Streamline financial reporting and analysis by using Excel's® limitless features.
The emphasis of this intermediate Excel class will provide time-saving techniques that will allow you to utilize the built-in features of Excel for analysis of data and perfection of reports. Learn the most commonly used functions and tools for successful reporting. Microsoft Excel skills are invaluable for a business. Whether creating reports or analyzing data, Microsoft Excel makes managing and tracking a breeze. Increase your productivity and effectiveness as a professional.
Learning Objectives
- You will be able to identify opportunities to utilize the built-in features of Excel for analysis.
- You will be able to recognize commonly used formulas and text functions.
- You will be able to recognize how to create combination and specialty charts.
- You will be able to identify best practices for Microsoft Excel.
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Why Lorman?
Over 37 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
Tips and Review
- Customizing Lists
- Utilizing Filters and Data Validation
- Quick Formatting Tricks
Creating and Working With Multiple-Sheet Files
- Creating a Multi-Sheet Workbook
- Writing a 3-D Formula for Calculations
- Formatting Multiple Sheets Simultaneously
- Creating Links Between Workbooks
Excel Formulas
- Nested Subtotals
- Using IF Functions (Conditional Statements)
- VLOOKUP Formulas and Arrays
- Understanding PivotTables and PivotCharts
Using Text Functions
- Using the Text to Columns Feature
- Using the Concatenate Function
- Using the TRIM Function
- Using the Upper, Lower, and Proper Text Functions
- Using the Paste Values and Paste Specials Feature
Charting Data in Excel
- Creating Combination and Specialty Charts
- Changing Chart Options
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Credit
More Program Information
Why Lorman?
Over 37 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 reviewed on January 31, 2024.
Call 1-866-352-9540 for further credit information.
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
CPE/NASBA - QAS Self Study 1.8 including Computer Software & Applications 1.8
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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: 1.8 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 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement 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.
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More Program Information
Why Lorman?
Over 37 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
Lauritta Sowa
WiseOwlOps, Inc.
- Assists owners and senior management in increasing their effectiveness
- Over 30 years of experience in finance, analysis, and administration
- Brings diversified insights that reflect the trends and awareness required in today’s business world
- Supports her clients in facilitating change while increasing profitability, cash flow, and return on investment
- Her skills have been utilized by a variety of Fortune 500 firms and an array of businesses
- Specializing in Microsoft® Excel®, finance, and decision-making, she emphasizes the pragmatic skills necessary in today’s business environment
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Credit
More Program Information
Why Lorman?
Over 37 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.
All of your training, right here at Lorman.
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- State Specific Credit Tracker
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