Advanced Excel Reporting For Management Accountants

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.

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.

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

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

Presents a guide that aims to assist accountants in creating the reports, explanations, and planning documents needed by clients. Provides downloadable example files which are compatible with all versions of Excel from Office 97 through Office 2003, and can also be opened with Excel 12 (in Office 2007).

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.

This guide is written for all those who need to use a spreadsheet as an analysis tool to slice and dice figures, to see trends and patterns in financial figures, and to assist in the preparation of broader reports and presentations based on financial results. It also reviews PowerPoint and shows how to prepare a visual demonstration. A free CD-ROM accompanies the book's tutorials to provide practical back-up to enhance quicker learning.

This book provides accounting students in post-secondary institutions with an advanced level understanding of how to use MS-Excel to make business decisions. It reflects real-life applications of this important analytical tool, which has become the accepted industry standard for spreadsheet software.