Excel Financial Reporting and Analysis | 4183598K

Instructors

Date :
March 15, 2019 5:00 AM - 12:30 PM
Location :
Webcast
Facility :
Webcast Event
Level of Difficulty :
Advanced
Member Price :
275.00
Nonmember Price :
375.00
CPE Credits :
CPE 8.00
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Excel empowers financial analysis and reporting. Learn advanced techniques, leverage templates and automate processes. Consolidate data from multiple sources, create visualizations and generate PivotTables. Quickly generate insightful, engaging reports. Microsoft Office Excel is a powerful tool for analyzing financial data and preparing financial reports. Harness the power of Excel for financial reporting and analysis. In this course, learn how to put Excel to use 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. Also, learn options for consolidating financial data from multiple sources, how to create Excel visualizations to improve reader's comprehension of financial information and advanced data analysis techniques such as PivotTables connected in real-time to your accounting database. Like most powerful tools, Excel contains features and functions useful for reporting and analysis that are not immediately obvious to many users. Uncover many of these hidden features to that help prepare computationally accurate and aesthetically pleasing reports in less time.

Objectives:


Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
Identify opportunities to 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
Differentiate between Excel's default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysis
List and apply four techniques for consolidating data in Excel
Create visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable

Major Subjects:


Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports
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
Excel's default templates and templates for financial reporting and analysis
Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables
Consolidating data in Excel

Advanced Prep:

None

Misc. Information:

None
Level of Difficulty:
Advanced
Field of Interest:
Accounting
Prerequisites:
None
Designed For:
Accountants and financial professionals

Instructors

Walter Pavlo

Materials:

  • Materials - eBook