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Live Webinar

90-minute live streaming program
  • September 20
  • 1:00 - 2:30 pm EST

Advanced Excel Financial Reporting

September 20

Take an advanced approach to financial reporting using the power of Excel®.

In this presentation Excel® expert David H. Ringstrom, will walk you through creating a dashboard to facilitate analyzing a general ledger report, and will begin with showing how to create a self-updating dashboard by using Microsoft® Query® to automatically pull data from an Excel® workbook that you can overwrite each month. You will learn how to use pivot tables to create different summary views of your data and be able to control these pivot tables simultaneously with the Slicers feature in Excel® 2013 and later. Other topics covered include pivot charts, self-updating chart titles, and creating waterfall charts in Excel® to illustrate a profit and loss or income statement. The topic closes with a discussion of sparklines and conditional formatting, which are two other tools commonly used in Excel® dashboards.

Learning Objectives

  • You will be able to review the Excel® menu where the Microsoft® Query® command resides.
  • You will be able to identify the Excel® feature that causes Sparklines to automatically display additional data points added to the source data.
  • You will be able to describe the command that enables you to connect two or more pivot tables to a Slicer.
  • You will be able to identify how minimizing visual clutter by hiding worksheet grid lines.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Adding Interactivity to Pivot Tables by Using the Slicer Feature for Filtering in Excel® 2010 and Later

Assembling a Dashboard From Multiple Pivot Tables

Avoiding the Dreaded Pivottable Field Name Already Exists Error Prompt

Creating Self-Updating Chart Titles That Change Automatically as You Filter or Slice Data Related to the Chart

Displaying Two or More Pivot Tables Close Together on a Single Worksheet Without Triggering a Conflict

Eliminating the Risk of Workbook Links by Using Microsoft® Query® to Get Data From One Workbook Into Another

Illustrating Financial Statements With the Waterfall Chart in Excel® 2016 and Later

Jump-Starting Data Visualization With the Quick Analysis Feature

Managing Information Overload by Creating a Top 10 Pivot Table

Minimizing Visual Clutter by Hiding Worksheet Grid Lines

Presenting the Largest or Smallest Values in Chart Form by Way of a Top 10 Pivot Chart

Preventing Pivot Tables From Automatically Resizing Columns When You Refresh or Filter the Data

Understanding the Conflicts That Can Arise When You Position Two or More Pivot Tables Too Close in Proximity to Each Other

Using Excel's® Pivottable Feature to Condense Large Amounts of Information Into Manageable Chunks

Using Linked Pictures as a Navigation Tool to Return to the Source Pivot Table

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • HR Certification Institute 1.5
     
  • This program has been approved for 1.5 recertification credit hours toward general recertification through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • IAAP 1.5
     
  • This course has been preapproved by the International Association of Administrative professionals for 1.5 recertification point(s).
     
  • SHRM 1.5
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     
  • CPE 1.8 including Computer Software & Applications 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 1.8 hours. Prerequisite: intermediate knowledge of business financials. Level of Knowledge: Expert. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for business owners and managers, supervisors, associates, administrative professionals, analysts, bookkeepers and accountants.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

David H. Ringstrom, CPA

David H. Ringstrom, CPA

Accounting Advisors, Inc.

Please book David directly at www.davidringstrom.com.

David H. Ringstrom, CPA

  • President and owner of Accounting Advisors, Inc. based in Atlanta, Georgia
  • Founded Accounting Advisors in 1991 as a consulting services business, but in 2007, he began teaching for continuing education providers as well; his mission since then has been to offer quality training on Excel® and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements
  • Widely sought after as a webinar speaker on Microsoft® Excel® for both public and in-house engagements
  • His Excel® courses cover the gamut of the features and functions to provide professionals the knowledge they need to work more efficiently and effectively
  • Coined the phrase, either you work Excel®, or it works you; training sessions focuses on what users often don’t know but should know about Microsoft® Excel®
  • His comprehensive yet easy to understand presentations cover Excel® 2016, 2013, 2010, and 2007
  • His webcasts are fast paced, and he welcomes attendees’ questions; in addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses
  • Co-wrote Idiot’s Guides: Introductory Accounting
  • Current and previous articles include Accounting Web (Staff Writer); Sleeter Report (Blog Columnist); Microsoft’s Professional Accountants’ Network The Successful California Accountant New Jersey Society of CPAs Microsoft Office and VBA Developer Microsoft Small Business Accounting ;Inside Lotus 1-2-Inside Quattro Pro Inside FileMaker Pro Inside Peachtree Inside QuickBooks
  • Technical editor of more than 34 books, many in the For Dummies series, including QuickBooks® Simple Start for Dummies; QuickBooks® for Dummies; QuickBooks® All-in-One Desk Reference for Dummies; Quicken for Dummies; Quicken All-in-One Desk Reference for Dummies; Peachtree for Dummies and .com for Dummies
  • Public speaking includes American Woman’s Society of Certified Public Accountants Atlanta Chapter; Georgia Government Finance Officers Association; Georgia Society of CPAs, North Perimeter Chapter; Georgia Society of CPAs, Southeastern Accounting Show; Georgia Tech’s Center for Manufacturing Information Technology; South Carolina Society of CPAs; dozens of webinar providers
  • B.B.A. degree in accounting, Georgia State University
  • Can be contacted at Twitter? @excelwriter
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 406171
Published 2019
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