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Product ID: 406171

Advanced Excel Financial Reporting

Live Webinar
September 20, 2019
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour 30 minutes
Live Webinar$199Register Now
Can't Attend?   Audio & Reference Manual$199Add 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.

Learning Objectives

• You will be able to review the Excel® menu where the Microsoft® Query® command resides.

• You will be able to identify the Excel® feature that causes Sparklines to automatically display additional data points added to the source data.

• You will be able to describe the command that enables you to connect two or more pivot tables to a Slicer.

• You will be able to identify how minimizing visual clutter by hiding worksheet grid lines.


Live Webinar$199Register Now
Can't Attend?   Audio & Reference Manual$199Add to Cart