Excel - From a Blank Sheet to a Finished Workbook Webinar
Aug 15 2:00 - 4:00 p.m.
Online
2-Other CPE Credits
Have you ever opened a blank workbook in Excel and just stared at it, wondering where to begin? Or, do you spend most of your time just formatting cells to make your spreadsheet look pretty? Or, do you just wonder if there is a better way to creating your spreadsheets?
This course is designed to take you from a blank worksheet to a completed report. Our example will be a financial statement but you can use the knowledge gained in the course and apply it to your specific job function.
You will learn to import data instead of manually entering it. Learn that you can use functions and formulas to build calculations that will eliminate the need to manually manipulate your data. Our goal is to make sure you have all the information needed to build reports without having to manually enter it every month.
You will learn techniques to use your data to build your reports. This will include building formulas that are flexible with your changing data. You will learn techniques to validate your report calculations so you can improve the accuracy of your reports. You will also learn how to quickly format reports and techniques that allow you to efficiently change the format.
Lastly, you will learn how PivotTables can provide a more dynamic reporting option instead of using pre-defined report formats.
Obviously, we will be covering a lot of ground, so to enhance your learning experience all examples will be provided to each participant along with instructions. This will allow you to follow along and use as you apply your new knowledge to your spreadsheets.
This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Highlights
The major topics that will be covered in this class include:
Best practices for creating a report in Excel
Getting data into Excel
Techniques to efficiently create reports in Excel
Using PivotTables to create interactive reports in Excel
Registration
PICPA Member: $79 Nonmember: $104
More Information
Course No. CXOXLS202W2Level: Basic
Prerequisites:
A basic understanding of how to use Excel
Speaker(s)
Bryan Smith
Bryan L. Smith, CPA.CITP, CISA
Bryan is an author and top-rated presenter of numerous courses on technology
related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and
professional service organizations. He focuses on helping firm leaders
understand the issues and opportunities associated with deploying information
technology to improve productivity and enhance client services and increase
profitability.
Professional Experience and Credentials
Past Chair, MACPA Information Technology Task Force
Master of Science in Information Assurance
Past Member, AICPA CITP Credential Committee
Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
Past Chair, MACPA Leadership Task Force
Regional Director in charge of mid-market technology services for top 10
accounting firm
Executive Manager of top 100 firm serving as Regional Director of
consulting and IT audit services
Former Senior Manager of top 100 firm responsible for developing and
leading IT consulting services group
Certified Information System Auditor (CISA)
Member of the Information System Audit and Control Association
Extensive experience in leading world class organizations through mission
critical IT systems deployment