The Excel Users Guide to Microsoft Access - Manage & Reports
4.2 (30 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
1,471 students enrolled

The Excel Users Guide to Microsoft Access - Manage & Reports

Access for Excel, Financial Statements, Trends, Variance Analysis & Amazing Comparative Reports at the Push of a Button
4.2 (30 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
1,471 students enrolled
Created by Scott Falls
Last updated 4/2016
Current price: $51.99 Original price: $79.99 Discount: 35% off
15 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 3.5 hours on-demand video
  • 7 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Create, modify and customize a complete reporting package
  • Manage data in Microsoft Excel and Microsoft Access
  • Use the techniques to instantly analyze data and trends
  • Students should have a basic knowledge of Excel

Create Amazing Reports in Microsoft Excel Instantaneously

I’d like to take you through a journey, one that been developed over the course of 20 years.

20 Years ago, I was tasked with creating a monthly reporting package for the company that I worked. Unfortunately, the report writer for our accounting system wasn’t flexible at all and by the time I created a report I could use, it was almost too late or people wanted to see either different information or a different layout of the information.

So I set out to create a reporting package that would allow complete flexibility and let me change the reports at a moment’s notice.

The method I use is a combination of Microsoft Excel and Microsoft Access. (Don’t worry if you don’t have access to the program Access I’ll show you how to manage the data with Excel)

We’ll Learn to put everything you’ve learned about Microsoft Excel together to create the ultimate reporting and analysis package. I use these reports in my company as a monthly reporting package and also at home when I need to manage data and view as a report for quick analysis.

We’ll focus on financial reporting but these techniques can be used to create any type of reporting and analysis that you need to produce.

People have used these methods to create all kinds of reports:

•             Sales reports

•             Marketing initiatives

•             Inventory reports

•             Headcount and Human resource reports

•             Customer lists

•             Reports for your home

Using the reporting capabilities from an accounting or operational system can be very restrictive and cumbersome. Excel allows us to be completely flexible with the reporting produced, enabling us to create amazing financial reports, trends, variance analysis and all types of custom reports on the fly.

In this course we cover some of my most advanced techniques that I've developed over the past 20 years. Each technique is broken down in plain English, so you don't need to be advanced in excel to follow this course. I break every step down and show you exactly what I do to create the reporting I used at many companies.

You don’t have to be an “Excel Expert” to learn this method!

I will show you every technique, step by step as if you’re sitting next to me looking over my shoulder. I’ve found that that is the easiest and best way to learn new material.

We’ll learn what I call the “One Button Method” this is my tried and true method to instantly update and change reports by hitting one button.

We’ll cover the following:

•             Profit & Loss and Balance Sheet statements

o             Consolidated

o             Detailed

o             Actual vs prior

o             Actual vs budget

o             Custom reporting

o             Variance analysis

o             Divisional summaries

o             Quickly highlight problem areas

o             Update change and refresh using the One Button Method

o             Comparative reports

o             Trend analysis

o             and much more...

In efforts to efficiently manage data I will walk you through the basics of managing data using the database Access, but don't worry if you don't have access to the program Access, everything can be done directly in excel. I will show you the exact steps to use in Excel to accomplish the same goal of managing the data.

So whether you’re looking for job security or just want to make your life easier, these methods will set you apart and take you to the next level!

Who this course is for:
  • This course is for anyone who wants to master data management and reporting in Microsoft Excel
Course content
Expand all 27 lectures 03:19:27
+ Download all of the Course Material Here
1 lecture 00:30
Before you Begin Download the Course Materials
+ Managing Data in Microsoft Access
8 lectures 01:00:34
The Data Dump
The Key
Access 101
The Lookup Table
Lookup Append
Access Query # 2
Access Query # 3
+ Instant Reports Using the One Button Method
12 lectures 01:38:36
Copy Details for Reports
First Report - New Items
First Report - New Fields
2 Report Copy
Company Report 1
Company Report 2
Branch Level Reporting & Conditional Formatting
Account Details & Filters
Custom Reporting
Category Reporting
Variance Analysis
Divisional Reporting
+ Setting up the BS Reporting File
3 lectures 24:58
BS 101
Trend Analysis
Comparative Reports