Excel Explained: Financial Reporting Tips and Tricks Webinar

Financial reporting is often rife with repetitive tasks and carries the risk of misstated numbers. In this webcast, Excel expert David Ringstrom, CPA, will show you ways to create an utilize financial reporting templates, both as workbooks and worksheets, that you can use as clean slates. You’ll also see how to create financial reports from a general ledger report by way of using pivot tables. You can then filter the pivot table with both the Slicer and Timeline features. Each month you’ll simply save over the existing general ledger report and your spreadsheet-based reports will update automatically.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. He draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 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 2021, Excel 2019, and so on.

What You’ll Learn

  • Adding a percentage column to a pivot table with just a couple of mouse actions
  • Adding rows to a blank pivot table to create instant reports
  • Applying a consistent look and feel to your charts by way of chart templates
  • Combining the VLOOKUP and MATCH functions to summarize income statement data for use in a waterfall chart
  • Enlivening staid lists of numbers with the Data Bars conditional formatting
  • Filling blanks and removing unwanted rows from a general ledger report with Power Query
  • Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature
  • Filtering pivot tables to show fewer columns and/or rows of data
  • Illustrating numbers within a list by using the Icon Sets conditional formatting
  • Improving the integrity of Excel pivot tables with the Table feature
  • Jump-starting data visualization with the Quick Analysis feature
  • Managing data security prompts that may appear when you link external data into Excel spreadsheets

Who Should Attend

Practitioners who create and work with monthly financial statements will learn to work in a more efficient and effective manner.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

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Instructor

David Ringstrom
David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience.... read more.

Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
Excel Explained: Financial Reporting Tips and Tricks Webinar .25 Any Any Any Webinar On-Demand David Ringstrom $279.00 Register Now
Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a phone for the audio. You can type and send your questions to the instructor.  And don’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS Digital Download:

By adding the Digital Download to your order, you will be adding access to make the webinar part of your training library.  You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides as well.  Access to the Digital Download is for the life of your library.

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