Excel: Creating Dynamic Financial Statements

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Excel: Creating Dynamic Financial Statements April   16 1 pm - 2:40 pm ET Presenter: David Ringstrom, an author and nationally recognized instructor 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 after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   In this practical webinar, Excel expert, David Ringstrom, CPA, demonstrates how you can create financial statements for any month of the year on just one worksheet. In order for you to accomplish this, you will learn how to automate the process by implementing a variety of Excel functions and features, improve the integrity of your spreadsheets, incorporate Check Figures and Alarms into your work, and much more. You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. You will identify differences in Excel 2016, 2013, or 2010 and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar. You will learn how to: Use the SUMIFS function to sum values for a single account or a range of account numbers Explore the nuances of data exported from accounting programs, such as extraneous worksheets, blank columns, and extraneous rows Extract data dynamically for a given month or year to date by way of the OFFSET function Modify queries that return data from other sources into an Excel worksheet Create self-updating links to databases, spreadsheets, text files, and other data sources using Microsoft Query Create an in-cell list by way of Excel's Data Validation feature Use the Query Wizard within Microsoft Query to choose the relevant columns from your accounting report export Use the MONTH function to return the month portion of a date or month name Use the Trusted Document feature in Excel 2010 and later to suppress the Data Connection security prompt Return data to an Excel spreadsheet from Microsoft Query Upon course completion, you will be able to: State the location of the Conditional Formatting command within Excel's menus State what object type Microsoft Query considers worksheet tabs to be within Excel workbooks Identify the purpose of the MONTH function in Excel Learn More Register Today 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. 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 75 live webinars each month ● More than 1,500 on-demand courses Learn More Upcoming Webinars Benchmarking Your Accounts Payable Function September 25 at 3 pm ET Learn More Common Vendor Issues and How to Handle Them September 26 at 1 pm ET Learn More Everything You Need to Know about Employment in Canada September 27 at 1 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.