Seminar In-Depth

Advanced Excel
Course Description

Although many accountants consider themselves experts in using Excel, most accountants are self-taught and do not use Excel to its full potential. This course is designed to take experienced, self-taught users to the next level. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security; using tables to analyze and report data; integrating and manipulating data from external sources; creating and auditing complex formulas; advanced data analysis with subtotals, filters, and PivotTables; and using charts to analyze and communicate information. Its content is based on twenty years of experience in delivering Excel training to accountants and on feedback from thousands of accounting and financial professionals just like you. If you use Excel extensively, you need this course! Participants will have access to sample data files.

This course includes coverage of features found in all versions of Excel, including Excel 2003, 2007, and 2010.

 

"Very effective presentation - great material & reference book." D.M., CPA PA

"The most enjoyable and productive course I have ever taken to improve my technology and productivity skills." M.G., CPA NH

Course Information

CPE Credit:

Recommended for 4 hours Accounting and 4 hours Specialized Knowledge and Applications

Instructional delivery
method:

Group - live demo and discussion using color computer projection - NOT a hands-on course

Prerequisites:

Experienced Excel User

Program level:

Advanced

Advanced preparation:

None

Designed for:

Accountants who work with Excel and want to learn all of the best features and functions

Who should attend:

Users of Excel

Course Highlights
  • Protect documents using password encryption or Information Rights Management
  • Remove hidden metadata from documents before distribution, digitally sign and restrict changes to Excel workbooks
  • Save documents as PDF or XPS files for distribution by e-mail
  • Track changes in shared workbooks, and merge data from multiple workbooks
  • Use dynamic tables to automatically format and analyze data – creating, formatting, filtering, and using structured referencing
  • Identify, filter, or remove unique or duplicate records
  • Import or work with data stored in external databases, such as the General Ledger, using ODBC
  • Use advanced techniques, such as Text to Columns, Paste Special, and Go-To Special, to cleanup imported data
  • Using advanced functions – SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, CHOOSE, WORKDAY, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, MIRR – to create complex formulas
  • Create, manage, and use defined names to simplify formulas
  • Use advanced formula auditing and error checking techniques
  • Perform advanced data analysis with data tables, subtotals, filters, PivotTables, and PivotCharts
  • Use array formulas to round-off in totals and other useful tasks
  • Use conditional formatting to create dynamic dashboard displays of tabular data
  • Create, manipulate, and customize charts for analyzing and communicating information
  • Use SmartArt to create professional quality business figures and illustrations
  • And much more…
Dates & Locations
Event Date: Location: Sponsor Name:
4/21/2010 Trevose, PA Pennsylvania Institute of CPAs Foundation
4/27/2010 Brookfield, WI Wisconsin Institute of CPAs
5/12/2010 Novi, MI Michigan Association of CPAs
6/3/2010 CT Education&Research Foundation of the CT Society of CPAs
6/4/2010 Wisconsin, WI Wisconsin Institute of CPAs
6/16/2010 MA Massachusetts Society of CPAs
7/13/2010 Kansas City, MO MSCPA Educational Foundation
7/19/2010 Malvern, PA Pennsylvania Institute of CPAs Foundation
7/27/2010 Alamosa, CO Colorado Society of CPAs
7/28/2010 Dallas, TX Texas Society of CPAs
7/28/2010 Pueblo, CO Colorado Society of CPAs
7/29/2010 Fort Worth, TX Texas Society of CPAs
7/30/2010 Houston, TX Texas Society of CPAs
8/11/2010 Buffalo, NY New York State Society of CPAs
8/13/2010 NE Nebraska Society of CPAs
8/16/2010 Cleveland, OH Ohio Society of CPAs
8/26/2010 Austin, TX Texas Society of CPAs
8/27/2010 San Antonio, TX Texas Society of CPAs
8/30/2010 Nassau/Suffolk - NY New York State Society of CPAs
9/10/2010 Phoenix, AZ Arizona Society of CPAs
9/17/2010 Cincinnati Ohio Society of CPAs
9/20/2010 Mars, PA Pennsylvania Institute of CPAs Foundation
9/21/2010 Lafayette, LA Society of Louisiana CPAs
9/22/2010 Monroe, LA Society of Louisiana CPAs
9/23/2010 Charleston, WV West Virginia Society of CPAs
9/27/2010 Salt Lake City, UT Utah Association of CPAs
10/5/2010 Cedar Rapids, IA Iowa Society of CPAs
10/5/2010 Little Rock, AR Arkansas Society of CPAs
10/6/2010 Columbus, OH Ohio Society of CPAs
10/18/2010 WA Washington Society of CPAs
10/26/2010 Denver, CO Colorado Society of CPAs
10/27/2010 Columbus, GA Georgia Society of CPAs
11/4/2010 Reno, NV Nevada Society of CPAs
11/8/2010 Louisville, KY Kentucky Society of CPAs
11/8/2010 Portland, OR Oregon Society of CPAs
11/9/2010 MN Minnesota Society of CPAs

CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

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