Excel Explained:  Financial Reporting Tips and Tricks

Wednesday, June 7, 2023
2:30 pm – 4:30 pm Eastern

Financial reporting is often rife with repetitive tasks and carries the risk of misstated numbers. In this webcast, Excel expert David Ringstrom, CPA, will show you ways to create an utilize financial reporting templates, both as workbooks and worksheets, that you can use as clean slates. You'll also see how to create financial reports from a general ledger report by way of using pivot tables. You can then filter the pivot table with both the Slicer and Timeline features. Each month you'll simply save over the existing general ledger report and your spreadsheet-based reports will update automatically.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. He draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) 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.

Microsoft 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 2021, Excel 2019, and so on.

What You Will Learn:

• Adding a percentage column to a pivot table with just a couple of mouse actions
• Adding rows to a blank pivot table to create instant reports
• Applying a consistent look and feel to your charts by way of chart templates
• Combining the VLOOKUP and MATCH functions to summarize income statement data for use in a waterfall chart
• Enlivening staid lists of numbers with the Data Bars conditional formatting
• Filling blanks and removing unwanted rows from a general ledger report with Power Query
• Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature
• Filtering pivot tables to show fewer columns and/or rows of data
• Illustrating numbers within a list by using the Icon Sets conditional formatting
• Improving the integrity of Excel pivot tables with the Table feature
• Jump-starting data visualization with the Quick Analysis feature
• Managing data security prompts that may appear when you link external data into Excel spreadsheets

Who Should Attend? 

Practitioners who create and work with monthly financial statements will learn to work in a more efficient and effective manner.

Instructor

David H. Ringstrom, CPA

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Attendance verification for CE credits provided upon request.

Webinar Sponsored by OnCourse Learning (Total Training Solutions)

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Malia Widder, (614) 610-1877.