23 Sep 2021Ended

Financial Reporting Tips and Tricks


Estimated Turnout

upto 100
Based on previous editions


Sep 2021
+1 more edition


Next edition likely in Sep 2022
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Financial reporting can be fraught with repetitive tasks and often the risk of misstated numbers. In this webcast, Excel expert David Ringstrom, CPA, .. Read more shows you step-by-step how to create dynamic accounting reports for any month of the year on a single worksheet. You'll see how to use Data Validation to provide a user interface for specifying a reporting period. The report itself uses functions such as OFFSET and SUMIF to extract data from accounting reports and to present the data in any format you need. You'll see how to make the report be self-updating after you save over an existing accounting export file, and also how to build in check figures and alarms to notify you if a report doesn't tie back to its source.

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Wolters Kluwer Tax & Accounting US

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