Advanced Excel Financial Reporting
|OnDemand Webinar||$199||Add 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.
AuthorsDavid H. Ringstrom, CPA, Accounting Advisors, Inc.
Adding Interactivity to Pivot Tables by Using the Slicer Feature for Filtering in Excel® 2010 and Later
Assembling a Dashboard From Multiple Pivot Tables
Avoiding the Dreaded Pivottable Field Name Already Exists Error Prompt
Creating Self-Updating Chart Titles That Change Automatically as You Filter or Slice Data Related to the Chart
Displaying Two or More Pivot Tables Close Together on a Single Worksheet Without Triggering a Conflict
Eliminating the Risk of Workbook Links by Using Microsoft® Query® to Get Data From One Workbook Into Another
Illustrating Financial Statements With the Waterfall Chart in Excel® 2016 and Later
Jump-Starting Data Visualization With the Quick Analysis Feature
Managing Information Overload by Creating a Top 10 Pivot Table
Minimizing Visual Clutter by Hiding Worksheet Grid Lines
Presenting the Largest or Smallest Values in Chart Form by Way of a Top 10 Pivot Chart
Preventing Pivot Tables From Automatically Resizing Columns When You Refresh or Filter the Data
Understanding the Conflicts That Can Arise When You Position Two or More Pivot Tables Too Close in Proximity to Each Other
Using Excel's® Pivottable Feature to Condense Large Amounts of Information Into Manageable Chunks
Using Linked Pictures as a Navigation Tool to Return to the Source Pivot Table