Advanced Excel Reporting for Management Accountants

Book Description

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.

Table of Contents

Chapter 1. Management Accounting And Excel
Chapter 2. Building Reporting Models
Chapter 3. Building Tips
Chapter 4. Design And Structure
Chapter 5. Setting The Foundation
Chapter 6. Pivot Tables (Do-It-Yourself Reporting)
Chapter 7. Tools Of The Trade: Summing Functions
Chapter 8. Accessories: Other Reporting Functions And Features
Chapter 9. Range Names
Chapter 10. Maintenance Issues
Chapter 11. Choosing The Right Format
Chapter 12. Picture Perfect: Charting Techniques
Chapter 13. Quality Control: Report Validation
Chapter 14. Case Study One: Month And Year-To-Date Reporting
Chapter 15. Case Study Two: 12-Month Reporting
Chapter 16. Final Thoughts

About The Author

Neale Blackwood

Neale Blackwood has been using spreadsheets since the late 1980s, starting with Lotus and moving to Excel in the mid-1990s. He graduated with Na bachelor of business degree in accounting in 1983 and took his i rst accounting job at the University of Western Australia the next year. He achieved his certified practicing 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, INTHEBLACKK, 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. Neale lives in Perth, Western Australia, with Jan, his wife of 28 years. He has two children and spends his spare time with his family, playing sports, ballroom dancing, and reading and writing.