2026 Financial Reporting Tips and Tricks in Excel

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the powerful features of Excel that can enhance your data management and visualization skills. You will learn how to effectively use built-in Excel templates and create custom workbook and worksheet templates tailored to your needs. David will also demonstrate how…

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In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the powerful features of Excel that can enhance your data management and visualization skills. You will learn how to effectively use built-in Excel templates and create custom workbook and worksheet templates tailored to your needs. David will also demonstrate how to create and utilize chart templates, including building a waterfall chart with VLOOKUP and setting its totals. Additionally, the session will cover the unpivoting of reports using Power Query, providing a comprehensive understanding of this essential tool across multiple segments. Finally, you’ll discover how to apply conditional formatting with data bars and icon sets, as well as create and transfer cell styles to streamline your workflow. Join us for this informative webinar to elevate your Excel proficiency!

Learning Objectives:
• Recall which Windows Environment Command gives you fastest access to where your personal macro workbook is stored.
• Recall how to access the Save As Template command that creates chart templates.
• Specify which command enables you to create custom columns within Power Query.

To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.

Upon course completion a course evaluation form is provided for your feedback.

You have 1 year from the time of purchase/enrollment to complete the course.

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