Overview 8.0 Credits ONLINE Excel is the accountant’s tool of choice for analyzing and reporting financial data. Unfortunately, many use time-consuming and error-prone processes to complete everyday tasks. Learn more efficient and effective ways to work with Excel. Instruction will reinforce key learning points with practical, real-world examples that will improve your understanding and comprehension of the topics presented. The content draws on over twenty-five years of instructor experience delivering spreadsheet training to accounting and financial professionals.
Objectives Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently 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
Major Topics Boost your general level of productivity Reduce the amount of time you spend on mundane tasks, such as formatting Customize Excel for greater accuracy and efficiency Create more effective formulas, with newly-learned formula-building skills Utilize best practices for linking Excel data from other worksheets and workbooks Streamline report generation and printing processes
Sessions Please select the appropriate session or option below to continue with your online purchase Wednesday, May 8, 2024 General Sessions E-Materials
