Excel Illuminated: Automating Financial Statements

Course Information

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Title:	Excel Illuminated: Automating Financial Statements
Category:	Computer Software
Field of Study:	Computer Software and Applications
Course Code:	M057
CPE Credits:	2.0
Price:	19.95

Description

Description:

Excel expert David Ringstrom, CPA, will teach you how to create dynamic financial reports-for any month of the year-on a single worksheet. Many Excel users build a worksheet for each month of the year, which can be inconvenient and tiresome to revise. Rather than using such a cumbersome method, David demonstrates how to apply the VLOOKUP, OFFSET, and SUM functions to quickly create accounting reports that allow you to toggle to any reporting period with just a couple of mouse clicks. In addition, David shares effective ways to export data from your accounting package so you can create a “set-and-forget” link to your accounting data in Excel. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workboo

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

Course Details

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Technical Details: CA, FL: Computer Software and Applications are technical subjects TX: Computer Software and Applications are non-technical subject for TX. NY: Advisory Services includes Computer Software and Application

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Objectives

Objectives:

1. Identify what object type Microsoft Query considers worksheet tabs within Excel workbooks to be. 2. Recognize how to determine if you’re using the Office 365 version of Excel. 3. Identify how and when to use the Name Manager command.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers: CPA