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Excel’s Best Features for Accounting and Financial Professionals

November 12 @ 7:30 am - 1:00 pm EST

Accounting and financial professionals continue to use Microsoft Office Excel as their “go-to” tool for data summaries, financial statements, charting, workflow management, and countless other activities. Yet all too often, many of Excel’s best features that could be utilized when performing these activities remain unused, leading to inefficiencies and inaccuracies.

Participate in this course to learn how features such as Tables, Data Models, Scenario Manager, Solver, Data Analysis, and Quick Analysis can facilitate you getting more done in less time. You will also learn about newer functions added to Excel, including IFS, SWITCH, AGGREGATE, and FORECAST.ETS, along with many other tools to help you work more efficiently and effectively.

List five Excel functions for making conditional calculations with multiple conditions
Identify the advantages of using Excel tables as storage containers for transactional data
Cite how to create Data Models to facilitate more sophisticated Excel-based reports and analyses
Utilize features such as Scenario Manager, Solver, Data Analysis, and Quick Analysis to speed the process of creating reports and analyses in Excel
Build formulas more quickly and easily using newer Excel functions such as IFS, SWITCH, and FORECAST.ETS
Extend the functionality of Excel with various tools, including Power Pivot, Power View, and Power Query

Details

Date:
November 12
Time:
7:30 am - 1:00 pm
Event Category:

Organizer

Western CPE

Other

CPE Credits
6
Level
Basic
Prerequisites
None
NASBA Category
Computer Software and Applications
Instructor
Val Steed
Delivery Method
Live
K2 Event ID
20618
Event Duration
5:30
Event Location
Tucson, AZ
Conference Title
Western CPE Conference

Venue

Omni Tucson National Resort
2727 West Club Drive
Tucson, AZ 85742 United States
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