Excel is the accountant's tool of choice for analyzing and reporting financial data, yet most accountants have never received any formal Excel training. As a result, many accountants use time-consuming and error-prone processes to complete everyday tasks. This highly acclaimed course contains hundreds of tips, tricks, and techniques to improve your productivity and accuracy. Its content is based on over twenty years of experience in delivering Excel training to accountants and on feedback from tens of thousands of accounting and financial professionals just like you. The course has six major areas of topical coverage: productivity tips and tricks, formatting essentials, customizing Excel, formula-building essentials, three-dimensional workbooks, and printing essentials. If you are an Excel user, regardless of your level of experience, and you have never taken a formal Excel training course for accountants, 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.
"I have taken other Excel classes, but they were not geared toward Accountants. This seminar provided practical & relevant information for use in my daily work." A.S., CPA MI
"This is the most effective CPE course I have ever attended. It will truly help me be more efficient & effective at work." E.K., CPA PACPE Credit:
Instructional
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Recommended for 4 hours Accounting and 4 hours Specialized Knowledge and Applications
Group - live demo and discussion using color computer projection - NOT a hands-on course
None
Intermediate
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Accountants who want to learn how to use Excel more efficiently and effectively
Users or potential users of Excel
- Easily apply and control underlining, spacing, and label alignment with the Accounting Format
- Use Precision as Displayed to insure accuracy of footings and cross-footings and to eliminate positive and negative zeros in reports
- Select and act on multiple cells, ranges, rows, columns, and sheets simultaneously
- Use custom number formats to report in thousands, millions, or billions
- Customize your work environment by modifying the default workbook and worksheet templates
- Customize the toolbar so that frequently used commands are readily available
- Use advanced functions, such as IF, VLOOKUP, SUBTOTAL, IFERROR, SUMIF, and COUNTIF for making calculations
- Use label functions to parse data and to combine text and numbers
- Create, manage, and use defined names to simplify formulas
- Investigate and understand formula auditing and error checking
- Work confidently with three-dimensional workbooks
- Find, modify, or delete linked formulas or broken links
- Understand the printing process - print multiple ranges or worksheets simultaneously, apply print settings to multiple worksheets, use Custom Views and the Report Manager to automate report printing, and use the Camera to create complex reports from multiple ranges
- Use Paste Special to transpose columns and rows, to convert negative values, or to copy column widths
- Use Auto-Fill to fill a column with values or dates, copy formulas, or enter custom headings
- And much more...