Expediting Excel-Dynamic Financial Statement
22 Mar 2017
- 03:30 AM to 05:00 AM EST
90 Minutes

Learn powerful worksheet functions that make quick work of financial reporting in Excel.

Expediting Excel-Dynamic Financial Statement

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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This webinar will provide advanced training on Expediting Excel-Dynamic Financial statement.

In this webcast, Excel expert David H. Ringstrom, CPA shows you how to effectively create financial statements in Excel without manually keying any monthly financial data. Techniques discussed will enable you to use a single Excel worksheet to display financial reports at department, entity, or consolidated levels.  You’ll apply the VLOOKUP, OFFSET, and SUMIF functions to create accounting reports that toggle to any reporting period with only a couple of mouse clicks. You’ll also learn how to export data from your accounting package so you can create a “set-and-forget” link to your accounting data in Excel.

Learn powerful worksheet functions that make quick work of financial reporting in Excel.

Areas Covered

  • Learn why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook.
  • Improve the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Create an in-cell list by way of Excel’s Data Validation feature.
  • Use Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
  • Learn a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Discover how to incorporate Check Figures and Alarms into your work.
  • Use the Group and Ungroup feature to expand or collapse rows and/or columns.
  • See how to use the Trusted Document feature in Excel 2010 and later to suppress the Data Connection security prompt.

Learning Objectives

  • Apply a variety of Excel functions—all focused on helping you use Excel far more effectively
  • Define the best way to export data from your accounting package that links to your accounting data in Excel
  • Apply the OFFSET function to return data for a specific month within a 12-column range

Why Should You Attend

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. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain. David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast. Upon completion of this course, you’ll be able to:

  • Identify reports that don’t balance with the source data
  • Reference data from one or more accounting periods
  • Improve the integrity of your spreadsheets with Excel’s VLOOKUP function
  • Export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook
  • Incorporate Check Figures and Alarms into your work
  • Create an in-cell list by way of Excel’s Data Validation feature
  • Identify a simple design technique that greatly improves the integrity of Excel’s SUM function
  • Define the best format for getting accounting data to Excel from an accounting package

Who Will Benefit

  • CFO’s
  • Controllers 
  • Investment Analysts / Financial Analysts / Business Analysts
  • Forecasting & Planning Personnel
  • Mergers & Acquisitions Specialists
  • Risk Managers
  • Strategic Planners / Capital Expenditure Planners
  • Cost Accountants / Managerial Accountants
  • Practitioners who may benefit from learning how to create monthly financial statements in Excel more effectively

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