Advanced Excel Reporting for Management Accountants

Advanced Excel Reporting for Management Accountants
Author: Neale Blackwood
Publisher: John Wiley & Sons
Total Pages: 442
Release: 2014-04-10
Genre: Business & Economics
ISBN: 1118658183

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The advanced tools accountants need to build automated, reliable, and scalable reports using Excel Learn about the functions that work together to automate many of the processes involved in Management Reporting. See how to take advantage of the many new features of Excel 2007 and 2010. Find out how to build validation structures into your spreadsheet reports. Discover how to identify missing or new codes, either in the creation process or in the day-to-day running of the reports. Do it all with Advanced Excel Reporting for Management Accountants. Explore the structures that simplify the report creation process and make the reports more maintainable Learn techniques to "cleanse" data so that it is ready for use in Pivot Tables and formula-based reports Find out the tips and tricks that can make the creation process quicker and easier Discover all you need to know about Excel's summing functions and how versatile they can be Written in a hands-on style that works towards the completion of two reporting case studies, Advanced Excel Reporting for Management Accountants explains and demonstrates techniques so that Management Accountants can learn how to automate many aspects of the reporting process.

Advanced Excel Reporting for Management Accountants

Advanced Excel Reporting for Management Accountants
Author: Neale Blackwood
Publisher: John Wiley & Sons
Total Pages: 454
Release: 2014-04-14
Genre: Business & Economics
ISBN: 1118657721

Download Advanced Excel Reporting for Management Accountants Book in PDF, Epub and Kindle

The advanced tools accountants need to build automated, reliable, and scalable reports using Excel Learn about the functions that work together to automate many of the processes involved in Management Reporting. See how to take advantage of the many new features of Excel 2007 and 2010. Find out how to build validation structures into your spreadsheet reports. Discover how to identify missing or new codes, either in the creation process or in the day-to-day running of the reports. Do it all with Advanced Excel Reporting for Management Accountants. Explore the structures that simplify the report creation process and make the reports more maintainable Learn techniques to "cleanse" data so that it is ready for use in Pivot Tables and formula-based reports Find out the tips and tricks that can make the creation process quicker and easier Discover all you need to know about Excel's summing functions and how versatile they can be Written in a hands-on style that works towards the completion of two reporting case studies, Advanced Excel Reporting for Management Accountants explains and demonstrates techniques so that Management Accountants can learn how to automate many aspects of the reporting process.

Microsoft Excel for Accountants 'part 3'

Microsoft Excel for Accountants 'part 3'
Author: Olawunmi BALOGUN
Publisher:
Total Pages: 159
Release: 2020-01-18
Genre:
ISBN:

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The content of the book is designed to be useful for people who have previously used earlier versions of Excel and for people who are discovering Excel for the first time, and the Excel version used in this book is Excel 2016. In other words, this book will boost your proficiency in using Excel and also help you to understand Windows, the operating system in which Excel runs to enable you to manage files properly and also to control your printers. The book also describes the analysis of financial data and figures, summarizing the raw data into the alternative perspective of the same source information. Taking up a profession as an accountant, you will need to have a detailed understanding of how to interpret figures and also how to communicate these to the non-financial members of the management team where you work. This book further broadens your knowledge about the 'new' information discovered. This book is designed to teach and equip you with the necessary Excel skills that will help you become a professional spreadsheet user.The book is split into five sections so that it can be easily accessible, they are: Section One: VisualizationIn this section, we are going to look at the VBA Control Centre and learn a bit about how to use it, we will also learn how to build a VBA control center from scratch. We will also look at an alternative to the VBA Control Center which is Excel Reporting Dashboard. We will create a basic Excel Reporting Dashboard from our available Data Table, PivotTable, and charts created in Part 2 of this book for us to introduce the topic. In Section Four and Five, we will create a unique and mind-blowing Dashboard. Section Two: The 'What If' ModelThis section begins with a sales and production meeting for us to collect the historical pricing data that we need. We will also look at how to build and analyze the 'What If' Model based on the historical data that we have gotten. And we will end this chapter with how to hyperlink between PowerPoint and Excel, we will also see how awesome it is to run the program after hyperlinking.Section Three: ConsolidationsThis section reviews and explains the concept of consolidation from a broader point of view, identifying and explaining a confusing phenomenon between normal excel consolidation and consolidation of accounts.Section Four: Management MeetingThis section focuses on how to present our dashboard efficiently and effectively so that it will be able to capture the required information that we need in our finance and marketing meeting. This section ends with how to create a professional or an advanced excel dashboard with the use of formulas, data validation, sparklines, etc. In Section Five, we will look at how to create a very colorful dashboard with the use of tables, charts, etc.Section Five: Final MeetingThis section analyses and broaden our knowledge of how to create a very colorful dashboard with conditional formatting and the use of charts. It will also give you an idea of how to use sparklines and it will teach you how to locate the magic camera in excel. Lastly, this section ends with an executive meeting, where we will present our financial performance dashboard

Financial Statements.xls

Financial Statements.xls
Author: Joseph Rubin
Publisher:
Total Pages: 0
Release: 2005-03
Genre: Financial statements
ISBN: 9780974636849

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This guide for financial professionals helps in the full preparation of financial statements and management reports using Microsoft Excel, regardless of the size and complexity of the organization. Tips are provided on creating financial statements in a single workbook and presenting, printing, or mailing them on a monthly, quarterly, or annual basis, based on either a calendar or fiscal-year reporting system. Also discussed is how to analyze financial statements and create comparable five-year balance sheets and income statements as well as how to add graphs and ratio analysis pictures to cells. Advanced Excel features such as using the Pivot Table reports to analyze financial statements, summarize totals using running numbers, add percentages, and add quarterly calculations are also presented. Bonus CD-ROM includes: * Complete searchable eBook - easy to browse and print * Sample Financial Statements in Excel workbook file * Excel workbook files contain all data and formulas covered in the book * Additional bonus: A number of free Add-Ins

Excel for Finance and Accounting

Excel for Finance and Accounting
Author: Suraj Kumar Lohani
Publisher: BPB Publications
Total Pages: 327
Release: 2023-04-14
Genre: Computers
ISBN: 9355517998

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Everything you need to know about using Excel for finance and accounting functions KEY FEATURES ● Learn how to create financial models in Excel. ● Explore ways to use Excel functions and formulas for financial calculations. ● Implement advanced Excel techniques for finance and accounting tasks. DESCRIPTION Excel is a widely-used tool in finance and accounting, and this book provides a comprehensive guide on how to utilize it for maximum efficiency. The book covers basic to advanced Excel functions such as data manipulation, financial modeling, and scenario analysis. It also offers practical tips on how to create professional-looking reports, charts, and tables, which are essential in presenting financial data to stakeholders. With Excel's ever-evolving features and functions, it can be challenging for professionals to keep up with its latest updates. This book keeps you updated with the latest Excel features and offers practical examples of how to apply them in finance and accounting. Additionally, it offers tips on how to use Excel to automate repetitive tasks, freeing up more time for strategic analysis and decision-making. With this book, you can learn to leverage Excel to its full potential and gain a competitive advantage in your roles. WHAT YOU WILL LEARN ● Learn how to effectively manage financial data in Excel. ● Discover different techniques for preparing financial statements. ● Learn how to perform budget analysis in Excel. ● Learn how to create a forecast in Excel. ● Build dynamic dashboards and reports for financial data. WHO THIS BOOK IS FOR For individuals working in finance and accounting positions, whether at an entry-level or in senior management, this book is a must-have. It will enable professionals to enhance their productivity, precision, and effectiveness, resulting in significant savings of time and resources. TABLE OF CONTENTS 1. Getting Started with Advance Excel 2. Preparing Financial Statements Smartly 3. Calculating and Projecting Various Financial Ratios 4. Modeling Working Capital 5. Preparing Business Valuation Modeling 6. Financial Modeling and Cash Flow Modeling 7. Preparing Different Budgets With Analysis 8. Capital Budgeting and Leverage Buyout Modeling 9. Dashboards With Excel

Microsoft Excel for Accountants 'part 2'

Microsoft Excel for Accountants 'part 2'
Author: Olawunmi BALOGUN
Publisher:
Total Pages: 251
Release: 2020-01-18
Genre:
ISBN:

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The content of the book is designed to be useful for people who have previously used earlier versions of Excel and for people who are discovering Excel for the first time, and the Excel version used in this book is Excel 2016. In other words, this book will boost your proficiency in using Excel and also help you to understand Windows, the operating system in which Excel runs to enable you to manage files correctly and also to control your printers. The book also describes the analysis of financial data and figures, summarizing the raw data into the alternative perspective of the same source information. Taking up a profession as an accountant, you will need to have a detailed understanding of how to interpret figures and also how to communicate these to the non-financial members of the management team where you work. This book further broadens your knowledge about the 'new' information discovered. This book is designed to teach and equip you with the necessary Excel skills that will help you become a professional spreadsheet user.The book is split into five sections so that it can be easily accessible, they are: Section One: Financial Statements CoreIn section five of Part 1 of this book, we introduced financial statements and went on further to elaborate and explain how to create a balance sheet from our Trial Balance data. In this section, we will discuss how to create an income statement from the Trial Balance data and cash flow statement from the Balance Sheet. We will then end this section with how to create a note worksheet.Section Two: Analyzing Financial Statements and PowerPoint IntroductionThis section includes analyzing financial statements and also calculating the ratio analysis based on the financial statement created in Part 1 and 2. It will also teach us how to analyze data from the trial balance adjusted in Part 1 and present it in our profit center. Lastly, it will introduce us to PowerPoint presentations.Section Three: Presenting the InformationThis section reviews and explains the PowerPoint menus in detail for us to get familiar with the functionalities of PowerPoint. It will further enlighten us about the PowerPoint report structure. Finally, we will look at how we can use the PowerPoint report structure to give a wonderful presentation with the ultimate slide show. In Part 3, We will look at how to hyperlink between PowerPoint and Excel.Section Four: Whatsits AnalysisThis section introduces us to Whatsits analysis and also how we can present the whatsit model report to management through appropriate report structures. It will also introduce us to the historical data that we are going to be analyzed in Section Five.Section Five: Presenting the Historical DataThis section analyses and broaden our knowledge about how to present the information in tables and charts so that it can be used for quick decision making and also for future reference. We will also look at the second stage of how we can present the historical data in the form of a unit table and then finalize it in the third stage. The tables and charts in this section would be used to prepare our Excel Reporting Dashboard in Part 3

The Excel Analyst's Guide to Access

The Excel Analyst's Guide to Access
Author: Michael Alexander
Publisher: John Wiley and Sons
Total Pages: 658
Release: 2011-03-03
Genre: Computers
ISBN: 1118081803

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The ultimate handbook for Excel analysts who need reporting solutions using Access Excel and Access are intended to work together. This book offers a comprehensive review of the extensive analytical and reporting functionality that Access provides and how it enhances Excel reporting functions. Sales managers, operations analysts, administrative assistants, office managers, and many others who rely heavily on data can benefit from learning to integrate Excel and Access, and this book shows you how. Coverage includes: Data Analysis in Access & the Basics of Access Beyond Select Queries Transforming Your Data with Access Working with Calculations and Dates Performing Conditional Analysis Adding Dimension with Subqueries and Domain Aggregate Functions Running Descriptive Statistics in Access Scheduling and Running Batch Analysis Leveraging VBA to Enhance Data Analysis Reports, Dashboards, and Visualization in Access Presenting Data with Access Reports Using Pivot Tables and Pivot Charts in Access Enhancing Queries and Reports with Visualizations Advanced Excel and Access Integration Techniques Getting Access Data into Excel Using VBA to Move Data between Excel and Access Exploring Excel and Access Automation Integrating Excel and Access with XML Integrating Excel and Other Office Applications Access VBA Fundamentals Understanding and Using SQL and more! The Excel Analyst's Guide to Access helps you get more from both applications. Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Microsoft Excel for Accountants 'part 1'

Microsoft Excel for Accountants 'part 1'
Author: Olawunmi Balogun
Publisher:
Total Pages: 381
Release: 2020-01-17
Genre:
ISBN:

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The content of the book is designed to be useful for people who have previously used earlier versions of Excel and for people who are discovering Excel for the first time, and the Excel version used in this book is Excel 2016. In other words, this book will boost your proficiency in using Excel and also help you to understand Windows, the operating system in which Excel runs to enable you to manage files properly and also to control your printers. The book also describes the analysis of financial data and figures, summarising the raw data into an alternative perspective of the same source information. Taking up a profession as an accountant, you will need to have a detailed understanding of how to interpret figures and also how to communicate these to the non-financial members of the management team where you work. This book further broadens your knowledge about the 'new' information discovered. This book is designed to teach and equip you with the necessary Excel skills that will help you become a professional spreadsheet user.The book is split into five sections so that it can be easily accessible, they are:Section One: Windows and InformationThis section describes and evaluates the hardware components which are controlled by the operating system, introduces you to the hardware components that are very vital and needed in using the operating system. It will enlighten you more about the various Excel menus that are available. With the knowledge gained from these two chapters, we will be able to process data into information. This section stands as the foundation of this book and will help us accomplish the other tasks in the following chapters.Section Two: Excel Data and TablesThis section begins with the knowledge acquired from section one. It includes how to process Excel data into Excel information by using PivotTables. It will also give you insights on how to use filters and slicers. Finally, it will broaden your knowledge about data tables and how to use conditional formatting.Section Three: Reports and ChartingThis section reviews and explains how to use solvers and scenarios, with appropriate profit and loss examples. It will also teach you how to chart data and familiarize you with the charting toolbars. In the next section, we will look at more awesome features of charting.Section Four: Forecasting and Financial StatementsThis section further broadens our knowledge about charting and maps, based on the tutorial of the previous section. It will also enlighten us more about the forecasting tools that are available to us in Excel. Finally, it will introduce us to financial statements with Excel which will be of utmost help to us in section five of Part 1, and both section one and two in Part 2.Section Five: Trial Balance and Balance SheetThis section covers and teaches you how to adjust the trial balance from a random pool of data, and how to update the data in the trial balance. The trial balance created in this section will be used to prepare a balance sheet in this section, and an income & cash flow statement in Part 2.The audio video recordings for this book can be found at https://www.udemy.com/courses/search/?q=Microsoft%20Excel%20for%20accountants&src=sac&kw=microsoft%20excel%20for%20accountants

Microsoft Excel for Accounting

Microsoft Excel for Accounting
Author: Katherine T. Smith
Publisher: Prentice Hall
Total Pages: 134
Release: 2002
Genre: Business & Economics
ISBN:

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Introduces the fundamental tools and techniques available in Excel. Provides step by step examples and applications.