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Leveraging Excel for Financial Data Webinar  

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Online Compliance Panel

Leveraging Excel for Financial Data Webinar seminar agenda print utility

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Seminar Summary:

Financial information and Excel are a natural match, but most finance and accounting professionals aren't getting the most out of Excel. Most of us are self-taught, or took the few lessons we learned at the start of our Excel journey and didn't necessarily build from there. The end result is that we do things the long way, rather than the right way. Even if you are getting the end results that serve your analysis and reporting purposes, you could be getting more valuable information, in less time and presented more professionally. This session promises to change the way you think about working with financial data in Excel. (see full course description)

 

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Training Course Syllabus:


Leveraging Excel for Financial Data

Objectives of the Presentation


  • Understanding how Excel "sees" your financial data to get the most out of the application

  • Quickly fix common mistakes and missteps that are making you take the long way around

  • Effectively leverage the money and time aspects of your data with pivot tables, slicers and Sparklines

  • Rounding secrets and dealing with penny differences that drive you crazy

  • Easy ways to generate financial statements and analyze without toggling back and forth between reports

Why Should you Attend

Organizations are continually trying to do more with less. That means, you´re being asked to do more in less time for more audiences and more uses. This program will give you the edge to accomplish just that.

Areas Covered


  • Various number and cell formatting pros and cons

  • Basic financial functions and how they are constructed

  • Pivot table fundamentals and beyond for step-saving analysis

  • Leveraging the new data model to drill down to precisely the right information to support your organizations financial decisions

  • Pro tips for navigating worksheets, workbooks, named ranges and formula components

  • Formula auditing tools: trace precedents, dependents and watch windows

  • Tips and tricks for printing success

  • An introduction to dashboards


Seminar Summary:

Financial information and Excel are a natural match, but most finance and accounting professionals aren't getting the most out of Excel. Most of us are self-taught, or took the few lessons we learned at the start of our Excel journey and didn't necessarily build from there. The end result is that we do things the long way, rather than the right way. Even if you are getting the end results that serve your analysis and reporting purposes, you could be getting more valuable information, in less time and presented more professionally. This session promises to change the way you think about working with financial data in Excel. (see full course description)

 

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