The most important skill needed to develop a great spreadsheet report is not numbers wizardry, nor accounting and finance experience, nor technical Excel expertise – it’s the ability to tell a story.   In that sense, it’s similar to the skills that lead to effective writing and eloquent speaking.  This course takes a unique perspective toward the development of reports that are delivering quantitative information, by emphasizing the same approach to spreadsheets that one would use to draft and edit an important memo or position paper.

SKU *: crs-1544978
Sell price $: 24.00
Course Author: Randall Bolten
Authored on: 2014-05-25 16:28:41 -0700
Course Preview:

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Course Short Description:

This course helps you develop spreadsheet reports that tell a story and increase impact for the corporate audience.

credit Hours: 0
CPE Credits Awarded *: 1
Approval Status: - None -
Course is for: ** Main Course Library **
Course Duration: 1
Complexity of Content: Foundational
Suppress in lists: No
Last Updated/Reviewed Date: March 4, 2024
Prerequisitses:

Prerequisite: Exposure to corporate accounting and reporting

 

Advanced Preparation: None

 

Learning Objective:
  • Apply the same skills normally associated with effective writing and speaking to designing a report that contains principally quantitative information
  • Use ratios, key indicators, and other metrics to enhance the meaning of the raw numbers in your report
  • Use spreadsheet text effects and artwork to make your quantitative information visually appealing and organized for intuitive audience comprehension
Learning Tags:

Financial Analysis, Financial Reporting (Internal)

Course Type: CPE Course
Format: On Demand
Audit & Accounting: No
Careers: No
Ethics (NASBA): No
Excel: Yes
Finance: No
Human Resources (HR): No
Internal Audit: No
Leadership & Management: No
Marketing: No
Operations: No
Productivity & Tech: No
Risk Management: No
Sales: No
Tax: No
Field of Study: Specialized Knowledge
Other: No
CPA: Yes
CPD-IES7: No
CPD-IES8: Yes
CMA: Yes
CFE: Yes
Yellow Book: No
CGFM: Yes
CIA: Yes
CRMA: Yes
CPP: No
FPC: No
CTP: No
FP&A: No
CISM: No
CRISC: No
CISA: No
CIST: No
CRFS: No
SHRM-CP: No
SHRM-SCP: No
PHR: No
SPHR: No
GPHR: No
aPHR: No
PHRca: No
PHRi: No
SPHRi: No
Enable/Disable: Yes
CPE Credits: 1
Field of Study: Finance
CPE Delivery Method: QAS Self-Study
Program Location:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

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Hours: 1
Field of Study: Finance
CPE Delivery Method: QAS Self-Study
Program Location:

Online

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CPE Credits: 1
Field of Study: Finance
CPE Delivery Method: QAS Self-Study
Program Location:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

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CPE Credits: 1
Field of Study: Finance
CPE Delivery Method: QAS Self-Study
Program Location:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

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CPE Credits: 1
Field of Study: Financial Reporting
CPE Delivery Method: QAS Self-Study
Program Location:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

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Field of Study: Specific business topics such as finance and others
CPE Delivery Method: QAS Self-Study
CPE Credits: 1
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*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

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CPE Credits: 1
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*Program Level: Basic
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No advanced preparation or prerequisites are required for this course.

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            <td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, &nbsp; <span style="font-size:12px;font-weight:bold;">ID No. 000000</span> has been approved for &nbsp;1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at &nbsp; <a href="https://www.hrci.org">www.hrci.org</a>. </span></td>
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