Expert Excel Techniques for Financial Professionals

•

1 like•5 views

In this presentation, David Ringstrom will demonstrate how to use Excel’s lookup functions and pivot tables to improve the accuracy and efficiency of your spreadsheets. He will show alternatives to the commonly used VLOOKUP function, including HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, and IFNA. Additionally, he will introduce the new XLOOKUP function that will soon be available in Microsoft 365. He will also demonstrate how pivot tables can be used to quickly summarize large amounts of data and create meaningful reports. This comprehensive presentation is designed to help accountants and financial professionals streamline their work and ensure the integrity of their spreadsheets. Additionally, David offers insights on how to troubleshoot common problems that occur with lookup functions and pivot tables and provides tips on how to maximize the benefits of these powerful tools. He also answers audience questions live during the presentation, allowing attendees to get personalized help with their specific challenges. Whether you want to streamline your workflow, improve data analysis, or enhance your spreadsheets with advanced Excel skills, this comprehensive presentation from David Ringstrom, CPA, is a must-see for all accountants and financial professionals. David’s presentation provides a comprehensive guide to using lookup functions and pivot tables in Excel to improve the integrity of your spreadsheets. Whether you're looking to streamline your workflow, automate tedious tasks, or simply want to become more proficient in Excel, this presentation is a must-watch for anyone who works with spreadsheets on a regular basis. Register, https://conferencepanel.com/conference/advanced-excel-skills-for-accountants

Technology

Written and Presented by
David H. Ringstrom, CPA
Accounting Advisors, Inc.
www.accountingadvisors.com
Slide ID: 445-1135-5175
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.

Automatic Backup of Key Excel Workbooks
Slide ID: 1965

XLOOKUP Introduction (Excel 2021+)
Slide ID: 4663

XLOOKUP Matching Multiple Criteria
Slide ID: 4894

XLOOKUP Summing Multiple Columns
Slide ID: 4892

XLOOKUP Text vs. Numbers Causes #N/A
Slide ID: 4903

Clean A/R Aging with Power Query
Slide ID: 5302

Clean A/R Aging with Power Query
Slide ID: 5158

Clean A/R Aging with Power Query
Slide ID: 5159

Thank you for Attending!
Slide ID: 485
Register Now

Similar to Expert Excel Techniques for Financial Professionals

Excel Dashboards are used to convey vital business information to senior management, partners and customers. In our two day Masterclass, learn how to create stunning, world-class Excel dashboards. Along the way, you will learn how to use various advanced features in Excel so that you can save time and look good in front of your bosses and colleagues. This is a unique and practical hands-on master class designed to improve the reporting and presentation of key performance and financial information in reports, including dashboards. It also, appeals to those in finance or management who need to increase the effectiveness and accuracy of the reports they generate and reduce the amount of effort required to generate them.

Introduction to excel and dashboards for seniors and juniors

Anthony Kalenga

Oracle - Program with PL/SQL - Lession 02

Thuan Nguyen

Telesales Training Manual Sample 2016

Dawn Everitt

Have you had a formal or professional training on Technical Report writing before? Have you experienced any difficulties to put your work, ideas & proposals in writing, professionally? Have you had any of your reports being rejected or not understood? Have you always wanted to impress your readers & superiors with a clear and professional report? Effective Technical Report Writing will provide you with the exact skills to write technical reports and proposals that are informative, persuasive, clear and professional. Contact Kris at kris@360bsi.com for further details.

Effective Technical Report Writing 14 - 15 June 2015 / 13 - 14 Sept 2015 Duba...

360 BSI

With the new Power BI Preview Microsoft brings more Self-service BI functionality to the users. In this session we will look from a different perspective to the offering: What about Governance, Application LifeCycle, Enterprise Integration? We will review what is currently possible in the preview for sharong querys, integrating the cloud offering with your enterprise data sources, monitoring datasources and gateways and what is possible to use it on Windows Mobile devices.

Power BI - The self service BI Lifecycle in the cloud

Tillmann Eitelberg

Gl wand oracle baug may 2013

Marianne Nørskov

Effective Technical Report Writing 05 - 06 February 2018 Kuala Lumpur / 06 - ...

360 BSI

Effective Technical Report Writing 2 - 3 September 2015 Kuala Lumpur / 7 - 8 ...

360 BSI

Routing and Alerts 2015

SentricTraining

Alliance 2017 - Jet Reports Tips and Trips

Sparkrock

Dqs mds-matching 15042015

Neil Hambly

Digital Portfolio

PMMBA, LLC The Tax Magnate

Effective Technical Report Writing 12 - 13 March 2017 Dubai, UAE

360 BSI

Data Driven Decisions:

Sal DeAngelo

ETL Admin Training Course from SQL School. #Skillup Yourself with #ETL #Admin Skillset: Module 1: Core SQL DBA (MS SQL DBA) Module 2: Azure SQL DBA Module 3: Azure Data Engineer (ETL, DWH, Admin) Why Choose #sqlschool ? 1. Completely Practical and Real-time 2. Theory Material provided in Advance 3. Highly Interactive and Motivative 4. Daily Tasks, Weekly Revisions 5. Certification Guidance and FAQs 6. Interviews and Placements 7. Weekly Feedbacks and Reviews 8. Videos for Missing Classes Module 1: Core SQL DBA (MS SQL DBA) Includes: 1. SQL Server & TSQL Concepts 2. Server, DB Architecture 3. Backups, Restores, Jobs 4. Maintenance Plans 5. Security Management 6. Tuning & Maintenance Plans 7. Repairs, Migrations & Errors 8. Replication, HA DR Implementation 9. Log Shipping, DB Mirroring 10. Strategies & DR Plans 11. Troubleshooting, Monitoring 12. Alerts, Downtime Management 13. Stored Procedures Tuning 14. Query Tuning, Tuning Tools 15. Routine SQL DBA Activities 16. Emergency DBA Activities Module 2: Azure SQL DBA 1. Azure Fundamentals 2. Azure Resources, Implementations 3. Azure SQL Server Deployments 4. Azure SQL Database Deployments 5. Azure SQL DB Concepts 6. Elastic Pools 7. Azure Database Migrations 8. Azure SQL Database Tuning 9. Azure Search Service 10. Azure Monitoring, Metrics 11. Azure Log Analytics 12. Azure SQL DB Security, HA-DR 13. Geo Replication, Server Failover 14. Azure SQL DB Tuning & PaaS 15. Azure Virtual Machines & IaaS 16. Azure Always-On, Power Shell 17. #DP300 Certification Exam Support Module 3: Azure Data Engineer 1. Azure Fundamentals 2. Azure Resources 3. Azure Active Directory 4. Azure Monitor, Alerts 5. Azure SQL Server, Database 6. Azure SQL Pool (DWH) 7. Azure Data Factory (ADF) 8. Azure Synapse Analytics 9. Dedicated SQL Pools 10. Serverless Pools 11. Apache Spark Pools 12. Azure Storage 13. Azure Data Lake Storage (ADLS) 14. Azure Stream Analytics 15. IOT Hubs 16. Event Hubs 17. Spark Databases, Spark SQL 18. Python & PySpark 19. Scala & SparkScala 20. Azure Databricks 21. Databricks Notebooks & Jobs 22. Databricks Pipelines & Widgets 23. #DP203 Certification Exam Support SQL School Courses Video: https://youtu.be/foYHKfNV1BI Trainer: Mr. Sai Phanindra, 18+ Yrs of Exp. Profile: https://www.linkedin.com/in/saiphanindra For details, free demo: www.sqlschool.com contact@sqlschool.com +91 9666 44 0801 (India) https://wa.me/+919666440801 www.sqlschool.com #AzureSQLDBA #SQLDBA #AlwaysOn #AzureDBMigrations #PowerShell #DAC #TDE #RLS #RoutineSQLDBA #EmergencySQLDBA #MaintenanceDBA #AzureBackups #AzureAlwaysOn #AzureHADr #AzureMetrics #AzureReplication #DP300Training #ETLAdmin #ETLAdminTraining #AzureDataEngineerTraining #ETLDBATraining #ADFAdmin #BigDataAdmin #ETLAdminTraining #LearnETLAdminOnline #WheretolearnETLAdmin #ETLADminBestTrainerOnline #ETLAdminBestTrainingOnline #ETLAdminVideos #ADFAdminTraining #AzureDWHAdminTraining

Career Options for SQL DBA : ETL Adminstrator

SequelGate

Effective Technical Report Writing 17 - 18 March 2019 Dubai, UAE

360 BSI

Edgewater Spreadsheet Planning with Microsoft PPS

Edgewater

Excel is the most often used first-choice tool of every business analyst and consultant. Maybe it is not the most fancy or sophisticated one, yet it is universally understood by everybody especially your boss and your customers. Excel is still pretty advanced tool with countless number of features and functions. I have mastered quite a lot of them during my studies and while working. After some time in consulting I discovered that most of them are not that useful; some of them bring more problems than solutions. On top of that there are features that we are taught at university that are not flexible and pretty time consuming. While working as a business analyst I developed my own set of tricks to deal with Excel I learned how to make my analyses idiot-proven and extremely universal. I will NOT teach you the entire Excel as it is simply not efficient (and frankly you don’t need it). This course is organized around 80/20 rule and I want to teach you the most useful (from business analyst / consultant perspective) formulas as fast as possible. I want you also to acquire thanks to the course good habits in Excel that will save you loads of time. If done properly, this course will transform you in 1 day into pretty good business analyst that knows how to use Excel in the smart way. It is based on my 12 years of experience as a consultant in top consulting companies and as a Board Member responsible for strategy, improvement and turn-arounds in biggest companies from FMCG, SMG, B2B sector that I worked for. On the basis of what you will find in this course I have trained over 100 business analysts who now are Investment Directors, Senior Analyst, Directors in Consulting Companies, Board Members etc. I teach step by step on the basis of Excel files that will be attached to the course. To make the best out of the course you should follow my steps and repeat what I do with the data after every lecture. Don’t move to the next lecture if you have not done what I show in the lecture that you have gone through. I assume that you know basic Excel so the basic features (i.e. how to write formula in Excel) are not explained in this course. I concentrate on intermediate and advanced solutions and purposefully get rid of some things that are advanced yet later become very inflexible and useless (i.e. naming the variables). At the end, I will show 4 full blown analyses in Excel that use the tricks that I show in the lectures. To every lecture you will find attached (in additional resources) the Excel shown in the Lecture so as a part of this course you will also get a library of ready-made analyses that can, with certain modification, be applied by you in your work.

Essential Excel for Business Analysts and Consultants

Asen Gyczew

Effective Technical Report Writing 31 Aug - 01 Sept 2016 Jakarta / 05 - 06 Se...

360 BSI

Effective Technical Report Writing 21 - 22 February 2016 Doha, Qatar / 15 - 1...

360 BSI

Similar to Expert Excel Techniques for Financial Professionals (20)

Introduction to excel and dashboards for seniors and juniors

Oracle - Program with PL/SQL - Lession 02

Telesales Training Manual Sample 2016

Effective Technical Report Writing 14 - 15 June 2015 / 13 - 14 Sept 2015 Duba...

Power BI - The self service BI Lifecycle in the cloud

Gl wand oracle baug may 2013

Effective Technical Report Writing 05 - 06 February 2018 Kuala Lumpur / 06 - ...

Effective Technical Report Writing 2 - 3 September 2015 Kuala Lumpur / 7 - 8 ...

Routing and Alerts 2015

Alliance 2017 - Jet Reports Tips and Trips

Dqs mds-matching 15042015

Digital Portfolio

Effective Technical Report Writing 12 - 13 March 2017 Dubai, UAE

Data Driven Decisions:

Career Options for SQL DBA : ETL Adminstrator

Effective Technical Report Writing 17 - 18 March 2019 Dubai, UAE

Edgewater Spreadsheet Planning with Microsoft PPS

Essential Excel for Business Analysts and Consultants

Effective Technical Report Writing 31 Aug - 01 Sept 2016 Jakarta / 05 - 06 Se...

Effective Technical Report Writing 21 - 22 February 2016 Doha, Qatar / 15 - 1...

More from Conference Panel

This 90-minute webinar will detail your practice (or business) information technology and how it relates to the HIPAA/HITECH Security Rule and securing PHI in transmission – what is required and what is myth… I will review multiple examples and specific scenarios and offer simple, common-sense solutions. I will also discuss the do's and don'ts relating to encryption and updated bulletins provided by the Office for Civil Rights. Areas covered will be texting, email, encryption, medical messaging, voice data, personal devices, and risk factors. I will uncover myths versus reality as they relate to this enigmatic law based on over 1000 risk assessments performed and years of experience in dealing directly with the Office for Civil Rights HIPAA auditors. I will speak on specific experiences from over 18 years of experience working as an outsourced compliance auditor and expert witness on multiple HIPAA cases in state law and thoroughly explain how patients can now get cash remedies for wrongful disclosures of private health information. More importantly, I will show you how to limit those risks by taking proactive steps and utilizing best practices. Don't always believe what you read online about HIPAA, especially regarding encryption and IT; many groups sell more than necessary. Register Now, https://conferencepanel.com/conference/2024-hipaa-texting-and-emailing-dos-and-donts

Dispelling HIPAA Myths: Texting, Emailing, and BYOD Best Practices

Expert Excel Techniques for Financial Professionals

Recommended

Recommended

More Related Content

Similar to Expert Excel Techniques for Financial Professionals

Similar to Expert Excel Techniques for Financial Professionals (20)

More from Conference Panel

More from Conference Panel (20)

Recently uploaded

Recently uploaded (20)

Expert Excel Techniques for Financial Professionals