Profit and Loss Data Modeling and Analysis with Microsoft PowerPivot in Excel

Downloads on this page include the Profit and Loss Data Modeling and Analysis with Microsoft PowerPivot in Excel article and the ContosoPnL sample Excel workbook.

The article, along with the ContosoPnL.xlsx sample Excel workbook, can provide business, accounting, and finance professionals help with creating PowerPivot data models to analyze budget, forecasting, and other profit and loss account metrics, such as:

• Aggregate, or value measures such as sums and averages for currency and headcount.
• Comparison measures such as year-over-year, year-to-date, and variance for currency and headcount.
• Performance, or ratio measures such as percentage, cost per head, and rate and volume variances. All of which calculate on different combinations of value and comparison measures.

There are two versions of the ContosoPnL workbook, one for Excel 2010, and one for Excel 2013. While both versions include the PowerPivot data model and a number of PivotTables, the Excel 2013 version also includes several example Power View sheets to show even more ways to explore the data.