| Attend upcoming webinar and earn continuing education credits. | Creating Dynamic Financial Statements in Excel | | | | | | | | November | | | | 1 | | 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 | | | | | | | | | | | | | In this webinar, you'll learn how to create dynamic accounting reports for any month of the year on just one worksheet. You'll apply the VLOOKUP, OFFSET, and SUMIF functions to create accounting reports that toggle to any reporting period with only a couple of mouse clicks. You'll also learn how 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: - Identify reports that don't balance with the source data
- Reference data from one or more accounting periods
- Improve the integrity of your spreadsheets with Excel's VLOOKUP function
- Export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook
- Incorporate Check Figures and Alarms into your work
- Create an in-cell list by way of Excel's Data Validation feature
- Identify a simple design technique that greatly improves the integrity of Excel's SUM function
- Define the best format for getting accounting data to Excel from an accounting package
David demonstrates every technique at least twice, first on a PowerPoint slide with numbered steps, and second in Excel 2016. He'll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation, as well as in his detailed handouts. 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, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast. | | | | | | | | | | 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. | | | | | | | | | | | ● 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 | | | | | | |
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