Excel Book

ADVANCED EXCEL REPORTING FOR MANAGEMENT ACCOUNTANTS

My book was published in 2014 and I am very proud of the result. The book is available on Amazon and other book sites.

Advanced Excel Reporting Cover

In this book I share the reporting techniques that I’ve learned over the 20 years that I’ve been using spreadsheets. You don’t need to be an advanced user to take advantage of this book. If you have basic skills, the book with guide you through the techniques required to create advanced, automated reports.

Even though the book is aimed at Management Accountants, the techniques in the book can be applied by most Accountants and finance staff. Excel skills are portable, and the better you are with Excel, the easier your everyday tasks will become.

Most chapters have an example Excel file available on the companion website to enable you to better understand how these techniques work. The book includes whole chapters on.

  • tips and tricks that can save you time and effort
  • data cleansing techniques to assist in getting your data right
  • Pivot Tables – the quick way to create reports
  • summing functions – discover things you didn’t know Excel could do
  • other functions you need to master in the report creation process
  • range names, how and when to use them
  • formatting – including conditional formatting
  • charting – what to avoid and what to use

The book finishes with two separate case studies that demonstrate how to bring together most of the book’s techniques into a reporting model. This book contains lots of practical tips and tricks throughout the chapters. It also explains how to avoid common traps when creating reporting spreadsheets.

I have assumed the reader is using Excel regularly and has a basic grasp of Excel and how to create formulas. The book takes the reader through some of the basics required to build effective formulas, and then builds upon those skills and explains advanced techniques in an easy to understand style. I’ve included lots of images to help explain the techniques.

This Post Has 14 Comments

  1. Amir 15/07/2016 Reply

    Hi Neale

    Thank you for the great work on helping us create beautiful and smart work that can facilitate better and faster decisions.

    I found myself lucky enough to visit this lovely page of your website couple of days back. It didn’t take long place order for the book (paperback). Loved the cover and contents page.

    These Webianrs are wonderful idea and absolute bonus for the learners.

    Looking forward to delivery of the book (BookDepository) ASAP and enjoying the caramel (webinars).

    Kind Regards

  2. William 11/02/2017 Reply

    Hi Neal

    I know about you from articles in the CPA magazine. You have provided some amazing tips on Excel.I have bought your book and thought could be easier to go through the book on your webinar.

    Could you please give me the link for the webinar from Chapter 6 onward?

    Kind regards

    1. Neale Blackwood 11/02/2017 Reply

      Hi William
      Thanks for your comment. I have sent the links to your email address.
      Regards
      Neale

  3. Joe 16/02/2017 Reply

    Neale,
    Hi. I have bought your book. Can you please give me access to the recordings for Chapters 6 and 7. Let me know costs etc.

    Thank you,

    Joe

  4. Lois 03/03/2017 Reply

    Hi Neale,

    I’ve bought your book, which is really easily understood and comprehensive to apply the excel functions to the real world. However, I came across some difficulties to include the check-box into the table. Could you please give me the link for the webinar from Chapter 10 onward?

    Thanks and regards,
    Lois

    1. Neale Blackwood 03/03/2017 Reply

      Hi Lois

      The webinars aren’t up to Chapter 10 yet – still on Chapter 8. The last few webinars have also been paid sessions.

      Hope you enjoy the rest of the book.

      Regards

      Neale

      1. Neale Blackwood 03/03/2017 Reply

        You could check out one of my free webinars that did cover checkboxes as well as other controls. It is towards the bottom of the page.

        1. Lois 06/03/2017 Reply

          Thanks Neale – for your reply.

          I worked it out by following the instruction in the book – pretty easy to understand. Really enjoy reading the book. Thanks again.

          Best regards,
          Lois

          1. Neale Blackwood 06/03/2017

            Thanks Lois – the case studies at the end of the book really bring all the content together.

  5. Ash 26/12/2019 Reply

    Great book Neale.

    I have learnt a lot from this book. Your valuable techniques and skills make tackling excel a seamless process.
    A book to be at every excel enthusiasts’ bookshelf definitely. Specially, the webinars that come along with the book is very helpful.

    Thank you for for this masterpiece.

  6. Leigh 13/03/2025 Reply

    Hi Neale,
    Is your Book still current with regards to Excel updates? I am looking at purchasing book & just want to make sure its still up to date
    thanks!

    1. Neale Blackwood 18/03/2025 Reply

      Hi Leigh
      My book is nearly 11 years old now and the basics are still valid but there are so many more options and techniques you can use now.
      Regards
      Neale

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