Excel Enlightenment: Financial Statements
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Course Description

If you generate or work with financial statements, you won’t want to miss this comprehensive presentation by Excel expert David Ringstrom, CPA. He demonstrates how you can create dynamic accounting reports—on a single worksheet—for any month of the year. Excel users often build worksheets for each month of the year, which can be cumbersome to revise. As an alternative, David explains how to use a variety of Excel functions, including VLOOKUP, OFFSET and SUMIF, to construct accounting reports that allow you to toggle to any reporting period with only a couple of mouse clicks.

In addition, he shows you (1) how to export data from your accounting package in order to establish a “set-and-forget” link to your accounting data in Excel, (2) how to incorporate Check Figures and Alarms into your work, (3) how to use the Text to Columns feature to eliminate unwanted text, and much more.

David’s materials cover Excel 2016, 2013, 2010, and 2007. Depending on the topic, he demonstrates techniques in Excel 2010, 2013, or 2016 while noting differences in other versions of Excel when warranted. David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses to demonstrate techniques during the presentation.

Learning Objectives
  • Objective 1

    • Create an in-cell list by way of Excel’s Data Validation feature.

  • Objective 2

    • Discover how to incorporate Check Figures and Alarms into your work.

  • Objective 3

    • Improve the integrity of spreadsheets with Excel’s VLOOKUP function.

  • Objective 4

    • Define the best way to export data from your accounting package that links to your accounting data in Excel.

  • Objective 5

    • Apply the OFFSET function to return data for a specific month within a 12-column range.

  • Objective 6

    • Apply Excel’s VLOOKUP function to improve the integrity and flexibility of your Excel spreadsheets.

  • Instructional Delivery Method
    QAS Self Study Webcast
  • Course Format
    Online Video / Webcast
  • Prerequisite
  • Field of Study
    Computer Science
  • Level of Knowledge
  • Recommended CPE Credit
  • CPE Final Exam Required Passing Grade
  • Advanced Preparation
  • Course Reviewed / Updated
  • Course Author
    David Ringstrom, CPA
Please Note:

Please Note: This course must be completed within 12 months of date of receipt of this course for CPE credit.

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