Financial Statements

Automating Financial Statements : One-Click Reports
04 Jun 2018
- 12:30 PM to 02:00 PM EST
90 Minutes

Automating an Excel-Based Financial Statement. This course explores the ways of automating periodic financial reporting processes.

Automating Financial Statements : One-Click Reports

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well.

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Automating an Excel-Based Financial Statements - In this session, Excel expert David Ringstrom, CPA, shows you step-by-step how to create dynamic accounting reports for any month of the year on just one worksheet. While Excel users often build worksheets for each month of the year, such worksheets can be cumbersome to revise. As an alternative, David explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with only two mouse clicks. He also outlines how to export data from your accounting package, improve the integrity of your spreadsheets, incorporate Check Figures and Alarms into you work, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to 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.

Topics/Areas Typically Covered:

  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Seeing how to use the Trusted Document feature in Excel 2010 and later to suppress the Data Connection security prompt.
  • Discovering how to incorporate Check Figures and Alarms into your work.
  • Using Conditional Formatting to draw attention to reports that don’t balance to the source data.
  • Learning why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Learning why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook.

Level: Intermediate

Learning Objectives / Why You Should Attend:

  • Define how to create accounting reports for any month of the year on a single worksheet.
  • Apply Conditional Formatting to draw attention to reports that don’t balance to the source data.
  • State how to export data from an accounting package to create a “set-and-forget” link to accounting data in Excel.

Target Industries: Financial Statements

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title: Financial Statements webinar

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

At the Q&A session following the live event, ask a question and get a direct response from our expert speaker.

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