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Advanced Excel (ADE15)
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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 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.

10/28/2015
When: 10/28/2015
8:30 AM until 4:30 PM
Where: LCPA Training Facility
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana 
United States
Presenter: Mac McClelland


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Early Bird Fees (through 10/13)
Members $279
Non-Members $379
After 10/13, add $50 to your fee.

CPE: 8 hours
Level: Advanced
Vendor: K2
Category: Management
Prerequisites: Experienced Excel User
Advanced prep: None

Who should attend: Accounting and financial professionals who work with Excel and who want to learn all of the best features and functions

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:

  1. collaboration and workbook security;
  2. using tables to analyze and report data;
  3. integrating and manipulating data from external sources;
  4. creating and auditing complex formulas;
  5. advanced data analysis with subtotals, filters, and PivotTables;
  6. 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.

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

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Society of Louisiana
Certified Public Accountants

2400 Veterans Memorial Blvd., Suite 500
Kenner, LA 70062-4739

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