Gain insight into applicable Excel® fundamentals that will improve the accuracy and efficiency of your spreadsheets.
In today's world, accountants and bookkeepers are presented with tons of data on a daily basis. This data has to be summarized and analyzed in many ways. This can be a very daunting task. Excel has many ways to help you manage your data. This presentation will help accountants and bookkeepers manage large amounts of data. It will show you how to use formulas like COUNTIF, SUMIF, and VLOOKUP to help summarize the data. Then, it will discuss specific ways to manage the data using sorts, filters and conditional formatting. The next section of the presentation will show you how to visualize the data with charts. And then, you will learn how to summarize the data in many ways with pivot tables.
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Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Functions and Formulas That Help Accountants
- IF
- COUNTIF, SUMIF
- VLOOKUP
Managing Large Amounts of Data
- Sorts and Filters
- Conditional Formatting
- Data Validation
- Subtotals
Visualizing Your Data With Charts
- Creating a Chart
- Changing a Chart
- Combo Chart
Summarizing Your Data With Pivot Tables
- Building a Pivot Table
- Displaying Different Calculations on a Pivot Table
- Summarizing Your Data by Day, Month, Quarter, or Year
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on April 3, 2025.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Audio & Reference Manual
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Tom Fragale
The PC Guy, Inc.
- Computer professional and trainer with The PC Guy, Inc.
- Over 40 years of professional IT experience, including over 25 years as a trainer
- Microsoft® Certified Trainer, Microsoft® Certified Office Master, Microsoft® Certified Expert in Word® and Excel®, a Microsoft® Certified Specialist in Access®, Outlook®, and PowerPoint®, and DISC Certified
- Clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, and retail
- Topics of expertise include Access®, Excel®, Word®, PowerPoint®, Outlook®, Crystal Reports, SQL Server, Visio®, QuickBooks®, and SharePoint®, among others
- His passion is training people and helping people get the most out of their computers
- Wiley Published Author, having written a book on Excel Pivot Tables
- Can be contacted at [email protected] or (215)280-1073
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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