Microsoft Excel is a powerful tool for analyzing financial data and preparing financial reports, but like most powerful tools, it contains hidden features and functionality useful for these purposes that are not obvious to all users, novice and expert alike. The purpose of this course is to uncover these hidden features so that users may prepare computationally accurate and aesthetically pleasing reports in a more effective and efficient manner. It provides solutions for accountants in the following six major topic areas: advanced techniques for formatting reports and financial statements, assembling and printing reports and schedules, using templates to automate reporting processes, analyzing financial data with PivotTables, consolidating data, and using charts and digital dashboards for presenting financial information. Participants will have access to sample data files. 

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Course Information:

CPE Credit: Recommended for 4 hours Specialized Knowledge and Applications and 4 hours Accounting

Instructional delivery method: Group-live demo and discussion using color computer projection - NOT a hands-on course

Prerequisites: Good working knowledge of Excel

Program level: Advanced

Advanced preparation: None

Designed for: Accountants desiring more knowledge in the use of Excel for financial statement preparation and analysis

Who should attend: Those who utilize Excel for preparing and analyzing financial reports

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Course Highlights:

• 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 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
• Use Custom Views and the Report Manager to automate report printing, and use the Camera to create complex reports from multiple ranges
• Linking Word documents to Excel data
• 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
• 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
• Consolidate data using sum-through and wild-card formulas, the data consolidate command, and consolidation PivotTables
• Produce rolling reports with formulas using end-point sheets or end-point columns
• Save documents as PDF or XPS files to ease communication and distribution
• Protect documents using password encryption or Information Rights Management
• Digitally sign and restrict changes to Word documents and Excel workbooks
• Remove hidden metadata from workbooks and documents before distribution

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Dates & Locations:

Event Date:	Location:	Sponsor Name:
7/20/2009	Harrisburg, PA	Pennsylvania Institute of CPAs Foundation
7/31/2009	Breinigsville, PA	Pennsylvania Institute of CPAs Foundation
8/5/2009	Bellevue, WA	Washington Society of CPAs
8/13/2009	Houston, TX	Texas Society of CPAs
8/14/2009	Dallas, TX	Texas Society of CPAs
9/10/2009	Greensboro, NC	North Carolina Association of CPAs
9/17/2009	Huntsville, AL	Alabama Society of CPAs
9/22/2009	Denver, CO	Colorado Society of CPAs
9/24/2009	Atlanta, GA	Georgia Society of CPAs
9/30/2009	Dublin, OH	Ohio Society of CPAs
10/19/2009	Phoenix, AZ	Arizona Society of CPAs
10/21/2009	Charleston, WV	West Virginia Society of CPAs
10/26/2009	Trevose, PA	Pennsylvania Institute of CPAs Foundation
11/2/2009	Bridgeton, MO	MSCPA Educational Foundation
11/12/2009	Bloomington, MN	Minnesota Society of CPAs
11/16/2009	Kenner, LA	Society of Louisiana CPAs
11/16/2009	Salt Lake City, UT	Utah Association of CPAs
11/19/2009	Brentwood, TN	Tennessee Society of CPAs
11/19/2009	Manchester, NH	New Hampshire Society of CPAs