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E-raamat: Advanced Excel Reporting for Management Accountant s plus Website [Wiley Online]

  • Formaat: 448 pages
  • Sari: Wiley Corporate F&A
  • Ilmumisaeg: 27-May-2014
  • Kirjastus: John Wiley & Sons Inc
  • ISBN-10: 1118777166
  • ISBN-13: 9781118777169
Teised raamatud teemal:
  • Wiley Online
  • Hind: 63,44 €*
  • * hind, mis tagab piiramatu üheaegsete kasutajate arvuga ligipääsu piiramatuks ajaks
Advanced Excel Reporting for Management Accountant s plus WebsiteSuurem pilt
  • Formaat: 448 pages
  • Sari: Wiley Corporate F&A
  • Ilmumisaeg: 27-May-2014
  • Kirjastus: John Wiley & Sons Inc
  • ISBN-10: 1118777166
  • ISBN-13: 9781118777169
Teised raamatud teemal:
Wiley Online e-raamatudRohkem infot Wiley Online kohta
Raamatu kodulehekülg: https://onlinelibrary.wiley.com/doi/book/10.1002/9781118777169
"The advanced tools accountants need to build automated, reliable, and scalable reports using ExcelLearn 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 reportsFind 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"--

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.

Preface xiii
Acknowledgments xv
Introduction 1(2)
Chapter 1 Management Accounting and Excel 3(6)
Assumptions
3(2)
The Goal of Reporting
5(1)
Why Use Excel?
5(1)
The Goal of This Book
6(1)
Monthly Management Reports
7(1)
Macro Policy
7(2)
Chapter 2 Building Reporting Models 9(6)
Needs Analysis
10(1)
Scope Definition
10(1)
Design
11(1)
Construction
11(1)
Testing
12(1)
Operation
12(1)
Maintenance
12(1)
Time, Effort, and Cost
12(1)
Practical Considerations
13(2)
Chapter 3 Building Tips 15(42)
Display Tips
16(10)
Keyboard Shortcuts
26(7)
Mouse Shortcuts
33(9)
Keyboard and Mouse Shortcuts
42(6)
General Tips
48(9)
Chapter 4 Design and Structure 57(10)
Structure = Flexibility
57(1)
Modular Sheet Design
58(2)
Standardised Report Layout
60(2)
Table-Based Systems
62(1)
Spreadsheet Best Practices
63(4)
Chapter 5 Setting the Foundation 67(18)
Terminology
68(1)
Data Rules
68(1)
Data Structures
69(1)
Format as Table
70(4)
Data Cleansing Techniques
74(6)
External Data
80(5)
Chapter 6 Pivot Tables (Do-It-Yourself Reporting) 85(26)
The Pros and Cons of a Pivot Table
85(3)
Creating a Pivot Table
88(20)
PowerPivot
108(3)
Chapter 7 Tools of the Trade: Summing Functions 111(42)
Range Names
112(1)
Using Cells and Ranges in Formulas
112(4)
The Humble SUM Function
116(1)
Advanced SUM and 3D Formulas
117(3)
Subtotaling
120(1)
The SUBTOTAL Function
121(4)
The AGGREGATE Function
125(2)
Function Wizard
127(1)
Conditional Summing
127(4)
The SUMIF Function
131(4)
SUMIF Uses
135(1)
Helper Cells
135(1)
The SUMIFS Function
136(2)
The SUMPRODUCT Function
138(15)
Chapter 8 Accessories: Other Reporting Functions and Features 153(56)
Helper Cells
153(2)
Logic Functions
155(2)
The IF Function
157(4)
The AND and OR Functions
161(3)
Lookup Functions
164(1)
The VLOOKUP Function
164(4)
The HLOOKUP Function
168(2)
An Alternative to VLOOKUP
170(1)
The INDEX and MATCH Functions
170(1)
The MATCH Function
170(2)
The INDEX Function
172(2)
The INDEX-MATCH Combination
174(1)
Error Handling Functions
175(1)
The IFERROR Function
175(2)
Handling Specific Errors
177(3)
Text-Based Functions
180(1)
The TEXT Function
181(2)
LEFT and RIGHT Functions
183(1)
The MID Function
184(1)
Flexible Text Manipulations
185(1)
The SEARCH Function
185(2)
The LEN Function
187(1)
Flexible Splitting
187(1)
The SUBSTITUTE Function
188(2)
Converting Text to Numbers
190(1)
Date Functions
190(1)
The DATE Function
191(1)
Other Useful Functions
192(9)
Array Formulas
201(8)
Chapter 9 Range Names 209(30)
Advantages
210(1)
Disadvantages
210(1)
Creating a Range Name
211(2)
Using Range Names
213(3)
Name Manager
216(2)
Naming a Range
218(4)
Creating Names Automatically
222(5)
Name Intersections
227(1)
Dynamic Range Names
228(5)
Using Structure in Range Names
233(3)
INDIRECT and Range Names
236(1)
Listing Range Names
237(2)
Chapter 10 Maintenance Issues 239(16)
Maintenance Instructions
239(1)
The Advantages of Using Tables
240(1)
Common Issues
241(1)
Rolling the Year
241(1)
Working with Days
242(2)
Simplifying the Interface by Using Controls
244(11)
Chapter 11 Choosing the Right Format 255(44)
Colour Blindness
255(1)
Format Painter
256(1)
Less Is More
256(1)
Fonts
257(1)
Clear and Start Again
257(1)
The Format Cells Dialog Box
257(13)
Styles
270(2)
Conditional Formatting
272(21)
Printing Issues
293(6)
Chapter 12 Picture Perfect: Charting Techniques 299(38)
Chart versus Graph
300(1)
Chart Basics
300(2)
Charts for Reports
302(1)
Automating Charts
302(5)
Mixing Chart Types
307(1)
Dual-Axis Charts
308(3)
Handling Missing Data
311(2)
Labeling Highs and Lows
313(2)
Trendlines and Moving Averages
315(1)
Plotting the Variance
316(1)
Dashboard Techniques
317(14)
Text in a Chart
331(1)
The Data Series Formula
332(1)
Before and After Charts
333(4)
Chapter 13 Quality Control: Report Validation 337(14)
Identifying Errors
337(1)
Validations
338(2)
Error Tracking
340(6)
Identifying New Codes
346(1)
Conditional Formatting
347(1)
Suggested Validation Structure
347(2)
Reasonableness Checks
349(2)
Chapter 14 Case Study One: Month and Year-to-Date Reporting 351(28)
Scenario
351(1)
Data Requirements
352(1)
Processes
352(2)
Structure
354(1)
Design
354(1)
Report Layout
355(1)
The Creation Process
355(8)
The Reports
363(16)
Chapter 15 Case Study Two: 12-Month Reporting 379(28)
Scenario
379(1)
Data Requirements
380(1)
Processes
381(1)
Structure
381(1)
Design
382(1)
The Creation Process
382(5)
The Reports
387(20)
Chapter 16 Final Thoughts 407(2)
Feedback
408(1)
Last Words
408(1)
About the Author 409(2)
About the Companion Website 411(2)
Index 413
Neale Blackwood has been using spreadsheets since the late 80s. Starting with Lotus and moving to Excel in the mid 90s. His roles have included Accountant, Project Accountant, Financial Controller and Management Accountant. He developed most of his advanced Excel skills as a Management Accountant. An Australian CPA and certified Microsoft Office Specialist Expert, he has written for the CPA Australia monthly magazine, INTHEBLACK, since 2002. He has written over 100 of his regular "Excel Yourself" articles and eight feature articles for the magazine. He has freely answered Excel questions from Australian CPA's from many different countries for over nine years. He has presented at numerous CPA Australia events in 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 globe.
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