Accountants and other business professionals that work in Excel extensively become very strong with many aspects of the ubiquitous spreadsheet application. They, however, often do not have knowledge of the numerous advanced features available in Excel. In this session we highlight many of the powerful tools found in Excel and provide details as to how they are beneficial and how they are 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!
Learning 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, and
• Recognize ways to work with PivotTables to summarize and present information and understand some of the many PivotTable features.
Major Topics
This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The topics discussed in this session include
• 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.
