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.
Learning Objectives
- You will be able to define sums and counts for each category of data using SUMIF and COUNTIF.
- You will be able to discuss trends of data using charts.
- You will be able to identify any invalid data using data validation or conditional formatting.
- You will be able to review summarizations of data with pivot tables.
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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.
Agenda
| Functions and Formulas That Help Accountants | |
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| Managing Large Amounts of Data | |
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| Visualizing Your Data With Charts | |
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| Summarizing Your Data With Pivot Tables | |
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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
Live Webinar Registration
CPE 2.0 including Computer Software & Applications 2
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 2.0 hours. Prerequisite: basic knowledge of general accounting. Level of Knowledge: Basic. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
Who should attend?
This live webinar is designed for accountants, CPAs, CEOs, presidents, vice presidents, CFOs, controllers, business owners and managers, bookkeepers, and tax preparers.
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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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