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Excel Boot Camp: Part One (3-725)

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REGISTRATION STATUS: CLOSED -- Please contact the VSCPA at cpe@vscpa.com or (800) 341-8189 for availability.

Wednesday, November 28, 2012
Materials Selection
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Description:

This course is part one in a series of two courses. Bring your own laptop for a hands-on learning experience. CPAs who work with Excel on a daily basis will benefit from these topics and tips including:

  • Protecting features
  • Range naming
  • Decision-making IF and VLOOKUP functions
  • Financial functions
  • Pivot Table reporting
  • Controlling calculation inputs
  • Securing files
  • Formula auditing
  • External formula linking
  • Business graphics
  • Linking Excel data and graphs to Word
  • Many multiple worksheet and consolidation tips
  • Time-saving usage of the macro recorder
  • Visual basic tips

Even if you thought you knew it all in Excel, this course will advance your knowledge. Topics covered apply to Excel 2007 and Excel 2010. 

Choose to observe the instructor in a lecture-style setting or make the course "hands-on" by following along on your laptop.

Objectives:
  • Learn proven multiple worksheet budget design techniques
  • Create a variety of formulas and functions and use new structured referencing and formula autocomplete
  • Use the time-saving ribbon tools, add tools not on the Ribbon and customize the quick access toolbar
  • Use time-saving keyboard shortcuts
  • Change the appearance of worksheet data by using business formatting techniques
  • Save repetitive steps with the format painter and also the repeat key
  • Learn to quickly select and copy only visible cells
  • Use border line combinations and features for separating lines for financial reports
  • Create new tools and macros for format combinations
  • Group worksheets to take action on more than one worksheet at the same time such as restructuring worksheets or adding page setup dialog box settings
  • Evaluate the advantages and disadvantages of paste, paste as picture, embedded objects and paste link Excel data to Word or PowerPoint
  • Link a range from Excel to Word that expands/contracts as rows and columns are added/removed from the source Excel range
  • Learn when embedded Excel objects could cause a data breach if emailing a file
  • Learn how to break links
  • Use the Excel camera tool to create interactive updating linked pictures within Excel
  • Understand list design rules to take advantage of the many time-saving data analysis features
  • Use the new Table features for manipulating lists and running automatic subtotals
  • Compare and contrast the use of the Table range vs. a cell range when building a Pivot Table
  • Incorporate worksheet data into bar, pie and SparkLine charts using new features
  • Incorporate quality graphics following new business graphic guidelines
  • Save a graph as a reusable template for future graphs
  • Learn when to add a secondary axis for presenting dissimilar types of data such as revenue and profit % in the same graph
  • Explore the chart variations of Sparklines, waterfall, panel, guage and bullet
  • Use the shortcut tips to duplicate and connect shapes for flowcharts
  • Create a digital dashboard with conditional formatting graphics
  • Use many important advanced functions for IF testing, nested functions, decision making functions and VLOOKUP
  • Use conditional formatting to identify data patterns in color
  • Sort or filter by background color of cells based on conditional formatting 
  • Quickly find duplicates in data
  • Test data for accuracy and cleanup data using the many functions in the categories of:  information, date and text
  • Use text to columns to import text or CSV files 
  • Learn tips to compare two Excel files for changes/differences
  • Take away templates and references for after class use


Designed for:
CPAs and professionals at all levels of an organization needing to save time with Microsoft Excel features

Prerequisite:
Fundamental knowledge of Excel

Date:Wednesday, November 28, 2012
Time:8:00AM - 3:30PM (Registration at 7:30AM )
Facility:Waterford at Fair Oaks, Fairfax
CPE Credit:8.00 Specialized Knowledge
Instructor: Judith E. Borsher, CPA, MBA, CITP
Vendor:SCG Training and Consulting
Course Level:Intermediate
Best Price:$325.00 VSCPA members, $425.00 nonmembers

Advanced Preparation:
Please bring a laptop.


Related Events

Excel Boot Camp: Part Two
11/29/2012 - Fairfax
 
 
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