Automation Techniques for Your Excel-based Financial Statements

MessageThis Webinar is over
Date Sep 27, 2018
Time 05:00 PM EDT
Cost $170.00
Step-by-step, Excel expert David Ringstrom, CPA, teaches you how to create dynamic financial reports—for any month of the year—on a single worksheet. If you’re currently building worksheets for each month of the year, you know they can be inconvenient and tiresome to revise. Rather than using such a cumbersome method, David demonstrates how to apply the VLOOKUP, OFFSET, and SUM functions to quickly create accounting reports that allow you to toggle to any reporting period with just a couple of mouse clicks. In addition, David shares effective ways to export data from your accounting package so you can create a “set-and-forget” link to your accounting data in Excel.

Learning Objectives:
  • Define how to create accounting reports for any month of the year on a single worksheet.
  • Apply Excel’s OFFSET function to isolate monthly amounts and sum YTD amounts.
  • State how to export data from an accounting package to create a “set-and-forget” link to accounting data in Excel.
Areas Covered in the Session :
  • Seeing how to use the Trusted Document feature in Excel 2ExcludeIncludeExclude and later to suppress the Data Connection security prompt.
  • Overcoming VLOOKUP’s quirks by using SUMIF to look up numeric values.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Discovering how to incorporate Check Figures and Alarms into your work.
  • Discover how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
  • A feature in Excel 2ExcludeInclude3 and later that enables beginners to get a jump start on creating charts, while also allowing experienced users to view data to be charted in a variety of formats.
  • Using Excel’s VLOOKUP function to look up an item description based on an input provided by the user.
  • Using Conditional Formatting to draw attention to reports that don’t balance to the source data.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.

Who Should Attend:
  • Accountants
  • CPA’s
  • CFO’s
  • Controllers
  • Excel Users
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel
  • Every Practitioner who will benefit from learning how to create monthly financial statements more effectively in Excel


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