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Audio & Reference Manual

Basic Excel Financial Reporting

Take the first steps to creating financial reports with ease utilizing Microsoft® Excel®.We all are confronted with huge amounts of data on a daily basis. Microsoft® Excel® has become the go to tool to analyze and summarize this data into charts and visually appealing financial reports. Now the charts and reports even have a dashboard aspect, which can be used to filter and display the exact data that you are looking for. This material will show you all of the great tools that Excel® has to help you get the most out of your data and help you make dynamic financial reports.
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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

Exploring Excel's® Financial Functions
  • PMT
  • PV
  • FV
Discovering Excel's® Built in Financial Templates
  • Balance Sheet
  • Profit and Loss
Using Excel's® Summary Tools to Help You Get to the Bottom Line
  • Sort / Filer
  • Subtotals
  • Formatted Tables
  • Slicers / Timelines / Dashboards
  • Goal Seek
  • Solver
  • Sumif / Countif
  • Pivot Tables
  • Charts
  • Data Consolidation
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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.

Credits

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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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.

Faculty

Tom Fragale

Tom Fragale

DBA The PC Guy Consulting, INC

  • Microsoft® certified trainer, Microsoft® certified office expert
  • Computer professional with more than 30 years of professional experience
  • Has trained more than 30,000 business people in online webinars, public seminars, and onsite training
  • Clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc
  • Started career as a database application programmer and has served as a consultant and project manager on many successful projects
  • Areas of expertise include: Access®, Excel®, Word™, PowerPoint®, Outlook®, Crystal Reports, SQL Server, Visio®, QuickBooks®, and SharePoint®
  • Passionate about training people and helping people get the most out of their computers, and is a published author having written a book on Microsoft® Access®
  • B.A. degree in computer science, LaSalle University
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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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Pay once and get a full year of unlimited training in any format, any time!

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Product ID: 405823
Published 2019
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