Exploring Excel: Data Analysis - Automating Excel-Based Financial Statements

Instructor: David H Ringstrom
Product ID: 705039
  • Duration: 90 Min
This Excel training program will elucidate Excel functions that allow you to quickly create accounting reports. Attendees will learn how to create dynamic reports for any month of the year on one worksheet. They will also receive helpful handouts to help execute their learning.
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Why Should You Attend:

This webinar will help attendees:

  • Learn Excel functions that allow you to quickly create accounting reports.
  • Learn techniques that will improve the integrity of your spreadsheets.
  • Discover how to create dynamic reports for any month of the year on just one worksheet.
  • Execute Excel tasks with the help of detailed handouts, with numbered steps, that serve as reference tools to fall back on after participating in the webcast.

Learning Objectives:

  • Apply a variety of Excel functions—all focused on helping you use Excel far more effectively.
  • Define the best way to export data from your accounting package that links to your accounting data in Excel.
  • Apply the OFFSET function to return data for a specific month within a 12-column range.
  • Recall why, in many cases, you should export reports to a .CVS file vs. an Excel workbook.
  • Apply Excel’s VLOOKUP function to improve the integrity of your spreadsheets.
  • Recall how to use the Trusted Document feature.

Areas Covered in the Webinar:

  • Using a simple design technique to improve the integrity of Excel’s SUM function.
  • Discovering how to use the Trusted Document feature in Excel 2010 and later to suppress the Data Connection security prompt.
  • Creating accounting reports that toggle to any reporting period with a couple of mouse clicks.
  • Referencing data from one or more accounting periods using Excel’s OFFSET function.
  • Creating an in-cell list by way of the Data Validation feature.

Who Will Benefit:

  • Banking
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  • Education
  • Telecom
  • IT
  • CPAs
  • CFOs
  • Controllers
  • Marketing
  • Sales
  • Investments
  • Pharmaceutical
  • Medical Devices
  • FDA
  • Aviation
  • Energy
  • Retail
  • Human Resource
  • Logistics & Supply Chain
  • Accountants
  • Audit
Instructor Profile:
David H Ringstrom

David H Ringstrom
Owner, Accounting Advisors, Inc

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

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