Excel - From a Blank Sheet to a Finished Workbook

OL1165  |  On Demand Course  |  Update  |  Self-Study

Description

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.

Credits

Number of Credits Type of Credits
2.00 Computer Software & Applications

Designed For

Anyone who wants to improve Excel skills

Highlights

  • 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

Objectives

  • 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

Notes

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Prices

Member (Early Bird)
$79.00
Non-Member (Early Bird)
$109.00
Member
$79.00
Non-Member
$109.00
Your Price: $109.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Instructors

Bryan L. Smith, CPA, CITP, CISA

Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan's expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing.

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