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Advanced Excel (145-15)
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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 takes 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 formula

12/1/2015
When: 12/1/2015
7:30 AM - 3:45 PM
Where: UACPA Training Facility
136 S Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: TBD
Contact: April Deneault
801-834-6634


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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 takes 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 over 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.

 

Objectives:

  • 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


Major Subjects:

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.

 

Designed for:

Accounting and financial professionals who work with Excel and who want to learn all of the best features and functions.

 

Prerequisite: 

Experienced Excel User.

 

Advanced Prep: None

 

Speaker: TBD

Vendor: K2 Enterprises

Field of Study: Info Tech

Level: Advanced

CPE Credit: 8 Hours

Acronym: ADE

 

 
Registration Fees:                           
Members                
Nonmembers     
Earlybird (through 11/17) 
$257 $340
Standard (after 11/17)
$285 $340


 

Meet the Speaker:


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