Flexible Report Design

In this recorded webinar, you will learn how to create a Profit and Loss (P&L) report using cascading combo boxes that allow you to report on multiple scenarios. By linking the combo boxes and utilizing smart formulas and connected named ranges, you will be able to generate a P&L report that clearly shows revenue, expense, and EBIT by region. The use of conditional formatting will also be demonstrated to help differentiate actual and plan data, resulting in a succinct one-page summary report. Overall, you will gain valuable knowledge on how to design a flexible model that can generate a range of reports.

Using a practical exercise and segmented into short lessons for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.

Key topics:

• Generate a range of formula INDEX, INDIRECT, SUMIFS & LOOKUP
• Add a series of named ranges and a master range to assist the output
• Generate a number of combo boxes which will talk to one another through smart formula
• Add conditional formatting and icon sets with links to the key assumptions
• Toggle between scenarios to show a range of outputs in the summary page

As part of this webinar you will receive,

• Downloadable worksheets with practical tasks to embed the knowledge
• A learning manual with step-by-step instructions

This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Clickherefor Marcus' biography.

Course updated: May 2023