Mastering Excel's Features and Functions
Most accountants and financial professionals use Excel every day. Yet too many users are unfamiliar with some of the program's most powerful functions. If you're ready to advance your Excel skills and get more from this essential program, enroll in the Mastering Excel's Features and Functions on-demand self-study series today.
Because Excel offers so many tools, it can be difficult to learn them all – and to maintain that knowledge with each new version. Instead, you may find yourself searching for formulas and instructions or using complicated workarounds that cost you time during your busy day.
Mastering Excel's Features and Functions offers an intuitive self-guided program created by David H. Ringstrom, CPA to help you take advantage of all Excel has to offer financial professionals. David brings 25 years of consulting and teaching experience to an on-demand, webcast format that allows you to learn when and where you want. Every technique will be demonstrated at least twice with an explanation of differences between Excel 2013, 2010 and 2007. Additionally, an included workbook reviews examples to help reinforce everything you've learned.
Designed for intermediate-level users seeking to learn new skills and brush up on the fundamentals, Mastering Excel's Features and Functions includes ten courses that allow you to earn 20 continuing professional education (CPE) hours while building practical skills you'll use every day. Classes in the program include:
Excel tables can be intimidating, especially for users who are unfamiliar with the interface. In this course, you'll learn how to create interactive forms that utilize Data Validation, Form Controls, and ActiveX controls to protect data and formulas while making documents more intuitive for data entry users.
Payroll processing doesn't have to be cumbersome. Here, course participants will learn how to make payroll tasks more efficient and accurate with a review of formatting, security for sensitive data, pivot tables for human resources reporting and analysis, and more.
Excel can be a powerful analytical tool if you know how to make the most of its features. This class reviews Scenario Manager, Data Tables, and Goal Seek, as well as the 2016 version's Forecast and Solver features to help you perform simple what-if analyses.
Whether you're exploring Excel's capabilities for the first time or need a refresher, this class introduces the VLOOKUP function. You'll learn troubleshooting, match types and a variety of other useful worksheet functions.
Learn more about the Table feature, which offers numerous opportunities to improve the integrity of your spreadsheets. You will also learn how to save time by reducing the maintenance involved with your spreadsheets.
See how to locate and manage duplicate data by utilizing the Conditional Formatting feature. The class also addresses summarizing data based on a single criterion and/or a partial match and applying worksheet functions to sum or count duplicates for more streamlined use.
There's no need to duplicate and modify reporting spreadsheets each month. With the step-by-step instructions in this course, you'll learn how to use common Excel functions, such as VLOOKUP, OFFSET, and SUM, to generate dynamic reports that toggle to the correct period with ease. Class topics also include exporting data, using Check Figures and Alarms and safeguarding data integrity.
Develop a variety of skills that can help automate your work in Excel by way of the Custom Views feature. You’ll learn how to hide and unhide multiple worksheets at once, store multiple print ranges and settings for a given worksheet and much more.
Excel errors can be stressful, confusing, and difficult to solve on your own. In this course, you’ll learn some of the reasons why errors are encountered and how to quickly and confidently solve them.
Working with databases, such as Microsoft Access and Microsoft SQL Server, as well as raw data in text files, can be intimidating to Excel users. In this live presentation, Excel expert David Ringstrom, CPA, shows you how to access the data you need and input it into Excel. Once your data is in Excel, you then can work with it a variety of ways, including using worksheet functions to summarize data extracted from databases and text files.
Total: 10 courses (20 CPE hours)
Enroll in Excel Classes Today
Whether your skills need an update or you're ready to do more with Excel, this course bundle makes it easy to master complex functions and tools. When you choose self-study courses from Wolters Kluwer, you'll gain on-demand access for up to one year with downloadable course materials, instant grading, and a certificate of completion that recognizes your accomplishments. Best of all, you can earn the CPE hours needed to stay compliant with licensing regulations and deliver the best possible service for your clients.