Automation Techniques for Excel-based Financial Reports

Duration: 90 Minutes
In this webcast, Excel expert David H. Ringstrom, CPA shows you how to create dynamic accounting reports for any month of the year on a single worksheet. Many users set out to build a worksheet for each month of the year, which can be cumbersome to revise. Instead David will show you how to use worksheet functions like VLOOKUP, OFFSET and SUMIFS. End-users will be able to choose any reporting period as well as department/division with just a couple of mouse clicks. The session also demonstrates how to use Microsoft Query to link to your accounting package or exported reports so that you can create a set-and-forget link to your accounting data in Excel.
Excel based financial reports
Instructor: David H. Ringstrom
Product ID: 500756

In this session David teaches from Excel 2010. The techniques shown work in the same fashion in Excel 2007 and 2013, and his handouts include alternate instructions for Excel 2003 where applicable.

Why Should you Attend:
  • Use features in Excel that minimize data integrity risks
  • View a report for any month of a given year by choosing a period from a drop-down list in a worksheet
  • Utilize Microsoft Query to link to data from a variety of sources
Objectives of the Presentation:
  • Improve the integrity of spreadsheets with Excel's VLOOKUP function.
  • Create an in-cell list by way of Excel's Data Validation feature.
  • Use Excel's OFFSET function to dynamically reference data from one or more accounting periods.
  • Learn a simple design technique that greatly improves the integrity of Excel's SUM function.
  • Learn how to incorporate check figures and alarms into your work.
  • Use Conditional Formatting to draw attention to reports that don't balance to the source data.
  • Use the SUMIFS to sum values based on multiple criteria.
Who can Benefit:
  • Accounting and finance personnel
  • CFOs
  • Controllers
$300
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  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
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Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
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