Unleashing Excel: Developing Robust Financial Statements - Self Study
While many Excel users build accounting worksheets for each month of the year, such worksheets can be cumbersome to revise. As an alternative, Excel expert David Ringstrom, CPA, explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with only two mouse clicks. In addition, David outlines how to export data from your accounting package, improve the integrity of your spreadsheets, incorporate Check Figures and Alarms into you work, and more.

Course Publication Date: May 22, 2018

This course is available with NO ADDITIONAL FEE if you have an active self study membership or can be purchased for $20.00!

Author:David Ringstrom
Course No:ACT-EXCELRPT-12018
Recommended CPE:2.00
Delivery Method:QAS Self Study
Level of Knowledge:Basic
Prerequisites:None
Advanced Preparation:None
Recommended Field of Study:Accounting
  
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Learning Objectives
  • Define how to create accounting reports for any month of the year on a single worksheet.
  • Apply Conditional Formatting to draw attention to reports that don’t balance to the source data.
  • State how to export data from an accounting package to create a “set-and-forget” link to accounting data in Excel.

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