Agile Excel: Property Management Reports (Video) (Course Id 1588)

• Who is this course for?
  This course is designed for CPAs and professionals needing CPE who work with property management data in Excel and want to improve their reporting and analysis efficiency.

• What is this course about or what problem does this course solve?
  The course addresses common challenges when exporting and analyzing property management reports in Excel, offering solutions to improve data manipulation and visualization.

• How can the knowledge from this course be used?
  Learners will be able to apply Excel functions like SUMIF, Conditional Formatting, and PivotTables to streamline their property management reporting tasks and create insightful visualizations like Waterfall charts.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It enhances Excel proficiency specifically tailored to property management scenarios, enabling accountants to work faster and more accurately with exported data and generate better financial insights.

• When is this course relevant or timely?
  It is particularly timely for professionals using Office 365 or other Excel versions for property management reporting, given the ongoing need for efficient data analysis and visualization in real estate or leasing industries.

• How is a course like this consumed or used?
  This is a QAS Self Study video course accompanied by detailed handouts and an Excel workbook, which learners complete independently and finish with a final exam to earn CPE credit.

You’ll discover how to work effectively with reports exported from property management software into Excel in this illuminating course by Excel expert David Ringstrom, CPA. 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.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Video - NASBA QAS - NASBA Registry - 1588

Course Learning Objectives

Chapter 1 - Agile Excel Property Management Reports

Chapter 1 Review Questions

Glossary - Key Terms