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 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 who want to learn all of the best features and functions
Who should attend: Users of Excel
Course Highlights
- Describe best practices for securing and collaborating Excel workbooks, including Encryption, Digital Signatures, Sharing and Merging workbooks, and Publishing Excel workbooks to SharePoint
- Describe Tables and understand how to use Table names, Turn a Table into a Range and Analyze the Data using Filtering and Sorting, Structural Reference and Advanced Filters
- Explain how to import data from Text files, XML files, Access tables, and ODBC and MS Query and then use Data Cleanup Tools such as Text to Columns and Transposing Columns and Rows
- Use advanced functions – SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, MIRR – to create and audit complex formulas
- Describe advanced data analysis techniques such as Data tables, Subtotals, Filters, PivotTables, and PivotCharts
- Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information