Design Automated Client Reporting with Nested INDEX and MATCH Functions

This video used nested INDEX AND MATCH FUNCTIONS and other essential functions to create an automated client reporting dashboard in Excel.
If you carefully follow this video you will learn how to:

1. Setup your workbook for automated project status updates
2. Pull data from multiple sheets for comprehensive reporting
3. Leverage Index and Match functions for streamlined, professional client reporting dashboards.

This knowledge will give you insight into how to deliver timely and accurate reports to your clients so as to build trust and maintain strong relationships.

Timestamp

00:00 Introduction
00:48 Setup The Workbook
02:03 Structure the Worksheets
08:54 Setup the Report Dashboard
12:02 Understanding INDEX and MATCH Functions
13:45 Automate The Clients' Reporting Dashboard
21:32 Conclusion

To automate your client reporting dashboard, you'll need these formulas. Follow the video and place them at the appropriate locations sequentially:

=INDEX(ProjectInfo[Client],MATCH(Report!$E$7,ProjectInfo[SNo],0))
=INDEX(Clients[Contact],MATCH(INDEX(ProjectInfo[Client],MATCH(Report!$E$7,ProjectInfo[SNo],0)),Clients[Client Name],0))
=INDEX(ProjectInfo[Project],MATCH(Report!$E$7,ProjectInfo[SNo],0))
=SUM(Deliverables[Hours])
=COUNTIF(Deliverables[Status],"Completed")/COUNTIF(ProjectTasks[SNo],Report!$E$7)
=IFERROR(INDEX(ProjectTasks[Tasks],SMALL(IF(ProjectTasks[SNo]=Report!$E$7,ROW(ProjectTasks[SNo])-MIN(ROW(ProjectTasks[SNo]))+1),ROW(A1))),"")
=IFERROR(INDEX(ProjectTasks[Status],MATCH(TEXT([@Deliverables],),ProjectTasks[Tasks],0)),"")
=IFERROR(INDEX(ProjectTasks[Hours Worked],MATCH([@Deliverables],ProjectTasks[Tasks],0)),"")

You can also download a copy of the template @ https://kitlos.com/product/automated-client-reporting-excel-template/
The full tutorial and the hypothetical data used can be found when you visit the following link: https://www.kmacims.com.ng/design-automated-client-reporting-dashboard/

In subsequent videos, we'll introduce how to use the IFERROR, FILTER, and ARRAY Functions.
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Видео Design Automated Client Reporting with Nested INDEX and MATCH Functions канала Kmacims Education Annex