Automation Techniques for Your Excel-based Financial Statements 2018

Topics

• Overcoming VLOOKUP’s quirks by using SUMIF to look up numeric values
• How to use the Trusted Document feature in Excel 2ExcludeIncludeExclude and later to suppress the Data Connection security prompt
• How to incorporate Check Figures and Alarms into your work
• Creating an in-cell list by way of Excel’s Data Validation feature
• A feature in Excel 2ExcludeInclude3 and later that enables beginners to get a jump start on creating charts, while also allowing experienced users to view data to be charted in a variety of formats
• How Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources
• Using Conditional Formatting to draw attention to reports that don’t balance to the source data
• Using Excel’s VLOOKUP function to look up an item description based on an input provided by the user
• Learning a simple design technique that greatly improves the integrity of Excel’s SUM function

Who should Attend

• CPA’s
• Accountants
• Controllers
• CFO’s
• Income Tax Preparers
• Excel Users
• Financial Consultants
• Enrolled Agents
• Auditors
• IT Professionals
• Bookkeepers
• Human Resource Personnel
• Government Personnel
• Marketers
• Every Practitioner who will benefit from learning how to create monthly financial statements more effectively in Excel