In this innovative two-hour session Excel expert David Ringstrom, CPA, brings a new approach to learning how to automate financial statements using Microsoft Excel. Unlike traditional webinars where you listen passively, this session has purposeful work sessions with full, live Q&A for you to try out techniques following along with David.

Finance and accounting professionals frequently build separate reporting worksheets for each month of the year, which make consolidated reporting difficult and can be cumbersome to revise. David shows you, step-by-step, how to start with raw financial data and create dynamic accounting reports for any month of the year on a single report worksheet.

In addition, David explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that can toggle to any reporting period with only two mouse clicks. You'll also see how to create consolidated or departmental financial statements from the same worksheet.

Throughout this event, every technique is carefully explained and demonstrated, first, on a PowerPoint slide with numbered steps, providing context, and then in Excel, at a ‘follow-along’ pace as you do the steps at the same time.

Interacting with the instructor is encouraged and one-on-one attention is given, just as in a live training session. This is the closest you can get to ‘live classroom’ instruction while not having to leave your place of work.

Topics to be covered include:

• Using Microsoft Query to create self-updating workbooks that automatically retrieve data.
• Using Excel’s VLOOKUP function based on an input provided by the user.
• Creating an in-cell list by way of Excel’s Data Validation feature.
• Learning a simple technique that greatly improves the integrity of Excel’s SUM function.
• Utilizing the SUMIFS function to create consolidated or departmental financial statements from a single worksheet.