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Financial reporting is often rife with repetitive tasks and carries the risk of misstated numbers. In this webcast, Excel expert David Ringstrom, CPA, will show you ways to create an utilize financial reporting templates, both as workbooks and worksheets, that you can use as clean slates. You’ll also see how to create financial reports from a general ledger report by way of using pivot tables. You can then filter the pivot table with both the Slicer and Timeline features. Each month you’ll simply save over the existing general ledger report and your spreadsheet-based reports will update automatically.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Topics/Areas Typically Covered:
• Using Power Query to extract data from text files, accounting software, and other data sources.
• Adding rows to a blank pivot table to create instant reports.
• Applying a consistent look and feel to your charts by way of chart templates.
• Combining the VLOOKUP and MATCH functions to summarize income statement data for use in a waterfall chart.
• Enlivening staid lists of numbers with the Data Bars conditional formatting.
• Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.
• Filtering data within pivot tables based upon date ranges in Excel 2013 and later by way of the Timeline feature.
• Filtering pivot tables to show fewer columns and/or rows of data.
• Illustrating financial statements with the Waterfall chart in Excel 2016 and later.
• Illustrating numbers within a list by using the Icon Sets conditional formatting.
Learning Objectives/Why You Should Attend:
- Recognize which menu option on Excel’s File menu enable you to search for free spreadsheet templates.
- Identify the chart type in Excel 2016 and later that is particularly suited to presenting financial statements in chart form.
- State the default file extension for chart templates.
- Accounting and Finance
- Excel Users
- Human Resources
Target Job Title:
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Excel Users
- Government Personnel
About the Instructor:
David H. Ringstrom, CPA is the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.
Pricing and Format Options:
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