Creating Dynamic Financial Statements in Excel

Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Creating Dynamic Financial Statements in Excel June   20 1 pm - 2:40 pm ET Presenter: David Ringstrom, Owner and Founder of Accounting Advisors, Inc. Credits: CPE (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 6 months, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   In this webinar from David Ringstrom, you'll learn how to create dynamic accounting reports for any month of the year on just one worksheet. You'll learn how to use the VLOOKUP, OFFSET, and SUMIF functions to create accounting reports that toggle to any reporting period with just a couple of mouse clicks, and you'll discover effective ways to export data from your accounting package so you can create a "set-and-forget" link to your accounting data in Excel. Upon completion of this course, you'll be able to: Create an in-cell list by way of Excel's Data Validation feature Improve the integrity of spreadsheets with Excel's VLOOKUP function Identify a simple design technique that greatly improves the integrity of Excel's SUM function Explain why, in many cases, you should export reports intended for spreadsheet analysis to a CSV file instead of an Excel workbook Use the Trusted Document feature in Excel 2010 and later to suppress the Data Connection security prompt Apply Excel's OFFSET function to dynamically reference data from one or more accounting periods Describe how to use the Text to Columns feature to eliminate unwanted text without retyping or to separate text into columns Define the best format for getting accounting data to Excel from an accounting package Apply the OFFSET function to return data for a specific month within a range of 12 columns David teaches from the version of Excel in use by the majority of attendees, but he explains any differences in Excel 2007, 2010, 2013, and 2016. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants' questions, so come ready to pick his brain. David's detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. He also provides an Excel workbook that includes a majority of the examples he uses during each session. Learn More Register Today About The Presenter   David H. Ringstrom, CPA, is the owner and founder of Accounting Advisors, Inc., a spreadsheet consulting firm. Mr. Ringstrom provides Microsoft Excel training and consulting services nationwide. He frequently presents on Microsoft Excel at webinars and conferences, regularly publishes articles about spreadsheets, and has edited dozens of books on accounting software. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 70 live webinars each month ● More than 600 on-demand courses Learn More Upcoming Webinars Tax Apportionment Rules for Service Based Business June 16 at 1 pm ET Learn More Accounting and Auditing Update June 23 at 1 pm ET Learn More Measuring and Managing Customer Profitability June 24 at 1 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 933 N. Kenmore St, Ste 320 | Arlington | VA | 22201 Remove me from future emails. Manage email preferences.