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Financial Reporting Tips and Tricks in Excel

Master Excel for financial reporting. Elevate your efficiency and accuracy with expert tips and tricks, transforming how you present key financial data.

Created byDavid Ringstrom
IntermediateUpdated Nov 12, 2025

What You'll Learn

  • check_circleStreamline reporting using Excel templates.
  • check_circleCreate dynamic waterfall charts in Excel.
  • check_circleAutomate data transformation with Power Query.
  • check_circleFormat financial reports using advanced Excel features.

About This Course

Master the art of "Financial Reporting Tips and Tricks in Excel" and revolutionize your reporting tasks. This course, led by CPA David Ringstrom, will equip you with an expanded toolbox of techniques to streamline repetitive processes and work more effectively with ongoing reports.

  • Templates: Learn to create and utilize Excel workbook and worksheet templates, ensuring consistent, clean starting points for all your financial reports. Say goodbye to accidentally overwriting previous month's data!
  • Charts: Discover how to automate chart creation and formatting using chart templates. Dive into the specifics of building and customizing dynamic waterfall charts, including how to handle those tricky totals.
  • Power Query: Unlock the transformative potential of Power Query. Go from unwieldy reports with over 100 columns to concise, actionable data, perfect for pivot tables and advanced analysis.
  • Automated Formatting: Enhance readability and impact with conditional formatting, including data bars and icon sets. Master cell styles to apply consistent formatting across your worksheets and even transfer them between workbooks with ease.

By the end of this presentation, you'll possess the skills to automate, standardize, and visually enhance your financial reporting, saving you countless hours and boosting your analytical capabilities.

Course Content

2 activities • 1 videos • duration: 1h 49m

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Financial Reporting Tips and Tricks in Excel1 videos • 1.8 hours
  • videocamFinancial Reporting Tips and Tricks in Excel
    Duration 109:42
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Final Assessment1 quiz

Your Instructor

David Ringstrom

CPA, Author, Professional Excel Spreadsheet Trainer and Consultant

menu_book44 courses
star1,494 reviews

David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should know about Microsoft Excel. His goal is to empower you to use Excel more effectively. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.

Credit Information

What Students Are Saying

4.9 out of 5
Student's Choice
409 reviews
  • HW
    Hollie W.
    starstarstarstarstar

    Great excel course, I will use what I learnt frequently

  • VT
    Vincent T.
    starstarstarstarstar

    Excellent spreadsheet learning

  • MG
    Matthew G.
    starstarstarstarstar

    very interesting - who knew Excel could be so helpful

  • DN
    David N.
    starstarstarstarstar

    Interesting tips and examples of how to get more out of Excel

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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