Mastering Excel: Optimizing Financial Statements

October 19, 2020 - CA US


Overview: This webcast presented by Excel expert David H. Ringstrom, CPA, teaches you how to create dynamic financial statements for any month of the year on a single worksheet. Excel users often build worksheets for each month of the year, which end up being cumbersome to revise. As an alternative, David shows you how to use Excel functions-including VLOOKUP, OFFSET, and SUMIF-to quickly create financial statements that allow you to toggle to any reporting period with only a couple of mouse clicks. He also demonstrates effective ways you can export data from your accounting package, thereby allowing you to create a "set-and-forget" link to your Excel data.

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