In this informative webcast, you’ll learn from Excel expert David H. Ringstrom, CPA, how to create dynamic accounting reports—for any month in a year—on a single worksheet. Building individual Excel worksheets for each month can be cumbersome and time consuming. To mitigate these issues, David shows you how using functions together, such as the VLOOKUP, OFFSET, and SUMIF functions, allows you to quickly create accounting reports that toggle to any reporting period with just a couple of mouse clicks. David also demonstrates ways to effectively export data from an accounting package to create a “set-and-forget” link to your data in Excel. David’s courses are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. His detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. In addition, he provides an Excel workbook that includes the examples he uses during each session. David’s materials cover Excel 2016, 2013, 2010, and 2007. He teaches from Excel 2010.
- Create an in-cell list by way of Excel’s Data Validation feature.
- Improve the integrity of spreadsheets with Excel’s VLOOKUP function.
- Learn a simple design technique that greatly improves the integrity of Excel’s SUM function.
- Learn why, in many cases, you should export reports intended for spreadsheet analysis to a CSV file versus an Excel workbook.
- Discover how to use the Trusted Document feature in Excel 2010 and later to suppress the Data Connection security prompt.
- Use Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
- Use the Text to Columns feature to eliminate unwanted text–without retyping—or to separate text into separate columns.
Delivery Method: Online QAS Self Study.
Version: David teaches from Excel 2010 in this presentation but every aspect of the material applies equally to Excel 2007, 2013, and 2016.
Prerequisites: A familiarity with Excel.
Advanced Preparation: None