Course Details

Course Name: Excel: Automating Financial Statement
CPD Hours: 2
Type: Online/Video
Price: $120 $108

We will teach you how to build accounting worksheets any month of the year on just one worksheet. While many Excel users often build worksheets for each month of the year, such worksheets can be cumbersome to revise. We explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with only two mouse clicks. In addition, he outlines how to export data from your accounting package, improve the integrity of your spreadsheets, incorporate Check Figures and Alarms into you work, and more.

We demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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 webcast.

Upon completion of this course, the learner will be able to:
- State how to incorporate Check Figures and Alarms into your work.
- Apply Excel’s OFFSET function to isolate monthly amounts and sum YTD amounts.
- Recall how the VLOOKUP function can be used to look up an item description based on user input.