Streamlining Excel-based Financial Statements

Price: $29.99

CPE Credits: 2.0

Category: , ,

Course Number: VCXSTRDR

streamline financials

Description:
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.
Topics covered:

  • 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.

Level: Intermediate

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

AuthorDavid Ringstrom,CPA

Publication: December 2015

Format:  On-demand webcast (a recorded webinar). Excel files used in video is included as well.
Run-Time: 1 hr; 42 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Identify the best format for accessing data from an accounting package and linking it to your Excel data.
  • Distinguish which worksheet function enables the user to data for a specific month within in a 12-column range.
  • Identify the Excel feature that can restrict a user from selecting a valid month name from a list.

Description:
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.
Topics covered:

  • 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.

Level: Intermediate

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

AuthorDavid Ringstrom,CPA

Publication: December 2015

Format:  On-demand webcast (a recorded webinar). Excel files used in video is included as well.
Run-Time: 1 hr; 42 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Identify the best format for accessing data from an accounting package and linking it to your Excel data.
  • Distinguish which worksheet function enables the user to data for a specific month within in a 12-column range.
  • Identify the Excel feature that can restrict a user from selecting a valid month name from a list.
  • “Excellent Regulatory Review Course. The self-study format (E-Book) provided an excellent overview of the regulatory requirements for California CPAs. I will be using the E-Book as  a reference material. Thank you for providing a very comprehensive yet affordable option for this required CPE.”

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