Excel 2010 Advanced Features, Functions, Pivot Tables and the Macro Recorder (133134)

REGISTRATION STATUS: Online registrations are closed for this event. We can take your registration over the phone at 800-782-2036.

Date: Monday, September 24, 2012
Time: 8:00AM - 3:30PM (Registration at 7:30AM )
Facility: MACPA Columbia Center, Columbia
CPE Credit: 8 Computer Science
Course Type: Computers
Provider: SCG Training & Consulting
Instructor: Judith E. Borsher, CPA, MBA, CGMA, CI
Field of Study: Computer Science
Level of Knowledge: Advanced
Fees: $330 MACPA Members, $480 Non-Members
Referral Discount: ($150)
Student Discount: ($150)
Reciprocal Discount ($150)

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, securing files, formula auditing, external formula linking, many multiple worksheet tips and time-saving usage of the macro recorder.

Highlights


Advanced Functions Use range names and the new Name Manager dialog box for quick cell/range identification and formula building Use IF testing, new nested function rules, decision making functions and lookup Use financial function capabilities Explore the use of date and text functions Explore the use of the dfunctions based on criteria: DSUM, DCOUNT Explore how the dfunctions work in Pivot Table calculations

Control Results Apply Conditional Formatting to identify data patterns in color Suppress the display of Excel error messages in cells Use the formula auditing toolbar to trace formula dependencies across sheets Use the watch window to track calculations on a sheet Use the Data Validation feature to control user input Group and outline according to formula structure

External Formula Linking Create and repair external formula links Control calculating the external links with the new user prompt controls Link from Excel to Word

Multiple Worksheet Features Group worksheets to take action on more than one worksheet at the same time Use 3-dimensional functions across sheets Copy sheets in the same file or to a new file Save a workspace file for quick opening of multiple files

Pivot Table Reporting Understand list design rules and the new Table feature Use 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 Create a calculated field in a Pivot Table Dynamically use Excel commands to create multiple Pivot Tables automatically Use Pivot Table options for automatic recalculation Create a Pivot Table of multiple consolidated ranges

Automate repetitive steps in Excel Record macro examples for printing and formatting Record macro examples of data cleanup Understand the variety of ways to run macros

Take away templates and references for after class use

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 Be able to 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

Who Should Attend:

CPAs and Professionals at all levels of an organization needing to increase their knowledge of Excel functions and features at an advanced level

Prerequisite:

Intermediate/Advanced knowledge of Microsoft Excel


 
 

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MorganStanley SmithBarney
CGMA
ADP