Excel Financial Reporting and Analysis

When
April 20
8:00 a.m. - 4:00 p.m.

Where
Regional Learning Alliance
Cranberry - Map it

CPE Credits
8-A&A

Details

 Pricing

PICPA Member: $299 | Nonmember: $399


 More Information

Course No.
658404
Level
Advanced
Prerequisites
Knowledge of Excel 2007 or newer

Description

Harness the features and functions in Excel that are useful for reporting and analysis to deliver accounting and financial solutions in critical areas, such as formatting reports and financial statements using advanced techniques, assembling and printing reports and schedules, and using templates to automate reporting processes. Uncover hidden features to prepare reports in less time with greater accuracy.

Highlights

  • Custom formats, conditional formatting, and the accounting format
  • Streamline report assembly and printing with tools such as camera, custom views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
  • Templates: Differentiate between default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
  • Sorting
  • Data tables
  • Subtotal
  • Filters
  • PivotTables
  • Consolidating data
  • Visualizations to aid in communicating financial data information to consumers
  • Different types of charts and circumstances under which certain types of charts are preferable