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Advanced Excel Financial Reporting

Audio Files and PDF File Come on Flash Drive
Copyright 2019
Audio & Reference Manual$199.00Add to Cart Add to Cart

Take an advanced approach to financial reporting using the power of Excel®.In this presentation Excel® expert David H. Ringstrom, will walk you through creating a dashboard to facilitate analyzing a general ledger report, and will begin with showing how to create a self-updating dashboard by using Microsoft® Query® to automatically pull data from an Excel® workbook that you can overwrite each month. You will learn how to use pivot tables to create different summary views of your data and be able to control these pivot tables simultaneously with the Slicers feature in Excel® 2013 and later. Other topics covered include pivot charts, self-updating chart titles, and creating waterfall charts in Excel® to illustrate a profit and loss or income statement. The topic closes with a discussion of sparklines and conditional formatting, which are two other tools commonly used in Excel® dashboards.


David H. Ringstrom, CPA, Accounting Advisors, Inc.