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File Reference for this video: 0225 Financial Reporting from Trial Balances.zip
★ About this video ★
For Financial Reporting it is common to create reports from Trial Balances.
In this video, we look at how to setup our workbook the right way, so that when we get a new Trial Balance we can update our reports with 1 click.
INCLUDES:
0:00 Introduction
0:30 Example files
1:28 Importing the trial balances (via Power Query)
7:45 Add the report mapping
8:56 Creating the formulas
10:48 Updating with 1 click
11:23 Wrap-up
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