Excel Shortcuts & Time-Saving Tricks for Financial Forecasting

Duration 90 Mins
Level Basic & Intermediate & Advanced
Webinar ID IQW15C8340

  • Optimal list construction
  • IF formulas 
  • VLookUp and other lookup formulas
  • Pivot table fundamentals
  • Troubleshooting and reverse engineering
  • Things to consider when planning for dashboards

Overview of the webinar

In this session, we take basic financial data such as transaction lists, financial statements and budget data and show you how to work with it effectively in Excel. We’ll cover the right way to use techniques like:
  • Table Style Formatting
  • LookUps
  • Pivot Tables
  • Charts
  • IF logic
  • Named Ranges
  • 3D References, and more!
From bringing in less than ideal source data to generating polished, easy-to-understand charts, dashboards and reports, this session will introduce you to streamlined ways of working in Excel that will save your mental energy for the analysis instead of wasting it trying to get cells in worksheets to behave. You’ll see ways to set things up in the beginning of the year or reporting cycle that will allow you to just click a couple buttons to get updated data and decision support.
You’ll also get clever troubleshooting and reverse engineering tools that can help you “decode” that workbook you inherited which seems like a labyrinth of moving parts. Once decoded, you’ll learn how to clear out unwanted features and get things working the way you need them to! We’ll cover tools like:
  • Tracing precedents and dependents
  • Revealing Formulas to avoid costly reword
  • Using Watch Windows to detect data interdependency
  • Simple “tests” to make sure your data is in the right shape to unlock the best tools that Excel has to offer
 

Who should attend?

  • Accountant 
  • Financial Analyst 
  • Investment Analyst
  • Accounts Receivable
  • Accounts Payable 
  • Manager
  • Supervisor 
  • Controller
  • Comptroller

Why should you attend?

There’s a right way to do things and a long way. How much time are you spending, scrubbing, arranging, calculating, architecting your financial spreadsheets. From budgets to dashboards, there are shortcuts, tips and tricks to get your data in the right place and provide you the information you need to make sound decisions. 
Effectively using pivot tables, named ranges, charts, graphs and formulas can save you hours and net you reusable workbooks that can be repurposed. Learn tips for doing the hard work once with set it and forget it ease that allows you to update financial information with a couple of clicks. 

Faculty - Ms. Melissa Esquibel

Melissa Esquibel specializes in technology training, empowering users to be effective with their office productivity tools. As a Microsoft Certified Trainer (MCT) with more than 25 years in business application technology, Melissa has a unique ability to make learning programs enjoyable AND valuable.
Her consulting career spans banking, manufacturing, telecommunications, energy, and insurance, which allows her to provide real-world examples and applications. She has enabled everyone from rocket scientists to real estate brokers to put the “productive” back in office productivity software. Melissa graduated summa cum laude from Strayer University with a Bachelor of Business Administration, majoring in Legal Studies.
 

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