NOTE: Registration in the Excel Webcast Series includes access to all Excel webcasts scheduled in 2015. If you are unable to attend one or more broadcasts in the series, you will be able to attend a later session and still earn the CPE credit, or you can always repeat a session for a review of the material.
The Excel for Accounting Professionals webcast series is designed to walk through the Excel features, functions and techniques that will save you time. Since the series is designed progressively, working through them in order ensures that you have all prerequisite knowledge to understand and implement the topics discussed.
This is a comprehensive Excel series, not just a quick "tips and tricks" webinar, and we are able to tackle real-world issues and build some fairly robust workbooks. The key to building powerful workbooks is, understanding how to use many Excel items at the same time so that they work together to drive productivity. This series teaches many Excel topics individually, and then applies them collectively; for example, in the final webinar we use 10+ independent Excel items to build an automated reporting workbook.
The series introduces more than 30 Excel features, functions and techniques, including INDEX, SUMIFS, Mapping Tables, ErrorCk, Dynamic Headers, MATCH, VLOOKUP, Data Validation, Tables, Named References, Conditional Formatting, Skinny Row, Start Here, Input Cells, Selection Groups, Nested Functions, Workbook Design Principles, Boolean Values, AND, Comparison Formulas, VALUE, TEXT, IFERROR, List Comparisons, Multicolumn List Comparisons, Indenting, EOMONTH, DATE, CONCATENATE, and Horizontal Reports.
|Save over $140 with the purchase of this webcast series; each individual session in this 8-part series is also available to purchase separately.|
Session #1: Excel for Accounting Professionals: Tables and Named References
Tuesday, June 2, 2015, 12:30 PM - 2:30 PM (ET)
Monday, August 3, 2015, 12:30 PM - 2:30 PM (ET)
The first session in the series covers one of the most significant enhancements rolled out with Excel 2007, Tables. Tables are used to store data, and can absolutely revolutionize our workbooks because they solve one of the biggest pitfalls Excel users have faced for over 20 years. The session also covers named references, which will be used throughout the series. In addition, the five most important shortcuts are explored, so that you can improve your personal productivity.
Session #2: Excel for Accounting Professionals: Data Validation and Conditional Formatting
Tuesday, June 2, 2015, 3:00 PM - 5:00 PM (ET)
Monday, August 3, 2015, 3:00 PM - 5:00 PM (ET)
This session covers the function that sums better than the SUM function for accounting professionals. In addition, we review the data validation feature, which enables us to control what a user enters into a cell. We'll discuss the conditional formatting feature, which enables us to format a cell based on its value. And, we'll conclude by reviewing a technique that addresses a major pitfall of Excel.
Session #3: Excel for Accounting Professionals: Workbook Design Principles and Organization
Thursday, June 4, 2015, 12:30 PM - 2:30 PM (ET)
Wednesday, August 5, 2015, 12:30 PM - 2:30 PM (ET)
Are you familiar with the five workbook design principles that help us build reliable recurring-use workbooks? This session covers them, as well as workbook and worksheet organization ideas. We also discuss how and why and when to hide administrative worksheets. The importance of highlighting input cells, using selection groups, and building formulas with nested functions are also explored.
Session #4: Excel for Accounting Professionals: Conditional Summing and Lookups
Thursday, June 4, 2015, 3:00 PM - 5:00 PM (ET)
Wednesday, August 5, 2015, 3:00 PM - 5:00 PM (ET)
This session opens with conditional summing. If you have not explored conditional summing yet, you are in for a surprise. Conditional summing is a game changer, and will absolutely improve efficiency in your reporting workbooks. We then move to removing duplicates in order to create a list of unique report labels. We conclude with lookup basics. We discuss why we prefer lookups to direct cell references and explore the details of the most popular lookup function, VLOOKUP.
Session #5: Excel for Accounting Professionals: Error Trapping and Improving Lookups
Tuesday, June 9, 2015, 12:30 PM - 2:30 PM (ET)
Wednesday, August 26, 2015, 12:30 PM - 2:30 PM (ET)
This session walks through the limitations, and suggests how to improve the VLOOKUP function. We then discuss how to move beyond VLOOKUP altogether. We spend some time trapping errors with the IFERROR function, which was first rolled out with Excel 2007.
Session #6: Excel for Accounting Professionals: List Comparisons and Indenting
Tuesday, June 9, 2015, 3:00 PM - 5:00 PM (ET)
Wednesday, August 26, 2015, 3:00 PM - 5:00 PM (ET)
This session opens with how to use Excel's lookup functions to perform list comparisons. And, how to perform multicolumn list comparisons without first combining several columns into a single lookup column. We discuss how a minor detail like how we indent can produce major efficiency gains. We end the session by comparing traditional lookup functions to Excel's multiple condition summing function.
Session #7: Excel for Accounting Professionals: Date Driven Workbooks and Concatenation
Thursday, June 11, 2015, 12:30 PM - 2:30 PM (ET)
Thursday, August 27, 2015, 12:30 PM - 2:30 PM (ET)
When we try to improve efficiency, we seek to delegate manual tasks to Excel. This implies that we seek to convert manual input cells into formula cells. When we realize that Excel can operate on, and return, date and text values, the opportunity for efficiency greatly expands. This session covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison operators.
Session #8: Excel for Accounting Professionals: Dynamic Headers, Mapping Tables and Error Check
Thursday, June 11, 2015, 3:00 PM - 5:00 PM (ET)
Thursday, August 27, 2015, 3:00 PM - 5:00 PM (ET)
The Excel for Accounting Professionals webinar series concludes by applying many of the items covered at the same time. We start by discussing dynamic headers, and how important they are when automating reporting workbooks. Next, we review how to transpose the orientation of the conditional summing function to produce horizontal or crosstab reports. We review the idea of mapping tables, and show how they are the key to unlocking major efficiency gains.
The sessions are designed for you to work along. These hands-on workshops are an effective way to learn Excel, since you'll be completing the same exercises demonstrated by the instructor. The link will be provided so you can download the Excel files. During the sessions, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the format is that the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor stops talking and provides time for you to complete many of the same exercises. Then, the instructor demonstrates the solutions for all of the exercise in the practice workbook, and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.
If you are sincere about wanting to improve your Excel skills, and to figure out how to use Excel to save time, this comprehensive Excel series is sure to help.
Learn how to effectively use key Excel functions and features that are critical for accounting professionals.
Field of Study: Specialized Knowledge & Applications
Prerequisites:Working knowledge of Microsoft Excel