Automation Techniques for Your Excel-based Financial Statements 2018 is a webinar that covers topics such as:
- 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
Automation Techniques for Your Excel-based Financial Statements 2018 is intended for:
- 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