3分鐘Excel自動化財務報表 episode artwork

EPISODE · Jun 4, 2026

3分鐘Excel自動化財務報表

from 一分鐘商業智慧 · host 董正隆

歡迎來到一分鐘商業智慧,我是董正隆。今天教你用Excel自動化,3分鐘做出財務報表。先把資料整理成固定欄位:日期、科目、金額。接著用SUMIFS或XLOOKUP,讓「收入、成本、費用」自動抓取對應數字,不用手動重算。再用樞紐分析表,直接把分類彙總成月度趨勢,圖表也會跟著更新。最後檢查差異與總額是否吻合,按下更新就完成。你只要每月換資料,報表就會自動長出來,省下的時間就是你的獲利空間。更多資訊請見:https://www.isuperman.tw/

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