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Excel Explained: Financial Reporting Tips and Tricks Webinar


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.