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 predefined 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.
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
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
A basic understanding of how to use Excel®
Additional Event Information
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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.
Also Available As
Monday, November 7, 2022 (1:00 pm–2:40 pm ET)
Monday, February 6, 2023 (1:00 pm–2:40 pm ET)
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