Author: David H. Ringstrom
In this on-demand course, Excel expert David H. Ringstrom, CPA shows you how to create dynamic accounting reports for any month of the year on a single worksheet. Many users set out to build a worksheet for each month of the year, which can be cumbersome to revise. Instead David will show you how to use functions like VLOOKUP, OFFSET and SUMIF together to quickly create accounting reports that toggle to any reporting period with just a couple of mouse clicks. The session also demonstrates effective ways to export data from your accounting package so that you can create a set-and-forget link to your accounting data in Excel.
David’s materials cover Excel 2016, 2013, 2010, and 2007. When applicable, some slides include alternate instructions for Excel 2003. In this presentation, he demonstrates techniques in Excel 2010, as he finds it’s presently the version most widely utilized by Excel users. David’s detailed handouts serve as reference tools you can fall back on after completing one of his courses. He also provides an Excel workbook that includes a majority of the examples he uses during each session.
Publication Date: October 2015
Designed ForPractitioners seeking to develop automated financial statements linked to data extracted from an accounting program.
NASBA Field of Study
Computer Software & Applications (3 hours)