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Tuesday, February 18, 2020 Webcast

Excel - From a Blank Sheet to a Finished Workbook (X2-12690)

1:30 PM - 3:30 PM EST
webcast

Webcast

2.0 CPE Credits in CS

OVERVIEW

Have you ever opened a blank workbook in Excel and just stared at it, wondering where to begin? Or, do you spend most of your time just formatting cells to make your spreadsheet look pretty? Or, do you just wonder if there is a better way to creating your spreadsheets? This course is designed to take you from a blank worksheet to a completed report. Our example will be a financial statement but you can use the knowledge gained in the course and apply it to your specific job function. You will learn to import data instead of manually entering it. Learn that you can use functions and formulas to build calculations that will eliminate the need to manually manipulate your data. Our goal is to make sure you have all the information needed to build reports without having to manually enter it every month. You will learn techniques to use your data to build your reports. This will include building formulas that are flexible with your changing data. You will learn techniques to validate your report calculations so you can improve the accuracy of your reports. You will also learn how to quickly format reports and techniques that allow you to efficiently change the format. Lastly, you will learn how PivotTables can provide a more dynamic reporting option instead of using pre-defined report formats. Obviously, we will be covering a lot of ground, so to enhance your learning experience all examples will be provided to each participant along with instructions. This will allow you to follow along and use as you apply your new knowledge to your spreadsheets. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

DESIGNED FOR

Anyone who wants to improve their Excel skills.

BENEFITS

After attending this presentation you will be able to...

  • Recall best practices when creating reports in Excel
  • Identify ways to reduce manual entries when creating reports in Excel
  • Recognize features that are more efficient for creating reports in Excel
  • Indicate how you can use PivotTables to provide more flexibility in Excel reports

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Best practices for creating a report in Excel
  • Getting data into Excel
  • Techniques to efficiently create reports in Excel
  • Using PivotTables to create interactive reports in Excel

COURSE LEVEL

Basic

PREREQUISITES

A basic understanding of how to use Excel.

ADVANCE PREPARATION

None

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

PRICING

$79.00 - Member

$79.00 - Non Member

$0.00 - Student Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

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COURSE DEVELOPER

CPA Crossings