K2's Road to Excellence with Excel Part 9 and Adagio
Wednesday May 23, 2018 at 12:00pm ET

This is the ninth of sixteen sessions in Excel that will provide you with the information you need to become an Excel expert. This session will focus on a continuation of formula tips.

In this session we turn our attention to formulas that are even more powerful than those previously discussed. With a firm grasp on the techniques covered in this webinar, you will be able to create accurate calculations more quickly and easily than perhaps you ever imagined.

Learning Objectives

  • Understanding Conditional and Boolean Calculations
  • Using Conditional IF Functions
  • Summarizing Data with SUBTOTAL
  • Customizing and using Error Checking
  • Manage Circular References

Adagio Financial Reporter
Financial statements form the heart of any accounting system, bringing together the final resting place of all the debits and credits. Entry level products such as Sage 50 or Quickbooks provide a basic set of statements, more than adequate for most small businesses. But what about larger organizations? Not-for-profits reporting to different stakeholders such as operational managers, directors, funding agencies and auditors. How can the different reporting needs of these constituencies be met? Adagio is designed specifically to meet the needs of accounting professionals.

The Adagio Financial Reporter is a full spreadsheet, with all the computational horsepower of Excel and most of its formatting capability. With Adagio, you won’t have to spend weekends in Excel generating operational statements for your managers and Directors. We’ll give you a guided tour of the powerful financial reporter so you can see how simple life can be.

Learning Objectives

  • See how financial statement format can be independent of the chart of accounts
  • Find out how adding an account or department can be automatically accommodated without having to edit a financial statement
  • Group financial statements together to create a complete set of statements for a bank, director or funding agency
  • Distribute reports as PDFs or Excel Workbooks
  • Drill down from a number on the statement to the underlying details and balanced journal entry
  • Access a source document PDF with a single click of the mouse
Earn verified PD credits - Attendees must answer at least 75% of poll questions during the live webinar to earn 1 verified PD credit. Attendees who do not answer at least 75% of poll questions during the live webinar earn 1 non-verifiable PD credit.

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