I have noted that generating business reports in Excel has many common problems across companies though my years of teaching Excel and working as a business analyst in a large corporation.

An analyst without sufficient knowledge of Excel often labors at each stage of business reporting. Compounding this problem, reports are often expected on short notices and mistakes are common.

Motivated by this situation, I’ve put together some of the best tricks I’ve learned and applied them successfully in an operational environment. Each task in this book contains detailed instructions to solve typical reporting problems in a quick and accurate manner. An analyst with a general proficiency of Excel should be able to take these ideas as recipes to automate many transaction based business reports to improve productivity, reduce reporting errors and enhance reporting value to managements.