Microsoft Office Excel is a powerful tool for analyzing financial data and preparing financial reports. If you are ready to harness the power of Excel for financial reporting and analysis, then this program is for you. 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. You will also review 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.
This
meeting is part of the Atlantic City CPE Cluster: https://www.njcpa.org/cpe/products/cluster.
DESIGNED FOR
Accounting and financial professionals desiring more knowledge in the use of Excel for financial statement preparation and analysis.
BENEFITS
Like most powerful tools, Excel contains features and functions useful for reporting and analysis that are not immediately obvious to many users. In this course, you will uncover many of these hidden features to help you prepare computationally accurate and aesthetically pleasing reports in far less time than you might imagine possible. You do not want to miss this opportunity to learn how to take advantage of Excel to overcome many of the reporting and analysis obstacles currently facing you.
HIGHLIGHTS
- 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, and describe how to 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 four techniques for consolidating data, describe advantages of each technique and apply each technique when consolidating data
- Create Excel-based charts and dashboards to aid in communicating financial data to information consumers, including differentiating between different types of charts and describing the circumstances under which certain types of charts are preferable
COURSE LEVEL
Advanced
PREREQUISITES
Fundamental knowledge of Excel operations.
ADVANCE PREPARATION
None
ADDITIONAL NOTES
- This is not a hands-on course.
NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your
My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received.