Intermediate Excel Financial Reporting
|Audio & Reference Manual||$199.00||Add 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.
David H. Ringstrom, CPA, Accounting Advisors, Inc.