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Sponsored by Lorman Education
Product ID: 405823EAU
 
Credit & Course Provided by:

Basic Excel Financial Reporting

OnDemand Webinar (89 minutes)

Take the first steps to creating financial reports with ease utilizing Microsoft® Excel®.

We all are confronted with huge amounts of data on a daily basis. Microsoft® Excel® has become the go to tool to analyze and summarize this data into charts and visually appealing financial reports. Now the charts and reports even have a dashboard aspect, which can be used to filter and display the exact data that you are looking for. This material will show you all of the great tools that Excel® has to help you get the most out of your data and help you make dynamic financial reports.

Authors

Tom Fragale, DBA The PC Guy Consulting, INC

Agenda

Exploring Excel's® Financial Functions

• PMT

• PV

• FV

Discovering Excel's® Built in Financial Templates

• Balance Sheet

• Profit and Loss

Using Excel's® Summary Tools to Help You Get to the Bottom Line

• Sort / Filer

• Subtotals

• Formatted Tables

• Slicers / Timelines / Dashboards

• Goal Seek

• Solver

• Sumif / Countif

• Pivot Tables

• Charts

• Data Consolidation