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
Registration
PICPA Member: $299 Nonmember: $399
More Information
Course No. 658405Level: Advanced
Prerequisites:
Knowledge of Excel 2007 or newer
Speaker(s)
Brian Tankersley
Associate
Brian F. Tankersley, CPA, CITP, has made presentations for 46 state CPA
societies, as well as similar organizations across Canada. He writes extensively
on technology issues for professional journals, and serves as a columnist and
technology eEditor for The CPA Practice Advisor. He has over 20 years
of professional experience in accounting, technology, and education.