Tuesday, September 27, 2016

Creating Dynamic Financial Statements in Excel

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Creating Dynamic Financial Statements in Excel
October
 
11
3 pm - 4:40 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
Course Reviews: View Testimonials
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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


Course Reviews from Past Attendees

96% of attendees said they would recommend this course to others.
"Topics covered were very informative."
"Several tips/shortcuts I did not know."
"Good illustrations and easy-to-follow instructions."
"Simplifying my spreadsheets and learned a few new shortcuts."
"Slides were very detailed."
"Explained and executed how to perform the functions."
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The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.
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● More than 75 live webinars each month
● More than 750 on-demand courses
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Upcoming Webinars
Recurring Deficiencies in Compilations and Reviews and How to Avoid Them
October 3 at 1 pm ET
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Excel: Generating Automated, Formula-Based Reports
October 5 at 3 pm ET
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Same Day ACH: What Every AP and Payment Professional Needs to Know
October 6 at 1 pm ET
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