Essentials · Formulas

Building the Report

4 lessons and 56 marked steps, with a workbook to open in Excel alongside. Your first two lessons on LogicExcel are free with a free account; after that every lesson opens with the All-Access Pass.

1. 1. Mapping tablesAll-Access Pass

   Translate each source Category into a governed management line, expose missing mappings, and aggregate only after every source row carries a valid report label.

   14 marked steps

2. 2. Dynamic headersAll-Access Pass

   Generate a complete six-month reporting window, title and period headings from one real close-month input, using date values rather than typed month labels.

   14 marked steps

3. 3. Horizontal and vertical report layoutsAll-Access Pass

   Turn vertical transaction rows into a management matrix that reads across real monthly periods, using anchors that copy safely across months and down report lines.

   14 marked steps

4. 4. Error checks and reconciliationAll-Access Pass

   Prove report completeness with independent amount and row-count reconciliations, retain a visible failure state, and distinguish a balanced report from a correctly classified report.

   14 marked steps

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