• Course Information

    Title: Excel Illuminated: Automating Financial Statements
    Category: Computer Software
    Field of Study: Computer Software and Applications
    Course Code: S020-0707
    CPE Credits: 2.0
    Price: $19.95
    Buy

Description

Description:
Excel expert David Ringstrom, CPA, will teach you how to create dynamic financial reports-for any month of the year-on a single worksheet. Many Excel users build a worksheet for each month of the year, which can be inconvenient and tiresome to revise. Rather than using such a cumbersome method, David demonstrates how to apply the VLOOKUP, OFFSET, and SUM functions to quickly create accounting reports that allow you to toggle to any reporting period with just a couple of mouse clicks. In addition, David shares effective ways to export data from your accounting package so you can create a "set-and-forget" link to your accounting data in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, 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 video.

Delivery Method: Online Interactive Self Study - Video

Level: Overview

Prerequisites: None

Advanced Preparation: None

Policies: Click here

Course Details

Author: David Ringstrom

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 04/13/2020

For More Detail: Click here

If you are unable to view PDF then right click the mouse and click save link as

Objectives

Objectives:
1. Identify what object type Microsoft Query considers worksheet tabs within Excel workbooks to be.
2. Recognize how to determine if you're using the Office 365 version of Excel.
3. Identify how and when to use the Name Manager command.

For More Objectives: Click here

If you are unable to view PDF then right click the mouse and click save link as

Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Start Saving on Your CPE Today!

Join MasterCPE

Confirmation

Yes   No