Automation Techniques for Excel-based Financial Reports-OnlineWebinar

Friday, May 05, 2017 at 10:00AM - 1:00PM
Fremont, CA

Event Details

In this webcast, Excel expert David H. Ringstrom, CPA shows you how to create dynamic accounting reports for any month of the year on a single worksheet. Many users set out to build a worksheet for each month of the year, which can be cumbersome to revise. Instead David will show you how to use worksheet functions like VLOOKUP, OFFSET and SUMIFS. End-users will be able to choose any reporting period as well as department/division with just a couple of mouse clicks. The session also demonstrates how to use Microsoft Query to link to your accounting package or exported reports so that you can create a set-and-forget link to your accounting data in Excel.

Objectives Of The Presentation
  • Improve the integrity of spreadsheets with Excel's VLOOKUP function
  • Create an in-cell list by way of Excel's Data Validation feature
  • Use Excel's OFFSET function to dynamically reference data from one or more accounting periods
  • Learn a simple design technique that greatly improves the integrity of Excel's SUM function
  • Learn how to incorporate check figures and alarms into your work
  • Use Conditional Formatting to draw attention to reports that don't balance to the source data
  • Use the SUMIFS to sum values based on multiple criteria
Why Should you Attend
  • Use features in Excel that minimize data integrity risks
  • View a report for any month of a given year by choosing a period from a drop-down list in a worksheet
  • Utilize Microsoft Query to link to data from a variety of sources
In this session David teaches from Excel 2010. The techniques shown work in the same fashion in Excel 2007 and 2013, and his handouts include alternate instructions for Excel 2003 where applicable.

Who will Benefit
  • Accounting and finance personnel
  • CFOs & Controllers.

For Registration


Note: Use Promo code WE3PL and get 10% off on registration (Valid till MAY 31st 2017)

Organization Details

Online Compliance Panel (OCP) creates and delivers comprehensive industry relevant training sessions. These sessions are simple, interactive and cost effective. We are a predominantly web based information exchange forum. Live interactions on compliance training make the process holistic and effective. OCP largely emphasizes in offering regulatory compliance training to compliance professionals on varied topics. These primarily include risk management, quality management, corporate compliance and other regulatory compliances. Some of our primary areas of focus include advancement and updates in regulatory compliance, best practices and market trends.

We strive to incorporate high standards in developing a culture facilitating exchange of ideas resulting in functional excellence. OCP believes in nurturing ideas and thought processes through innovative e-learning methodologies. Our products and services are designed to offer customized solutions to industry and market. We bridge the gap between experience and knowledge thus delivering original and creative content.

Our objectives of employing interactive mediums ensure effective communication and mutual exchange of ideas. OCP closely follows best practices and regulatory trends in the global compliance scenario. We also observe and communicate trends witnessed in FDA, ISO regulations, process and design validation. All updates and additions to important laws can be accessed by our customers in real time.

Our mission is to empower compliance professionals through effective online training sessions. Our world class training methodologies stem from comprehensive understanding of client requirements. The content conforming to FDA and ISO standards is developed by well qualified and experienced industry leaders. Our offerings will exceed expectations and add value to your investment.

The content in various categories such as medical devices, pharmaceuticals and biotechnology will raise the bar in terms of quality already on offer .We hope to contribute to the creation of responsible organizations creating benchmarks in quality, integrity and transparency.

Online Event
38780 Tyson Lane, Apt 210
Fremont, CA 94536

Starts May 05, 2017 at 10:00AM - 1:00PM

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Contact Information

Organization: Online Compliance Panel LLC

Event Contact: OCP Panel

Phone: 15108575896