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Excel®: From a Blank Sheet to a Finished Workbook

12:00 am–11:59 pm ET

CPE SelectAvailable with CPE Select

# of CPE Credits

2

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 create 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.

Objective

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

Who Should Attend

Anyone who wants to improve their Excel® skills

Required Knowledge

A basic understanding of how to use Excel®

Advanced Prep

None

Event Speaker(s)

Bryan L. Smith, CPA, CITP, CISA ( CPA Crossings LLC, Rochester, MI ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected].

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via phone or email 30 minutes prior to the start of a live online program.

CPE Select Pass Policies
The CPE Select pass is available only for NCACPA members and the price is applicable for an individual user. The pass includes access to on demand and webinar programs, but excludes webcasts, “hot topic” webinars, and on demand Ethics programming. All eligible programs for the CPE Select pass will be marked in the online catalog and in promotions. Licensed CPAs who elect the student membership status must provide proof of enrollment in an advanced degree.

The CPE Select pass grants unlimited access to qualifying webinars and on demand programs on a calendar-year basis.

We anticipate a spike in webinar activity later in the calendar year, and NCACPA is not liable for third-party service outages that may occur. Please plan your CPE before 12/31 to avoid any unforeseen technology issues.

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Share This Event

Event Vendor:CPA Crossings, LLC
Field of Study:Computer Software & Applications
Level: Basic
Other:New Course

Event Type:On Demand
NASBA Instructional Method:Self Study
Event Code:OD010521

Registration Fees

RegistrationEarly BirdRegular
Accounting Educator MemberN/A$0.00
CPE SelectN/A$0.00
NCACPA MemberN/A$90.00
Non-MemberN/A$125.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.