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Advanced Excel (ADE14)
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This course takes experienced, self-taught Excel users to the next level. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security; using tables to analyze and report data; integrating and manipulating data from external sources; creating and auditing complex formulas; advanced data analysis with subtotals, filters, and PivotTables; and using charts to analyze and communicate information.

10/29/2014
When: 10/29/2014
8:30 am until 4:30 pm
Where: City Club at River Ranch
1100 Camellia Blvd.
Lafayette, Louisiana  70508
Presenter: Will Fleenor


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Although many accountants consider themselves experts in using Excel, most accountants are self-taught and do not use Excel to its full potential. This course takes experienced, self-taught users to the next level. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security; using tables to analyze and report data; integrating and manipulating data from external sources; creating and auditing complex formulas; advanced data analysis with subtotals, filters, and PivotTables; and using charts to analyze and communicate information. Its content is based on over 20 years of experience in delivering Excel training to accountants and on feedback from thousands of accounting and financial professionals just like you. If you use Excel extensively, you need this course! Participants will have access to sample data files.

Designed for: Accounting and financial professionals who work with Excel and who want to learn all of the best features and functions

Objectives:

  • Describe best practices for securing and collaborating Excel workbooks, including Encryption, Digital Signatures, Sharing and Merging workbooks, and Publishing Excel workbooks to SharePoint
  • Describe Tables and understand how to use Table names, Turn a Table into a Range and Analyze the Data using Filtering and Sorting, Structural Reference and Advanced Filters
  • Explain how to import data from Text files, XML files, Access tables, and ODBC and MS Query and then use Data Cleanup Tools such as Text to Columns and Transposing Columns and Rows
  • Use advanced functions – SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, MIRR – to create and audit complex formulas
  • Describe advanced data analysis techniques such as Data tables, Subtotals, Filters, PivotTables, and PivotCharts
  • Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

 

Highlights:

  • Secure and collaborate workbooks
  • Tables for analysis and reporting
  • Data integration and manipulation
  • Creating and auditing complex formulas
  • Advanced data analysis
  • Visual data analysis and communication

 

Requisite Knowledge: Experienced Excel user

 

Speaker: Will Fleenor
Vendor: K2
Field of Study: Management
Level: Advanced
CPE Credits: 8

Note: Instructional delivery method: Group-live demo and discussion using color computer projection - NOT a hands-on course

 

Testimonials:

"Very effective presentation – great material & reference book.”
--D.M., CPA PA

 

"The most enjoyable and productive course I have ever taken to improve my technology and productivity skills.”
--M.G., CPA NH

 

Registration Fees:

 

Members

CPA Non-Members

Early Bird (through 10/14)

$179

$279

Standard (after 10/14)

$229

$329

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