Course Description

Added to Excel with the 2007 release, Tables are one of Excel’s best features about which most users know very little and, therefore, fail to experience the benefits of working with this great feature. Much more than just a formatting tool, Tables will revolutionize how you work with data in Excel. Tables can serve as data sources that automatically and dynamically re-size to match the volume of data under analysis; Tables provide a simplified means of writing formulas known as Structured Referencing; Tables contain advanced filtering and sorting capabilities; and Tables streamline the process of working with large volumes of data.

If you are using Excel 2007 or newer versions and are not working with Tables, then you need this four-hour course to increase your efficiency and proficiency with Excel.

"Even though I consider myself an Advanced Excel user, I still learned some great tips.” L.D., MN

"Excellent and immediately useful presentation.” M.D., CPA AL

Course Information

CPE Credit: Recommended for 4 hours Specialized Knowledge and Applications

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

Prerequisites: Fundamental knowledge of Excel 2007 or newer version

Program level: Intermediate

Advance preparation: None

Who should attend: Accounting and financial professionals seeking to become more efficient and proficient with Excel

Learning Objectives

Upon completing this course, participants should be able to:

  • Describe Excel’s Table feature including how to create Tables in Excel 2007 and newer versions
  • List five key advantages of working with Tables
  • Create formulas in Tables using Structured References, including formulas that refer to Tables in other worksheets and workbooks
  • Use Tables as automatic re-sizing data sources for other objects, including PivotTables and PivotCharts
  • Describe how to sort and filter data in Tables, including using external criteria to filter data inside a Table

Dates & Locations

Event Date Location Sponsor Name
8/27/2014 Louisville, KY Kentucky Society of CPAs
9/24/2014 Kenner, LA Society of Louisiana CPAs
10/27/2014 Plymouth, MN Minnesota Society of CPAs
10/30/2014 Englewood, CO Colorado Society of CPAs
11/20/2014 Brentwood, TN Tennessee Society of CPAs