Excel Power Pivot's Applications in Audit and Financial Reports

Financial Audit Journal (Revista Audit Financiar), XIII, No.11 (131) 2015, 58-70 & 127-138

Posted: 26 Oct 2015

See all articles by Daniel Homocianu

Daniel Homocianu

Alexandru Ioan Cuza University, Faculty of Economics and Business Administration, Department of Accounting, Business Information Systems and Statistics

Date Written: September 11, 2015

Abstract

Getting performance when generating financial reports and doing auditing work currently requires a real time management of multiple data formats and dimensions of analysis but also processing speed, flexibility, portability, automation and power of suggestion. This article brings a number of theoretical arguments and practical examples in favor of using Excel Power Pivot’s facilities in reporting and audit activities. The examples also include figures that reference video scenarios grouped in an interactive list constructed by the author. They contribute to the description of a technique useful in order to obtain complex reports with dynamic behavior and specific to business intelligence applications. This technique is symbolically called E2P4CAFR in this paper and capitalizes the Microsoft Excel’s facilities of aggregating and analyzing data from databases, starting with the 2010 version of Office.

Keywords: pivoting, data warehouse, dimension, measure, dashboard, E2P4CAFR techique

JEL Classification: C61, D81, D83, M42

Suggested Citation

Homocianu, Daniel, Excel Power Pivot's Applications in Audit and Financial Reports (September 11, 2015). Financial Audit Journal (Revista Audit Financiar), XIII, No.11 (131) 2015, 58-70 & 127-138. Available at SSRN: https://ssrn.com/abstract=2679747

Daniel Homocianu (Contact Author)

Alexandru Ioan Cuza University, Faculty of Economics and Business Administration, Department of Accounting, Business Information Systems and Statistics ( email )

Romania

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