2023 Financial Reporting Tips and Tricks in Excel - PowerPoint PPT Presentation

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2023 Financial Reporting Tips and Tricks in Excel

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David highlights any discrepancies that may arise in older versions of Excel (2019, 2016, 2013, and earlier) during the presentation, and he provides comprehensive handouts to address these variances. To facilitate practical learning, David also shares an Excel workbook containing most of the examples discussed in the webcast. – PowerPoint PPT presentation

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Title: 2023 Financial Reporting Tips and Tricks in Excel


1
Written and Presented by David H. Ringstrom, CPA
Accounting Advisors, Inc. www.accountingadvisors
.com
Financial Reporting Tips and Tricks
About the speaker David H. Ringstrom, CPA, is
an author and nationally recognized instructor
who teaches scores of webinars each year. His
Excel courses are based on over 25 years of
consulting and teaching experience. His mantra
is Either you work Excel, or it works you.
David offers spreadsheet and database consulting
services nationwide.
2
Excel Versions
Slide ID 368-1135
3
Using Excel Templates
Slide ID 3861
4
Create a Workbook Template
Slide ID 4579
5
Creating Excel Worksheet Templates
Slide ID 4491
6
Using Excel Worksheet Templates
Slide ID 4492
7
Chart Templates
Slide ID 1089
8
VLOOKUP/Waterfall Chart
Slide ID 4149
9
Data Security Prompts
Slide ID 4587
10
Slicers with Tables (Excel 2013)
Slide ID 4585
11
Conditional Formatting - Data Bars
Slide ID 4588
12
Clean General Ledger with Power Query
Slide ID 5341
13
Create PivotTable
Slide ID 4600
14
Filter PivotTable
Slide ID 4602
15
Column Widths/Grouping Dates
Slide ID 4607
16
Using Slicer With a PivotTable (Excel 2010)
Slide ID 4603
17
Managing PivotTable Slicers (Excel 2010)
Slide ID 4604
18
PivotTable Timelines (Excel 2013)
Slide ID 4605
19
Quick Analysis (Excel 2013)
Slide ID 2291
20
Thank you for Attending!
Slide ID 485
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