Understand the best methods for data organization in Excel®.
Let’s face it, using Microsoft Excel can get complicated really fast when you create anything more complex than a simple list. In this training, we’ll talk about ways to minimize the time and frustration that sometimes go along with creating consumable and meaningful Excel spreadsheets. These are sometimes known as best practices.
Learning Objectives
- You will be able to explain the relative simplicity of Excel as a spreadsheet tool.
- You will be able to identify examples showcasing the versatility of Excel in data management and analysis.
- You will be able to demonstrate the process of installing the Analysis ToolPak in Excel.
- You will be able to incorporate feedback and improvements into the final data presentation.
Agenda
Why Excel?
- Simple (Relatively)
- Versatile (Very)
- Inexpensive (Relatively)
Getting Started
- Install the Analysis Toolpak
What Are You Trying to Communicate? Is Excel the Right Tool?
- How Will You Make That Happen? What Data Will You Present and How?
- Basic Idea of a First Draft (It’Ll Change)
Excel Concept Overviews
- Keyboard Shortcuts
- Importance of Cell Formatting
- Absolute and Relative References
- Formulas
- Functions
- Pivot Tables
Nifty Excel Tools
- What-If
- Analyze Data
- Solver
Wrap It up - I'll Take It
Speakers
Jay R. Carlson,
FatDAWGS.com- Principal and co-owner of FatDAWGS.com, an IT solutions company
- Microsoft® Certified System Engineer (MCSE) as well as a Microsoft® Certified Database Administrator (MCDBA)
- More than 25 years of experience in the IT industry and 20 years as a technical writer, including working as the technical lead at a top software company supporting their financial software
- Through FatDAWGS.com, co-wrote OfficeFest 2007, a self-published series of training modules that includes Using Microsoft® Excel® for Financial Analysis, Microsoft® Excel® Pivot Tables and Charts, as well as “Visual Basic for Applications in Microsoft® Excel® 2007”
- Co-developed commercial SQL solutions and well-reviewed iPhone® applications
- Graduate, Southern Illinois University; master’s degree in public administration with an emphasis in finance, University of Montana; associate’s degree in journalism
Who Should Attend
This live webinar is designed for business owners and managers, accounting and financial professionals, administrative professionals, analysts, bookkeepers, and accountants.
