Advanced Excel Topics for Spreadsheet Power Users 2024

Overview

Accountants and other business professionals who work in Excel extensively become very strong with many aspects of the ubiquitous spreadsheet application. In this course, we’ll highlight many of the powerful tools found in Excel and provide details on how they are beneficial and used. Topics include data connectivity, advanced functions available for formula creation, Tables and PivotTables, and charting tools. Many proficient Excel users only utilize a limited percentage of the available functionality when they work with spreadsheets, which is like tying one’s hands behind his back. This session will help make participants “two-fisted” Excel users!

Highlights

• Using Excel for graphical output and dashboard reporting
• Data tools and the Data Analysis ToolPak
• Advanced functions and complex formulas
• Working with Excel tables and PivotTables

Prerequisites

An understanding of Excel conventions.

Designed For

CPAs, accountants and financial professionals.

Objectives

• Recall how to work with the charting tools in Excel and understand conditional formatting
• Indicate the benefits of using the Data Toolpak and such tools as descriptive statistics and regression analysis
• Identify ways to create complex, powerful formulas using advanced functions available from the Excel Function Library
• Recall four benefits of using Excel tables and understand ways that tables are helpful
• Recognize ways to work with PivotTables to summarize and present information and understand some of the many PivotTable features

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.