Creating effective profit & loss spreadsheets and spreadsheets t

Resolved · Medium Priority · Version 2007

Tue 21 Jan 2014, 16:20 Delegate Samantha said...

Samantha has attended:
Excel Intermediate course

Creating effective profit & loss spreadsheets and spreadsheets t

How do I create a spreadsheet that will show what money was received, what was spent, total sales and value of stock to work out the monthly profit?
I currently have a spreadsheet in use that shows the students target grade and their actual grades and I would like to be able to insert both of these into a mail merge (at the same time on the same document), how do I do this?

Tue 21 Jan 2014, 21:04 Edited on Tue 21 Jan 2014, 23:24 Trainer Gary said...

RE: Creating effective profit & loss spreadsheets and spreadshee

Hi Samantha

Thanks for getting in touch. There's dozens of ways to lay this out depending on what is logical to you. I've attached a Microsoft template, and a very basic one that I've created to give you some ideas.

With regards to your mail merge, this is quite possible but there's quite a few stages in the process. None of them a re tricky but there's a bit of setting up to do. Here's a Microsoft guide on the subject:

http://support.microsoft.com/kb/294683

If you need further help with this, just let me know.

Kind regards

Gary Fenn
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
Best STL - https://www.stl-training.co.uk
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Attached files...

GF Profit Loss.xlsx
Profit loss statement.xlsx

Tue 28 Jan 2014: Automatically marked as resolved.

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