Step-by-step, expert David Ringstrom, CPA, builds on the information he shared in part 1 of QuickBooks/Excel Data Analysis. Among other topics, David covers how to flatten multiple-column reports back into a list format for further analysis, how users of Excel 2016 and later can visually present a summary profit and loss report in chart form by way of Waterfall charts, how users of Excel 2013 and later can implement the Bing Maps add-in to transform summary data into interactive maps, and how users of earlier versions of Excel can clean up their QuickBooks reports.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Course Publication Date:
July 20, 2020
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or
webinar membership or can be purchased for
$20.00!
| Author: | David Ringstrom |
| Course No: | COMP-QUICK2-12240 |
| Recommended CPE: | 2.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Basic |
| Prerequisites: | Experience with QuickBooks and Excel |
| Advanced Preparation: | None |
| Recommended Field of Study: | Computer Software and Applications
Webinars - On Demand
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Learning Objectives
- Identify how to use Excel’s Text to Columns feature.
- Recall the keystroke that enables you to select two or more non-adjacent items from a Slicer.
- State which versions of Excel offer the Bing Maps feature.