Automation Techniques for Your Excel-based Financial Statements

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.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 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.

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

FN2454

David H Ringstrom

David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert. He is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance
.