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Credits

Product ID: 406171EAU
 

Advanced Excel Financial Reporting

OnDemand Webinar (98 minutes)

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.

Authors

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

Agenda

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