In this insightful session, author and Excel expert David Ringstrom, CPA, shows you step-by-step how to create dynamic accounting reports for any month of the year on a single worksheet. This provides a powerful alternative to building out a separate worksheet for each reporting period and provides easier maintenance and better data integrity. You'll see how to use Power Query to create a self-updating connection to a twelve-month financial statement that you export from your accounting software. You'll also see how to use Data Validation to create a drop-down list for specifying a report period, and how to use the SUM, OFFSET and SUMIFS functions to summarize data into detailed or roll-up report formats.
David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.
In his courses, David encourages questions throughout the presentation and demonstrates every technique twice: first on a PowerPoint slide with numbered steps and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the session and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.