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Text Content

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ANALYZING PROPERTY MANAGEMENT REPORTS

David H. Ringstrom
Sep 12, 2022
10:00 AM PDT | 1:00 PM EDT
60 MINS
ID:202203



DESCRIPTION

In this excellent course, Excel expert David Ringstrom, CPA, teaches you how to
work effectively with reports exported from property management software into
Excel. He explains the pros and cons of exporting to Excel directly versus the
comma-separated value format when available. In addition, David demonstrates how
to: avoid the pitfalls of Protected View and Compatibility Mode that can slow
down or even stymie your work in Excel; mine data from property management
reports with the SUMIF function; chart your P&L with a Waterfall chart in Excel
2016 and later; and color-code data, such as rental rates and near-term lease
expirations, with Conditional Formatting. After this presentation you’ll be
empowered to work more effectively with your property management reports


WHY YOU SHOULD ATTEND

 * Recall how to avoid the pitfalls of Protected View and Compatibility Mode
   that can slow down work in Excel.
 * Apply the SUMIF function to mine data from property management reports.
 * Identify the location of the PivotTable command within Excel’s ribbon menu
   interface.


WHO WILL BENEFIT

 * Accountants
 * CPAs
 * CFOs
 * Controllers
 * Excel Users
 * Analysts


AREAS COVERED IN THE SESSION

 * Transforming property management and account reports into analysis-ready
   formats.
 * Isolating overdue accounts receivable amounts within an aging report.
 * Converting .XLS files compatible with Excel 2003 into the modern Excel
   workbook format.
 * Contrasting sending reports to Excel versus exporting to comma-separated
   value (.CSV) files.
 * Using the SUBSTITUTE function to strategically replace unwanted characters
   within your data.
 * Understanding how to manage the Protected View prompt in Excel 2010 and
   later.
 * Opening .CSV files versus opening Excel workbooks.
 * Heat-mapping rental rates with Conditional Formatting.


SPEAKER PROFILE

David H. Ringstrom, CPA is the owner of Accounting Advisors, Inc., an
Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout
his career David has spoken at conferences on Microsoft Excel, and written
dozens of freelance articles about spreadsheets. He offers Excel and Access
training and consulting services nationwide.
Webinar Price Details

LIVE WEBINAR

One Attendee - $ 109 Group Attendee - $ 249

RECORDED WEBINAR

One Attendee - $ 149 Access recorded version only for one participant
unlimited viewing for 6 months ( Access information will be emailed 24 hours
after the completion of live webinar) Group Attendees - $ 349 Access recorded
version, Any number of participants unlimited viewing for 6 months ( Access
information will be emailed 24 hours after the completion of live webinar)

+ COMBO WEBINAR

One Attendee - $ 249 Access Combo (Recorded + Live) Version only for one
participant
Unlimited Viewing Recorded Version for 6 months ( Access information will be
emailed 24 hours after the completion of live webinar) Group Attendees - $ 549
Access Combo (Recorded + Live) Version, Any number of participants
Unlimited Viewing Recorded Version for 6 months ( Access information will be
emailed 24 hours after the completion of live webinar)
Add Cart Refund Policy

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