In this practical webinar, Excel expert, David Ringstrom, CPA, demonstrates how you can create financial statements for any month of the year on just one worksheet. In order for you to accomplish this, you will learn how to automate the process by implementing a variety of Excel functions and features, improve the integrity of your spreadsheets, incorporate Check Figures and Alarms into your work, and much more.

You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation, as well as in his detailed handouts. You will also receive an Excel workbook that includes most of the examples used during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

You will learn how to:

  • Use the SUMIFS function to sum values for a single account or a range of account numbers
  • Explore the nuances of data exported from accounting programs, such as extraneous worksheets, blank columns, and extraneous rows
  • Extract data dynamically for a given month or year to date by way of the OFFSET function
  • Modify queries that return data from other sources into an Excel worksheet
  • Create self-updating links to databases, spreadsheets, text files, and other data sources using Microsoft Query
  • Create an in-cell list by way of Excel’s Data Validation feature
  • Use the Query Wizard within Microsoft Query to choose the relevant columns from your accounting report export
  • Use the MONTH function to return the month portion of a date or month name
  • Use the Trusted Document feature in Excel 2010 and later to suppress the Data Connection security prompt
  • Return data to an Excel spreadsheet from Microsoft Query

Upon course completion, you will be able to:

  • State the location of the Conditional Formatting command within Excel’s menus
  • State what object type Microsoft Query considers worksheet tabs to be within Excel workbooks
  • Identify the purpose of the MONTH function in Excel

Suggested Audience: Practitioners who can benefit from learning how to create monthly financial statements more effectively in Excel.

Prerequisites: None. Experience with Excel Spreadsheets Recommended.

Advance Preparation: None

Program Level: Intermediate

Field of Study: Computer & Software Applications (2 hours)

Format: Live Webcast

Credit Type: Group Internet Based for the Live Program. [If you attend the program on-demand (after the live date), you will receive Self-Study credit. Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.]

Faculty Member
David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.

Accounting Credits

CreditValueField of StudyFormat
CPE2 Computer Software & ApplicationsLive
CPE2 Computer Software & ApplicationsOn-Demand/Recording

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CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

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