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Audio & Reference Manual

Intermediate Excel Financial Reporting

Streamline financial reporting and analysis by using Excel's® limitless features.In this presentation, Excel® expert David H. Ringstrom shares with you a number of ways that you can streamline financial reporting and analysis. The presentation begins with four different types of templates that you can utilize or customize. He will show you how to use streamline repetitive formatting tasks by way of the cell styles, feature, format painter, and the quick access toolbar. You'll then see how to use the custom views feature to transform reporting packages into different configurations from within a single workbook. The topic introduces you to using Microsoft® Query® as a means to automate reviewing general ledger reports export to either Excel® workbooks or text files. It will show how the slicer feature in Excel® 2013 and later can simplify filtering general ledger transactions. Demonstrates every technique at least twice: first, on a PowerPoint® slide with numbered steps, and second, in the Office® 365 version of Excel® and draws your attention to any differences in the older versions of Excel® (2019, 2016, 2013, and earlier) as well as in his detailed handouts. Office® 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® 2019, Excel® 2016, and so on.
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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

Saving Your Workbooks as Templates so Users Always Start With a Fresh Copy

Preventing Errors From the Start by Choosing From Thousands of Free Excel® Spreadsheet Templates

Applying a Consistent Look and Feel to Your Charts by Way of Chart Templates

Creating Worksheet Templates That Can Be Inserted as Needed Into Existing Workbooks

Using Excel's® Custom Views Feature to Apply Different Print Settings, Including Orientation and Margins, to Worksheets

Using Custom Views to Hide and Unhide Worksheets, as Well as Rows and Columns, so That a Single Workbook Can Serve Multiple Purposes

Streamlining Custom Views by Adding a Drop-Down List to Excel's® Quick Access Toolbar

Adding New Data Sources to Microsoft® Excel® so You Can Extract Data From Text Files, Accounting Software, and Other Data Sources

Discovering How Microsoft® Query® Allows You to Create Self-Updating Links to Databases, Spreadsheets, Text Files, and Other Data Sources

Linking Data From Text Files to Excel® Spreadsheets by Way of Microsoft® Query®

Streamlining the Filtering of Lists in Excel® 2013 and Later by Using the Slicer Feature With Tables

Understanding the Conflict That the Table Feature Poses With Custom Views in Excel® for Windows

Managing Data Security Prompts That May Appear When You Link External Data Into Excel® Spreadsheets

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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

David H. Ringstrom, CPA

David H. Ringstrom, CPA

Accounting Advisors, Inc.

  • 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;" his training sessions focus 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 1-2-3; 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; and dozens of webinar providers
  • B.B.A. degree in accounting, Georgia State University
  • Can be contacted at Twitter® @excelwriter
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Product ID: 406038
Published 2019
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