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expense chart

  1. #1
    Registered User
    Join Date
    03-21-2007
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    6

    expense chart

    am trying to create an expense chart for my company. There are a total of 6 people and i want to keep a track of all expense on a monthly basis. The expenses would be given to me via email or hard copy and I have to basically fill out my expense chart and come up with total expenses for the month. This is my first project in the company and want to make it look nice. any ideas would be greatly appreciated

  2. #2
    Registered User
    Join Date
    03-08-2007
    Location
    Brisbane, Australia
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    57
    Things to think about:
    How do you want to present data: Graphically (eg. pie chart), in detailed report (eg. using Subtotals), in a summary report (eg a pivot table)
    What Categories do you need for analysis of data: by person, by month, by expense category, by business unit or other segment
    Who will use the data (only yourself or others as well) - this will tell you whether you can use pivot tables or autofilters etc
    What security do you need over the file or data
    How much data will you collect - how easy is it to handle in Excel; and should you look at an accounting package or RDBMS like Access
    These are just a few thoughts. I'm sure there are many others!!

    Good luck
    James

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