Advanced Excel Reporting for Management Accountants

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 ONE Management Accounting and Excel
CHAPTER TWO Building Reporting Models
CHAPTER THREE Building Tips
CHAPTER FOUR Design and Structure
CHAPTER FIVE Setting the Foundation
CHAPTER SIX Pivot Tables (Do-It-Yourself Reporting)
CHAPTER SEVEN Tools of the Trade: Summing Functions
CHAPTER EIGHT Accessories: Other Reporting Functions and Features
CHAPTER NINE Range Names
CHAPTER TEN Maintenance Issues
CHAPTER ELEVEN Choosing the Right Format
CHAPTER TWELVE Picture Perfect: Charting Techniques
CHAPTER THIRTEEN Quality Control: Report Validation
CHAPTER FOURTEEN Case Study One: Month and Year-to-Date Reporting
CHAPTER FIFTEEN Case Study Two: 12-Month Reporting
CHAPTER SIXTEEN Final Thoughts