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Excel Tips, Tricks, and Techniques for Accountants (100-16)
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Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting

6/20/2016
When: June 20, 2016
7:30 - 3:45
Where: UACPA Training Room
136 South Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Contact: April Deneault
801-466-8022


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Acronym EXL16
CPE 8 hours
Category
Info Tech
Level Intermediate
Vendor UACPA
Prerequisite Fundamental knowledge of Microsoft Office Excel 2007 or newer
Who should attend

Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

Registration Early Bird
(through 6/6
Standard
(after 6/6)
Member $257 $285
Non-Member: N/A $340

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801-466-8022, Monday through Friday, 8am to 4pm.

Description Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

Objectives

  • Identify situations in which various Excel features can increase productivity and apply each of these techniques in context, such as Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special
  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  • Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
  • Utilize various formula building tools to create formulas more efficiently and create various types of formulas, including formulas, to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
  • Implement procedures for producing Excel-based reports, including adjusting print settings,   using the Camera feature to create report forms, and working with Custom Views to automate print settings

 

 

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