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Use Excel to Its Full Potential To Support Your Financial Reporting

Excel is your go-to tool, working with advanced solutions that automate routine finance processes. Stay up to speed with Excel’s powerful features for smooth workflows.

Enhance Excel Dashboards: Interactive Chart Techniques With Jon Peltier

Learn from an Excel expert how to:

  • Transform static Excel workbooks into dynamic, interactive reporting tools that engage your audience.

  • Master techniques to create flexible charts that users can interact with and modify in real-time.

  • Build dashboard reports that allow stakeholders to explore data independently without constant IT support.

  • Apply practical tips and advanced Excel functions that immediately improve your day-to-day reporting efficiency.

Step Up Your Excel Game

Finance teams need to work faster and smarter to support the CFO’s strategy. Improve your Excel knowledge and your financial reporting capabilities with these resources.

  • Connecting Your ERP to Excel: Why and How

    Blog

    Connecting Your ERP to Excel: Why and How

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  • Can Excel Alone Ensure Accurate Financial Consolidation?

    Blog

    Can Excel Alone Ensure Accurate Financial Consolidation?

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  • Best Excel Blogs for Finance Teams

    Blog

    Best Excel Blogs for Finance Teams

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  • Leveraging Microsoft Excel for Faster Monthly Closes and Ad Hoc Financial Reporting

    Blog

    Leveraging Microsoft Excel for Faster Monthly Closes and Ad Hoc Financial Reporting

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  • Debunking Excel’s Shortcomings as a Project Management Tool

    Blog

    Debunking Excel’s Shortcomings as a Project Management Tool

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Combine Excel’s Strengths With Report Automations

Excel Training Videos

Become an Excel Pro in no time with insightsoftware’s Excel Training webinars, led by Microsoft MVP Jon Peltier.

  • Jon Peltier’s Introduction to Excel Charting

    On-Demand Webinar

    Jon Peltier’s Introduction to Excel Charting

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  • Practical Excel Charting Tricks with Jon Peltier – Part 1

    On-Demand Webinar

    Practical Excel Charting Tricks with Jon Peltier – Part 1

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  • Practical Excel Charting Tricks with Jon Peltier – Part 2

    On-Demand Webinar

    Practical Excel Charting Tricks with Jon Peltier – Part 2

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  • Excel Training Course: Non-native Chart Types with Jon Peltier

    On-Demand Webinar

    Excel Training Course: Non-native Chart Types with Jon Peltier

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  • Crafting Dynamic Excel Dashboard Reports with Jon Peltier

    On-Demand Webinar

    Crafting Dynamic Excel Dashboard Reports with Jon Peltier

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  • Excel Mastery 101: Unleashing the Power of Dynamic Dashboards with Jon Peltier

    On-Demand Webinar

    Excel Mastery 101: Unleashing the Power of Dynamic Dashboards with Jon Peltier

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  • Advanced Charting Secrets in Excel with Jon Peltier

    On-Demand Webinar

    Advanced Charting Secrets in Excel with Jon Peltier

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Gain Access to Live Reporting in Excel With These Solutions

Real-time, secure, accurate, and refreshable reports that allow you to spend more time analyzing data and less time processing it.

 

Sample Reports and Dashboards

Excel provides some great options for finance reports and models. Check out these sample reports that display metrics, tables, and data in simple and easily digestible ways.

Related Resources

  • It’s Okay to Love Excel: Mitigating Reporting Risks for Better Business Performance

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    It’s Okay to Love Excel: Mitigating Reporting Risks for Better Business Performance

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  • Why Spreadsheets are Filling the Reporting Gap

    Whitepaper

    Why Spreadsheets are Filling the Reporting Gap

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  • Top 10 Best Practices for Financial Reporting in Excel

    Whitepaper

    Top 10 Best Practices for Financial Reporting in Excel

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