Seminar
Live Replay WebinarBasic level
Excel Functionality That Every Accountant Should Know
★★★★★
4.5 · 15 attendee ratings
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
Upon completing this course, you should be able to:
- 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.
Major topics
Review of Tables and how they improve virtually every operation in Excel.
Discuss essential Excel functions and features that every financial professional should know how to use.
Review how to collaborate with colleagues in real-time with OneDrive or SharePoint.
Review PivotTables and their significant features.
Take a detailed look at Power Query and how this tool can revolutionize your workflow.
Who this is for
Financial professionals that would like to have better knowledge of Excel
Prerequisites: None
What's included
Every registration comes with the course materials — yours to keep.
- Course presentation PDF
- Demonstration & sample files ZIP
Course details
- Recommended CPE credit
- 2 — Specialized Knowledge
- Field of study
- Specialized Knowledge
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Length
- 1h 40m
- Course number
- 24c01007
- Provider
- CPE Today
CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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 website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
On its own
Live Replay Webinar
Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m
$50
Add to Cart
As part of a multi-day event
These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.
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Your instructor
Stephen Yoss
Speaker & Author · CPE Today · ★ 4.7 instructor rating
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...
Full profile →Attendee feedback
4.5
15 attendee ratings
Attendee reviews
★★★★★
“This was an awesome class. The instructor was so good at explaining these concepts that were new to me. I like that there were examples that we could work with and follow his leading with. It left me wishing the class was a little bit longer. However, I believe it gave...”
★★★★★
“Definitely learned some new things. Thanks for your time!”
★★★★★
“Great course! With any software course though it is easy to miss something. This might be a better one for self-study setup so you can stop and go back if need be. But overall, this guy did an excellent job!”
★★★★★
“This was one of the most helpful Excel courses I have taken. Thank you for presenting this session and being so knowledgeable.”
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