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Product ID: 406038EAU

Intermediate Excel Financial Reporting

OnDemand Webinar (92 minutes)

Streamline financial reporting and analysis by using Excel's® limitless features.

In this presentation, Excel® expert David H. Ringstrom shares with you a number of ways that you can streamline financial reporting and analysis. The presentation begins with four different types of templates that you can utilize or customize. He will show you how to use streamline repetitive formatting tasks by way of the cell styles, feature, format painter, and the quick access toolbar. You'll then see how to use the custom views feature to transform reporting packages into different configurations from within a single workbook. The topic introduces you to using Microsoft® Query® as a means to automate reviewing general ledger reports export to either Excel® workbooks or text files. It will show how the slicer feature in Excel® 2013 and later can simplify filtering general ledger transactions. Demonstrates every technique at least twice: first, on a PowerPoint® slide with numbered steps, and second, in the Office® 365 version of Excel® and draws your attention to any differences in the older versions of Excel® (2019, 2016, 2013, and earlier) as well as in his detailed handouts. Office® 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel® have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel® 2019, Excel® 2016, and so on.


David H. Ringstrom, CPA, Accounting Advisors, Inc.


Saving Your Workbooks as Templates so Users Always Start With a Fresh Copy

Preventing Errors From the Start by Choosing From Thousands of Free Excel® Spreadsheet Templates

Applying a Consistent Look and Feel to Your Charts by Way of Chart Templates

Creating Worksheet Templates That Can Be Inserted as Needed Into Existing Workbooks

Using Excel's® Custom Views Feature to Apply Different Print Settings, Including Orientation and Margins, to Worksheets

Using Custom Views to Hide and Unhide Worksheets, as Well as Rows and Columns, so That a Single Workbook Can Serve Multiple Purposes

Streamlining Custom Views by Adding a Drop-Down List to Excel's® Quick Access Toolbar

Adding New Data Sources to Microsoft® Excel® so You Can Extract Data From Text Files, Accounting Software, and Other Data Sources

Discovering How Microsoft® Query® Allows You to Create Self-Updating Links to Databases, Spreadsheets, Text Files, and Other Data Sources

Linking Data From Text Files to Excel® Spreadsheets by Way of Microsoft® Query®

Streamlining the Filtering of Lists in Excel® 2013 and Later by Using the Slicer Feature With Tables

Understanding the Conflict That the Table Feature Poses With Custom Views in Excel® for Windows

Managing Data Security Prompts That May Appear When You Link External Data Into Excel® Spreadsheets