2012 now want
to stress here that the date is not
being held in Excel
XO is being used to do the data in the
database
water function to which extends adding
extra information
such as former acting chops this way
want to talk to me makes that many uses
so let's see how this was created
going to startle with that you shaped
now XD is to make a connection with the
downloaded cute pro
do this by selecting excels getdate
and you think the mark so query auction
with this
I can select the cute pro which day
brings me a pivot table
that I can use to select data I select
but I want to see
values any accounts which are displayed
now it's rose next the option to mention
which aren't getting it built up
on by and stay or departments again or
what the
to be a filter
next tryin which system said being
columns
version you're not going to make this a
filter
last year which is also to be accurate
know kristen is that differently
I have complete flexibility to what
makes up the rows and columns
I can open up the selections for example
to open up the shootings
despite individual counts
it also not time into quotas
months and so on
I can now start to use the filters for
example to stay
data for a particular departments or
profession
such just budget
don't think for a particular year
and the day to die
changes to what is held in the database
having done this
I can now XO to convert this report into
those cute functions that we saw earlier
this will then allow me to take the
report and halted
for miss charts
I can now stop cleanup report like
deleting
or hiding those rows and columns I don't
say
I can't do calculations expecting
City course either sense to total
Department expenses
ok implement data mate you think those
expenses for my thing capabilities
and documents that chance to add value
to the data being displayed
result in your post
now work like the 1i showed you became
that were used the latest data
as it becomes available