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Advanced Excel Reporting for Management Accountants
About This Book
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.
Frequently asked questions
CHAPTER 1
Management Accounting and Excel
ASSUMPTIONS
Australian Conventions
Versions
Terminology
- Parentheses. Parentheses is the correct term for the symbols used with Excel functions to enclose the function arguments (see the following term). On the Internet and in general conversation, these are commonly referred to as brackets. In this book, the term used is parentheses.
- Arguments. In this book, the parts of an Excel function are referred to as arguments. Many functions accept a single argument, such as the SUM function. Others require more arguments; for instance, the VLOOKUP function requires at least three arguments to return a result. Between the parentheses, arguments are separated by commas. Argument is the term Microsoft uses in its Excel help system.
Spelling
THE GOAL OF REPORTING
Performance Measurement
Performance Improvement
WHY USE EXCEL?
Table of contents
- Cover
- Series
- Titlepage
- Copyright
- Dedication
- Preface
- Acknowledgments
- Introduction
- 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
- About the Companion Website
- Index
- End User License Agreement