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Sponsored by Lorman Education
Only registered attendee will receive continuing education credit.
Product ID: 406038
 
Credit & Course Provided by:

Intermediate Excel Financial Reporting

Live Webinar
August 13, 2019
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour 30 minutes
Live Webinar$199Register Now
Can't Attend?   Audio & Reference Manual$199Add to Cart

Streamline financial reporting and analysis by using Excel’s® limitless features.

In this presentation, Excel® expert David H. Ringstrom shares with you a number of ways that you can streamline financial reporting and analysis. The presentation begins with four different types of templates that you can utilize or customize. He will show you how to use streamline repetitive formatting tasks by way of the cell styles, feature, format painter, and the quick access toolbar. You’ll then see how to use the custom views feature to transform reporting packages into different configurations from within a single workbook. The topic introduces you to using Microsoft® Query® as a means to automate reviewing general ledger reports export to either Excel® workbooks or text files. It will show how the slicer feature in Excel® 2013 and later can simplify filtering general ledger transactions. Demonstrates every technique at least twice: first, on a PowerPoint® slide with numbered steps, and second, in the Office® 365 version of Excel® and draws your attention to any differences in the older versions of Excel® (2019, 2016, 2013, and earlier) as well as in his detailed handouts. Office® 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.

Learning Objectives

• You will be able to define the types of actions that can be automated with Excel’s® Custom Views feature.

• You will be able to recognize the name of the interface within Microsoft® Query® that enables you to manipulate records within text files and other sources.

• You will be able to describe the Slicer feature in Excel®.

• You will be able to discuss adding new data sources to Microsoft® Excel®.

Registration

Live Webinar$199Register Now
Can't Attend?   Audio & Reference Manual$199Add to Cart