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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 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!
Not for you? No problem.
30 day money back guarantee.
Learn on the go.
Desktop, iOS and Android.
Certificate of completion.
|Section 1: Download all of the Course Material Here|
Before you Begin Download the Course Materials
|Section 2: Managing Data in Microsoft Access|
The Data Dump
The Lookup Table
Access Query # 2
Access Query # 3
|Section 3: What if You Don't Have Access to Microsoft Access?|
|Section 4: Instant Reports Using the One Button Method|
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
|Section 5: Setting up the BS Reporting File|
|Section 6: Where do I go from here?|
Where do I go from here?
Hi, My name is Scott Falls and I've been working as in accounting/finance going on twenty years.
For my entire professional career I've used Excel.
Since the 90's I've been the Excel "go-to" guy in every company I've worked. Senior management has always relied on me to complete complex tasks involving massive amounts of data. They also sent me to numerous live Excel training courses over the years, from the basics to advanced classes.
The problem I always had with this type of training was that I never felt like I learned what I needed to learn. I'd go with a list of questions about how to actually solve real problems from work and the majority of the class centered on very generic training. Not too many real world examples.
So after recently sending some staff to a class with an outside training company we realized that we weren't getting the benefit we had hoped for, the staff came back with some knowledge but not that real world experience that I needed them to have. Since I was always the "Go To" guy for Excel questions the senior management team approached me about putting together an in house training program. So I spend a lot of time creating the most useful training programs I could devise.
What makes this training the absolute BEST training that you can buy? Besides using real world examples, I've found the absolute best way for me to train someone is to have them sit right next to me while I show them how I perform the work that needs to get done.
So I devised a training program that uses real world examples solved as if you're sitting right next to me.
I have found that this is the absolute best way for you to see how real world work is done!
So when asked to become an instructor on Udemy I jumped at the chance.
I love teaching and sharing my knowledge, I think it's awesome seeing someone go from an absolute beginner to a very confident master.
Check out my courses to learn more and if you don't see something that you like drop me an email.