Excel Dexterity: Automating Financial Statements

$49.00 each

Course ID: CPE Credits Field Of Study Author or Speaker:
DR-607.19 2 Credits   Computer Software and Applications  David Ringstrom
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Interactive Self Study  None   None   Intermediate 


Course Description:


Many users pivot to Excel when a desired financial statement format cannot be created within the accounting software. However, this in turn often leads to techniques such as creating worksheets for every month of the year, which eventually can be cumbersome to revise and preserve data integrity. In this presentation Excel expert David Ringstrom, CPA, 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 from a single worksheet. You'll also get tips on exporting data from your accounting package, improving the integrity of your spreadsheets, and much more.

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