Intermediate Excel Financial Reporting

Lorman Education Services
Training overview
Professional Course
Self-paced Online
1 hour
From 149 USD
Start dates
149 USD
Start anytime

Course description

Intermediate Excel Financial Reporting

Streamline financial reporting and analysis by using Excels limitless features.

The emphasis of this intermediate Excel class will provide timesaving techniques that will allow you to utilize the builtin features of Excel for analysis of data and perfection of reports. Learn the most commonly used functions and tools for successful reporting. Microsoft Excel skills are invaluable for a business. Whether creating reports or analyzing data, Microsoft Excel makes managing and tracking a breeze. Increase your productivity and effectiveness as a professional.

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Who should attend?

This live webinar is designed for business owners and managers, supervisors, associates, administrative professionals, sales and marketing professionals, directors, and accountants.

Training content

Tips and Review

  • Customizing Lists
  • Utilizing Filters and Data Validation
  • Quick Formatting Tricks

Creating and Working With Multiple-Sheet Files

  • Creating a Multi-Sheet Workbook
  • Writing a 3-D Formula for Calculations
  • Formatting Multiple Sheets Simultaneously
  • Creating Links Between Workbooks

Excel Formulas

  • Nested Subtotals
  • Using IF Functions (Conditional Statements)
  • VLOOKUP Formulas and Arrays
  • Understanding PivotTables and PivotCharts

Using Text Functions

  • Using the Text to Columns Feature
  • Using the Concatenate Function
  • Using the TRIM Function
  • Using the Upper, Lower, and Proper Text Functions
  • Using the Paste Values and Paste Specials Feature

Charting Data in Excel

  • Creating Combination and Specialty Charts
  • Changing Chart Options

Certification / Credits


Learning Objectives

  • You will be able to identify how to create combination and specialty charts.
  • You will be able to recognize the most commonly used functions and tools for successful reporting.
  • You will be able to explain how to utilize filters and data validation.
  • You will be able to review the best practices for reporting in Microsoft Excel.

About Lorman Education Services

Lorman Education Services - Live and On-Demand Courses

Lorman Education Services is a leading provider of online professional development and corporate training for organizations and individual professionals. For more than 30 years, Lorman has delivered relevant, high-quality, professional-level courses that cover a broad range of business and technical...

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Contact info

Lorman Education Services

Lorman Education Services
2510 Alpine Road
54702 Eau Claire Wisconsin

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