When you need a report that isn’t provided by your accounting system, you probably turn to Excel. Many accountants export data, such as a trial balance, to Excel and then manually create the desired report, such as a balance sheet. Manual steps typically include translating labels, such as translating the account name Cash to the report label Cash and Cash Equivalents, as well as summing several accounts into a single report line.

This session discusses a powerful technique called mapping tables that helps to automate the flow of data from the export to the report, even when labels are different and when many data rows need to be aggregated into a single report row.

Join us as the author brings his popular April 2014 Journal of Accountancy article “The Power of Mapping” to life by presenting the relevant Excel features and functions. You don’t want to miss this special event.

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