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OnDemand Course

Intermediate Excel Financial Reporting

Streamline financial reporting and analysis by using Excel's® limitless features.

The emphasis of this intermediate Excel class will provide time-saving techniques that will allow you to utilize the built-in features of Excel for analysis of data and perfection of reports. Learn the most commonly used functions and tools for successful reporting. Microsoft Excel skills are invaluable for a business. Whether creating reports or analyzing data, Microsoft Excel makes managing and tracking a breeze. Increase your productivity and effectiveness as a professional.

67 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 35 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

Tips and Review

  • Customizing Lists
  • Utilizing Filters and Data Validation
  • Quick Formatting Tricks

Creating and Working With Multiple-Sheet Files

  • Creating a Multi-Sheet Workbook
  • Writing a 3-D Formula for Calculations
  • Formatting Multiple Sheets Simultaneously
  • Creating Links Between Workbooks

Excel Formulas

  • Nested Subtotals
  • Using IF Functions (Conditional Statements)
  • VLOOKUP Formulas and Arrays
  • Understanding PivotTables and PivotCharts

Using Text Functions

  • Using the Text to Columns Feature
  • Using the Concatenate Function
  • Using the TRIM Function
  • Using the Upper, Lower, and Proper Text Functions
  • Using the Paste Values and Paste Specials Feature

Charting Data in Excel

  • Creating Combination and Specialty Charts
  • Changing Chart Options
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Why Lorman?

Over 35 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

OnDemand Course

This course was last revised on April 26, 2022.

Call 1-866-352-9540 for further credit information.

  • AIPB 1.0
     
  • This program is acceptable for 1.0 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.
     
  • IAAP 1.0
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
     

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

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Why Lorman?

Over 35 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

Lauritta Sowa

Lauritta Sowa

WiseOwlOps, Inc.

  • Has mastered Microsoft Excel and data management
  • Has been teaching and assisting businesses for over 20 years
  • Specializes in analysis and problem solving
  • Conducts regular seminars and workshops on a variety of financial, accounting, analytical, and problem-solving topics
  • Her clients include Fortune 500 and international cliental
  • Holds a finance degree
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Why Lorman?

Over 35 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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$699/year

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Product ID: 409630
Published 2022
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Available in Multiple Formats

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