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Excel 2007 Advanced Functions, Pivots Tables and Tips for CPAs (111162)

REGISTRATION STATUS: OPEN

Date: Monday, November 23, 2009
Time: 8:30am - 4:30pm (Registration at 8:00am )
Facility: Dutch's Daughter, Frederick
CPE Credit: 8 Specialized Knowldg
Course Type: Seminars
Provider: SCG Training & Consulting
Instructor: Judith E. Borsher, CPA, MBA
Field of Study: Technology
Level of Knowledge: Update
Fees: $295 MACPA Members, $395 Non-Members
Referral Discount: ($100)
Student Discount: ($100)
Reciprocal Discount ($100)

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Description:

Professionals who work with Excel every day will benefit from these advanced topics. This fast-paced program covers: range naming, decision-making IF and VLOOKUP functions, financial functions, Pivot Table reporting, controlling calculation inputs with goal seek and solver, formula auditing, external formula linking, many multiple worksheet tips and time-saving usage of the macro recorder. (Topics covered also apply to Excel 2003.) (Format: Lecture, live demo & discussion)

Objectives:

Learn to use advanced functions for If testing and Lookup

  • Understand how to use the Excel Pivot Table feature to report data summaries in seconds
  • Incorporate a variety of multiple worksheet tips and external formulas linking
  • Understand range naming, formula auditing, conditional formatting and protecting features
  • Learn how the macro recorder can save time with repetitive tasks
  • Take away templates and tutorial references for after class use

    Major Topics:

    IF testing, new nested function rules, decision making functions and lookup functions

  • How the functions work in Pivot Table calculations
  • New function help features
  • Apply Conditional Formatting to identify data patterns in color
  • Using the Data Validation feature to control user input
  • Using goal-seek and solver to test input values
  • Create and repair external formula links
  • Using 3-dimensional functions across sheets
  • Understand list design rules and the new Table feature
  • Using Pivot Tables to analyze data by category with subtotals
  • Learn Pivot Table tips for recalculation and duplicating Pivot Tables
  • Create a Pivot Table report of unique values, codes or categories from data
  • Dynamically use Excel commands to create multiple Pivot Tables for separate accounts
  • Protect worksheet data by locking cells and setting worksheet and workbook protection
  • Send spreadsheets as pdf files
  • Record macro examples for printing, formatting and cell-pointer movement
  • Understand the difference between absolute and relative macro recording for range selections

    Who Should Attend:

    CPAs and industry professionals needing to increase their knowledge of Excel functions and features at an advanced level

    Prerequisite:

    Intermediate knowledge of Microsoft Excel


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