This is an absolute must for anyone wanting to simply summarise their accounts, or in fact any data within Excel.
What is an Excel Summary Sheet?
So, what is an Excel summary sheet? Why would you want to use one? How would you go about creating one?
Here you will learn how to create a summary sheet in Excel, the easy way. We plan to keep the formula complexity down to a minimum with the aim of you fully understanding the procedure.
What is a Summary Sheet?
A summary sheet serves the purpose of summarising information that would otherwise be difficult to understand. You could be dealing with months of accounts data and the last thing you want to do is look through every transaction.
Why an Excel Summary Sheet?
You'll want to know how much money you have earned from certain clients, or review how much you’ve spent on lunch, fuel or mobile data over the past year.
What to include on the Summary Sheet?
Now that you know what a summary sheet is and why you should use it, the next question is:
"What to include on the summary sheet?".
Dates are always a good idea, especially the standard date components. How much money per week, month and quarter. As mentioned above, seeing how much you have spent on certain items throughout the year can help you make better decisions about the future.
How to Create an Excel Summary Sheet
Let's quickly move on to how you would go about creating a summary sheet in Microsoft Excel. In this tutorial you'll take an Excel workbook with data on separate sheets and summarise the data in those sheets on a single summary page.
