Course Details
Excel Functionality That Every Accountant Should Know
Course ID#: 437 | Short Title: Excel Necessary Functionality | Category: Excel
Course Description
Excel is the default program for many financial professionals–and highly effective–if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This course will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid.Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this course with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.
Learning Objectives
- Describe the features and functions of Excel Tables and data modeling.
- List and detail Excel functions that are the most useful for financial professionals.
- Outline the main features and functionalities of Power Query and how it can be used to improve organizational reporting.
- Demonstrate how to create a pivot table in Excel and how to utilize their major functions.
- Describe the purpose and intention of Microsoft Power BI. Explain how it can be a great complement to Excel for financial reporting.
Course Specifics
Level |
Advanced Preparation |
Prerequisites |
Recommended Duration |
|---|---|---|---|
| Basic | None | None | 200 Minutes |
CPE Credit Recommendations
Primary
|
Primary
|
Secondary
|
Secondary
|
|---|---|---|---|
| Specialized Knowledge | 4 | Not Applicable | Not Applicable |
Created and Updated Dates
Creation Year |
Update Year |
Update Date |
|---|---|---|
| 2023 | 2023 | 02/01/24 |
© Copyright 2024 Stephen M. Yoss. All Rights Reserved.
No part of these CPE courses may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the author, except for noncommercial uses permitted by copyright law. For more information about this course or any other of Stephen’s content, please visit https://yoss.io
