PivotTables are among Excel’s most powerful reporting tools, but small setup and design choices can determine whether the results are useful, confusing, or incomplete. In this practical session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to build PivotTables that summarize detailed data clearly, adapt to changing questions, and remain...
Effective financial reports should be consistent, easy to interpret, and simple to update. In this practical session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to improve recurring reports with reusable templates, visual cues, interactive features, and modern Excel tools.You’ll learn how to create workbook and worksheet templates that reduce...
Preparing monthly reports often means repeating the same cleanup steps across worksheets, text files, and other data sources. This session introduces Power Query as a way to capture those steps and refresh the results when source data changes.This presentation answers the question:How can Power Query turn recurring data preparation into a repeatable process?Topics typically covered•...
AI-generated answers and spreadsheets can look convincing even when important requirements have been missed. Explore how attention, context, and execution can diverge, then consider practical Excel controls for checking whether the results match the intended task.This presentation answers the question:How can I use spreadsheet controls to detect gaps between what I intended and what actually...
A spreadsheet can produce plausible numbers while hiding broken links, unexpected formulas, or circular references. Learn practical ways to inspect workbook structure, expose formula logic, and investigate errors before relying on the results.This presentation answers the question:How can I determine whether an Excel workbook is working as intended?Topics typically covered• Workbook orientation: Workbook Statistics, Navigation...
Charts can make financial results easier to interpret, but they also create maintenance when source data grows or reporting needs change. This session covers building appropriate charts, keeping chart ranges current, and using a waterfall chart to illustrate changes in financial results.This presentation answers the question:How can I build charts that communicate financial results and...
Financial reports often require repeated copying, filtering, and restructuring whenever new data arrives. Modern dynamic array formulas offer ways to create financial statement views that adapt as source data and reporting requirements change.This presentation answers the question:How can dynamic array formulas make financial reporting more responsive to changing data?Topics typically covered:· Unique report categories: UNIQUE...
Accounting spreadsheets frequently require more than a straightforward lookup or SUM formula. This session explores several approaches to complex problems, from retrieving the last matching record to target-matching with Solver and protecting important workbook work.This presentation answers the question:How can I choose Excel techniques for accounting problems that go beyond routine formulas?Topics typically covered:· Advanced...
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