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Company expense report template excel4/12/2024 Then, in the Insert tab, select the drop-down arrow of the Insert Pie or Doughnut Chart option and select the 3-D Pie option.In the Summary sheet, select the range of cells B12:C23.It is not mandatory, but it will provide your dataset with a better visualization. We are going to add two charts to our summary report to get a better visualization of our monthly expenses. Step 4: Generate Dynamic Monthly Expense Report Similarly, write down a similar type of formula to extract the total expense of each month in the range of cells C13:C23.įinally, we can say that we completed the final step to make a monthly expense report in Excel.Now, in the Summary sheet, select cell C12 and write down the following formula into the cell.Input some sample data into the table called January as shown in the image below.You will see the IF function will show these data in our monthly expense sheet.First, input the following data according to your institution profile in the range of cells C6:C9.In this step, we will complete our summary report with some sample data and check the report’s workability. Follow the procedure to create the monthly expense sheet for the rest of the month.Īt last, we can say that we completed the second step to make a monthly expense report in Excel.Our monthly expense data table for January is ready to use.We checked the following items for our table. Besides it, modify the Table Style Options according to your desire.Then, in the Table Design tab, set the table name as January from the Properties group.Check My table has headers option and click OK.As a result, the Create Table dialog box will appear.For that, select the range of cells B9:F10 and press ‘Ctrl+T’ to convert the dataset into a table.Now, we will convert the dataset into a table, because it will help you to copy the data validation drop-down arrow in every new row of this table.Similarly, in cell E10, create the same data validation drop-down for the categories shown in the Others sheet in the range of B9:B14.Then, set the Allow option as List, and in the Source option, select the range of cells Others!$B$3:$B$6.A small dialog box, called Data Validation will appear.After that, select cell D10 and in the Data tab, select the drop-down arrow of Data Validation > Data validation from the Data Tools group.Now, in the range of cells B3:B6, write down four types of payment systems.For that, create a separate sheet and rename it as Others.To ensure that the proper data will be input in columns Payment Type and Category, we have to use the data validation feature.Now, write down the following titles as shown in the image, in the range of cells B9:F9 for the monthly expense table.Then, select cell C6 and write down the following formula to extract the employee’s ID from the Summary.After that, in the range of cells B6:B7 and D6:D7, write down the following entities.We denote the sheet as Expense Report of January. Then, in the merged cell set a suitable title for the sheet.In the Home tab, select the Merge & Center option from the Alignment group.The logo will be inserted and placed the logo at your desired location. We are inserting our webpage logo for your convenience. As a result, the Insert Picture dialog box will appear.After that, select the This device option.In the Insert tab, click the drop-down arrow of Illustrations > Pictures.At first, select cell D1 to insert your company logo.The procedure for the rest of the month will be similar. We will demonstrate the process for January. Now, we are going to generate the monthly expense report. Step 2: Create Monthly Expense Report for All Months Thus, we can say we completed the first step to make a monthly expense report in Excel. Our preliminary summary layout is ready.Write down all the month’s names in the range of cells B12:B23.After that, entitle cells B11 and C11 as Month and Expense.Then, format the range of cells C6:C9 according to your desire to input the employee’s data.First of all, in the range of cells B6:B9, write down the following entities as shown in the image.In this step, we will make a primary summary layout for showing our expenses month-wise. Step 1: Design Preliminary Summary Layout The name of his department manager is Luca. We consider an employee David who works for our company in the sales department to demonstrate this procedure. Related Articles How to Make a Monthly Expense Report in Excel (With Quick Steps)
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