Mobile Edition

Reporting Information with Excel (4173387Y)

Date:Tuesday, March 6, 2018
Time:1:00 PM - 3:00 PM
(Registration at 12:30PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Karl Egnatoff
Vendor:California CPA Education Foundation
Course Level:Intermediate
Early Bird Price:$60.00 FICPA Members, $90.00 Non-Members


 Many accounting and business professional could effectively use Microsoft Excel as a report generation tool to great success because of powerful analysis functionality, formatting capabilities and graphical output creation tools the application possesses. The material delves into ways to make both financial and non-financial data “pop” as it is presented with Excel. It discusses cell formats, conditional formatting, ways to summarize data quickly and easily, time-saving oft used formulas that can help make reports more actuate, and the powerful Excel charting engine. Those that regularly report information using Excel will benefit greatly by taking this course.


 Once participants have completed this session they should be able to:

  •   Work with cell formats to enhance the presentation of information
  •   Use formulas to check the accuracy of information and to present information in a more automated fashion
  •   Create Excel templates to save time and add consistency to reports
  •   Use tables to enhance Excel-based reports

Major Topics:
  •    The power of Excel tables
  •   Report enhancing functions and formulas
  •   Using Excel templates
  •   Cell formatting and conditional cell formatting

Who Should Attend:

 Accountants and business professionals that wish to become more proficient using Excel as a report creation tool

A basic understanding of spreadsheet use and Microsoft Excel conventions

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.