8 Tips To Maximize Trust In Your Excel Reports

There are small tweaks to your Excel reports that can help the reader trust your data. In this video I share 8 tips I found very helpful as accountant/controller.
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[@markissleepy]

The tip about adding a check sum at the bottom is a surprisingly big one. A part of my job for several years involved providing reports for our CFO and I noticed he always added those at the bottom, so I started doing it before I sent them to him and the number of questions I got back from him on the reports dropped considerably because he saw that (and some other similar things I noticed him doing to all my reports, that I then started added before delivering them) and had more trust in my numbers. Just that one little thing saved us both a lot of time spent on asking/answering questions.

[@TheFinancialController]

Thanks for this story brother, it backs my advice so I appreciate it

[@mikehoffman1475]

This really isn't taught in accounting classes, thank you for addressing what items ad hoc reports should include.

[@TheFinancialController]

Thanks brother

[@marcaerontionson3127]

we lucky to have you!, very hands-on on teaching us thanks a lot !

[@ldang918]

A pivot table/power query would be most efficient for a summary tab. ☺️ thank u for the tips !

[@Adidas9234]

These are value adding videos not the interview sessions and tips..thank you Sir!!

[@JarlTryggve]

Great video. Thank you sir.

[@gunjankalra1256]

I am from india and m a internal auditor here... thank you for sharing your knowledge

[@efnfamilyadventuretv3129]

Great Vlog im might share my tips

[@amirfirdaus9419]

Could you do a video on which excel functions are useful for auditors?

[@TheFinancialController]

Great suggestion!

[@p.r.7776]

Great tips! Would you recommend an online excel tutorial that is good for a finance analyst or accountant?

[@karlanunez3847]

Thank you, Bill! As always, excellent content. Éxitos! ;)

[@TheFinancialController]

Thank you Karla

[@Soulenergy31]

Thanks, Bill!! great content as always!!!!!
0:57 Hard-coded numbers are not trustworthy by nature,......................................... formula-driven reports definitely are the way to go in the information age, gone are the days of hard-coded numbers in spreadsheets for all of us who became advanced Excel users :)
4:03 fat fingering and entering the wrong number

[@TheFinancialController]

Thanks brother

[@user-tj5sh3dg1s]

Ups and downs are inevitable in life.
The more favourable the situation,
the humbler we need to be.
Keep bitterness to ourselves
and leave happiness to others.

[@roseballerine4395]

Hey Bill, will you do content on what is SAP fico vs SAP Hana, and other SAP module a finance professional should know

[@Wale_mo]

Bill, Good job you are doing. I will suggest you do tutorial on IAS, IFRS and international standards applicable to Accounting.
Thanks

[@TheFinancialController]

Ok wale

[@Chironex_Fleckeri]

Why do people tend to start in B2 in excel? Leaving A column and Row 1 empty makes it easier to add columns and rows? Is it a "best practice"?
Now, for sheets in a spreadsheet that are going to be referenced by functions like index+match or vlookup, or when working with csv (flat files I hear them called sometimes) you will likely be starting in A1.
Just curious. I always seem to see this

[@ianjosephmukabi26]

Hello ,I'm a young man just done with high school. I'm really interested with Accounting

[@priya-cl9ud]

Sir I am a commerce graduateI got selected in mnc (accounts controllership process) what would be my job role as a fresher wt is my work

[@happygill85]

Can you do an episode on how and where to get clients?

[@TheFinancialController]

Sure

[@roseballerine4395]

First!

[@KainOfNosgoth]

Unconscious bias 😁