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| Accelerate Excel: Automating Financial Statements (141006N) |
Course CPE: 1 hour
Field(s) of Study: Accounting–1 hr
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: Self-Study
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Number: 14PPM1006
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: October 6, 2014
Presenter: David Ringstrom
Program Description:
In this webinar Excel expert David H. Ringstrom, CPA shares his secrets on how to automate Excel-based financial statements. After watching this webinar you'll no longer build out a worksheet for each month of the year, but instead use functions such as VLOOKUP, SUMIF, and OFFSET in conjunction with Excel's Data Validation feature to build easy to maintain financial statements.
David will also show how to make the reports self-maintaining by linking to data exported from an accounting package. In this webinar David teaches from Excel 2010. The techniques shown work in the same fashion in Excel 2007 and 2013, and his handouts include alternate instructions for Excel 2003 where applicable.
After completing this course, you will be able to:
- Identify how to quickly clean up accounting data using Excel’s Text to Columns feature
- Recognize the constraints and inefficiencies of VLOOKUP, along with potential improvements
- Select the steps needed to create an in-cell list using Excel’s Data Validation feature
- Determine how to use Excel’s OFFSET function to dynamically reference data from one or more accounting periods
- Differentiate a simple design technique that improves the integrity of Excel’s SUM function
- Recognize how to incorporate check figures and alarms into accounting spreadsheets
- Identify the process for using the Group and Ungroup feature to expand or collapse data
- Determine the applications of VLOOKUP, OFFSET, and SUMIF worksheet functions
- Select Excel’s Data Validation feature to create in-cell drop-down lists
- Differentiate how Conditional Formatting in Excel can build color-coded alerts tied to check figures
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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 website: www.nasbaregistry.org. |
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