Excel has more than 300 functions, many of which are unused by most accounting and finance professionals. Some of these little used functions can be used to calculate depreciation, mortgage interest and principal reduction, cash flow analysis over unequal periods, and trap errors.
It's time for you to break out of your Excel cocoon. This session will put you on the path to improved Excel productivity by introducing you to powerful and time saving but little used Excel functions. Among other topics, you will learn about logical and conditional formulas, including using Boolean operators; and SUMPRODUCT.
VLookups and HLookups
Creating calculations that are dependent on a condition or conditions
Conditional IF Statements
Summarizing Data with SUBTOTAL
Adagio Bi and Dashboard Reporting
More and more organizations have a need for immediate access to reports, beyond the management reports including in the software solutions they use. Today’s finance professionals are tasked with providing solutions for business intelligence tools at a dashboard level, that can give a general overview of the organization’s or department’s bottom line, comparative analysis and/or overall health. Most accounting software solutions require an expert level of Crystal Report’s knowledge in order produce such reports, and let’s face it, not all finance professionals have a post graduate computer science degree!
Most finance professionals are however fairly comfortable with Excel and the formulas used to produce desired reporting results in Excel. If you are comfortable with Logical, Text, Look Up & Reference, Math & Trig formulas in Excel, then combining those with access to Adagio’s data dictionaries, you can create dashboard reports and business intelligence reports with visual charts for all your reporting needs. Adagio GridView is all about providing personnel access to your Adagio Accounting data, yet not allowing them to have access to the actual accounting programs. Since GridView is "read only" you don't have to worry about bad things happening to your accounting data because of untrained operators.
See how your knowledge of Excel formulas can be used in create Adagio GridView Workspaces
Understand how the functionality makes this tool so powerful
Set up defaults to assist in making view creation easier
Use tools to combine simpler filters into more complex criteria without having to redesign the structure of the report
Add automatic formatting to highlight important information
Use linking to help users drill into data
Send Workspaces to Excel – automated if you desire
Access a source document PDF with a single click of the mouse
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