If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this program should be at the top of your CPE list! In this session, you will learn how to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. Additionally, you will learn how to incorporate PivotTables into your reporting routines. Further, you will learn how to add extend the usefulness of your PivotTables through the following three techniques.
Adding user-defined calculations to your PivotTables
Grouping PivotTable data into fiscal reporting periods
Filter your PivotTables using Slicers
You will also learn best practices for presenting compelling and captivating Excel-based reports and charts, and how to use Excel add-ins to streamline and automate many of the manual processes associated with building Excel-based reports. In sum, if you generate financial or operational reports in Excel, you cannot afford to miss this program!
Many accounting and financial professionals spend far too much time in Excel accessing and converting financial data into useful reports. If there is the chance you may not be taking full advantage of all that Excel has to offer as a reporting tool, then you should make plans to participate in this program.