113  |  In Person Training  |  Advanced  |  Scheduled

Excel Financial Reporting and Analysis

Tuesday, July 31, 2018 8:30am - 4:00pm

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Microsoft Office Excel is a powerful tool for analyzing financial data and preparing financial reports and if you are ready to harness the power of Excel for financial reporting and analysis, then this program is for you. In this course, you will learn how to put Excel to use to deliver accounting and financial solutions in critical areas such as formatting reports and financial statements using advanced techniques, assembling and printing reports and schedules and using templates to automate reporting processes. You will also learn options for consolidating financial data from multiple sources, how to create Excel visualizations to improve the reader's comprehension of financial information, and advanced data analysis techniques such as PivotTables connected in real-time to your accounting database. Like most powerful tools, Excel contains features and functions useful for reporting and analysis that are not immediately obvious to many users. In this course, you will uncover many of these hidden features to help you prepare computationally accurate and aesthetically pleasing reports in far less time than you might imagine possible. You do not want to miss this opportunity to learn how to take advantage of Excel to overcome many of the reporting and analysis obstacles currently facing you.


  • Implement techniques such as Custom Formats, Conditional Formatting and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently.
  • Identify opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects and working with Excel-based reports saved as PDF documents.
  • Differentiate between Excel's default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations.
  • Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters and PivotTables, to aid in financial reporting and analysis.
  • List and apply four techniques for consolidating data in Excel.
  • Create visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable.


Designed For

Accounting and financial professionals desiring more knowledge in using Excel for financial statement preparation and analysis


  • Techniques for formatting financial statements and other reports
  • Financial report assembly and printing
  • Templates for financial reporting and analysis
  • Financial analysis with Excel
  • Techniques for consolidating financial data
  • Excel visualization techniques

Your Price: $390.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price excludes the early-bird discount. Early-bird registration ended July 10, 2018.

Members log in and save $100.00 on this event. Not a member? join today.

You can optionally select to receive printed materials in addition to electronic materials.


Steven M. Phelan

Steven M. Phelan, CPA, CITP, manages an accounting practice based in Oklahoma City. His areas of practice include taxation, accounting, business advisory and technology consulting services. He is a national speaker for K2 Enterprises and covers a variety of computer software and technology related topics.

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