Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this seminar to learn more efficient and effective ways to work with Excel.
DESIGNED FOR
Accountants who want to learn how to use Excel more efficiently and effectively.
BENEFITS
In this course, you will learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.
HIGHLIGHTS
- Identify situations in which various Excel features can increase productivity and apply each of these techniques in context
- 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
- Utilize various formula building tools to create formulas more efficiently and create various types of formulas
- 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
COURSE LEVEL
Intermediate
PREREQUISITES
Fundamental knowledge of Excel operations.
ADVANCE PREPARATION
None
ADDITIONAL NOTES
- This is not a hands-on course.
NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received.
Help Feed Those in Need- The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.