Excel with Xero

At Xero we know how business owners – especially accountants – love to work in Excel, so we’ve designed our reports so that you can use the power of Excel to analyse your data.  Any Xero report can be opened directly into Excel. We’ve taken care of:

Multi-page reports
Multiple reports can be exported to a single Excel workbook, with one report per sheet.  This allows you to easily analyse related data from multiple reports.

All calculated values including totals, variances, percentages, and so on, use standard Excel formulas so you can analyse your data without needing to manually update the totals.

Cell formatting
Every cell will be formatted using the correct Excel data type such as text, date, currency and percentage to enhance readability, so your formatting preferences can be instantly applied by Excel.

Conditional formatting
?Excel 2007 includes some powerful conditional formatting options.  For example: select ‘Conditional Formatting’, then ‘Color Scales’, then select a colour range and Excel will apply a heat-map to your report giving an instant visual representation of any exceptions or high or low extremes.

Check out a demo of these features.

We’re committed to helping you work smarter, not only by providing you with up-to-date and relevant reports from your business data, but helping you work in ways that will save you time and money.  Keep watching this blog for more information about the next phase of smarter Xero reporting.

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