Advanced Excel Reporting

Exam Questions: 70
Course Level: Advanced
Pages: 496 | Content: 488, Supplemental: 8
NASBA Area of Study: Computer Software and Applications
Not Acceptable for: Enrolled Agents
Version: 7195B

SPECIAL NOTE: This course applies to Excel 2010, 2007, and 2003.

This course will provide you with a blueprint that allows you to build Excel spreadsheet reporting models. With a focus on accounting, the reports created are finance-based, but the techniques described can be applied to any type of reporting. The tools utilized in this course can also be used for budgeting and financial modeling.

This is not a beginner course and does require a working knowledge of Excel. Some of the techniques can be complex, but they are explained so that you can easily apply them to your particular situation. Utilizing clear descriptions and straightforward analogies, you will learn how to apply useful functions of Excel in practical ways that will improve your thinking and make your reporting more efficient. PLEASE NOTE: Not accepted for Enrolled Agents. Computer program software is NOT included with courses. If you order the PDF FORMAT, the file size for the text materials is quite large 25 MB. All course material provided. Prerequisites: Requires a good working knowledge of Excel. Course level: Intermediate/Advanced.

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Course Information

Table of Contents
  • Management Accounting and Excel
  • Building Reporting Models
  • Building Tips
  • Design and Structure
  • Setting the Foundation
  • Pivot Tables (Do-It-Yourself Reporting)
  • Tools of the Trade: Summing Functions
  • Accessories: Other Reporting Functions and Features
  • Range Names
  • Maintenance Issues
  • Choosing the Right Format
  • Picture Perfect: Charting Techniques
  • Quality Control: Report Validation
  • Case Study One: Month and Year-to-Date Reporting
  • Case Study Two: 12-Month Reporting
  • Final Thoughts
  • To recognize key characteristics of reporting
  • To identify the steps for creating a report
  • To recall various tips that will assist the Excel user in building reports
  • To recognize characteristics of report design and structure
  • To identify features of the Format as Table feature and TRIM function
  • To recognize the characteristics of pivot tables
  • To recall various tools available in Excel to use in preparing spreadsheets using summing functions
  • To recall characteristics of Excel's reporting accessory functions and features
  • To recognize types of and uses for range names
  • To identify types of controls available in Excel
  • To recognize characteristics of conditional formats
  • To recall features of various charting techniques
  • To identify various report validation features in Excel
  • To recall processes that should be included in the monthly reporting process
  • To recall how charts should be formatted when working with multiple charts

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.