Advanced Excel Reporting for Management Accountants
- 5h 54m
- Neale Blackwood
- John Wiley & Sons (US)
- 2014
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.
About the Author
Neale Blackwood has been using spreadsheets since the late 1980s, starting with Lotus and moving to Excel in the mid-1990s. He graduated with a bachelor of business degree in accounting in 1983 and took his fi rst accounting job at the University of Western Australia the next year. He achieved his certified practising accountant (CPA) status in 1992.
Neale's job roles have included accountant, project accountant, financial controller, management accountant, and senior consultant. He has worked in many industries, including resources, building and construction products, government, and electrical and engineering services. His most recent experience has been in Excel consulting and training with organisations. He now runs his own business, A4 Accounting, which he established in 2001.
Neale achieved the Microsoft Office Specialist Expert certification in Excel in 2006. Since 2002 he has written for CPA Australia's monthly magazine, INTHEBLACK, to which he has contributed more than 120 "Excel Yourself" articles and 8 feature articles. He has freely answered Excel questions for Australian CPAs from many different countries for over nine years.
Neale has presented at numerous CPA Australia events around Australia, from one-hour sessions to half-day master classes. He writes and presents his own XL@Lunch Excel webinars to people from around the world.
In this Book
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Introduction
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Management Accounting and Excel
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Building Reporting Models
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Building Tips
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Design and Structure
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Setting the Foundation
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Pivot Tables (Do-It-Yourself Reporting)
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Tools of the Trade: Summing Functions
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Accessories: Other Reporting Functions and Features
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Range Names
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Maintenance Issues
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Choosing the Right Format
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Picture Perfect: Charting Techniques
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Quality Control: Report Validation
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Case Study One: Month and ear-to-Date Reporting
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Case Study Two: 12-Month Reporting
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Final Thoughts
