From the category archives:

Summaries

Smart Budgeting with Monarch

November 11, 2008

With the end of the calendar year fast approaching, this also means that the end of the fiscal year is right around the corner for a number of companies too. If that means that it’s time to develop budgets for next year, I have an idea that might save you some time. If your budget [...]

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Use Monarch to Build a Report with Both Details and a Summary

April 25, 2008

I was recently contact by a regular ExcelWithMonarch.com reader, Nigel Winton of England, who relayed how he used Monarch to create an interesting solution to a challenge given to him by a co-worker. Here’s his story… I have one person who is always requesting something new. You know the type: flexible goal posts with no [...]

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Using Monarch for Data Entry Validation

April 11, 2008

I was recently required to review a thousand page PDF file. This file contained hundreds of financial summaries for specific topics. The challenge was, and the need for the review, was that just because certain numeric values were permitted by the online system, the updates the users provided might have been incorrect, incomplete or otherwise [...]

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Include a Summary for Reports with Totals

February 18, 2008

When modeling a report that includes grand totals, always take an extra minute or two to build a summary that totals all of your extracted values to ensure that you’ve modeled the data as accurately as you think you have. You’ll be happy to see that the totals balance to the report. But you’ll be [...]

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Monarch Benefits Popular Accounting Package Users

January 13, 2008

Video: Monarch’s Multi-Column Region Every business uses some form of accounting software. Of course, just as there are different sizes of firms, there are large scale and small scale accounting software solutions. Similarly, not every firm uses a complex ERP solution; more often than not they’re using software purchased at a local office supply or [...]

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7 Top Reasons for Summarizing Data with Monarch

December 20, 2007

The Lucky Seven In other posts, like Performing Analysis Work with Monarch, I’ve made mention of Monarch’s summary feature. I’ve put together a short list of reasons for you to explore the feature further. Summaries are easy to build, the process is quick, and you can generally include as much or as little of your [...]

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