Tuesday, January 16, 2018

Excel: Generating Automated, Formula-Based Reports

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Excel: Generating Automated, Formula-Based Reports
January
 
29
3 pm - 4:40 pm ET
Presenter: Jeff Lenning, founder of Click Consulting Inc
Credits: CPE (Credit Details)
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Course Description
 
Accountants often turn to Excel when their usual accounting systems can't generate the report they need. But manually preparing a report in Excel can be time-consuming. In this practical webinar, you'll receive step-by-step guidance on how to automate recurring formula-based reports with Excel. Upon successful completion of this course, you will be able to:
  • Discover how to use Excel to generate automated reports
  • Recognize functions that can be automated in Excel, including:
    • Formatting data
    • Aggregating values
    • Changing report labels each month
  • Identify time-saving features, functions, and techniques you can use in Excel, including:
    • Tables
    • SUMIFs
    • Mapping Tables
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The Presenter
About The Presenter
 
Jeff Lenning, CPA, is the author of Excel University and founder of Click Consulting Inc., a technology consulting firm. Before that, Mr. Lenning was a senior financial analyst at Gateway computers and accounting manager at Interpore Cross International.
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