Webcast: K2's Integrating Excel with Word and PowerPoint (XKINE17)
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Excel is the accountants' tool of choice for analyzing data, but their analyses often find their way into formal reports and presentations. Most accountants and business professionals use simple cut-and-paste processes or re-key their analyses to integrate them into Word and PowerPoint, but these Microsoft Office products offer a full range of options for integrating data among and between them. Tables and text in Word documents and PowerPoint presentations can be linked and updated as analyses

 Export to Your Calendar 7/19/2017
When: 07/19/2017
12:00 PM until 2:00 PM
Where: Webcast
K2
United States
Presenter: Mac McClelland


Online registration is available until: 7/17/2017
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Acronym XKINE17
CPE 2 hours
Vendor K2 Enterprises
Category
Management
Level Intermediate
Prerequisite Good working knowledge of Excel, Word, and PowerPoint.
Adv Prep None
Yellow Book? No
Designed for Accountants and business professionals that need to integrate Excel data and analysis with reports created in Word and presentations created in PowerPoint.
Registration
Member $79
CPA Non-Member $104

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Excel is the accountants' tool of choice for analyzing data, but their analyses often find their way into formal reports and presentations. Most accountants and business professionals use simple cut-and-paste processes or re-key their analyses to integrate them into Word and PowerPoint, but these Microsoft Office products offer a full range of options for integrating data among and between them. Tables and text in Word documents and PowerPoint presentations can be linked and updated as analyses in Excel is updated or changed. This session contains all of the tips, tricks, and techniques necessary to ease the process of integrating Excel with Word and PowerPoint.

Objectives

Upon completing this course, you should be able to:

  • Use linked or embedded Excel analysis to automate the process of updating reports or presentations
  • List the five ways in which Excel data can be pasted into Word
  • Describe the process of linking or embedding multi-page Excel objects into Word
  • Explain how to modify the Quick Access Toolbar to facilitate working with hyperlinked documents

Topics

  • Using the Camera to link or embed formatted Excel tables or reports into Word or PowerPoint
  • Linking individual data cells from Excel into Word text
  • Pasting and linking report text from Word into Excel
  • Embedding Excel analysis in Word documents or PowerPoint presentations
  • Using hyperlinks to link text in Word or PowerPoint to underlying analysis in Excel
  • Embedding PivotTables into PowerPoint presentations