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21WX-0874: Excel: From a Blank Sheet to a Finished Workbook (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Wednesday, June 30, 2021
9:00am - 11:00am Central Time
2 CPE (2 non-technical)

Alternate dates & more options

  • Thursday, April 18, 2024 - Webinar

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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • 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
  • Using PivotTables to create interactive reports in Excel

Learning objective(s)

  • 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

Who should take this program?

Anyone who wants to improve their Excel skills

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Bryan Smith, CPA, CITP, CISA
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. A basic understanding of how to use Excel
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.